Excel Automation
Automate repetitive Excel tasks with custom VBA solutions.
Financial Modeling Services
Build accurate, fast Excel financial models for forecasting, budgeting, and analysis. Fix slow models, add new features, or build from scratch. 20+ of experience. 500+ financial modeling projects. MBA in Accounting. Fixed pricing. Free consultation.
The Problem
- Financial models that take minutes to recalculate
- Broken formulas and version control nightmares across the team
- Models that cannot support scenario analysis leadership needs
- Audit requests that expose structural weaknesses in the spreadsheet
The Solution
I build and audit Excel financial models for forecasting, budgeting, and analysis: structured, documented, and stakeholder-ready.
Fixed-price engagement after a review of your current model and requirements.
- Three-statement models and scenario planning
- Model audit and error correction
- Performance optimization for large workbooks
Business Benefits
Decision-Ready Models
Clear structure leadership can trust for planning and board reviews.
Faster Recalculation
Optimized formulas and architecture reduce wait time on large models.
Audit-Ready Documentation
Formula transparency and assumption tracking built in.
Scenario Flexibility
Sensitivity and scenario analysis without rebuilding from scratch.
Fixed-Price Delivery
Scoped quote after model review.
Knowledge Transfer
Walkthrough and documentation for your finance team.
How It Works
1
Model Review Call
We walk through your current workbook: recalc time, scenario needs, and audit requirements.
2
Fixed-Price Scope
Quote for build, audit, or optimization. Deliverables list every sheet, scenario, and output report.
3
Build or Audit
Structured tabs, consistent formulas, assumption tracking, and performance tuning for large models.
4
Stakeholder Walkthrough
Finance team training on scenarios, inputs, and how to extend the model without breaking it.
5
Support (optional)
Quarterly reviews or updates when your chart of accounts or reporting format changes.
Timeline Expectations:
- Simple models: 2-3 weeks
- Medium complexity: 4-6 weeks
- Complex models: 6-10 weeks
What You Provide: Historical financial data, business assumptions, growth projections, access to accounting systems (if needed)
What You Get: Working financial model, documentation, training, 100% ownership
Need a financial model that keeps up?
Book a consultation for model build, audit, or optimization.
Pricing
Fixed pricing. No hourly billing. No surprises. You know the cost before we start.
Simple Projects
$1,500-$3,000
Basic models, single business unit, 2-3 weeks
- Single business unit model
- Basic forecasting
- Standard reports
- Documentation included
Advanced Projects
$3,000-$8,000
Multi-department models, scenario analysis, 4-6 weeks
- Multi-department models
- Scenario analysis
- Advanced dashboards
- Performance optimization
- Full documentation
Enterprise Projects
$8,000+
Multi-entity models, complex integrations, 6-10 weeks
- Multi-entity and scenario models
- System integration
- Custom business logic
- Team walkthrough and written guides
- Extended support
Common Questions
Related Services & Resources
Ready to Build or Fix Your Financial Model?
Stop struggling with slow or broken financial models. Get a free consultation and see how I can help.