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Tag Archive for: Consistency

The CFO’s Guide to Scaling Financial Data Prep: From Manual to Automated Workflows

June 1, 2025/by Sarah Schlott

Let me give it to you straight: most finance teams are flying their planes while building the wings. And that’s fine—until you hit turbulence. I’ve worked with scaling companies where the first $10M in revenue was built on ad hoc Excel reports, stitched together the night before the board meeting. And hey—it worked. Until it […]

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10 Common Financial Reporting Tasks You Can Streamline with Power Query

May 31, 2025/by Sarah Schlott

Here’s a hard truth they don’t tell you in finance onboarding: most “financial reporting” is glorified janitorial work. You know the drill. Dump the GL. Copy and paste into five different workbooks. Filter out the junk rows. Reformat dates. Fix that one column that always comes in as text instead of numbers. Then pray your […]

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