Custom Products

Have a complicated data problem that needs solving?

We create customized solutions to manage your most complex processes.

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Recent Tasks

Master Planning Automation

Client’s Master Planning file was modified to automatically upload the latest data from multiple sources (spreadsheets and systems) and manipulate the data accordingly.

Estimating Tool

Created a fluid Estimating Tool for the purpose of responding to RFPs where the user can input necessary info for up to 4 Estimates. All calculations flow through the tool and are automatically displayed on summary Estimate pages and an overall Proposal Summary page. Finally, a PDF of the Proposal is generated for the customer.

Time Zone Functions

Created 3 Functions remotely installed on our clients computer: Area Code function to pull the Area Code from a phone number; State function to determine the state based upon the Area Code; Time Zone function that determined the Time Zone based upon the state.

Forecasting Model

Client enters potential future project figures to see the impact of improvements to the Country Club and how those project will impact their financials

Campaign Reporting Tool

Audited clients existing Tool to verify accuracy and correct any prior formulas or methodologies

Automated Task Completion Workbook

Created a tool that allowed our client to track the progress of a large number of tasks from the phase of Engineering, Purchasing, Manufacturing and then Completed. This tool also included a Summary Dashboard of the status of key tasks and the degree of progress in between phases.

Restaurant Financials Deck

Created Financial Models for Business Plan Deck for opening a restaurant in Manhattan

Large dataset reporting tool

Create an Access solution for importing and searching on large sets of data.

Settlement Allocation Tool

Classified incident types per claimant over time and assigned various settlement values based upon insurance coverages available

Inventory Tracking

Replace an existing Inventory tracking set of workbooks with a custom solution in one workbook with reports.

Custom Financial Model

Analyze COGS and overhead costs, and generate product unit pricing and profit margins

Interactive Reservation Calendar

Create a Custom interactive Reservation Calendar for a boat rental company

Weekly Tracking Report with Consolidation

Created a solution for Foreman to supply Weekly Tracking sheet that are uploaded to a master workbook where they are stored in a database. The master workbook also generates reports and a P&L.

Annual Consolidation & Reporting

Consolidate and report on data from a 3rd party developed estimating and tracking workbook

Fannie Mae Template

Data collection and report generation for property audit

Proposal Map Financial Solutions

Expand upon an existing budget planning solution

Excel Estimator

Replace an old process build in lotus with an updated enhanced version in Excel.

Amazon Inventory Update

Custom workbook for uploading Amazon Inventory Updates

QuickBooks to Paychex

Convert a QuickBooks export into a Paychex import

Custom Products

Salseforce workbook created to track leads in a contest. Workbook automatically generates a score based on the data input for the contest requirements.

Data Consolidation & Reporting

Created a data consolidation tool to lay the ground work for a robust reporting solution.

Sales Rep Tracker

Developed a tool that combined workbooks being maintained in various formats, analyzed it and completely eliminated the manual process of pulling this information together.

Deal Tracker

Slick deal tracking tool that is easy to update, can import deal info from other sources, and aggregates summary info


Worker scheduling tool incorporating the client’s business model logic into the scheduler

Org Charts

Excel Files that feed Org Plus to automatically generate Org Charts

Redesign Billing Spreadsheet

Enhance existing workbook including reformat, enhance functionality and add features

CHOC loss run PDF Generation

Import an excel document and output a series of PDFs.

Automated Tech & Code counts

Invoice Input, Code list and error Reporting Tool

Payroll Entry & Summary

Custom Payroll Entry and Reporting Tool

Graduates Dashboard

Created a Summary Dashboard, audited and enhanced formulas in underlying data, added structure, and formatted workbook to improve clients tracking of key metrics

Customer Management Tool

Data from multiple workbooks consolidated into a database with a slick dashboard to pull up customer summary details and corresponding metrics

How can I pay?

We accept payments via check and all major credit cards.

‎How much is due upfront?

We require full payment for the deliverable prior to getting started on the work.

Who does the actual work?

We have a fleet of spreadsheet ninjas that come from various backgrounds (Engineering, Computer Programming, Math, Finance, …) and know how to beat up a spreadsheet. Based on your task, we will pair you with the most suitable ninja for your request.

Can you handle Financial Models?

We love Financial Models and we audit them to.

How do you handle data and confidentiality?

We know how crazy important and valuable your data is! That is why we have a host of ways of dealing with this:

  1. We handle your data with the utmost care and do NOT share it with anyone
  2. We can sign an NDA if desired
  3. You can send us your files without all of the data. We may just ask you to include a couple of dummy rows of sample data. We can then create a solution for you using your dummy data. When we deliver the solution, we can provide instructions for pasting in your actual data or we can do this virtually for you over a GoToMeeting or we can come to your office and take care of this.
Do you teach classes or give webinars?

On-demand Video Tutorials are for sale in our Shop. Additionally, we offer custom group training which is held via Webinar (GoToMeeting). We do our best to accommodate in-person group training dependent upon your desired scheduling and location.

Can I have a 1-on-1 session for you to show me how to do my work better?

Yep! That’s what we are here for. This can be done via Webinar (GoToMeeting) or in-person dependent up your desired scheduling and location.

How do I know we are on the same page?

Before assembling a Proposal (Scope of Work and Quote) for you, we will flesh out any Q&A over emails, calls, GoToMeetings ‎or a combination of them. We will then outline the Scope of Work for your review and approval before moving forward.

Is troubleshooting included?

Absolutely!  The payment for your deliverable includes post-completion troubleshooting and/or explanation within 20 business days upon receiving the final deliverable to ensure you are happy with the result.

Will the cost of my project change mid-way through if it takes more time to complete ‎the work than anticipated?

No way! The cost of your project will NOT change regardless of how long it takes us to complete the work. The only time the cost will change is if you have some tweaks/enhancements to the original Scope of Work during the development process. Should this happen, we will send you a revised Proposal (Scope of Work and Quote) for your review and approval before moving forward.

How is pricing determined?

We have been receiving and turning around Excel requests daily for the past 7 plus years. So, we have seen it all and know the skill needed, how long it is going to take us to turn around the work, the questions necessary and all the other nuts and bolts to get the work done. Thus, our pricing is generated based on these factors and will be included in your Proposal.

Can you do my homework?

We are willing to give students a webinar to teach any pertinent skills to the subject matter, but we are NOT able to do the work for you. Should you decide to go the webinar route, we can work with you to assemble an appropriate list of topics to help you tackle the subject matter as best possible.

We apologize for the inconvenience and we feel for you as we have been there when it comes to daunting homework assignments! Please check out our Cheat Sheets and Getting Started Video Tutorials as a way to help ease some spreadsheet pain throughout those rigorous classes.

Is rush delivery available?

Of course it is! We can most certainly accommodate your tight timeframe. If desired, when we send over your Proposal we can include 2 Quotes, one for rush delivery and one for non-rush. This way you can weigh your options with price and completion date.

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