microsoft excel modelS custom-designed and built just for you

Watch: Financial Forecast Overview (60-90 sec.)

DETAILS: Microsoft Excel Services

The client. The deliverable. The timeline.

Microsoft Excel Mini Modules

Service title

Business owners who want a model that they own that can work them:

• budgeting

• expense tracker

• payroll

• financial forecasting & forecasting

• marketing lists

• employee logs

• whatever you would like to automate

Who is This For?

MS Excel Services

Microsoft Mini Modules

Build Blocks
5-Hour Blocks of Excel help or build time sold in a bundle

The "Big Build" for Excel models, built from scratch and custom-designed based on a client's function request.

• 4 consultations with model builder

• guarantees a 20-hour build of model (not including down time for issues, errors, etc.)

• Client leaves with all ownership rights of model to use, sell, or otherwise

• Includes 2-hours of post build time for issues or expansion of functionality

What Does the

Excel "Big Build" Include?

• Additional build time sold in 5-hour blocks for $125 / block

TOTAL FEE $ 350.00

( $100 retainer applied to total cost)

1. 1. Fill out New Client Form

2. 2. Pay $100 retainer fee

3. 3. Book project kickoff call

4. 4. Have kickoff call

5. 5. Sign engagement letter

6. 6. Receive secure link for docs

7. 7. Upload your documents
   (if need to send docs)

Service title

8. Build Meet #1

9. Build Meet # 2

10. Take Model Home

11. Big Build WrapUP Meet

12. Final Call

13. Pay project balance

14. Receive the model back

15. Use 2-Hours of time if needed

16. Come back to expand on model functions or scale up.

How Does It Work ?

CONSULTANT BEGINS MODELING

NOTE: When you Hit SUBMIT

NEXT: Pay the $50 retainer fee

LAST: Book your kickoff call.

We are honored to be able to call you a client and look forward to the kickoff call.

If you are not routed automatically to pay the retainer and book the call, click below.

General Questions:

• Do you take clients outside of Atlanta?

• Do we sign a contract?

• Are our discussions confidential?

• Do you require a retainer?

• Do you offer refunds?

• Do you work with other professionals?

• Where can we have our consultations?
  
  
  

Engagement Questions:

• Do you take clients outside of Atlanta?

• Do we sign a contract?

• Do you require a retainer?

• Do you offer refunds?

• Do you work with other professionals?
  

• What is a business valuation?

• When may I want to hire a valuation expert?

• How much does a business valuation cost?

• How long does a business valuation take?

• Does my company structure matter (LLC, C-corp, S-corp, etc.)

• What information is needed for a forecast or valuation?
  Can you help me sell my business? What about buy a business?

Consultation Questions:

• How can I contact my consultant if it is urgent?

• Where can we have our consultations?

• What if I have trouble with my meeting link?

• What if I miss my consultation or education module?
  
  
  

We also offer a Glossary of Business Terms & Concepts. Check it out.

Frequently Asked Questions

We offer a glossary of business terms and concepts every business owner should know. Check it out.

We also publish a Business Consulting Blog which covers business topics related to finance, accounting, and business valuation.

Have a Question?

Send us a text message or email.