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Recent Tasks

Aggregate Multi-Client Policy Level Data Aggregation

We worked with multiple Insurance companies to collect survey results on our client’s behalf and aggregated the results for industry marketing materials. The scope of report focused primarily on the submission and placement process in a specific US Insurance market. The goal was to obtain an accurate picture of the size of the marketplace, pricing and trends.
The survey takers required that their responses be anonymous. We provided the ability for the specific survey responses to be hidden from our client by only providing aggregated survey data. The end result was a set of data points that could be shared with the whole industry while not exposing the specific details the survey takers provided.

Utilization Report

Created a customized report for a software company that identifies what portions of the software are being utilized by their customers. The PDF-generated report, is created within Excel, and is meticulously formatted in order to meet the client’s strict branding requirements. The reports are quickly and easily updated for each specific customer. This has allowed the client to save many hours and has helped create a consistent professional face to their customers.

Workflow Workbook

Revamped a workflow workbook for a Humanitarian Aid Agency. We took an existing workbook with linked worksheets and made the modifications requested while ensuring that the links and underlying code were not compromised

Audit & Enhance Workbook

Worked with an author who wanted to include data support in their book. We audited the client’s workbook to ensure the approach was correct and complete. In the end we suggested some modifications and found a few data discrepancies. The resulting charts & data tables will be published when their book has been completed.

Custom Assessment Tool

Worked with an Internet Marketing firm to create a custom assessment tool for one of their clients. The survey we created for the Industrial Supply company is being used to assess workplace safety. By keeping the design and functionality trimmed down the tool is easy to use and the results are clear.

Complete & Edit CRM Import File

Helped a Political Consulting Firm to complete the transfer of data from one CRM system to another. The client needed help merging files as well as cleaning up some of the data. Some data was in all capital letters, some data was stored in one column and needed to be separated into three as well as other data conversions for date formats. We were able to perform the transformation task in a fraction of the time expected allowing our client to be up and running on their new CRM system ahead of schedule.

Sales Commission Calculator

Created a custom commission calculator for a Systems & Service company that serves the Transportation and Defense Industry. We were able to take the client’s vision, enhance it and automate it. In the end our client has an easy to use tool that allows them to review commission calculations and view how those commissions break down on a month by month basis.

Financial Calculators

Created a custom workbook containing two Financial Calculators for a Startup Company. The client wanted to be able to offer potential partners and endorsers shares in the company. When sitting with the potential partner they wanted to be able to show them not only what their shares were worth today, but also what they would be worth in the future. Creating the quick but flexible calculators allowed the client to include real scenarios when recruiting people to participate in his new venture.

Budget Rollup

Worked with a Humanitarian Aid company to automate their budget rollup process. We took their manual process of multiple budget files that were manually aggregated at multiple levels and completely automated the process. The client was able to free up hundreds of hours per year for a key employee and also eliminate the possible human error component.

Bidding Spreadsheet

Created a Bidding Spreadsheet for a Maintenance & Repair company. The custom spreadsheet allows for on the job cost entry as well as a report view for management. The new tool keeps their bidding process streamlined while giving it a professional look & feel.

Event Planner Quote, Contract & Invoice Tool Support

Supported text revisions of tool via telecon. Updated header formatting on 6 event templates.

Job Scheduling

Created a custom Job Scheduling solution for an electrician company. The client needed a way to track Jobs, Employees (EEs) and Employee Assignments. We developed a unique solution that readily displays EEs needed per job, EEs scheduled per job per day, EEs available to be scheduled as well as EEs on vacation. The client can tell at a glance when he has capacity to take on more jobs and when he should be looking to make new hires.

Expense Report

Created a custom expense report for a heating element design & production company. The report created was to replace a costly online system that did not fully meet the client’s needs. Once our solution was created and implemented in the company, they saved hundreds of dollars a month without adding additional man hours into the process. The fact that we could tailor the expense report exactly to the client’s needs allowed the client to easily convince the sales force that the new custom workbook was a great fit for the team.

Personal Financial Statement Form Redesign

Created, designed and implemented a Major Bank’s Personal Financial Statement documents in Excel to make user-friendly interface, printable formats, ensure labeling and formatting align with corporate business requirements and branding and enhance functionality using VBA/background scripting.

