Because of our diverse backgrounds and experiences, CPAs are called up to peform cosultitng services. While this is not currently the focus of my practice I do perform such services when requested and when I feel I can add value to the project.

A partial list of past consulting projects follows:

• Financial Statement Reporting
  Developed hundred of custom reporting systems using Excel with the objective of error free reporting, timely reporting, and instant reporting once the download or link is made for the current reporting period. One example is reducing the reporting time from three weeks to three days for 60 separate departments, with reporting being a working combination of paperless and printed reports.
  
  
• Working with Large Data sets
  Manipulating and reporting on massive amounts of data. The data may come from a larger system, download or datamined into a larger system (sometimes Microsoft Access), then exported or linked to Excel for complex data manulation or calculation and very easy to understand reporting. Check back as specific projects are added to this page.
  
  
• Surveys
  I have developed several systems to gather data quickly and accurately, perform data manipulation and calculations instantly and have the output (the report) always "print ready". This can be with any type of data. Of special interest are salary surveys. While seemingly simple, many providers take a so long to produce the report, the information is no longer timely. Of course, the complexity of the project can dictate the completion schedule, I reduced the total project time to either "zero-time" or substantial time reduce over the old ways. I make extensive use of web-based technologies.
  
  
• Recontruction of 401K Contributions
  The 300 employee company improperly calculated the contributions for a period five years. As a part of the VCP with the IRS, I was engaged to assist. The company's plan was for manual entry of each payroll summary. With a combination of powerful Excel features, all data was linked, the recalculations were made and the VCP reporting was accomplished in very short period of time. Additionally, the accuracy of the work was near 100%. The success of this project was my background in taxes, working with large data sets, and using Excel at it full strength.
  
  
• Budgeting-U.S. Navy
  Working the Navy Region Southwest (CNRSW) to assist in streamlining the Navy budgeting process as reported directly to Washington D.C. The project was quick extensive. One key components was to integrate the existing very well prepared regional budget prepared in Excel to the online budgeting system. The online system "required" data entry. Since the data was already created in Excel, the key components were exported in to a file, then uploaded to the online system saving hundreds of hours of repetitive work.
  
  Some enhancements were made to the already sound Excel product, mostly in eliminating repetitive task, protecting the files, and enhancing review functions.
  
  
• Ship Movement Database and Reporting
  Provided the tools for enhanced and timely reporting of all ship movements by ship and ship type. Most of the work was performed using Excel with the purpose of determining the exact needs and workflow. The final Excel product was then used as the "needs analysis" for the upcoming online ship movement database.
  
  
• Ship Movements and Budgeting
  Integrated ship activity with budgeting to better determine "cost per ship movement" and related cost reporting.

             Please check back. I am adding to this project list on a regualr basis.