011. 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.
022. Scoped proposal
You get a written scope, a timeline, and a fixed price before billable work starts. No open-ended hourly bill.
033. 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.
044. 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.