One engagement. One system. Reporting that works without you.
I design and build automated reporting systems inside the Microsoft 365 tools you already pay for.
What’s included
Every engagement covers the full system, from raw data to delivered report. Here's what that looks like:
This is for you if...
You run a small business, and the way you use Excel is holding your reporting together. Barely.
You and your team spend hours each month building or checking reports that should take minutes.
You're never fully confident the numbers are right. Neither is anyone else.
You already pay for Microsoft 365 and use almost none of it.
You need something that works, and that your team can maintain after I'm done.
Not the right fit for everyone
This isn't the right fit if you're looking for a Power BI implementation, an enterprise data warehouse, hourly Excel support, or general Excel training. I work on focused automation projects with defined scope and clear outcomes.
It's also not the right fit if the goal is to automate a broken process as-is. I design the right data flow first. I don't wrap automation around something that isn't working. If your process needs rethinking, that's actually good news. It usually means the fix is simpler than you'd expect.
If you're not sure whether your situation fits, that's exactly what the discovery call is for.
How we work together
Four steps from first conversation to a system that runs itself.
Ready to stop building reports by hand?
Let's spend 30 minutes looking at your current process. If there's a clear automation opportunity, I'll tell you exactly what I'll build.
If there isn't, I'll tell you that too.