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I am a UK-based Senior Accountant and part-owner of a CIMA-regulated practice, providing compliant, commercially focused accounting and tax services to a portfolio of ~120 clients. Our practice delivers a full-service offering, including bookkeeping, VAT, payroll, statutory accounts, and tax optimisation (including capital allowances and allowable expense planning). We are Xero Advisor Certified and have over a decade of hands-on experience supporting owner-managed businesses across a range of sectors. What differentiates my work is the combination of regulated accountancy with advanced financial modelling and automation expertise. Since 2005, I have specialised in building automated financial models, reporting systems, and process-driven solutions using Excel/VBA, SQL, Python, and Google Apps Script. This allows us to go beyond standard compliance work—helping clients improve reporting speed, reduce manual errors, and make better financial decisions. I also lead on higher-value engagements including: - R&D Tax Credit claims - SEIS/EIS fundraising support - Bespoke financial forecasting and modelling In 2009, I developed an ICAEW-accredited financial forecasting platform designed to rapidly build integrated financial models. This reflects my broader approach: combining technical capability with accounting expertise to deliver solutions that are both compliant and commercially effective. Alongside practice work, I continue to support clients with bespoke modelling and automation projects across sectors, including construction & property, healthcare, FMCG, and financial services. I maintain a consistently high client satisfaction record by focusing on practical delivery, responsiveness, and long-term usability, ensuring clients receive support that extends beyond year-end compliance. I aim to ensure every client receives 5-star treatment, from project conception through to post-delivery support.

I have fifteen years of experience in Microsoft Office automation. I provide professional and reliable custom VBA/Excel/Word/Powerpoint solutions, specialising in spreadsheet automation, dashboards, forms, linking Excel - Word - Powerpoint (relaying data from one to the other) in order to create bespoke documents (reports, etc.) based on data transferred from the source application, custom ribbons/toolbars, and similar jobs. I am also well versed in Python, PHP, html, css, javascript and Java and I can produce high quality work in a short time.

𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁-𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 | 𝟳+ 𝗬𝗲𝗮𝗿𝘀’ 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 | 𝗘𝘅𝗰𝗲𝗹 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 + 𝗩𝗕𝗔 + 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜 + 𝗗𝗔𝗫 + 𝗦𝗤𝗟 + 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 + 𝗗𝗮𝘁𝗮 𝗩𝗶𝘀𝘂𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 I help businesses automate reporting, clean messy data, and build dashboards that drive faster, smarter decisions. If you’re stuck with slow reports, scattered data, or time-wasting manual processes, I’ll build solutions that work fast, scale smart, and impress stakeholders. I’ve supported startups, enterprises, and operational teams across industries, optimizing Excel systems, automating reporting, and delivering interactive dashboards that drive action. 💼 𝗪𝗵𝗮𝘁 𝗜 𝗗𝗼 𝗕𝗲𝘀𝘁 ✅ 𝗘𝘅𝗰𝗲𝗹 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 • Power Query, Macros, VBA, Formulas, and workflow streamlining • Save hours weekly by automating reporting, fixing broken sheets, and streamlining workflows ✅ 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀 • DAX-powered insights, drill-down KPIs, and sleek design • Real-time tracking with Power Query, SQL, and API integrations ✅ 𝗦𝗤𝗟 & 𝗗𝗮𝘁𝗮 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 • Data modeling, transformations, and reporting pipelines • Scalable data models and ETL pipelines (Azure Data Factory, Databricks) ✅ 𝗣𝗗𝗙 𝘁𝗼 𝗘𝘅𝗰𝗲𝗹 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻𝘀 • Fast, accurate extraction of tables, reports, or presentations from PDF to Excel or Word ✅ 𝗗𝗮𝘁𝗮 𝗖𝗹𝗲𝗮𝗻𝗶𝗻𝗴 • Data Cleaning and Transformation via SQL + Python • Automated quality checks to remove errors before they reach decision-makers ✅ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 • End-to-end analytics that answer not just what happened, but why 🛠️ 𝗧𝗼𝗼𝗹𝘀 & 𝗧𝗲𝗰𝗵 𝗜 𝗨𝘀𝗲 • Excel, Power BI, SQL, Power Query, DAX, VBA • Azure Data Factory, Databricks, Python • Tableau, R, Google Sheets 🌟 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 𝗜’𝘃𝗲 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 🚀 Built fully automated Excel + Power Query reporting systems that cut manual reconciliation time by 80%+ with one-click refresh for new data drops. 💡 Automated complex Excel workflows using Power Query, Power Pivot, and advanced formulas, replacing fragile manual processes with scalable systems. ⚙️ Cleaned, normalised, and reconciled large messy datasets (barcodes, SKUs, financials, inventory, CRM exports), eliminating false variances and data errors. 📊 Automated cost & pricing model for a trailer company → eliminated manual updates, added live dashboards, delivered “what-if” pricing scenarios. 📈 Built an operational Power BI dashboard for a utility firm; slashed costs & improved response times 📊 Evaluated training effectiveness and developed a presentation-ready report in Google Sheets. ⚙️ Transformed a messy 64-page PDF into a clean, structured Excel database; 100% accuracy, less than 24 hrs. 