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About


A bit about me

Independent software trainer in Chicago. MOS Excel Expert, MOS Office Master, Advanced Certified QuickBooks ProAdvisor

With previous experience in financial planning & analysis (FP&A), public accounting, enterprise performance management (EPM) software implementation & and business intelligence, I can help bring a deeper level of understanding to the "how's and why's" to get the best ROI out of your technology investment.

Profile

Garrett Tedeman

Personal info

Garrett Tedeman, MBA/CPA

Phone number: (630) 730-5305
Website: www.NewChicagoCPA.com / TedemanCPA.com
E-mail: Garrett@TedemanCPA.com

RESUME

Past Accomplishments


Employment

  • 2014-future

    Principal -- NewChicagoCPA.com

    Conducting Quickbooks, Office, & software training

  • 2011-2013

    Senior Associate Consultant -- PricewaterhouseCoopers, LLP

    Provided implementation services for SAP BusinessObjects Planning & Consolidation (BPC) on both Microsoft / SQL Server-based and SAP Netweaver environments. Designed & configured custom planning applications, including developing logic scripts for costing allocation and financial consolidation. Helped lead teams to document and train business users and analysts for several full-cycle roll-outs.

  • 2009-2011

    Managing Consultant -- HCL AXON

    Provided implementation services for SAP BusinessObjects Planning & Consolidation (BPC) on both Microsoft / SQL Server-based and SAP Netweaver environments. Designed & configured custom planning applications, including developing logic scripts for costing allocation and financial consolidation. Led small teams to document and train business users and analysts for several full-cycle roll-outs.

Education

  • 2003

    Certified Public Accountant

    State of Illinois

  • 2000

    MBA -- Michigan State University

    Operations/Supply-Chain Management & Information Systems

    Eli Broad Graduate School of Management



  • 1997

    Bachelor of Science -- Florida Atlantic University

    Accounting

Skills & More about me

Certified Scuba Diver & Nature Enthusiast
PADI Open Water Adv. (AOW)
Patient Listener
Passionate for Creative Illustrations
Committed to Learning
Use Media for Blended Presentation

Portfolio

My latest projects


Tuesday, January 5, 2016

Fascinating first run-down on the new You Need a Budget (YNAB) from Bogleheads.org:

https://www.bogleheads.org/forum/viewtopic.php?t=180769


 Click to Visit Bogleheads.org



Notes:

1.  Now includes auto-import, or transaction sync'ing like Mint.com
2.  Subscription-based ($5/mon or $50/yr), with 30-day initial trial
3.  Some updated features
4.  Transition video tutorials available on YouTube


Other key links from the article:

Blog posts from YNAB with more details:
Less Tedium, More Focus, Older Money with the New YNAB
The New YNAB is Here
The Why Behind the New YNAB

Other helpful links:
YNAB4 Transition Guide

Tuesday, December 30, 2014

From Reddit.com -- "I have X, so what do I do with it?" (Illustrated)


http://www.reddit.com/r/personalfinance/wiki/faq

As you looking for good tips & discussion, don't forget what is likely the largest and most up-to-date resource on the web.  Probably eclipsing even Bogleheads.org and Investopedia.  Namely, Reddit.com's Personal Finance section (www.reddit.com/r/personalfinance).


As a redditor myself for over 8 years now, I've seen firsthand just how much info and interaction can be worth.  For this post, I'd simply like to call attention to this tremendous infographic that illustrates the answer of how to organize your finances in priority.  So, you have some extra $$$?  Here's the ordered sequence of how you'll want to use your funds:






http://i.imgur.com/fb7Dtmh.png

Services

How I Can Help


Software Training

MOS Certified Office 2013 for Excel, Access, & Word

Excel Expert

Advanced experience with data analysis and planning

Quickbooks Online

Important software for small biz, now cloud-based.

Skills Development

Business skills education.

Power BI

Developing data presentations

Qlikview / Qlik Sense

Leading data visualization and discovery tool for business intelligence

Contact

Get in touch with me


Adress/Street

1400 N Lake Shore Drive

Chicago, IL 60610

Phone number

(630) 730-5305

Websites

NewChicagoCPA.com -- TedemanCPA.com