Consulting Services

Custom Solutions. Strategic Support. Smarter Results.

Whether you need a quick fix, a custom-built Excel tool, or strategic insight to scale your systems — our consulting services are built around your workflow, not the other way around.

From optimizing a single spreadsheet to scoping a full-scale dashboard or financial model, every session is tailored to help you streamline, automate, and grow — with clarity and confidence.

Let’s turn your ideas into action — with smarter spreadsheets.

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Quick Fix Consultation

Price: $29

Best for: People who need help troubleshooting a formula, fixing a visual, or resolving a small issue in an existing file.

Description: A targeted session to help you solve a specific Excel or financial modeling issue — fast. Perfect for solo professionals, students, or teams that need quick clarity or fixes.

Includes:

  • 15-20 min video call or asynchronous support

  • Review of 1 issue, formula, or dashboard component

  • Post-call summary or screenshare

  • General improvement recommendations

Add-ons:

  • Follow-up revision or check-in: +$20

  • Next-day priority turnaround: +$10

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Essentials Custom Build

Price: $79

Best for: Anyone looking to scope out a new Excel solution with expert input, or improve an existing workflow, but not ready to commit to a full build.

Description: This is a strategic session to map out your custom Excel needs — whether for personal finance, business tracking, or dashboard automation. Walk away with clarity and a starting point to build from.

Includes:

  • 60-minute discovery call

  • Needs assessment + solution roadmap

  • Post-call summary with high-level design

  • Optional: starter file or visual concept

  • Full-build quote if desired

Add-ons:

  • Extra revision or implementation support: +$25

  • 20-minute follow-up session: +$20

Not sure which option is right for you? Start with a free discovery call.

Ready to book?

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Full-Scope Custom Solution

Price: $149

Best for: Business owners, startup founders, or anyone needing a complete, multi-tab custom Excel tool — scoped with intention and expertise.

Description: A deep-dive session for complex needs: revenue modeling, full dashboards, KPI tracking, data flow planning, or multi-layered financial logic. Includes strategic design input and a proposal for your ideal solution.

Includes:

  • 60-90 minute strategic session

  • In-depth exploration of business use case

  • Identification of KPIs, inputs, and data sources

  • Post-call summary + proposal for build

  • $50 credit toward any build over $299

Book now

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