Frequently Asked Questions
-
I work with businesses of all sizes and across many industries — construction, services, healthcare, software, retail, and more. If your business relies on numbers, decisions, or processes that could benefit from a clean, reliable Excel model, I can help.
-
We’ll talk through your situation, what you’re trying to accomplish, and whether I’m the right fit. I’ll ask questions, offer initial thoughts, and help you understand what a solution might look like so you can decide if you want to proceed.
-
That’s normal. Many clients come to me with a problem, not a solution. I’ll help you clarify your goals, understand your data, and translate your situation into a structured model that supports your decisions.
-
It depends on the complexity. Some tools take an hour, others take a week or more. During the consultation, I’ll give you a realistic timeline based on your specific needs.
-
That’s common — and absolutely something I can help with. I can clean up your existing model, rebuild fragile logic, streamline workflows, or expand it into something more scalable and reliable.
-
Yes. I build every tool with clarity and long‑term usability in mind. If you’re comfortable in Excel, you’ll be able to maintain and adjust the model without needing me for every change.
-
Excel is my specialty and the best fit for most small and mid‑sized businesses. If your situation calls for SQL, Power BI, or other data tools, I can incorporate those where appropriate.
-
After our free consultation, I’ll outline the deliverables needed and send you an estimate. After approving the estimate, I’ll get to work and then will schedule a screenshare for us to review the completed pass together. After our review, I’ll send an invoice and deliver the final files once payment is received
I accept all major credit cards (Visa, MasterCard, American Express) as well as ACH, Apple Pay, and Google Pay.
-
I aim to be flexible and understanding, and I’m always open to discussing scope and budget. My rates reflect the quality, speed, and expertise I bring to each project, but I also want to make sure the work fits your needs and your budget. While I don’t discount my rates, I’m always willing to adjust the scope or structure of the project so you still get meaningful value without overspending.