EXCEL & DATA CONSULTING
Automated. Structured. Reliable.
Excel consulting for academics and professionals who want their spreadsheets and datasets to work smoothly—with clear structure, fewer manual steps, and less rework.
Overview
When Excel files become complex, fragile, or inconsistent, they start costing time—through manual work, version confusion, and repeated cleanup. I help clients build clean, automated spreadsheet systems and organized data structures that support analysis, collaboration, and decision-making.
This is implementation-focused consulting: I design and set up the system so it works reliably going forward.
What I Can Help With
Spreadsheet restructuring: clean layout, consistent logic, reliable formulas
Automation & efficiency: reduce repetitive manual steps (e.g., recurring reports, trackers, rollups)
Templates & tools: build reusable models, trackers, and reporting structures
Data cleanup & organization: make datasets analysis-ready (Excel/CSV)
File + version systems: clear naming, folders, and handoff-ready organization
*Note: This service focuses on setup, optimization, and implementation—not Excel training or tutoring.
Who This Is For
An academic, researcher, or PhD student managing evolving datasets
An executive, consultant, or analyst working heavily in Excel
A professional whose spreadsheet has “grown wild” over time
Someone preparing files for analysis, sharing, or submission
A small team that needs a clean system everyone can follow
What You’ll Get
A spreadsheet you can trust: clean, consistent, and stable
Automated workflows that reduce manual work and errors
Clear organization and versioning that prevents confusion
Data that’s easier to analyze, share, and build on
A system you can maintain without constantly “relearning” it
How It Works
1) Quick intake
You send a brief description of what you need and (if relevant) the file(s) or a sample.
2) Scope + outcome
We align on what “done” looks like (structure, automation needs, outputs, handoff).
3) Build + refine
I implement the solution, then we do a quick review to confirm it works as expected.
4) Handoff
You receive a clean file/system with simple notes so you can use it confidently.
Ready to Begin
Curious if excel & data consulting is the right fit for you?
Book a complimentary consultation and let’s explore how we can support your goals.
FAQs
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Yes. In addition to executive coaching, I take on short, project-based Excel consulting engagements focused on automating, structuring, and optimizing spreadsheets and research data. This work is designed to make your files reliable, efficient, and easy to use going forward.
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Typical projects include spreadsheet cleanup and restructuring, workflow automation, reusable templates, organizing research or analytical datasets, and setting up clear file and versioning systems. The focus is on building systems that work—not ongoing manual support.
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No. This is implementation-focused consulting. I design and set up the spreadsheet systems so they function smoothly and reliably. I don’t offer Excel classes, tutoring, or step-by-step instruction.
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This work is a good fit for academics, researchers, executives, consultants, and analysts who already work in Excel and want their files cleaned up, automated, or restructured so they can move forward with confidence.
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Excel consulting is scoped based on the complexity and goals of the work. Projects are typically short and focused, with a clear outcome defined upfront.
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Yes. Some clients engage me for Excel consulting alongside coaching—especially when operational clarity and leadership decision-making are closely connected.
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Reach out via email or the contact form with a brief description of what you’re working on and what you’d like to improve. I’ll let you know if it’s a good fit and suggest next steps.