🧠 Developed an Excel Macro with a clickable pop-up that displays dynamic, line-level details ✅ 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗖𝗵𝗼𝗼𝘀𝗲 𝗠𝗲 • Fast and accurate delivery. • 7+ years of experience with SQL Reporting, VBA, and Power BI Dashboards • Experience with data cleaning, analysis, BI reporting, and dashboard storytelling • Trusted by teams to deliver insights, not just pretty visuals • Microsoft Certified (PL-300) 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝘃𝗶𝗲𝘄𝘀: ⭐⭐⭐⭐⭐ "𝘌𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘪𝘴𝘮 𝘢𝘯𝘥 𝘢𝘵𝘵𝘦𝘯𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘦𝘵𝘢𝘪𝘭!" ⭐⭐⭐⭐⭐ "𝘏𝘪𝘨𝘩𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘦𝘥" ⭐⭐⭐⭐⭐ "𝘏𝘪𝘴 𝘢𝘵𝘵𝘦𝘯𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘦𝘵𝘢𝘪𝘭 𝘸𝘢𝘴 𝘳𝘦𝘮𝘢𝘳𝘬𝘢𝘣𝘭𝘦; 𝘩𝘦 𝘮𝘦𝘵𝘪𝘤𝘶𝘭𝘰𝘶𝘴𝘭𝘺 𝘤𝘢𝘱𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘰𝘳𝘨𝘢𝘯𝘪𝘻𝘦𝘥 𝘦𝘷𝘦𝘳𝘺 𝘥𝘢𝘵𝘢 𝘱𝘰𝘪𝘯𝘵, 𝘦𝘯𝘴𝘶𝘳𝘪𝘯𝘨 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦 𝘧𝘪𝘯𝘢𝘭 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘸𝘢𝘴 𝘯𝘰𝘵 𝘰𝘯𝘭𝘺 𝘢𝘤𝘤𝘶𝘳𝘢𝘵𝘦 𝘣𝘶𝘵 𝘢𝘭𝘴𝘰 𝘶𝘴𝘦𝘳-𝘧𝘳𝘪𝘦𝘯𝘥𝘭𝘺. 𝘏𝘦 𝘮𝘢𝘥𝘦 𝘮𝘺 𝘭𝘪𝘧𝘦 𝘴𝘰 𝘮𝘶𝘤𝘩 𝘦𝘢𝘴𝘪𝘦𝘳, 𝘢𝘯𝘥 𝘐 𝘵𝘳𝘶𝘭𝘺 𝘢𝘱𝘱𝘳𝘦𝘤𝘪𝘢𝘵𝘦 𝘵𝘩𝘦 𝘦𝘧𝘧𝘰𝘳𝘵 𝘩𝘦 𝘱𝘶𝘵 𝘪𝘯𝘵𝘰 𝘵𝘩𝘪𝘴 𝘱𝘳𝘰𝘫𝘦𝘤𝘵. 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘮𝘰𝘳𝘦 𝘮𝘰𝘯𝘦𝘺 𝘵𝘰 𝘱𝘢𝘺 𝘩𝘪𝘮 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘩𝘦 𝘪𝘴 𝘸𝘰𝘳𝘵𝘩 𝘵𝘦𝘯 𝘵𝘪𝘮𝘦𝘴 𝘮𝘰𝘳𝘦 𝘵𝘩𝘢𝘯 𝘸𝘩𝘢𝘵 𝘐 𝘱𝘢𝘪𝘥! 𝘐 𝘸𝘪𝘭𝘭 𝘥𝘦𝘧𝘪𝘯𝘪𝘵𝘦𝘭𝘺 𝘣𝘦 𝘩𝘪𝘳𝘪𝘯𝘨 𝘩𝘪𝘮 𝘢𝘨𝘢𝘪𝘯 𝘢𝘯𝘥 𝘸𝘪𝘭𝘭 𝘢𝘤𝘵𝘪𝘷𝘦𝘭𝘺 𝘴𝘦𝘦𝘬 𝘰𝘶𝘵 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘪𝘦𝘴 𝘵𝘰 𝘸𝘰𝘳𝘬 𝘸𝘪𝘵𝘩 𝘩𝘪𝘮 𝘪𝘯 𝘵𝘩𝘦 𝘧𝘶𝘵𝘶𝘳𝘦. 𝘐𝘧 𝘺𝘰𝘶'𝘳𝘦 𝘭𝘰𝘰𝘬𝘪𝘯𝘨 𝘧𝘰𝘳 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘸𝘩𝘰 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘴 𝘩𝘪𝘨𝘩-𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘸𝘰𝘳𝘬 𝘸𝘪𝘵𝘩 𝘢 𝘲𝘶𝘪𝘤𝘬 𝘵𝘶𝘳𝘯𝘢𝘳𝘰𝘶𝘯𝘥, 𝘭𝘰𝘰𝘬 𝘯𝘰 𝘧𝘶𝘳𝘵𝘩𝘦𝘳 𝘵𝘩𝘢𝘯 𝘑𝘉. 𝘏𝘪𝘨𝘩𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘦𝘥!" 🧭 Let's Build Something That Makes Your Data Work Harder. Stop wasting hours on manual reports or cluttered Excel files. Whether you need a one-off automation, a Power BI dashboard, or a full reporting overhaul, I’ll help you unlock your data’s true potential. Available for ongoing or one-off projects.🚀 📌 Ready to transform your reporting and take control of your data? Send an invite or message now, I respond fast and deliver even faster. Let's talk.

I have worked within the I.T industry for more than 15 years in various capacities (Data Analyst, Senior Programmer, Technical Analyst) I'm offering my expert level Excel and VBA Macro coding skills for any adhoc/custom project work. As well as Google sheets development(including app scripts writing) Anything from developing a Macro, to a full fledged macro enabled spreadsheet that can be used to assist in automating and removing human error from mundane day to day tasks such as data extraction and validation and even webscraping solutions. If Excel is able to perform the task/solution you require, then it is more than likely that I'm capable of delivering it for you. I've always worked in fast paced industries (pharmaceuticals, retail etc) so am no stranger to the importance of meeting a tight deadline, and will ensure to deliver as required.

