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Custom Tools. Clear Decisions. Real Results

Ad-Hoc Projects for Your Business.

When your systems, spreadsheets, or dashboards aren’t giving you the visibility you need, your business stalls. We design custom Excel and Google Sheets tools that make your numbers simple, actionable, and aligned with your goals — so every decision is backed by data you trust.

Pricing ranges: $500 – $4,000 depending on scope

Custom Tools That Drive Better Decisions

Every business hits a point where the basic reports aren’t enough — you need deeper insight, better tracking, and tools tailored to how you operate. That’s where we come in.
Whether you’re building KPIs from scratch, mapping incentive programs, or creating advanced financial models, we turn complexity into clarity.

Get KPIs That Actually Help Your Team Win

Most KPI dashboards overwhelm or confuse your team. We design clean, simple scorecards that show exactly what matters — tied directly to their goals, compensation, and expected results.

Incentive Plans That Motivate the Right Behavior

If your bonus structure is unclear or inconsistent, performance stalls. We help you design compensation tied to KPIs, profit, EBITDA, or growth metrics — so your team knows exactly how to win and you protect margins.

Stop Wrestling With Spreadsheets

You shouldn’t spend hours fighting formulas or piecing together data from old templates. We build automated, error-proof sheets and dashboards that update themselves and give you exactly what you need.

Common Challenges

Let’s be honest — most businesses are drowning in inconsistent spreadsheets, outdated formulas, and reporting that doesn’t match reality. KPIs aren’t tracked, bonus plans are manual and confusing, and financial modeling takes way too long. You know something needs to be rebuilt — you just need an expert to make it happen.

Broken or Outdated Spreadsheets

Old templates, messy formulas, and inaccurate calculations lead to bad decisions. We rebuild everything from scratch or clean up what you already have.

Unclear KPI Tracking

Without clear KPIs, your team can’t hit targets. We map, define, and implement KPIs by role, department, or company-wide.

Confusing or Manual Bonus Programs

If your incentive plans take hours to calculate or nobody understands them, they’re hurting performance. We design clean, automated comp models tied to results.

Unclear Profitability

Pricing guesses, inconsistent margins, and no visibility into project or department profitability limit growth. We build tools that make your numbers black-and-white.

Services That Actually Help You
Run
Your Business

Custom Google Sheets & Excel Builds

Fully automated tools built around your business — not generic templates.

Logo for Excellent reporting

Pricing Models

Understand what your margins are or should be, and understand the price volume matrix.

Logo for Excellent reporting

Forecasting Tools

Forecasts that you can paste your Profit and Loss into every month to have automatically update.

Logo for Excellent reporting

Executive Scorecards

Get a clear weekly/monthly snapshot of your business's most important financial and operational metrics.

Logo for Excellent reporting

KPI Dashboards

Turn raw data into intuitive visual insights, showing how key drivers of the business are tracking in real time.

Logo for Excellent reporting

KPI-Driven Bonus Structures

Compensation programs built around the metrics that actually move the business, ensuring employees are rewarded for hitting the targets that matter most.

Logo for Excellent reporting

Quarterly or Annual Incentive Plans

Structured incentive programs designed to motivate teams over longer performance cycles, with clear payout formulas, thresholds, and goals.

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Commission Calculators

Custom-built Excel or Google Sheets calculators that provide instant visibility into commission earnings, targets, and payout scenarios.

Logo for Excellent reporting

Manager Scorecards With Tied Payouts

Scorecards that combine operational KPIs with compensation, ensuring managers are paid based on performance, discipline, and results.

Incentive Compensation & Bonus Structures

We design customized incentive and bonus structures that align employee performance with the financial goals of the business. Each plan is built to drive accountability, reward results, and create a clear link between day-to-day actions and long-term growth.

Advanced Financial Modeling

Sophisticated, custom-built financial models designed to help owners understand the drivers of their business, forecast outcomes, and plan with confidence. Built in Excel or Google Sheets with clear assumptions and dynamic outputs.

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3-Statement Financial Models

Integrated financial models that connect your income statement, balance sheet, and cash flow into a single dynamic tool. Ideal for forecasting growth, planning for debt, and ensuring cash availability.

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“What-If” Scenario Planning

Interactive models that allow you to test assumptions, stress-test decisions, and see how changes in pricing, staffing, or volume impact the bottom line.

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Pricing & Margin Optimization

Data-driven pricing models that reveal the true costs, margins, and profitability of your products or services.

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Acquisition Models

Comprehensive buy-side and sell-side models that evaluate valuation, cash flow, debt service, and return scenarios. Perfect for assessing potential deals, financing structures, and long-term ROI.

Talk with an Expert

You don’t need generic templates. You need custom tools that make running your business easier.
Let’s talk about what you’re trying to fix, what you want visibility into, and how we can build the tools to get you there.

Let’s Build What You Need

No cookie-cutter pricing — every project is built uniquely for your business. Tell us what you’re looking for, and we’ll send a tailored quote.
It only takes a minute, and the right tool can unlock clarity you’ve never had before.

Annual Revenue Range:
$500K-$1M
$1M-$5M
$5M-$10M
$10M-$20M
$20M+
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