Giving small business owners clarity and control through structured financial reporting.
I am a finance and operations consultant with 20+ years of executive-level experience in financial planning & analysis, cost accounting, financial system implementation, and SEC reporting. I am Lean Six Sigma certified and have a proven track record of strengthening internal controls, improving reporting accuracy, and delivering measurable performance gains.
Turn data into decisions
Your business already has the data — it just needs structure. I turn scattered spreadsheets into organized reporting systems that save time and reduce errors. That means less guesswork and clearer decisions each month.
Option #1
Spreadsheet Cleanup - $150 - $250
What This Service Includes
✔ Review of your existing workbook
✔ Correction of broken or inconsistent formulas
✔ Removal of duplicate or unused data
✔ Standardized formatting for consistency and readability
✔ Simplified tab structure and logical layout
✔ Clear labeling of sheets, columns, and key calculations
✔ Basic error checks to ensure numbers reconcile
✔ Delivery of a clean, organized, ready-to-use file
option #2
Monthly Reporting Setup - $250 - $400
What This Service Includes
✔ Review of your current financial or operational data
✔ Identification of 3–6 key performance metrics relevant to your business
✔ Creation of a simple monthly summary report
✔ Clear breakdown of revenue, expenses, and net results (if applicable)
✔ Clean layout designed for quick review
✔ Automated calculations to reduce manual updates
✔ Delivery of a ready-to-use reporting template
✔ Brief walkthrough so you understand how to maintain it
option #3
Data Consolidation - $250 - $500
What This Service Includes
✔ Review of your existing spreadsheets and data sources
✔ Combining multiple files into one structured master workbook
✔ Removal of duplicate or redundant data
✔ Standardized layout for consistency
✔ Clear tab structure and organization
✔ Automated summary calculations (where applicable)
✔ Reduced manual copy-and-paste steps
✔ Delivery of a simplified, centralized reporting file
Consultations are always free! Please submit the form below for more information.