Performance Analysis Scorecard

Rewrote an existing employee performance analysis scorecard for a background screening company. The revamped and enhance Scorecard allows the client to view metrics on their employees individually as well as at a team level. Progress on quotas, MTD, YTD and sales trends are easily viewed with a series of charts and graphs along with tables of summary and detailed numbers.

Dynamic Report Cards

Created dynamic employee report for a Wireless Real-estate company. The solution we created automatically updates to the latest data by refreshing the data stores from an external workbook on open. This allows the client to see the most up to date information every time they open the workbook. The report card shows progress towards quotas along with multiple other Metrics on an individual and team level. The workbook has also been enhanced to have visual aids to help the user understand the data. A login feature keeps employees from accessing the data and managers from viewing other departments metrics. The development of this automated report saves the client days of work and eliminates the potential for human error when calculating the values.

Controller Schedule Report

Automated the reporting process for a Lighting Control company. We developed a custom reporting solution that reads in multiple lengthy text files and outputs a slimmed down report with only the information that is relevant to the company and the job. This automated process saves the company multiple hours per job in report generation while also improving and standardizing their output.

Inventory Audit Charts

Enhanced an existing Inventory Report that we have created for a fruit company previously. We added a series of charts and graphs to help the client analyze the data already being captured.

Lift Chart Reformatting

Worked with a dietary and nutritional supplement company that focuses on sports to reformat their weight lifting chart. We restructured how the data was laid out so that the athletes could more easily fill in their reps.

Annual Sales Activity Metrics

Combined 12 months of sales activity data for a mortgage company. We worked with the client to pinpoint metrics that would be useful to highlight. The end result was a clean data sample with specific metrics showing the client the information they wanted to uncover.

Revamp Sales Order Form

Reworked an existing sales order form for a Polyethylene and PVC product manufacturing company. The new form incorporates business rules, has an easy to follow flow for entry and lays out the order clearly for the Employee receiving the form. In the end, the client has a fresh new sales order form that retains its original purpose but enhances the process.

Employee Survey Summary

Worked with a Contract Component Manufacturer to help them analyze and communicate the results of their Employee Survey in an informative succinct way. The end result was an interactive series of charts and graphs tailored for each question type and department. This allowed the client to deliver the workbook to each department head in a way that was helpful and specific to their data.

Ancestry Data

Created a custom workbook for a truck driver to collect personal Ancestry Data. With the new format he is able to easily view the data he has collected as well as identify what additional leads he’d like to explore further.

Automated Revenue file for Artisanal Food Manufacturer

Excel-based revenue tracker which allows for sales to be entered either manually or automated via distributor data export files. Supports sales exports from Shopify and Goldbely and can be customized for any CSV data file. The system differentiates between retail and wholesale orders and between different business channels, tracks customer data, and summarizes all revenue by product, by month, by payment type, by source, and by status, and compares current year performance to last year to date. VBA is used to ensure system speed, efficiency, and data validity, saving the end user hours per week in manual entry and countless headaches due to human error.

Custom Order Tracking

Created a custom Special Order Tracking spreadsheet for a Wine Distributor. The new tool allows the employees to track Custom Orders in a consistent and organized manner. The order tracker uses conditional formatting to indicate if the details of an order are incomplete and if there has been no action on the order in the last two weeks by highlighting the rows. The owner of the Wine shop is now able to review the status of custom orders as well as answer client questions and follow-up with wineries with up to date accurate information.

Major Bank Form Redesign

Redesigned Personal Financial Statement forms to be more user- and print-friendly in Excel

Actual and forecasted sales model for a medium-sized industrial company

Excel-based model which allows the user to automatically import actual sales from pre-structured import files and also input item forecasts in a clean, structured, and validated form. This allowed data to be managed more effectively, securely, and accurately, while decreasing the time needed for updates each month and removing unneeded and incorrect information as part of their sales analysis.

Sub Invoice Request and Submittal Log

Put the finishing touches on two existing Excel Workbooks for a Professional Painting company. Automated adding rows to tables, which ensures that all necessary formulas are copied and referencing totals remain intact. Additionally we fortified the workbook by adding in security and enhancing formulas and strategies.

Enhance Well Calculations Workbook

Enhance an existing Well Calculation workbook for a Water Systems Engineering Company by reformatting as well as adding in automation, drop-downs and advanced calculations. With these changes, the tool is now something that the client can share with co-workers as well as to their clients as needed.

