After working with businesses across the US and Canada — from small accounting firms in Ontario to logistics operations in Texas — we see the same three issues come up again and again. First, spreadsheets that were never properly built get patched over and over until they're slow, fragile, and impossible to hand off to anyone new. Second, manual reporting processes that eat 5 to 15 hours a week because no one ever took the time to automate them. Third, formulas or macros that break without warning and cause downstream errors that take days to trace back.
None of these are unfixable. In fact, most of them are faster to fix than people expect — when you're working with someone who's seen them dozens of times before.
We don't do strategy decks or 40-page recommendations. When you hire us for Excel consulting, we get into your actual files. We look at your formulas, your data structure, your macros, and your workflow. Then we fix what's broken, build what's missing, and hand it back to you with a plain-English explanation of what we did and why.
A manufacturing client in Ohio came to us with a production tracking spreadsheet that crashed every time it crossed 10,000 rows. We restructured the data model, replaced the volatile formula chains with static lookups, and added a VBA refresh button that now runs the whole report in 45 seconds. That's what Microsoft Excel consulting looks like when it's done right.
We work 100% remotely, which means we serve clients across the United States and Canada — including New York, Chicago, Houston, Los Angeles, Toronto, Vancouver, Calgary, and everywhere in between. Time zones are never a problem. Most projects are handled asynchronously, and we're available for calls during both US and Canadian business hours.
We've been in your spreadsheets. Here's what sets our Excel consulting apart from hiring a generalist freelancer or a big consulting firm that charges five times more.
This isn't a side service for us. Excel consulting is our core work. Our consultants have spent years inside complex financial models, operational trackers, HR systems, and inventory tools for North American businesses. We've seen the edge cases, the weird formula behaviors, and the version quirks that trip up less experienced consultants.
We don't drop a generic dashboard template into your file and call it done. Every solution is built around how your team actually works — your naming conventions, your data sources, your reporting cadence. The goal is a spreadsheet your team will actually use six months from now.
A lot of Excel VBA code works fine until it doesn't — then it breaks at 8am on a Monday when you have a board presentation at 9. We write clean, commented, error-handled VBA that runs reliably in real business environments, not just on a demo file.
Excel doesn't have to sit in a silo. We integrate spreadsheets with QuickBooks, Salesforce, SQL databases, REST APIs, SharePoint, and Microsoft Access — so your data flows where it needs to without anyone manually copying and pasting.
From a single broken formula to a fully automated reporting system — here's what we can build or fix for your business.
We build clean, interactive Excel dashboards that give your leadership team a real-time view of KPIs — without needing Power BI or a separate analytics platform. Built for decision-making, not just data display.
If your team is manually copying data between sheets, reformatting weekly reports, or re-running the same calculations every month — we automate it. One macro can save your team 5 to 15 hours a week.
Slow files, broken formulas, macros that stopped working after an Office update, circular references that no one can find — we diagnose and fix these cleanly, with no unnecessary rebuilding of what's already working.
Need a new tool built from scratch? We design Excel spreadsheets for finance, HR, inventory, project tracking, estimating, billing, and operations — structured to scale as your business grows.
We connect Excel to QuickBooks, Salesforce, SQL Server, Microsoft Access, Google Sheets, and APIs — so your spreadsheet pulls live data instead of relying on manual exports.
One-on-one or small group sessions covering the things your team actually needs — advanced formulas, PivotTables, dashboard building, and intro to VBA. Tailored to your industry and your existing files.
Our Excel consulting clients come from a wide range of industries. We've built payroll automation tools for HR teams at mid-size Canadian firms, financial models for US-based real estate investors, inventory tracking systems for small manufacturers, and reporting dashboards for healthcare clinics that needed to pull data from multiple sources into one clean weekly summary.
If your business runs on Excel — and most do, whether they'll admit it or not — we can help you run it better. Industries we work with regularly include finance and accounting, logistics and warehousing, healthcare and medical billing, construction and contracting, retail and e-commerce operations, and professional services firms.
Find answers to common questions about our services
Tell us what's broken or what you need built. We'll review it and come back with an honest assessment and a time estimate. No commitment required. US and Canadian clients welcome.
Prefer to talk? Call us at +1 801 704 5604