James Richard
Key takeaways from Microsoft’s Finance Team: Excel, Automation, and Efficiency
There are a lot of positive things to learn from tech giant Microsoft. After all, you have to be doing something right to be the 4th most...
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Welcome to the
Solving Finance Blog
James Richard
- Sep 10, 2020
- 12 min
The Top 10 Excel Hacks for Finance Professionals
Excel is a powerful tool for saving, presenting, and manipulating data, but not all finance professionals are using it as well as they...
James Richard
- Sep 10, 2020
- 3 min
6 potential pitfalls of Roth IRA Conversions
Many financial planners are recommending Roth IRA conversions these days. That’s when you take a taxable distribution from your...
James Richard
- Sep 10, 2020
- 2 min
The Challenges of Spreadsheet-Based Forecasting
Spreadsheets are an indispensable tool for most organizations and understandably so; it is easy to use and adaptable to a wide range of...
James Richard
- Sep 10, 2020
- 5 min
5 Excel Tips for Better Budgeting and Forecasting
Excel has such a long history in business accounting and corporate finance that it has inevitably become the butt of some easy jokes....
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