Corrosion Spreadsheet

Added in additional functionality to an existing Corrosion calculating and reporting workbook for a Water System Engineering company. We replicated the existing functionality in order to add in an additional corrosion factor. The integration of the new factor is seamless allowing the client to keep their calculation and reporting consistent while also enhancing their capabilities and precision.

Case List Enhancements & Reports

Enhanced an existing Case List workbook for a boutique matrimonial law firm. With formatting, data validation and a bunch of slick real-time reports, we created the ability for the client to get a feel for what parts of their business to focus on and what aspects they should shift away from.

Rate Calculator Tool for a Leading Heathcare Provider

Excel-based tool which allows the end user to answer a series of form-based questions to arrive at the fair market value for a particular service provider and service. The administrative side of the tool allows for easy updates to the source data and policies, and the output of the tool provides line item detail on the recommended rates.

Automated Client Onboarding Report

Created a Custom client status communication report for a tech company. This report is used to communicate the Client’s onboarding status on a weekly basis. The template allows for easy entry of data, creating bullet points and charts to verbally and visual communicate progress. The report can then be produced as a professional looking PDF to email to the client.

Sales Inventory & Tracking

Created a Custom Sales Inventory & Tracking workbook for a New Development Real Estate Company. This workbook allows the client to combine their Sales, Inventory & Reporting all in one place. The sales manager receives sales activity reports from each sales agent which he is then able to load directly into our tool. He is then able to track the sales progress as well as report commissions, inventory and metrics as needed.

Lable Sheet Templates

Took a PDF and turned it into a updatable Excel template for a sport supplement company. The template has built in functionality for adding rows to all data tables as well as automated picture uploading into the template. When printed as a PDF the buttons used for the functionality are not seen. The templates allow the client to quickly and easily modify the document so it can be customized for the product it represents.

Product & Spec Sheet Templates

Took a PDF and turned it into a updatable Excel template for a sport supplement company. The template allows for automated adding of rows all data tables as well as automated picture uploading into the template. When printed as a PDF the buttons used for the functionality are not seen. The templates allow the client to quickly and easily modify the document so it can be customized for the product it represents.

Automated Revenue file for Artisanal Food Manufacturer

Excel-based revenue tracker which allows for sales to be entered either manually or automated via distributor data export files. Supports sales exports from Shopify and Goldbely and can be customized for any CSV data file. The system differentiates between retail and wholesale orders and between different business channels, tracks customer data, and summarizes all revenue by product, by month, by payment type, by source, and by status, and compares current year performance to last year to date. VBA is used to ensure system speed, efficiency, and data validity, saving the end user hours per week in manual entry and countless headaches due to human error.

Reformat Internal Report

Automated the reformatting of a report for an Insurance Company. We transformed an internal unformatted excel document into a client facing, professional report saving the Client multiple manual hours as well as eliminating the risk of human error.

Inventory Tracking Tool with Barcode Scanner

Created a Custom Inventory tracking workbook for a Cannabis retailer. The workbook allows for barcodes to be scanned for incoming products. The quantities are tallied and descriptions of products are maintained.

Configurable dynamic tool to restructure data for import into Tableau.

Created a tool for a Financial company to import mostly any data into Tableau. The tool we developed will allow the client to generate an import file from a standard row/column file. The tool allows for specifications of what data to import such as, columns, start row, conditional rows (if there is data in all of a specified subset of columns OR if data is present in at least one of a specified subset of columns). Additionally, the tool can automatically identify data type in each column or it allows the client to manually specify the data type if preferred. The tool will generate the ‘dummy rows’ required by Tableau for import, but that feature can be turned off as well. Additional features exist such as automatically emailing the generated import sheet, specifying replacement values for errors within the source file (#N/A, #REF!, etc.). This company uses Tableau as their primary reporting and data analysis engine. With the transformation tool we developed, they are able to easily upload many data files with various structures at any interval they desire.

Rent Calculator Tool for Short Term Office Leases

Rent Calculator that helps price office space by converting from the traditional model of pricing annually per square foot to a monthly aggregate rate for small business and entrepreneurs looking for coworking spaces

Provide weekly reports to illustrate sales, cost and margin analysis for a Technology Retail Consulting Company

We developed a custom tool to produce reports for the company based on a weekly extract of their sales & costs. The company preferred that we run the reports for them every week. Each week they would email the data files and we would run the tool we built and send back the resulting reports.

