
Financial Whole Life Services
Serves Chesapeake, VA
As an experienced accountant and personal finance coach, I work with Excel and Google Docs on a daily basis, helping clients manage their finances effectively. I take great pleasure in utilizing Excel to create detailed budget tables, which provide a clear overview of income and expenses, as well as pivot tables that allow for in-depth data analysis and visualization.
I understand that many people can feel overwhelmed by Excel’s complexity and features. That's why I focus on being patient and empathetic throughout the learning process. I strive to break down complicated concepts into simple, manageable steps, making sure that everything is