Microsoft Excel Consulting
Fixed-scope project estimates based on the business value we deliver. Projects typically start at $1,200 - smaller fixes can be less, larger systems more.
A Microsoft Excel consultant reviews the spreadsheets your business depends on, then fixes, automates, or rebuilds them. The first job is a straight answer: repair the workbook, extend it, or move the data somewhere better, before anyone spends real money. If your team is stuck in fragile files, waiting on one "Excel person," or pasting exports every Monday, this is the work we do every week.
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Four kinds of work we take on every week. Each one starts with a written scope before you pay for hours.
You need one workbook the team will actually use, not another file only one person understands. We build it around how your office already works: data entry, reports, and the steps still done by hand. See custom Excel spreadsheet design.
The spreadsheet already runs the week. You need a new report, a button that runs the repetitive steps, or a connection to another system, without breaking daily work. We map what you have first, then add the piece under a fixed quote. See Excel data integration and automation.
The file will not open, it freezes when two people use it, or an Office update broke the macros overnight. We work on a copy so the original stays safe, recover what we can, and get the team working again. See Excel file repair.
Leaders want a view they can trust without a weekly rebuild. We set up dashboards and reporting packs that pull from structured sources, so numbers update instead of getting pasted. See Excel dashboard development.
The titles overlap, and people search for all three. An Excel expert knows the tool well. An Excel consultant works out what the business needs from it and writes the plan. An Excel developer builds it, usually with VBA, Power Query, or links to other systems. You can hire us for the plan, the build, or both.
| What you need | Excel consultant (us) | Marketplace freelancer | In-house analyst |
|---|---|---|---|
| Written scope and fixed price | Yes, before billable work | Varies by person | Salary, not per project |
| Review of your live workbooks first | Yes, on a copy | Often works from a short brief | Yes |
| Advice to leave Excel when it is the wrong tool | Yes, including Access and SQL options | Rarely part of the job | Depends on skills |
| Documentation others can follow | Included | Ask up front | Often lives in one head |
| Best for | Fixes, automation, and rebuilds with a plan | Small, well-defined tasks | Daily reporting and upkeep |
Most macro problems come from code written for one PC and one version of Office. We rebuild the fragile parts, add error handling, and comment the code so someone else can run it. Typical jobs are month-end steps, report generation, and data imports. More on data integration and automation.
A dashboard is only useful if people trust it. We connect it to a source you can refresh, agree what each number means with the people who read it, and remove the weekly copy and paste. More on Excel dashboard development and BI reporting.
A short call, a written quote, then a look at your real files. Building is optional.
We ask who uses the files, what hurts, how sensitive the data is, and what done looks like. This is usually a free 15-minute consultation.
You get a written scope, a timeline, and a fixed price before billable work starts. No open-ended hourly bill.
We review the live workbooks: why they are slow, what breaks when someone else opens them, where the numbers come from, and what happens at month-end. Findings are ranked by risk.
If you want the same team to do the work (speed it up, automate it, build a dashboard, or connect it to another system), that is a separate written quote. You keep the findings either way.
We quote a fixed price for a defined piece of work. Projects typically start at $1,200. You get the number in writing before billable work starts. See our pricing page for how quotes work.
How many workbooks are involved and how tangled they are
Whether macros already exist and need repair or a rewrite
How many outside data sources the file has to pull from
How much documentation and hand-over training you want
Claims without proof do not help you decide. These are documented projects on this site:
A workbook that lasts is not luck. It is set up for a team, not for one person at a desk.
We stop the file from recalculating the world every time someone types. Slow spreadsheets usually have too much hidden work, not too little Excel skill.
Shared files get a layout people can follow. The next person should not need a walkthrough from the original author.
Macros that only work on one PC get fixed so an Office update does not take the team down overnight.
Reporting pulls from a source you can refresh, not a paste from last Monday.
When something fails, there is a note of what changed, so nobody is reverse-engineering a mystery.
You get a plain-English map of what each sheet is for, plus comments in the automation.
Limits we state up front: Excel is excellent for models and reports. It is a poor place to store the official record when many people edit at once, the file is huge, or you need a proper audit trail. If you are past that point, we say so and price the next step instead of stretching the workbook until it fails.
Speed up the file, automate the weekly grind, and leave something the team can run. Best when the workbook is still the right place for the work.
Staff keep Excel for analysis and dashboards. The official data lives somewhere that handles more people and more history. This is the usual path when the file locks, crashes, or has become the unofficial company system. See Excel-to-database solutions, converting Excel to an Access database, and Excel vs Access.
CRM, ERP, accounting, SharePoint, or a SQL database. Numbers refresh instead of getting retyped. See Excel data integration and automation.
Finance, operations, and owners who depend on shared Excel files to close the week
Teams losing hours to merges, pastes, and macros that only one person can run
Leaders who want a written plan and a fixed quote before a rebuild
Only need a beginner Excel tutorial
Want an open-ended hourly retainer with no written scope
Need a full ERP replacement (we will say so and point you elsewhere)
You get a decision you can act on, not a pile of technical notes.
Scope, timeline, and a fixed quote. You know the number before we touch the file.
Not a demo. Not a generic template. The files your staff use every week.
Use our team, your staff, or another vendor. The report is yours either way.
Most of this work is done remotely, on a copy, with a typical reply within one hour.
What clients say about our Excel consulting work
Our team was manually exporting and re-entering data between Access and Outlook every single day. Their VBA programmer automated the entire workflow in about two weeks. We got back roughly 8 hours a week almost immediately.
We had them do a complete rewrite of an Excel spreadsheet that locked up computers, when it was executed. Rajan did a good job of rewriting the spreadsheet and speeding it up. it takes three seconds to refresh compared to 20 minutes it was taking earlier. We'll definitely use Rajan and his team in the future.
Put a dollar number on the manual work with the Workflow Cost Audit. Browse the MS Excel services hub. If you are merging data from many files, read about Excel data consolidation.
FAQ
Find answers to common questions about our services
Book a free 15-minute consultation. Bring one concrete problem: slow files, broken macros, or a reporting pack. We will outline the next step.
Prefer to talk? Call us at +1 385 386 3860