Project Tracking and Reporting

Audit and modify an existing Excel workbook to allow for material tracking and reporting

Budget Automation for Food Costs

Create a budget tracking and analysis tool for food costs

Income Change Graph

Create a net income graph with PDF of change over 3 years.

File Formatting & Automation for TV & Film Production Company

Starting with an existing workbook, enhance formatting, provide reports and rework some of the columns and data. We then conducted a Webinar to go over the solution and to give suggestions for various printing layouts.

Create a reformatting and restructuring tool for monthly invoicing for a warehousing and transportation services business

Developed a reformatting and restructuring tool for a Storage & Transportation company’s Monthly Invoice. We took a report with all of the Storage & Transportation company’s invoicing data in one sheet and reformatted it to be separate sheets for each client with subtotals. The tool separates clients into their own tabs, provides subtotals by charge types and eliminates unnecessary rows. The stand alone Excel tool takes an Excel document as the input file and reformats it, saving as the same file name. Each tab of the new workbook can be printed or emailed as needed. This replaced a lengthy manual process saving the client hours of time on a monthly basis.

Rewrote a Construction Company’s Invoicing workbook by replacing formulas and linked worksheets with macros

The company had an existing series of linked workbooks for Invoicing and an Invoicing Summary. It was very large, slow and unstable. We replaced the same functionality with one workbook that was faster, smaller and stable. Because of the new structure the client was able to enhance their reporting and pass the task of managing the workbook to another Employee.

Reformatting Add-In

Created a custom Add-In for a Private Equity Firm. This Add-In allows the employees to reformat reports that are generated out of their legacy system. We developed a custom menu item in their Excel toolbar. When the menu is clicked, a ribbon section opens up where they can choose which report they have open and the Add-In will reformat the report and save it with a custom name.

Inventory Tracking

Replace an existing Inventory tracking set of workbooks with a custom solution in one workbook with reports. We then added functionality to auto run the existing reports and then save in a stand-alone reformatted workbook with no link, buttons or formulas.

Inspection Template and PDF report

Created an Excel workbook for collecting inspection data. The tool keeps track of required fields, performs data auditing and allows for photo upload.

Board List and Board Company Reformat of top Recruiting Firm

Audited a workbook, cleansed the data and reformatted the file accordingly

Budgeted vs. Actual Report Generation Tool for a Train/Locomotive Repair Company

Combine two reports to create a Budgeted vs Actual Report to show to Management which highlights projects are running over budget and ones that are operating at a gain.

Reformat Transcript Data

Reformat an existing spreadsheet by adding a summary and reworking the entry sheets.

Target List added to Reformatting Add-In

Add a new reformatting routine to an the existing Reformatting Add-In for a Private Equity Firm

Inventory Audit Enhancements

Spruce up an existing Inventory Audit spreadsheet for auto totals and comparisons of inventory vs order + shipments

Oil and Gas Project Deal Tracker, Importing and Reporting Tool

This energy company was interested in improving their process for tracking their oil and gas deals. Their current method was cumbersome and depended upon Excel power-users within the company to update it accordingly. We completely redesigned their data and built a customized interface using dynamic forms to help them input their data (including images, maps and curves). We also developed an “import” function that allows them to quickly process information from an outside source. The tool is easy to update, can import deal info from other sources, and aggregates summary info. Updating and running any aspect of the tool can now be done by someone without any Excel knowledge.

Dynamic Employee Scheduler for Construction Company

This construction company was in need of a new way to schedule their workers. We developed a customized solution that incorporated their current business model into the logic of the scheduler to save them time and effort.

Customer Management Tool for Premiere Small Business Educational Program Globally

Data from multiple workbooks detailing financial results of small business participants on an annual and quarterly basis were consolidated into a database with a slick dashboard. User can pull up summary details on the desired small business participant and can view the corresponding metrics with ease via the Dashboard.

Customer Directory Database for Private Equity Firm

Added structure and parameters to uploading pictures in tool for ease of use in workbook provided by our client. The tool anyone at the private equity firm to update their customer directory with ease and without any prior Excel knowledge.

