← Back to browse
EE

ExcelHelp.com | Excel Automation & Corporate Training in New York, NY

Business Coach · New York, New York
Verified active business

Overview

ExcelHelp.com offers Excel consulting, Excel and AI training, financial modeling, Power BI consulting, and database development for organizations of all sizes. Based in New York, the practice serves teams at enterprise-scale organizations across insurance, construction, automotive manufacturing, finance, oil and gas, healthcare and pharmaceutical, and retail, with expertise in Excel automation, financial modeling, and data analysis.

Highlights

Case studies on sitecommercialClient testimonials on sitecommercialGoogle rating 5 (20 reviews)commercial

Specialties & expertise

Excel ConsultingExcel & AI TrainingFinancial ModelingPower BI ConsultingDatabase DevelopmentExcel AutomationData Analysis

Credentials & programs

Named programs

Rock Solid TrainingRock Solid Build

Also works as

Trainer

Frequently asked questions

What does ExcelHelp.com | Excel Automation & Corporate Training specialize in?

ExcelHelp.com | Excel Automation & Corporate Training lists Excel consulting, Excel & AI training, financial modeling, Power BI consulting and database development. The questions below explain these areas in plain terms — every listed area comes from the provider’s own site or profile.

What is the difference between coaching and consulting?

A consultant diagnoses a problem and recommends — often implements — a solution; a coach develops you and your team to make better decisions and execute consistently. Consulting buys expertise; coaching builds capability. Many providers offer both, so check which mode an engagement actually is before you compare prices.Coaching vs consulting vs mentoring →

What does it mean when a coach also offers keynote speaking or workshops?

Speaking and workshops teach at scale — one message to a room — while coaching works depth-first with one person or team over time. A coach who speaks regularly has usually packaged their method into a teachable framework; just note that a great talk and a great months-long engagement are different skills, and check evidence for the one you’re buying.

What is a fractional CFO, and when do you need finance help?

A fractional CFO brings CFO-level expertise — cash flow, forecasting, profitability, capital — part-time, without the full-time cost. The usual trigger: finances have outgrown bookkeeping but not yet justified a hire. Bookkeeping records the past; a CFO-level advisor shapes the decisions ahead.

What is database development?

Designing and building the structured systems that store a business's data—customer records, inventory, transactions. Sound database design keeps information accurate, fast to retrieve, and able to grow with you.

What is Excel automation?

Building spreadsheets that do repetitive work automatically—using macros, formulas, and scripts to replace manual data entry and reporting. A low-cost efficiency win for businesses that live in Excel.

What is data analysis?

Examining business data to find patterns and answer questions — what's selling, where money leaks, what predicts churn. Useful when you're collecting numbers but not learning from them.

Who does ExcelHelp.com | Excel Automation & Corporate Training work with?

They describe working with Organizations Of All Sizes.

Which industries does ExcelHelp.com | Excel Automation & Corporate Training serve?

Their profile names Insurance · Construction · Automotive Manufacturing · Finance · Oil & Gas · Healthcare/Pharmaceutical · Retail.

What is a fractional CFO?

A fractional CFO is an experienced finance leader who works with a company part-time, bringing CFO-level expertise in cash flow, profitability, forecasting, and capital without the cost of a full-time hire.

What does a fractional CFO do?

A fractional CFO sets up financial reporting and forecasting, improves cash flow and margins, supports fundraising or lending, and gives owners the numbers and guidance to make better decisions.

When does a business need a fractional CFO?

Typically when finances outgrow a bookkeeper but do not yet justify a full-time CFO — for example during growth, fundraising, tighter cash flow, or preparing for a sale.

Who they serve

Audience & role
Organizations Of All Sizes · Team
Business stage
Enterprise
Industries
Insurance · Construction · Automotive Manufacturing · Finance · Oil & Gas · Healthcare/Pharmaceutical · Retail
Delivery & languages
Online · In Person

Reputation

Sourced from Google

5 across 20 Google reviews. Ratings come from this provider's Google Business Profile — sourced from Google, not self-reported.