Beyond tax
Custom Excel and spreadsheet solutions
Most businesses run on spreadsheets. Very few run on spreadsheets built for them.
Off-the-shelf spreadsheets fall apart the moment your business doesn't match their assumptions. I design custom Excel workbooks and automation that fit yours: client and inventory trackers, live dashboards, automated reports, mail-merge and one-click client emails, data cleanup and migration, and macros that erase repetitive busywork.
I've run my own practice on a custom Excel system I built from the ground up: automated status tracking, dashboards, batch client emailing, and tools that turn an afternoon of clicking into one button. I can build the same kind of tailored solution for you, from a single smart spreadsheet to a complete workbook-based management hub.
What I build
- Automated workbooks and macros (VBA)
- Dashboards and reporting
- Mail-merge and email automation
- Client and inventory trackers
- Data cleanup and migration
- Cleanup and rescue of spreadsheets that have grown unwieldy
- One-off fixes to full systems
Tell me what slows you down.
Describe the spreadsheet chore you'd love to stop doing, and I'll tell you what it would take.