Automated Org Chart Updates from Excel Workbook to for Insurance Annual Statement

Created Excel template files that feed Org Plus to automatically generate Org Charts for an Insurance Parent Company and all of their affiliates for their Annual Statement (Yellow Book)

Travel & Expense Template for a Non Profit Supporting Small Businesses

Audited and enhanced formulas, added structure, and formatted workbook to improve clients existing T&E Template for employees that travel to violence affected countries in effort to help their small business owners.

Settlement Allocation Tool created for Mass Tort Healthcare Litigation Settlement for a Law Firm

Created a Mass Tort Litigation Tool which classified incident types per claimant over time to depict various scenarios for settlement values based upon insurance coverages available

Master Operations Calendar for a Non Profit Supporting Small Businesses

Enhanced existing calendar workbook to segment recurring events from non-recurring events and to better track processes visually, by person responsible, for a calendar year for nonprofit network of business volunteers who work with entrepreneurs in violence-affected communities

Monthly Contractual Invoice for a Non Profit Supporting Small Businesses

Audited and enhanced formulas, added structure, and formatted workbook to improve clients existing Contractual Invoice Template for volunteers that travel to violence affected countries in effort to help their small business owners

Graduates Dashboard for a Non Profit Supporting Small Businesses

Created a Summary Dashboard of graduates to an Entrepreneurial Program providing resources to business owners in violence affected countries. We audited and enhanced formulas in the underlying data, added structure, and formatted workbook to improve clients tracking of key metrics.

Update Formatting for an existing Loan Rate Calculator for a Marketing Company

Fix formulas and reformat an existing Loan Rate Calculator Excel workbook. Adjust color scheme to match the logo. Modify layout of the data to be more easily read. Ensure that any client would be able to use the tool with ease by protecting cells and adding in drop-downs.

Reengineer Apartment Proforma

Created a Custom Apartment Complex Proforma for a Real-Estate Development and Investment Firm. The end result is a tool they can use when making decisions before and during construction projects including seamless formulas, sleek formatting, enhancements, charts, graphs and reports.

Bakery Employee Attendance Tracking

Rework an existing Bakery Employee Attendance Tracking Excel workbook to be more user friendly, more relevant and more professional looking. Updated the formatting and added in a macro to assist adding new employees across the quarterly sheets which are used to track Vacation, Personal and Sick days.

Text Movement Macro for a global IT services company

This IT business had a system that exported survey data into Excel, but in a format that was not usable. Rather than spending hours manipulating the exported data, the client reached out to us to see if we could develop a solution to help. We programmed a customized routine, triggered by a keyboard shortcut, that took their data and automatically manipulated it into their desired format.

Create a custom standalone Healthcare Deductible Bill Invoice tool for an Insurance Company

We replaced a semi-manual process for creating Deductible Billing invoices with a standalone automated Deductible Billing PDF generating tool for a specialty Insurance Company. Now our client only needs to upload an input Excel file to generate a formatted Deductible Billing Invoice PDF file that is customer ready. The invoice produces a summary page along with billing details and includes the calculated amount due while still allowing for manual entry of the Previous Paid amount.

Healthcare Loss Run Tool generating various styles of PDF reports from a Loss Run

We created a Loss Run Generation Tool for a specialty Insurance Company that automated the process of generating a formatted Loss Report by Insured by Policy Number in a PDF file that is customer ready. Now our client only needs to upload a Loss Run (Excel file) to the Loss Run Generation Tool, select their desired style of PDF reports (Self Insured Retention, standalone Deductible, …), and where they want to save it and then can generate the report. Additionally, the client no longer needs to go through the manual process for creating For Reference Only claim reports as this has been included as an additional output of the Tool. The PDF Reports from the Tool include automated text replacement, conditional record inclusion along with both detail and summary sections.

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 too.

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?

We do not offer general group training. That said, we can absolutely give you a 1-on-1 session to help you move through your work(books) much better! Typically these will be held remotely via call/GoToMeeting.  Other options include:

  • Our on-demand Video Tutorials are for sale in Tools. Additionally, we have great partners that handle slick on demand training options. Reach out if you want an introduction to these partners.
  • Outsource the work to us!!  Just Submit a Task.


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?

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.

*For those projects where deployment has special characteristics (such as a big number of users, different systems, special IT security requirements) and in those cases additional time may be indicated in the ballpark estimate for that and sometimes agreed to be charged by the hour with the client.

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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