I'm an accounting and finance leader who sees an opportunity to transform tedious financial work and grow accountants and analysts using free tools already at finance's disposal.
My CPA Revolution journey
In July 2018, I stumbled upon Power Query ("PQ") (then called "Get + Transform") and immediately realized, "Wow, I've been doing things the hard, long way". I was fortunate to have access to some great online learning tools, and so I punched in 'Power Query' and felt like Alice falling down the rabbit hole. I ate the cake and kept wandering further in to Wonderland.
I hosted sessions at my office and trained more than 40 people on how to get started using these amazing tools. In the second half of 2018, everyone I spoke with probably got a plug for PQ. And to my amazement, I uncovered that almost no accountants were using these efficient and powerful tools. I became Curiouser and curiouser!
Training
I bought nearly every book on PQ, scoured YouTube, reviewed blogs and training courses, and started to build files using these tools. "So many out-of-the-way things had happened lately, that [I] had begun to think that very few things indeed were really impossible" (Alice in Wonderland)
And I wanted to share these impossible things with people just like you: but, there wasn't a comprehensive course, blog, course, or book that I could recommend for accountants. Most of the content was written by macro-writing, SQL-using, IT oriented users who are at a much different point on the Excel path than the typical accountant (staff to controller). What I needed was a set of instruction sheets where I could direct people, "hey, have you tried this?"
And so, a need was born.
Welcome to the journey!
Amanda Mathis, MBA, CMA, CPA
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ReplyDeleteThank you very much for the feedback. I'm glad that the information is valuable to you.
DeleteWonderful post, I agree - why not just have both? When I wanted to implement my Accounting Consulting Firms in Australia I had to outsource someone to do it for me, but now I'm creating my own, small IT section ;)
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