Industries · Accounting / CPA Firms
Excel Automation & Data Services for Accounting / CPA Firms
Reconciliation trackers, TDS/GST health checks, audit working papers and partner-review dashboards - written for the way CA firms and CPA practices actually run..
- accounting
- cpa
- reconciliation
- tds
- gst
Month-end reconciliations across 40, 60 or 100+ client books, every partner repeating the same steps, every deadline the same week.
TDS and GST trackers built by hand every quarter - voucher-by-voucher matching, then a partner-review pivot that is rebuilt when one client's books change.
Audit working papers living in inherited workbooks, with formulas nobody on the team can trace and a checks tab nobody runs.
Services for accounting firms
Where I help CA firms and CPA practices.
Each engagement starts with a written scope and a fixed price. The workbook is yours at handover.
Excel Data Cleaning
Tidy voucher extracts, deduplicate vendor lists, validate GSTIN and PAN formats - fail loudly on a missing ID.
Excel Error Fixing
Fix broken VLOOKUP, #REF, #VALUE on an inherited audit workbook. Quick fixes are quoted before any work.
Excel VBA / Macros
Reconciliation macros that match transactions across client books and write the result to an audit tab the partner reviews.
Financial Modeling
Three-statement models and partner-review P&Ls where every formula is named and every assumption is on one sheet.
Example engagement
Typical multi-client CA practice
- Problem
- Four partners running the same reconciliation on four sets of client books - each partner tracking deadlines in their own workbook, no single firm-wide view of what was overdue.
- Approach
- I would build one master tracker, one refreshable view per client, one deadline tick. Reconciliation macros match transactions across client books and write the result to an audit tab the partner can review in five minutes.
- Outcome
- Designed so partners stop maintaining separate trackers and review one firm-wide dashboard showing what is reconciled, what is pending and what is overdue.
Free Self-Serve Excel Tools
Interactive in-browser calculators and diagnostics. No sign-up, no email required.
Workbook Compare
Drop two versions of a file and see every changed cell and formula, inserted rows, and formulas someone typed over.
Workbook Map
See how your sheets feed each other as a diagram, with links to other files, hidden feeders and circular links flagged.
Formula Explainer
Paste any formula and read it in plain English, step by step in the order Excel calculates it.
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Frequently asked
Before you hire an Excel consultant for your CA firm.
Can you sign an NDA before we share any client files?
Yes - NDAs are signed before any client file is exchanged. We work over the channel you prefer, and client data is never stored on our systems longer than the engagement requires.
Do you build tools for a single partner or for the whole firm?
Both. Single-partner fixes (a tracker for one client set) ship the same week. Firm-wide rollouts (a master tracker used by every partner) take longer and ship with a written training note so the partners adopt it without a meeting.
Get a Free Quote
Send the workbook. Get a written scope and fixed price.
Reply within one working day. NDA before any file is exchanged.
Calls scheduled in your timezone (UK, EU, US, UAE, APAC) · How a project works
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