EXCEL CONSULTING

SOLUTIONS BUILT AROUND YOUR BUSINESS

From custom-built spreadsheets to rescuing the file your business already depends on, our Excel consultants turn messy data and manual processes into clean, reliable, automated solutions. We help you understand exactly what Excel can do for your business, then we build it.

Discover

We start by understanding your business, your data, and the outcome you need. Whether you have a detailed spec or just a problem to solve, we ask the right questions first.

Design the Solution

We map the right approach: a brand-new build, an enhancement to a file you already have, or guidance on how Excel can best meet your needs, with no over-engineering.

Build and Enhance

Our experts develop your solution with robust formulas, clean structure, automation, and Power Query or VBA where it adds value, built to be accurate and easy to maintain.

Deliver and Support

You receive a polished, documented solution, and we walk your team through it so they are confident using it. We are also here for ongoing support as your needs evolve.

Build Excel Files

Custom-built for you

New spreadsheets, models, and templates from scratch
Dashboards, calculators, and reporting tools
Formulas, Power Query, and VBA automation
Clean, documented, and easy to maintain

Enhance Existing Files

Upgrade what you have

Fix, clean up, and optimize your current files
Automate manual, repetitive steps
Improve speed, accuracy, and reliability
Modernize and rebuild legacy workbooks

What kinds of Excel projects do you take on?

Anything from a single formula or template to full reporting systems, financial models, dashboards, and automated workflows. If it lives in a spreadsheet, we can help.

Can you fix or improve a spreadsheet we already use?

Yes. A large part of our work is enhancing files you already rely on: fixing errors, cleaning up structure, adding automation, and making them faster and more reliable.

Not sure Excel is the right tool. Can you advise?

Absolutely. We assess your needs and give you an honest recommendation on whether Excel is the right fit, and how best to use it for your business.

Can you automate manual, repetitive spreadsheet work?

Yes. We use formulas, Power Query, and VBA macros to automate reporting, data cleanup, and other repetitive tasks so your team spends far less time on manual work.

How long does a typical project take?

It depends on scope. A simple template or fix may take a day or two, while a full reporting system or model can take longer. We give you a clear timeline before any work begins.

Can you work with our existing systems and data?

Yes. We regularly connect Excel to exports from accounting, CRM, and other business systems, and build solutions that fit the tools you already use.

Do you work with small businesses and large companies?

Yes. We work with clients of every size, from solo professionals and small teams to large organizations and their finance and operations departments.

How much does a consulting project cost?

Every project is scoped and quoted individually based on complexity and timeline. Submit the request form below and we will provide a clear estimate for your specific needs.

Do you work remotely or on-site?

Both. We work with clients across DFW, Houston, Austin, Oklahoma City, and Denver, and remotely with clients nationwide.

Will our team be able to use what you build?

Yes. We build maintainable, well-documented solutions and walk your team through them, so they are confident using and updating the file going forward.

I have more questions?

Our AI Chatbot has a wealth of knowledge and can answer most standards questions. Feel free to use our AI Chatbot in bottom right of the screen, feel free to use our Contact Form, and feel free to call us at 817-841-9560.

Request a Consultation

Tell us about your project or the spreadsheet you need help with, and we will get back to you with next steps. Call 817-841-9560 or fill out the form below.