Microsoft Excel Consulting

MS Excel Consultant for Workbooks That Run the Business

If month-end, dashboards, or shared spreadsheets are eating hours every week, we look at the real bottleneck first. You get a written plan and a fixed price. We can do the work too, if you want the same team.

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.

We look first, then quoteWritten scope and fixed priceUS, UK, Canada

An MS Excel consultant tells you whether to fix, extend, or replace the spreadsheet before anyone spends a large budget. You get a clear recommendation, not a vague sales pitch. If the team is stuck in fragile workbooks, waiting on one "Excel person," or pasting exports every Monday, that is the work we do every week.

Trusted by Industry Leaders

Businesses That Trust Our Expertise

From startups to Fortune 500 companies, we've delivered Excel and Access solutions that drive real business results.

BD Medical - Microsoft Access database client
FujiFilm - MS Access programming client
Global Data - Access database development client
PGS - Microsoft Access database client
Northside Collision - MS Access database client
Tagros - Access database programming client
ATEK - Microsoft Access developer client
Investlytics - MS Access automation client
MoldTrax - Access database programming client
Kuexa - Microsoft Access database client
Clearwater - MS Access development client
Atabeyra - Access database client
Emera - Microsoft Access programming client
10 to 20 hrs
Typical weekly time recovered
500+
Spreadsheets shipped
20+
Years Excel experience
$1,200
Projects typically from

Join hundreds of satisfied clients who've transformed their business workflows with our expert solutions.

You can hire us for

Four kinds of work we take on every week. Each one starts with a written scope before you pay for hours.

01

New Excel spreadsheet from scratch

You need one workbook the team will actually use, not another file that only one person understands. We build it around how your office already works: data entry, reports, and the steps that still get done by hand. See custom Excel spreadsheet design.

02

Add more features to an existing workbook

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. Typical work includes Excel VBA and macros.

03

Emergency fixes

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.

04

Dashboards and reporting that refresh

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.

How an Excel consulting engagement works

A short call, a written quote, then a look at your real files. Building is optional.

01

1. Discovery call

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.

02

2. Scoped proposal

You get a written scope, a timeline, and a fixed price before billable work starts. No open-ended hourly bill.

03

3. Assessment on your real files

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.

04

4. Fixed-scope delivery (optional)

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.

Portfolio

See real Excel projects we have built

Full-size screenshots of live workbooks: reporting packs, dashboards, inventory, HR, and more.

View project portfolio →
Inventory & stock management
Inventory & stock management

Results our clients have seen

Claims without proof do not help you decide. These are documented projects on this site:

How we keep the spreadsheet from becoming a problem again

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 you are not 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, we say so and price the next step instead of stretching the workbook until it fails.

Keep Excel, or move the data: we write the options down

Stay in Excel and make it reliable

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. See also Excel VBA and macros.

Excel as the report, a database as the record

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 and connect MS Access with Excel.

Connect Excel to the systems you already use

CRM, ERP, accounting, SharePoint, or a SQL database. Numbers refresh instead of getting retyped. See Excel data integration and automation.

Who this consulting engagement is for

  • 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

Not the right fit if you

  • 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)

Why teams hire us as their Excel consultant

You get a decision you can act on, not a pile of technical notes.

A written price before work starts

Scope, timeline, and a fixed quote. You know the number before we touch the file.

We look at your real workbooks

Not a demo. Not a generic template. The files your staff use every week.

You keep the findings

Use our team, your staff, or another vendor. The report is yours either way.

Remote across the US, UK, and Canada

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

Verified client

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.

Verified client

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.

1 / 4

Related tools and reading

Put a dollar number on the manual work with the Workflow Cost Audit. Browse the MS Excel services hub. For a practical reporting skill, read pivot tables in MS Excel.

MS Excel consulting FAQs

FAQ

Frequently Asked Questions

Find answers to common questions about our services

We look at the spreadsheets your team actually uses, figure out what they are supposed to decide or report, then fix or rebuild them so the work is faster and less fragile. That can mean cleaner models, buttons that run the repetitive steps, dashboards that refresh, and connections to the systems you already pay for.

Yes. Slow files, broken formulas, macros that only work on one person's PC, and workbooks nobody else can touch. We repair them and leave notes so the next person is not guessing. If the file is a mess, we can start with a small paid review and a written plan.

Usually the file is doing too much work every time someone types: huge unused areas, copies of the same data, or formulas that recalculate the whole sheet. We find what is wasting time, trim it, and make the file usable again. The goal is a spreadsheet the team can open without waiting.

Yes. We connect Excel to SharePoint or OneDrive, SQL Server, Access, CRM or ERP systems, and other tools so numbers refresh instead of being pasted every Monday. The exact setup depends on what you already use.

Small fixes can finish in days. A reporting pack across several workbooks, or a connection to another system, can take weeks. We agree milestones and a written scope before major billable work.

Yes. You get plain-English notes, a short list of what changed, and comments in the automation so someone on your team can run it. Walkthroughs are available when you want operators to own the file.

We quote a fixed price for a defined piece of work. Projects typically start at $1,200. After a free look at your files and goals, you get a written quote, not an open-ended hourly bill.

Yes. We routinely work under NDAs and can start from redacted samples until you are comfortable sharing full workbooks.

Still have questions? Contact us or browse the full FAQ.

Talk to a consultant about your Excel systems

Book a free 15-minute consultation. Bring one concrete problem: slow files, broken macros, or a reporting pack. We will outline the next step.

1
15-min audit
2
Fixed-scope quote
3
Deliver outcome
20+Years Experience
500+Projects Delivered
FixedScope Quotes
1 HourResponse Time

Prefer to talk? Call us at +1 385 386 3860

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