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.
A few examples of the kinds of systems I help diagnose, repair, automate, or rebuild — from complex Excel workbooks and bid estimators to dashboards, AI-assisted workflows, and lightweight internal apps.
Reviewed a business-critical Excel workbook with complex pricing, inventory, vendor cost, tariff, landed cost, and proposal logic. Delivered a clear diagnostic and modernization roadmap before implementation.
View Case Study →Built and enhanced Excel and Google Sheets estimators for businesses that need reliable pricing, margin control, quote generation, and product or service configuration.
Created reporting concepts and scorecard tools to help service businesses understand technician performance, revenue contribution, operational trends, and coaching opportunities.
Built a lightweight Google Sheets-based CRM/workflow tool to organize contacts, activity, pipeline-style tracking, and operational follow-up inside a familiar spreadsheet environment.
Built a lightweight AI-assisted tool that turns sales calls, meeting notes, and email threads into structured summaries, action items, buying signals, and follow-up recommendations.
Built an AI-assisted account review tool that analyzes customer and account information and returns a health score, risk indicators, summary insights, and recommended next actions.
Built database-backed web app workflows with user authentication, permissions, dashboards, and structured data entry for businesses that have outgrown spreadsheet-only workflows.
I'm a good fit for businesses that rely on Excel or Google Sheets for estimating, quoting, pricing, reporting, tracking jobs, or running internal workflows — especially when the file has become hard to maintain, hard to share, or too important to risk breaking.
Todd helps businesses fix and modernize the Excel and Google Sheets tools they rely on — especially bid estimators, quoting tools, dashboards, and internal workflow systems. If a company has a spreadsheet that runs part of the business but has become hard to maintain, automate, or share across a team, that is exactly the kind of problem he works on.
A broader look at tools and systems I've built or prototyped — with the strongest emphasis on spreadsheet workflows, dashboards, AI-assisted tools, and lightweight internal apps.
Performance reporting tools that help businesses see revenue, operations, activity, and KPI trends more clearly.
Built a real-time operational KPI dashboard that helps medical practice leadership see scheduling efficiency, revenue contribution, and patient flow trends across locations and time periods.
View Dashboard →Web-based tools with structured data entry, dashboards, user flows, and app-like workflows for businesses outgrowing spreadsheet-only systems.
Built a comprehensive workflow management app covering student records, scheduling, lesson tracking, assignment management, progress notes, and billing automation — keeping independent instructors organized without spreadsheets.
View App →Built a lightweight web app that streamlines interview preparation workflows — structured data entry, progress tracking, assessment tools, and user flows that replace manual spreadsheet tracking.
View Live App →My background is in Excel automation, Google Sheets workflow design, data analysis, and lightweight internal app development. For more than a decade, I've helped businesses build, repair, and modernize the tools they rely on to price work, create bids, track operations, report performance, and make decisions.
A lot of my work starts with a familiar problem: an Excel workbook or Google Sheet that began as a simple estimator, tracker, report, or calculator has quietly become mission-critical. More people need access. Pricing rules get more complex. Reports take too long. The file becomes fragile. Eventually, the business starts expecting the spreadsheet to behave like a database or multi-user software app.
That is where I help.
I diagnose the workflow, identify what is broken or risky, and recommend the right next step — whether that means cleaning up the spreadsheet, migrating to Google Sheets, adding Apps Script or VBA automation, building dashboards, adding AI-assisted workflows, or replacing the spreadsheet with a lightweight web app.
My specialty is not Excel for Excel's sake. It is helping businesses turn fragile spreadsheet-based workflows into systems they can trust.
Tell me what the tool does, what is breaking, and what you wish it could do. I'll let you know whether it should be cleaned up, automated, migrated, or rebuilt.
Good fits include: bid estimators, quoting tools, dashboards, recurring reports, Google Sheets workflows, Excel/VBA tools, Apps Script automation, and spreadsheet-based processes that have become too manual, fragile, or important to keep patching.
Thanks for reaching out. I'll be in touch shortly.