Escaping Excel Hell: How to Operationalize Your Finances Without the "Dumb Tax"
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Escaping Excel Hell: How to Operationalize Your Finances Without the "Dumb Tax"
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There is a dangerous misconception in growing firms: that you can scale a business on spreadsheets alone.
But as my guest today points out, when you run your finances on Excel, you aren't scaling—you are just one broken formula away from a crisis.
In this episode, we sit down with Gayle Nelson, Founder of Rapid Cloud Partners. Gayle isn't your typical systems integrator; she is a CPA and former VP of Finance. She knows exactly what happens when "dirty data" hits your P&L, and why manual reconciliation turns into a financial liability.
We strip away the tech jargon and get into the operational hard truths:
- The Excel Ceiling: Why sticking with manual spreadsheets stops being "scrappy" and starts threatening your audit.
- The "Franken-stack": How to untangle the mess of 24 disconnected QuickBooks accounts.
- The Reputation Trap: The real reason new CFOs are terrified to implement ERPs (and how to mitigate that risk).
If you are tired of sweating through your month-end close, this conversation is your roadmap out.
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