Zoho CRM

A CRM system aims to improve your relationship with existing customers, aids in finding new prospective customers, and helps to win back former customers. Using a CRM, your business can be set up for success.

QuickBooks & TSheets

If tracking numbers drives you crazy, then let’s talk!! I enjoy educating and empowering Small Business Owners to Excel utilizing system and tools that help them save time and be more organized!

MS Excel

Using Excel templates will allow you to streamline your business and evaluate your strengths and areas to improve in a timely fashion.
With Excel you work smarter, not harder!

Workshops & Training

Excel with Me offers training and workshops for your company or organization. Custom Training is Available! Various workshops are offered throughout the month – check Events Page for details!

About Us

Excel with Me enjoys inspiring others to utilize systems that will help save time and allow their business to become more organized. Systems such as Quick Books and Excel are amazing tools often underutilized due to lack of understanding and knowledge. Excel with Me bridges the gap so that the small business owner can utilize these systems and streamline the necessary tasks to make their business successful. A tracked number grows, but you need a system to track them! Another area that often is challenging is following up with clients easily. A Customer Relationship Management (CRM) system is a great way to do this. ZoHo is one of our favorites. It can be customized and utilized based upon your needs. Excel with Me specializes in training and consulting systems to meet your needs!

ZoHo CRM

If following up with potential leads and clients seems like an impossible thing to do, the let’s talk! A CRM system aims to improve your relationship with existing customers, aids in finding new prospective customers, and helps to win back former customers. With a good system in place along with great procedures and processes, your business can be set up for success.
I would love to share how ZoHo would be able to streamline the follow up process making it possible to stay in touch with your clients in an effective manner.

QuickBooks & TSheets

If tracking numbers drives you crazy, then let's talk!! I enjoy educating and empowering Small Business Owners to Excel utilizing systems and tools that help them save time and be more organized!

One of those tools is taking full advantage of the power of QuickBooks Online. As a Business Owner you know that it’s necessary to track your sales, expenses, etc. to be successful long term. If this process is overwhelming let me share with you how QuickBooks Online can streamline many common tasks that will make reporting and tax time a breeze!

A perfect companion to Quick Books is T Sheets which allows you to track time easily and effectively, thus streamlining your payroll processing. T Sheets integrates seamlessly with Quick Books online allowing you to save time and effectively manage hours for your employees. in addition, TSheets can also be used on it's own if you are just looking for a time tracking system

MS Excel

If you are not quite ready to utilize Quick Books to track numbers, then a great alternative is Excel! Excel is a powerful tool that allows the small business owner to track how well their business is doing by working smarter not harder. Let Excel do the number crunching on your behalf. By taking a little time throughout the week or month, you can streamline your end of year routine and be able to provide your accountant those crazy numbers that typically take many weeks to find and prepare! Creating and utilizing a simple or even complex Excel templates will allow you to streamline your business and evaluate your strengths and areas to improve in a timely fashion.

Services

Various workshops and training sessions are available in both group and individual settings that can be customized to meet your needs.  Areas include Quick Books and TSheets How-To’s, Excel Tips & Tricks, ZoHo Basics and Time Management Skills.

Various workshops are offered throughout the month  - check Events Page for details!


About Janet

Janet Ickes, Excel with Me Training & Consulting, enjoys working with the Small Business Owner to educate and empower them to utilize systems and tools that are most likely at the fingertips, but are not being used to their fullest potential. Systems such as MS Excel, PowerPoint, Access, & QuickBooks just to name a few. She has a varied background, courtesy of corporate America, that revolves around accounting and payroll functions over the past 20 plus years. Starting out in the Oil & Gas industry, her positions included Assistance Finance Manager and subsequently moving to Finance Manager.  During this time, she also had the opportunity to train accountants world-wide in the General Ledger and Reporting modules for the new rollout SAP platform for the company.

Then an opportunity presented itself in the Banking industry where she started off in the accounting department as a Senior Accountant, with a focus in Compensation and Benefits accounting and then was promoted to Assistance VP, Payroll Manager. During this 11-year opportunity, she was able to not only grow in her accounting and payroll expertise by earning her Certified Payroll Practitioner Certification, but also was giving the opportunity to train employees and managers along with the opportunity to serve in a key role during the conversion from the ADP to UltiPro platforms for payroll, time and attendance, and general ledger functions.

Alongside of her corporate career, she inspired others to put their best face forward as a Independent Beauty Consultant, Mary Kay,  over the past 18 years.  Her passion is simply to inspire others through  skin care education & consultations that help suggest skin care solutions that encourage & build  confidence with those she works with.

After moving to NC, she now focuses on inspiring others through education and training by sharing her varied technical knowledge and expertise.

Contact Info

Janet Ickes
Excel with Me Training & Consulting LLC
Consultant & Trainer
Email: ExcelwithMe123@gmail.com
Phone: 336.525.1592
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