Excel & Reporting

Data that makes sense. Reports you'll actually use.

Excel reporting, business analytics, data cleanup, and operational reporting — built to be readable, repeatable, and useful. For owner-ready outputs and better decision-making.

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Experience & approach

Excel expertise that goes beyond templates

Reporting and analytics work spans business analytics for owner decisions, nonprofit data restructuring, sales and sampling analysis, operational reporting, and VBA automation. The focus is always on outputs that are readable and actionable — not technically impressive but practically useless.

Skills include advanced Excel formulas, pivot tables, VBA and macro automation, Power Query, and data restructuring for clean reporting. The right structure is built for your workflow — not forced into a generic template.

Excel cleanup, formula repair, and restructuring
Automated reporting for recurring monthly outputs
Pivot tables, dashboards, and owner-friendly summaries
VBA macros and workflow automation
Sales, margin, and operational trend analysis
Plain-English findings and written takeaways
Reporting structured to support tax prep and decisions

Looking for backtesting or personal finance tools? See Special Projects →

How to start

Describe the data and the problem

What do you have? What do you want to understand or produce? A rough description is enough to start.

Approach and price confirmed

Evan recommends the right approach and confirms a flat project price.

Practical delivery

Outputs built to be readable, maintainable, and actually useful — not just technically correct.

Pricing

Starting estimates — scoped per project

These are starting points only. Every project is discussed individually and priced before work begins.

Reporting Cleanup

$250

starting at

Fix broken exports, repair formulas, restructure messy sheets, and produce a cleaner owner-ready output.

Excel cleanup & restructuring

Formula repair

Summary and overview tabs

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Most Common

Excel Reporting Pack

$450

starting at

Repeatable reporting with better layouts, automation, and clear monthly outputs built for ongoing use.

Automated monthly reporting

Owner summary dashboard

Pivot tables and charts

Built for recurring use

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Decision Analysis

$700

starting at

Deeper analysis of sales, margins, or trends with plain-English findings and concrete recommendations.

Trend and variance review

Written findings and summary

Specific recommendations

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All pricing is negotiable — confirmed before work begins

These are estimates. The actual price depends on scope, data complexity, and what the output needs to accomplish. A quote request is always the best first step.

Past work

Recent engagements

Sales and sampling analysis

Built Excel-based analysis on sales and sampling data to show what was driving outcomes and where effort should be focused.

Nonprofit dataset restructuring

Structured a large church and nonprofit dataset into clean reporting views and usable summaries that leadership could act on.

Operational reporting automation

Turned recurring raw data into automated monthly reports with consistent formatting and an executive summary tab.