Custom Excel Models, Built for Your Business
I build custom Excel models and systems that help small and midsize businesses make better decisions, automate manual work, and simplify complex processes. Whether you need a brand new tool, an enhanced version of something you already use, or a model that turns raw data into clear insights, I design solutions that are fast, intuitive, and built to last.
My work ranges from profitability calculators and pricing tools to operational dashboards, forecasting models, and spreadsheet overhauls - all tailored to your business and delivered with the speed and precision that come from more than 20 years of hands-on Excel experience.
Free 30‑Minute Consultation
Before any project for a new client, I offer a free 30‑minute consultation to understand your situation and make sure we’re a good fit. It’s a chance for us to talk through your needs upfront so the work stays focused and cost‑effective. If the solution is simple enough to fix on the spot, I’ll just fix it and won’t even charge because I’m here to help, not to start the clock.
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For new projects — whether you’re envisioning a custom model, a decision‑making tool, or a major upgrade to an existing spreadsheet, I offer full-service development. This tier covers everything from discovery and scoping to building new logic, designing workflows, and creating clean, user‑friendly interfaces.
Most clients are surprised by how quickly I work. What some clients expect to take days, I complete in just a fraction of that time. This tier ensures you get a high‑quality, fully customized solution built efficiently and thoughtfully, without the expense of a consulting firm or the burden of hiring a full‑time analyst.
$150/hour
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Once your model is built, I offer ongoing maintenance at a significantly reduced rate for small updates, enhancements, and routine adjustments. This tier is designed for quick touch‑ups — adding a field, updating logic, refreshing data, or making minor improvements as your business evolves.
Because I already know your model and your workflow, these updates are fast and cost‑effective. Larger structural changes or new features that require discovery fall under the Standard tier, but for everyday upkeep, this maintenance option gives you reliable, long‑term support without the cost of a full rebuild.
$100/hour
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For returning customers who bring new projects, I offer a loyalty rate as a thank‑you for continuing to work together. These projects still involve discovery and design, but the discounted rate reflects the trust and familiarity we’ve already built with each other.
My goal is to become your long‑term Excel partner — someone who understands your business, builds tools that grow with you, and is always available to help you tackle the next challenge. This tier makes it easier and more affordable to keep improving your systems over time, without sacrificing quality or speed.
$135/hour
Is This the Right Fit for You?
Here are a few common situations where businesses reach out to me for help.
Your data is messy and your teams aren’t aligned
If your business has numbers living in multiple spreadsheets, systems, or teams, and you’re constantly reconciling conflicting versions of the truth, I can help you build a clean, structured model that brings everything together. You’ll get a single source of truth, clearer visibility into performance, and a tool that reflects how your business actually operates so you can make decisions with confidence instead of guesswork.
Your current process works, but it’s slow, manual, or doesn’t adapt
If you’re spending hours each month updating spreadsheets, recalculating metrics, or fixing broken formulas, I can streamline your workflow without disrupting how you think about your business. I’ll build a tool that automates repetitive steps, reduces errors, and adapts as your needs evolve. You’ll save time, improve accuracy, and gain a model that scales with you instead of holding you back.
You’re facing a major decision and need a model you can trust
Whether you’re evaluating growth opportunities, pricing changes, new offerings, or operational shifts, it’s hard to move forward without a reliable way to compare scenarios. I can translate your situation into a decision‑ready model that outlines risks, trade‑offs, and upside across multiple paths. You’ll walk away with a structured, numbers‑driven view of your options — not just intuition or assumptions — so your next move is driven by data rather than guesswork.
Past Projects
Financial Statements Model
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The CEO and CFO relied on monthly GAAP and Operating P&L forecasts for executive reviews, bank reporting, and investor discussions. The original model was slow, inconsistent, and full of hard‑coded numbers, making updates difficult and preventing executives from having clear and traceable financial insights.
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I rebuilt the combination P&L/balance sheet forecasting model into a clean, structured, fully traceable system. I consolidated scattered worksheets, standardized the P&L layers, centralized assumptions, reformatted tabs for clarity, and even redesigned the underlying data pipeline using SQL and refreshed QuickBooks reports.
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The redesigned model became the company’s primary financial tool for monthly reviews, scenario planning, and investor communications. Updates became faster and more accurate, every number was traceable, and executives could align quickly on performance.
Construction Loan Calculator
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A construction accounting team had been trying to adapt an existing loan‑calculation template but couldn’t make it handle their real‑world needs. With new loans appearing frequently and inconsistent numbers coming from the bank, they needed a reliable, accurate, and flexible tool to support long‑term, day‑level interest calculations.
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I built a fully flexible interest‑calculation tool that adapts to changing scenarios — new loans, updated dates, shifting rates, and evolving requirements. I structured it so the team could easily expand it and modify formulas themselves, giving them long‑term control. My expertise allowed me to deliver the complex logic quickly while ensuring they understood how to customize it going forward.
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The tool became the team’s primary method for calculating and booking interest, consistently outperforming the bank’s numbers. It revealed discrepancies in the bank’s methodology, improved accuracy across projects, and gave the accounting team confidence in their reporting. They continue to use the model regularly and have praised its speed, flexibility, and long‑term reliability.
Product Profitability Calculator
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Leadership lacked alignment on which products were truly driving financial performance. The company didn’t have clear product definitions, cost allocations, or visibility into profitability trends. They needed a ground‑up framework to define products, classify expenses, and visualize performance so executives could make informed strategic decisions.
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I created a full product‑level profitability model and dashboard, starting with defining each product and building a cost‑allocation framework across direct, support, and enterprise overhead categories. I then visualized two years of data using stacked cost bars and revenue lines, giving executives a clear, intuitive view of product performance and trends.
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The dashboard clarified which products generated meaningful margin and which were long‑term investments with limited near‑term return. It validated concerns about declining legacy products and underperforming next‑gen offerings, helping leadership reassess strategy. Executives praised the clarity and insight the model provided.