A custom Excel workbook, built with you on one call.

Who it's for

Owners, office managers and sales leaders who run the business out of spreadsheets that break, slow down or live in one person's head.

Examples

• Commissions tracker: rates by rep, splits, clawbacks and a pay-period statement per rep
• PO tracker: every open PO, who owes what and how many days late
• Inventory turns: stock on hand, usage per month, what to reorder
• Job costing and quoting: labor, materials and margin per job before you bid
• Payroll prep: hours and bonuses cleaned up and ready for your payroll company

What you get

• One workbook built around your real files, not a template
• Formulas, drop-down lists, filters and a summary tab you can read at a glance
• Locked cells where mistakes would cost money
• A short how-to tab written in plain words
• 30 days of tweaks after delivery

How it works

1. A 30-minute call: you show Brian how you track it today
2. Brian builds it, usually within a week
3. Delivered: you test it with your own numbers
4. 30 days of tweaks, then it is yours