I help small and mid-sized businesses fix, automate, and rebuild Excel and Google Sheets workflows — especially bid estimators, quoting tools, dashboards, and internal systems that have become too important to keep duct-taping.
When the spreadsheet becomes business-critical, the problem is bigger than formulas.
I help businesses repair, automate, and modernize spreadsheet-based workflows that have become too important, too manual, or too fragile to keep patching.
I build, repair, and modernize Excel and Google Sheets estimators used for pricing, bidding, quoting, margin control, and proposal generation.
Common fits: commercial interiors, building materials, custom windows and doors, custom home builders, mattress wholesalers, cabinetry, millwork, and specialty contractors.
I clean up fragile workbooks and Google Sheets, simplify formulas, improve data structure, automate repetitive steps, and reduce manual copy/paste work using VBA, Google Apps Script, and AI-assisted workflows.
Best for reporting workflows, pricing files, trackers, dashboards, recurring exports, and business-critical spreadsheets that still belong in Excel or Sheets.
I build dashboards, scorecards, reporting tools, and lightweight web apps when the business has outgrown the spreadsheet and needs user logins, permissions, database-backed workflows, or cleaner data entry.
Best for multi-user workflows, role-based access, quote history, approvals, admin dashboards, and app-like business processes.
Most spreadsheet systems start simple: a tracker, estimator, report, or calculator. Then the business grows, more people need access, pricing rules multiply, reports take longer, and the file starts behaving like a fragile database or half-built software system.
When the tool still belongs in Excel or Google Sheets.
When the spreadsheet is useful, but the process around it is too manual.
When the business needs something closer to software.
Not sure which path fits your workflow? Start with a diagnostic audit.
Book a Workflow Audit Call →If your business uses Excel or Google Sheets to estimate, quote, price, or bid work, that file directly affects revenue, margin, speed, and trust. When pricing logic gets buried in formulas or different people start using different versions, the risk is no longer just technical — it is operational and financial.
If your estimator has become too important to keep patching, start with a focused audit.
Case studies and active service offerings.
An 11-platform evaluation across 8 core criteria, built to help music educators identify the right technology for their program. Covers feedback systems, gamification, parent communication, and theory tools.
View Report →A ground-up analysis of a commercial furniture importer's broken Excel system — identifying root causes, prioritizing fixes by impact, and scoping a full migration plan before any implementation began.
View Report →A 3-day diagnostic for MedSpa owners losing revenue in lead follow-up, booking friction, cancellations, no-shows, and reactivation. Flat fee. Written report. Clear priorities.
Learn More →Sites and apps I've built.
Marketing site for a structured interview prep platform — clean, conversion-focused layout built to drive sign-ups.
View Site →Interactive demo of the PrepFlo application, letting prospects explore the core workflow before committing to sign up.
View Demo →Artist and guitar instructor site showcasing lessons, production work, and original music content.
View Site →Polished website template built for MedSpa and aesthetic clinic clients — services, booking flow, and a brand-forward layout.
View Template →Interactive financial tool for modeling dividend growth, DRIP compounding, and retirement withdrawal scenarios.
View Calculator →Real-time operational dashboard tracking key performance metrics for a medical practice — scheduling, revenue, and patient flow.
View Dashboard →A unified workflow management app for independent music instructors — covering student management, scheduling, lesson notes, assignment tracking, and billing in one place.
View App →My background is in data analysis, Excel automation, and web development — work I did for years as a freelance consultant helping small and mid-size businesses build better systems and make sense of their data.
That analytical foundation is what drives how I approach research: structured frameworks, clear criteria, weighted evaluations, and deliverables that are built for decisions — not just reading.
I'm also a working guitar instructor and music producer, which means when I research music education technology, I'm evaluating it from the inside — not just reading marketing copy.
Based in the DFW area. Available for project-based research, diagnostics, and web development.
Tell me what you're working on. I'll tell you if I can help.
Thanks for reaching out. I'll be in touch shortly.