Services for practical business improvement

I provide straightforward support to help small businesses save time, reduce errors and improve visibility across reporting and day-to-day admin processes.

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Excel automation and VBA macros

  • Automated reports
  • Data imports and exports
  • Workbook clean-up
  • Error checks
  • Template creation
  • Button-driven processes
  • Time-saving macros

Reporting and dashboards

  • Sales reports
  • Cost trackers
  • Management information
  • KPI dashboards
  • Month-end reporting packs
  • Performance summaries
  • Charts and visual reports

Finance and admin tools

  • Invoice trackers
  • Quote trackers
  • Payment logs
  • Stock/order trackers
  • Accrual/prepayment templates
  • Cashflow tools
  • Budget templates

Process improvement

  • Reviewing existing workflows
  • Reducing manual steps
  • Improving controls
  • Making files easier for staff to use
  • Building repeatable processes

Sage / accounting data support

I can help small businesses make better use of exported accounting data, including cleaning, organising and reporting on data from systems such as Sage.

Typical projects

Turn a manual weekly report into a one-click report

Build a quote calculator

Create a sales and margin dashboard

Clean up a broken Excel workbook

Create a stock or job tracker

Automate month-end reporting

Build a template for invoices, payments or reconciliations