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Excel Consulting

Excel consultant, on demand

Senior Excel engineers who fix, model and automate — quoted in 15 minutes, delivered in 24 hours, with your existing workbook rather than a rewrite.

Get a fixed quote in 15 minutes

✓ No call required  ·  ✓ NDA on request  ·  ✓ Money-back guarantee

What an Excel consultant actually does for you

The four jobs that make up almost every engagement we take

Rescue a workbook that has stopped scaling

  • Replace volatile OFFSET/INDIRECT chains that recalculate the whole file
  • Convert nested VLOOKUP stacks to XLOOKUP or INDEX/MATCH
  • Find and remove circular references and orphaned named ranges
  • Cut file size by stripping unused formatting and phantom used-ranges
From $200

Build the reporting layer

  • Pivot-based dashboards with slicers and timelines
  • Power Query pipelines that refresh from CSV, SQL or an API
  • Variance, cohort and trend analysis with proper date tables
  • One-click monthly reporting pack
From $500

Model the business

  • Three-statement models with balancing checks
  • Scenario and sensitivity tables driven by DATA TABLE
  • Cash-flow forecasts with driver-based assumptions
  • Valuation and unit-economics models
From $500

Automate what people retype

  • VBA macros for repetitive formatting and consolidation
  • Power Automate or Apps Script for scheduled refreshes
  • Import/export routines between systems
  • Data-validation rules that stop bad input at the source
From $750

How the engagement runs

Four steps, no discovery calls, no retainers

1. Send the file and the problem

Upload the workbook — or an anonymised sample if the data is sensitive — and describe in one or two sentences what should be different when we are done.

2. Get a fixed quote in 15 minutes

We read the file, confirm the work is feasible and quote a total price and a delivery time. If we think a template or a 10-minute fix solves it, we say so instead of quoting.

3. We build in your workbook

Work happens in a copy of your file so your original is never at risk. You get the deliverable with the changes documented in a summary sheet.

4. Revise until it fits

Revisions are included. If the result does not do what the quote said it would, you get a full refund — that is the whole guarantee, with no conditions attached.

What it costs

Fixed project pricing, so the invoice matches the quote

Indicative pricing. Every project is quoted individually before any work starts.
Engagement Typical scope From Turnaround
Formula & workbook repair Broken lookups, slow recalculation, error auditing $200 8h
Reporting dashboard Pivot dashboard, Power Query refresh, charts $500 24h
Financial model Three-statement, forecast or valuation model $500 24–48h
Process automation VBA, Apps Script or Power Automate workflow $750 24–48h
Team training Live workshop or one-to-one, tailored to your files $150/h Scheduled

Why fixed price rather than hourly

Hourly billing puts the risk of a hard problem on you. If a lookup breaks because the source data has trailing spaces in half the keys, that discovery costs us time, not you. A fixed quote also forces us to read the file properly before committing, which is where most bad estimates come from.

The quote covers the scope written into it. If you change what you want mid-project we re-quote the difference rather than silently absorbing it or billing you for a surprise.

The stack we work in

What we use, and when each is the right answer

Excel, the modern parts

Dynamic arrays (FILTER, UNIQUE, SORT, SEQUENCE) removed most of the reasons to write helper columns, and LET and LAMBDA made it possible to name intermediate steps instead of nesting eight functions on one line. If your workbook predates those, a rebuild of the calculation layer is often faster than patching it.

Power Query for anything that arrives as a file

If someone downloads a CSV every week and pastes it into a tab, that is a Power Query job. The transformation is recorded once, runs on refresh and does not break when the export gains a column. It also handles the unglamorous work — unpivoting, splitting, type coercion — far more reliably than formulas.

VBA, only where it earns its place

VBA is still the right tool for interacting with the Excel object model: formatting loops, generating one file per row, printing, or driving a dialog. It is the wrong tool for pulling and reshaping data, which Power Query does better and without a macro-enabled file. We tell you which side of that line your problem falls on. See VBA vs Google Apps Script if you are choosing between platforms.

The handover matters as much as the build

Every deliverable includes a documentation sheet: what each input is, where the data comes from, what to change when the fiscal year rolls over. A model nobody but its author can maintain is a liability, not an asset.

Where to start

Browse a template first if you are not sure you need custom work

Excel consulting FAQ

The questions we get before every engagement

How much does an Excel consultant cost?

Most independent Excel consultants charge between $75 and $200 per hour, and agencies bill $150 to $350. We work on fixed project prices instead: from $200 for a formula or cleanup job, from $500 for a reporting dashboard and from $750 for an automated workflow. You see the total before any work starts, so an afternoon of debugging never turns into an open-ended invoice.

Do I need a consultant or just a better template?

If your problem is a blank page — you know the numbers you want but not how to lay them out — a template solves it, and ours are free. You need a consultant when the workbook already exists and is failing: formulas that break when someone inserts a row, a file that takes a minute to recalculate, or a report three people maintain by hand every Monday.

Will you work in my existing file or rebuild it?

We work in your file by default. Rebuilding loses the business logic you have accumulated, and the handover cost is real. We rebuild only when the existing structure makes the requested change impossible — typically when data, calculations and presentation live in the same cells — and we say so in the quote rather than after the fact.

What do you need from me to start?

The workbook itself, or a sample with the same shape if the data is sensitive, plus one sentence on what should be different when we are done. That is usually enough to quote. If the file cannot leave your environment we will work from an anonymised copy or under an NDA.