








Pick a date and time on your calendar in the near future to block out 20 minutes of time for review of your Excel Solution.
Through the use of a short "check list" you select the purpose of your Excel Solution.
We plug in your brief description into the Excel Project Estimator and it spits out your project plan. When we meet you can make adjustments, corrections, and new decisions.

Achieve excellence through collaboration and expertise.
Transform your approach to everyday solutions, leading to impactful results for your bottom line.
Specialize in collaboration.
Unlock the limitless potential within each of us.
Emphasize teamwork because more times than not success is a collective effort.
Strive to deliver solutions that exceed expectations.
Free clients from unnecessary stress and fear, especially in critical business scenarios.

Yes! We have experience in many industries such as Finance, HR, Sales, Marketing, ... the list is endless. The bottom-line ... we know you are the expert in your field, and we are the "hammer and nail" folks, so between the two of us we can streamline any development process.
No estimate is 100% accurate! However, we are excellent at providing a ballpark range estimate, ensuring that you know the ballpark cost of timeline, as well as a list of the functionality your Excel Project will perform.
No, but you wouldn't hurt our feelings if you did use us for future work. Our primary objective here is to help you see what you are up against in your next Excel project so that you can anticipate what you will need to successfully launch. It's not rocket science, but it's close, and we love it. We just want you to have a great experience and we think our Project Estimator will help.
We hope that's how you roll! We are dedicated to empowering people to learn and love Excel, and the best way to do that is with hands on experience. What better way to go then to have an Excel Expert by your side every step of the way as you manage or develop or teach a new Excel tool for a business-critical need.
The Secret Sauce is in the initial minimum / maximum range estimate that we provide, from having decades of experience knowing complexity or simplicity when we see it. For example, if you are needing a data entry table with drop downs and conditional formatting, you're looking at a simple project that won't take as many resources or time to complete. But if you are needing a Financial Forecast Dashboard with 30, 60, 90 day dynamic selectors, where tasks are automated, and the report can also be printed - well, that's complex and will take more time. We may discover through our meeting that you lack resources, time, or the budget to complete the project, in which case we make a recommendation based upon what works for you. Our goal is that you'll discover how interesting the process can be and feel good about the direction you are heading.

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Organizational Development and Learning


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HR Talent Development


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Finance Advisor

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