Current Services
Process & Workflow Automation
Stop losing time to manual, repetitive finance processes. We design and build custom automation workflows that connect your existing tools, eliminate bottlenecks, and keep your business running, even when you’re not. From accounts payable to monthly reporting, we turn hours of manual work into minutes of hands-off execution.
Services include:
- Automated invoice processing and payment reminders
- Month-end close and reconciliation workflows
- Financial reporting delivered automatically on your schedule
- Custom workflow design and ongoing hosting and maintenance
- Fully hosted by Data Prep U
Analytics User Support
Get expert help exactly when you need it. Whether you’re debugging a workflow, building your first dashboard, or simply need guidance on which button to click next—I provide responsive support that doesn’t just fix problems, but helps you understand the “why” behind the solution.
Support covers:
- Workflow troubleshooting and optimization
- Report development and debugging
- Real-time guidance and skill-building
- Best practices and strategic recommendations
Why Data Prep U?
After 20 years in analytics, I’ve learned which tools actually deliver results for finance teams—and which ones are just noise. Power BI, Alteryx Designer, and AI platforms consistently provide massive time savings and real productivity gains. But here’s what matters most: once you get past the initial learning curve, they make your work genuinely enjoyable. You’ll spend less time wrestling with manual processes and more time on meaningful analysis.
As a NASBA-registered CPE sponsor, all of our training qualifies for continuing education credit. That means you’re not choosing between professional development requirements and learning skills that actually matter—you get both. Real-world proficiency that transforms how you work, with the CPE credit your career requires.
Benefits of working with Data Prep U
✓ All courses are CPE eligible
✓ All courses are delivered by a live instructor
✓ Hands-on training using real-world examples
Ready to get started?
Whether you’re looking for training that earns CPE credit or need ongoing support for your analytics platforms, let’s talk about how Data Prep U can help your team work smarter.