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I will review and fix your excel budget or financial model
About this Gig
Need a trusted professional to review, improve, or troubleshoot your Excel budget or financial model?
I'm a CPA with nearly 30 years of experience in budgeting, forecasting, financial reporting, and financial analysis. I combine professional expertise with modern analytical tools, including AI where appropriate, to identify issues, improve accuracy, and provide practical recommendations. Every project is personally reviewed by me.
Services include:
Excel budget and forecast review
Financial model analysis and optimization
Formula troubleshooting and corrections
Budget variance analysis
Executive dashboards and visualizations
Financial reporting recommendations
Documentation and methodology reports
I work with nonprofits, schools, municipalities, and businesses of all sizes. Your data is handled confidentially, and you'll receive clear, actionable recommendationsnot just a list of problems.
Please contact me before ordering large or complex projects so I can recommend the best package.
Visualization tools:
Microsoft Excel
Service type:
Budgeting
Industry:
Education
•
Financial services
•
Nonprofit
Target country:
United States
FAQ
What types of Excel files do you work with?
I work with Excel (.xlsx, .xlsm, .xls), CSV files, and Google Sheets exports. If you're unsure, send me your file before ordering.
Will my financial information remain confidential?
A: Yes. All client files and financial information are treated as strictly confidential. I'm happy to sign an NDA if needed.
Can you fix broken formulas and spreadsheet errors?
Yes. I review formulas, identify errors, improve workbook structure, and recommend or implement corrections based on your selected package.
Do you build new financial models or only review existing ones?
I can do both. I review and improve existing models or build new budgeting and forecasting models based on your requirements.
Do you work with nonprofits, schools, and government organizations?
Yes. I have nearly 30 years of experience supporting schools, nonprofits, municipalities, and businesses with budgeting, forecasting, financial reporting, and financial analysis.
Should I contact you before placing an order?
Yes. For large, complex, or urgent projects, please message me first so I can recommend the right package and delivery time.
