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OCCA Member Business Directory
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KSW Consulting, Inc.


Portland, OR 97214

Contact Person: Karen Westerman
Phone: (503) 236-6095
Fax: (503) 236-6095
This e-mail address is being protected from spam bots, you need JavaScript enabled to view it KSW Consulting, Inc.

My company has been in business since 1993, primarily working in Microsoft Excel, Word, Quickbooks, and Crystal Reports. My focus is on preparing spreadsheets or documents or systems customized for the customer.
Project work for various companies includes building Excel/Lotus/Quattro Pro templates and troubleshooting spreadsheet problems. Spreadsheet templates include in-depth, sophisticated models for budgeting and forecasting, estimating, quoting, analyzing portfolios, companies and/or product performance. Spreadsheets are integrated and provide summary reports and customized output. 

Spreadsheet models are of varying complexity, from simpler models that do basic calculations to fully-integrated, complex budgets and analyses. Some models are macro driven using Visual Basic. They contain pivot tables, lookups, if-statements, and rely on many of the database functions built into Excel. The models are used for calculating monthly payments, preparing reports for management to make business decisions, analyzing the profitability of a product, business line or company and for budgeting and forecasting.


My experience includes teaching classes in Excel and Word. Class size and length vary. One-on-one tutoring is an option. All classes are customized, depending on the needs of the client.

I have set up several accounting systems, using Quickbooks. I have customized invoices, purchase orders and reports. Once the setup is complete, then staff are given some written, step-by-step instructions and receive one-on-one training.


Specializing in

  • MS Excel construction, integration, audit and troubleshooting spreadsheets
  • Creating Visual Basic macros
  • Building word processing templates
  • Setup and maintain Quickbooks systems
  • Training or tutoring in Excel, Word, Quickbooks

Services Provided

  • Accounting
  • Accounting/Bookkeeping Software Accounting Bookke
  • Business Consulting
  • Financial Planning
  • Forms Design
  • Macro creation Excel
  • Office Automation/Procedure Automation Procedure
  • Programming Spreadsheet Macros
  • Software Analysis/Evaluation/Testing
  • Software Selection/Procurement Procurement Select
  • Spreadsheet construction and troubleshooting 123
  • Spreadsheet Models
  • Training Software
  • Word Templates

Products Supported

  • Crystal Reports
  • Del Mar DataTrac
  • Lotus 123
  • Microsoft Excel MS
  • Microsoft Powerpoint MS
  • Microsoft Word MS
  • Microsoft Works MS
  • Quattro Pro
  • Quattro Pro Windows
  • QuickBooks
  • QuickBooks Windows
  • Selkirk Treasury Manager

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Old Spaghetti Factory


0715 S.W. Bancroft St.
Portland, OR 97239
503.222.5375


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