Excel Automation & FP&A Ops Support

Overview

A lightweight but high-impact monthly retainer for teams who regularly work in Excel and want a reliable partner to automate repetitive steps, fix spreadsheet issues, and improve reporting workflows - without hiring a full-time analyst or developer.

You get a structured monthly support relationship where small but meaningful automation tasks are completed consistently, freeing you from hours of manual work every week.

What’s Included

✔ Up to 2 Micro-Automations Per Month

Scoped mini-automations that take you 20-30 minutes to do manually but cost you hours every week or month.
Examples:

• Cleaning and standardizing incoming files

• Merging or reshaping monthly exports

• Improving formulas or model logic

• Automating formatting, lookup steps, or report assembly

• Small VBA scripts or macro buttons

These tasks are usually small in isolation - but together, they compound into big time savings.

✔ Priority Support (48-Hour Response)

Email me at any time with automation questions, file issues, or workflow requests.
You get priority inbox treatment and guaranteed response times.

✔ One 30-Minute Strategy or Troubleshooting Call Every Month

Use this time to:

• walk me through a problem,

• plan your next automation,

• troubleshoot a complex file,

• or explore whether a workflow qualifies as deterministic (automation-ready).

✔ Ongoing Advice + Workflow Review

You can send questions like:

• “Can this step be automated?”

• “Why is this calculation taking so long?”

• “Can you optimize this report build?”

I review your workflow and recommend improvements.

Ideal For

• Small teams without an Excel/automation specialist

• Solo founders needing recurring reporting help

• Finance, accounting, HR, ops, e-commerce

• Anyone with recurring Excel headaches but no time to fix them

Guaranteed Fit

If you sign up and discover you don’t have enough recurring work to justify the retainer, you can cancel anytime.