Hello! I'm Josh, an Excel expert with over 20 years of experience in leveraging the power of Microsoft Excel to drive data-driven decision-making. My expertise lies in utilising Excel’s features to make your life easier to interpret your data effectively or just get tasks done more efficiently/automatically. What I Offer: ✔️ Excel Automation: Save time and reduce errors with automated processes whether through Power Query, VBA/Macros or Excel formulas and functions. I can create custom automation tailored to your specific needs, helping you streamline repetitive tasks and improve efficiency. ✔️ Data Cleaning & Management: I can help you clean, organize, and manage your data to ensure accuracy and consistency. This includes data validation, deduplication, merging, splitting and formatting to meet your specifications. ✔️ Data Analysis & Visualization: Transform raw data into meaningful insights using pivot tables, charts, and advanced formulas. I can help you identify trends, patterns, and key performance indicators (KPIs) that matter to your business. ✔️ VBA & Macro development: Automate tasks, enhance Excel functionality and create user friendly applications tailored to your needs, resulting in increased efficiency and productivity. Why Choose Me? ✔️ Tailored Solutions: I understand that every project and business is unique. I take the time to understand your specific requirements and provide customized solutions that align with your goals. ✔️ Efficient Worker: I complete tasks efficiently and require little oversight. ✔️ Adaptable Problem Solver: I am flexible in addressing new challenges and evolving needs. ✔️ Continuous Learning: I stay updated with the latest Excel features and best practices, ensuring that I provide you with innovative and effective solutions. Tools & Technologies: ✔️ Microsoft Excel (Advanced formulas, Pivot Tables, Charts) ✔️ VBA (Visual Basic for Applications) ✔️ Power Query & Power Pivot (M & DAX) Let’s Connect! If you're looking for an Excel expert who can deliver high-quality work with a quick turnaround, feel free to reach out! I’m excited to help you tackle your Excel challenges and achieve your objectives. Let’s make data and Excel work for you! ------------------------------------------------------------------------------------------------------------------------- ⭐⭐⭐⭐⭐ "Working with Josh on this project was easy, he has helped us on multiple projects and is very responsive and flexible with his ability to jump on a call and make sure everything is understood. Would recommend highly." ⭐ ⭐ ⭐ ⭐ ⭐ “Very pleased with Josh’s expertise in Excel/Spreadsheets/Data. Definitely will use his services again and recommend you do too.” ⭐ ⭐ ⭐ ⭐ ⭐ "Josh was exceptional in understanding my brief and delivering before my deadline" Direct Feedback : “the team are loving the macro, we are flying into using our new system now and having to upload all the individual files, so this makes their life so much easier!” “Hi Josh, Thanks a lot for the great support. Really pleasant and professional throughout. For any future collaboration, I’d be happy to contact you directly again.”

In the age of AI, the best developers combine deep expertise with the right tools. I do exactly that — 28 years of Excel, Word, Outlook, and PowerPoint automation using VBA, with Claude AI accelerating my workflow throughout. The result: faster delivery, sharper code, and solutions that go beyond the obvious. I'm a Microsoft MVP — a credential awarded to a small group of technology leaders recognised by Microsoft for expertise and community impact. On Upwork, I have a 100% Job Success Score, Expert-Vetted status, $100K+ earned, and five stars from every client who left a review. What you can expect: Guaranteed quality. Every solution is rigorously tested before delivery — at unit, integration, and system level. Any error on my part is fixed at no cost to you. Predictable costs. Fixed price means fixed price — if I underestimate the work, I absorb the difference. Hourly projects always include a clear upfront estimate. Clear communication. I start with a thorough Q&A to fully understand your requirements — including enhancements you may not have considered. I flag limitations early, keep you updated throughout, and am available during installation and first use. You own the code. Delivered fully unlocked with no restrictions and no lock-in, ever — and well-commented with robust error handling so it's easy to maintain, adapt, or hand to another developer if you ever need to. Excel - Task automation, data transformation, and ETL - Dashboards with charts, sparklines, slicers, and timelines - PivotTables, Power Query, complex formulas, and UDFs - Drop-down lists, data validation, and conditional formatting Word - Document automation and event-driven macros - Styles, complex formatting, and document structures - Custom forms and user input controls - Automated actions triggered by document events (open, save, print, close) Outlook - Email, attachment, calendar, and task automation - Automatic rules and responses based on email content - Data extraction and export to Excel for reporting PowerPoint - Presentation automation and slide management - Advanced shape and text formatting - Automated slide generation from Excel data Add-ins & Cross-App Integration - Complex VBA add-ins with custom ribbon controls, context menus, and shortcuts - VBA-powered cross-application automation — generate Word docs or PowerPoint slides from Excel, send Outlook emails from any Office app - Reusable libraries of pre-tested modules and classes to maximise quality and minimise delivery time Want to discuss your project before committing? Send me an Upwork message or book a consultation — no obligation. Every conversation starts with listening, not selling.