Workflow
Consulting

Practical spreadsheet support · Melbourne

Less spreadsheet admin.
A clearer view of your jobs and invoices.

For small electrical and property maintenance businesses that want clearer spreadsheets—not another complicated system.

Tell me what needs fixing

Clear scope. A fixed quote. A practical handover.

Work with the tools you have.

Make the information easier to use.

Excel & spreadsheet consulting

01 / Services

Useful spreadsheets.
Without the unnecessary complexity.

Start with one frustrating task. We’ll agree on a focused solution around your current workflow.

The starting point

Job & invoice tracker

Bring existing exports together in an Excel workbook that helps you track jobs, follow up invoices and see what needs attention—without replacing your accounting software.

  • Cleaned and organised source exports
  • A job register with agreed status and follow-up fields
  • Outstanding and overdue invoice views, where source data supports them
  • A simple summary, written instructions and a handover walkthrough

Built around your business

Agreed scope.
Fixed project quote.

Proposed turnaround: 5–7 business days after scope is agreed and usable files are received. Timing depends on data quality and complexity.

Files, features, compatibility needs and revision allowance are confirmed before work begins. Changes are agreed before extra work starts.

Discuss your tracker

Cleanup & formula fixes

Untangle inconsistent formatting, broken formulas and difficult-to-follow workbooks. Make everyday files easier to use and maintain.

Reporting & data checks

Build repeatable reports from regular exports, with checks for missing fields, duplicates and inconsistent totals. Recurring support can be scoped separately.

Keeping the scope clear: historical data entry, macros, live software integrations, accounting advice and ongoing maintenance are excluded unless separately agreed.

02 / A straightforward approach

From spreadsheet frustration
to a clear handover.

  1. 01

    Describe the task

    Tell me what you use today, what’s frustrating and what you’d like to simplify.

  2. 02

    Agree the scope

    We confirm the deliverables, required files, compatibility, timing and project quote.

  3. 03

    Build & review

    I prepare the workbook and we review it against the agreed requirements.

  4. 04

    Handover

    You receive the agreed files and practical instructions for using them.

03 / Meet your consultant

Hi, I’m Alex.

I help small businesses make their spreadsheets clearer and more useful.

I start with how you work: what you track, where the admin gets frustrating and which information you need. You’ll work directly with me on a practical solution, with a clear scope and handover.

Let’s simplify the next task

What’s your spreadsheet
making harder than it needs to be?

Tell me about your business, your current tools and the task you want to simplify. We’ll start there.

This form is only used to reply to your enquiry. It is not a marketing sign-up. Your name (optional), email, business (optional) and message are stored privately with Cloudflare, which hosts this website, and are automatically deleted after 30 days. To block spam, the form uses Cloudflare Turnstile, which loads a script from Cloudflare, and a one-way hashed network identifier is kept for up to one day for rate limiting. No analytics or advertising cookies are used.

Prefer email?

Please don’t include passwords or sensitive customer information in your initial enquiry.