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About Us


Patricia McCarthy

Patricia McCarthy has been in software training for over 27 years and her client list includes the Indiana CPA Society who awarded her their Outstanding Discussion Leader award.
Patricia is a graduate of the College of the Holy Cross and also holds a M.B.A. from Babson College.
She was a full-time Lecturer in Butler University’s School of Business for six years and has taught at several of Indiana’s other universities.

She has been a contributor to the Journal of Accountancy and to Accounting Web. She has published articles in a number of state CPA societies including  Indiana, Missouri, Arizona and Texas. She is certified as a MOS expert in Excel. Patricia also runs the Excel Diva Blog called “Chatting About Excel and More” which can be found at and was recently included in the  Top 57 Blogs in The World For Learning Excel.


Joe Helstrom CPA

Joe has  over 30 years of experience as a CPA in both public accounting and industry with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning. After graduating from Butler University with a degree in Accounting, Joe got his start at Ernst & Young and, subsequent to that, has served as Chief Financial Officer, Director of Treasury and Tax, Controller and Manager of Financial Planning, Reporting, and Analysis for several different companies.  Joe, along with his wife Patricia McCarthy, have published articles in Missouri and Texas CPA Society publications titled “Incorporating Excel Arrays into Your Audit Plan.”

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