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 Consultation
Before any project for a new client, I offer a free 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.
Pricing Tiers
-
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
-
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
-
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
Project Types
Accounting Teams
Budget vs. Actual Reporting
Cash Flow Forecasting Models
Custom Accounting Workflows
Financial Statement Consolidation
Interest Accrual Calculators
Investor Tax Reporting Summaries
KPI Tracking Dashboards
Management Reporting Packages
Monthly Financial Reporting Packages
Revenue & Expense Tracking
Business Owners
Business Growth Planning Models
Business Health Scorecards
Cash Runway Models
Decision Support Models
Executive Performance Dashboards
Operational KPI Dashboards
Pricing Strategy Models
Profitability Improvement Analysis
Sales Performance Dashboards
Strategic Planning Models
Construction Projects
Change Order Tracking Systems
Construction Budget Tracking
Construction Cash Flow Forecasts
Cost-to-Complete Models
Job Cost Tracking Systems
Multi-Phase Project Cost Models
Project Portfolio Reporting
Project Profitability Dashboards
Subcontractor Cost Tracking
Work-in-Progress (WIP) Reporting
Financial Planning & Analysis
Annual Budget Models
Automated Reporting Packages
Custom Business Analytics Models
Data Consolidation & Automation Tools
Executive KPI Dashboards
Interactive Management Dashboards
Profitability Analysis Models
Revenue Forecasting Models
Rolling Forecast Models
Scenario & Sensitivity Analysis
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.