Excel Consulting Services:
Hire an Excel Expert

Our Firm

Excel Complete helps businesses get more value from Microsoft Excel. We troubleshoot spreadsheets, automate repetitive tasks, improve reporting, and build custom solutions.

Excel consulting services include:

• Formula troubleshooting
• Spreadsheet design
• VBA development
• Excel automation
• Dashboard creation
• Financial modeling
• Data cleanup
• Process improvements
• Custom Excel applications
• Power BI and Tableau reporting

As businesses grow, Excel often becomes part of a larger workflow. We integrate Excel with SQL databases, APIs, ERP systems, and reporting platforms to improve workflows.

Schedule a free call to discuss your Excel project. Calls are led by our principal consultant, Allen Frantsen, CPA, who combines expertise in accounting, software engineering, and process improvement to deliver custom solutions.

Prefer email? Submit your Excel project and any relevant files, and we'll respond within 30 minutes.

Excel Consulting Rates

Excel Complete offers consulting services at $50 per hour with no project minimums. This approach works well for businesses of all sizes. Work is quoted based on estimated hours and billed as a flat project cost.

We also provide on-site Excel consulting for large projects. On-site engagements are structured as full-day sessions, starting at $1,000 per day depending on scope. This service is effective for supporting Excel systems when key employees have left, and internal knowledge is limited.

On-site consulting is available for organizations near our Ann Arbor, Michigan office, including:

• Detroit, MI
• Grand Rapids, MI
• Toledo, OH
• Akron, OH
• Columbus, OH
• Chicago, IL
• Cleveland, OH
• Cincinnati, OH
• Pittsburgh, PA
• Indianapolis, IN

On-site consulting is available for additional locations; travel costs may vary.

Excel Dashboards

Our Excel dashboards turn complex operational and financial data into actionable insights. The foundation begins with well-structured sources, dynamic formulas, and flexible input toggles that allow users to shift date ranges and segments. Instead of layering visuals on messy spreadsheets, the focus is on designing a clean workbook that remains accurate, scalable, and easy to maintain.

Dashboard development also includes working through KPI selection with leadership, identifying which metrics actually drive performance across the business. Upstream data capture and systems are reviewed to ensure Excel receives consistent information. The result is not just a visual summary, but a reporting system aligned with how the organization operates and makes decisions.

Financial Analysis

For many companies, Excel is the backbone of financial analysis. We help clients build workbooks that replace cluttered workflows and give leadership a clear view of financial performance. From financial statements to budget models, everything is built around accuracy, simplicity, and ease of maintenance.

Common Excel financial analysis work:

• Financial statements, cash-flow schedules, AP/AR roll-forwards, and revenue-recognition reconciliations
• Budgeting, forecasting, scenario planning, and variance analysis
• Debt modeling, capital planning, and project-finance tools
• Pricing, margin, and revenue analysis

Budgeting and forecasting tools are built around flexible assumptions and multi-scenario analysis. We validate inputs using market data, pricing analysis, and statistical methods, delivering models that quantify risk, compare outcomes, and support cash flow and CAPEX planning.

Capital-planning models evaluate debt structures and repayment schedules, while accounting for project variables. Whether it’s construction lending, interest-reserve planning, or multi-scenario debt sizing, these Excel models highlight key risks and guide teams toward the most efficient capital strategy.

If your financial model requires deeper business understanding or stronger financial oversight, our Fractional CFO Services help unify data, strengthen reporting, and guide overall strategy.

Excel Workflow Design

Poorly structured spreadsheets can create bottlenecks, duplicate work, and reporting inconsistencies. We redesign Excel workflows to turn scattered files into structured, reliable systems. Streamlined workbooks support quoting, invoicing, change-order tracking, commission statements, fleet management, inventory logs, and other day-to-day operations with consistent, dependable reporting.

Each workflow is designed around your operational structure and existing pain points. Rather than adjusting formulas, we evaluate ownership, handoffs, data pipelines, and permissions across teams. This often overlaps with business process automation consulting services to build more efficient systems. The result is structured Excel workflows that improve accuracy, reduce friction, and streamline operations.

Excel Integration Services

Excel Complete provides integration services that connect Excel to ERPs, databases, internal tools, and third-party platforms through automated workflows. This includes direct ERP integrations, such as SAP RFC access, alongside backend services and data pipelines that replace fragile spreadsheet logic with validated inputs, controlled processing, and auditable data flows.

For organizations that need more capable systems to manage operations, our ERP development services focus on building custom integrations, automation, and supporting applications. These solutions handle complex logic, validation, and processing that doesn’t belong in spreadsheets, while allowing Excel to remain a lightweight tool for analysis, structured exports, and ad hoc reporting where it makes sense.

Frequently Asked Questions

Below are answers to common questions about our Excel consulting services, pricing, and approach. This section explains how we work and what you can expect when hiring Excel Complete.

What is an Excel consultant?

An Excel consultant is a professional who designs, repairs, and optimizes spreadsheet systems used for reporting, financial modeling, dashboards, and operational workflows. An effective Excel consultant should have strong business acumen, data modeling skills, automation expertise (VBA, Power Query), and the ability to improve upstream processes so that Excel receives accurate inputs.

Is Excel consulting a cost-effective way to improve workflow efficiency?

Yes. Since many business processes begin in Excel, creating a clean workbook not only improves the immediate workflow but also helps identify opportunities to improve processes, automate tasks, and build better reporting.

Do you provide custom Excel spreadsheet modernization services?

Excel Complete provides spreadsheet modernization services to simplify formulas, clarify business logic, restructure, and optimize performance. For teams that have outgrown Excel entirely, we can extend the workflow into lightweight web applications with a SQL backend.

Can I hire a consulting company to create an Excel spreadsheet?

The team at Excel Complete builds spreadsheets from scratch for financial modeling, reporting, forecasting, KPI tracking, and operational workflows. Every file is cleanly structured, well-documented, and built to scale.