Always excited to take on a new challenge, I use automation tools like Power Query, Salesforce, or whatever powers your business to build systems that shortcut the busywork and drive results.
Spreadsheets. Copy-paste routines. Data scattered across apps, emails, and folders. If your day's buried in messy data, mistakes, and mindless repetition, you're not alone, and you're not stuck.
I'll help automate the work that slows you down so you can focus on what matters: your customers and the decisions that move your team forward.
From sales leads and invoicing to production and inventory, I can bring it all together. Data automation touches every part of your business, and it's easier to set up than you might think.
Free and Paid Tools
What if the software you need to fix your biggest headaches is already sitting on your computer?
Power BI and Power Query are free tools, purpose‑built to connect data scattered across spreadsheets, folders, and cloud services. Get past the struggle every business faces. Transform and centralize everything without altering your original sources and open the way for reliable, real‑time reports and automated workflows.
Your business runs on data. Whether it lives in Excel as scraps and scribbles or on paid platforms like Salesforce, I’ll help you get it flowing smoothly.
Where to Get It:
You can find Power BI and Power Query inside the free Power BI Desktop app from Microsoft. Power Query is also built into Excel — just click Get Data under the Data tab.
You're on to something great... let's go all the way!
I can turn your Excel project into something more app-like, stable, and easy for your whole team to use, not just the one person who knows how it all works (probably you).
Automate workflows for financials, quotes, inventory, time cards, and more, making Excel feel like a user-friendly tool, not just a spreadsheet. Excel has come a long way from lookups and pivot tables to arrays and beyond. Many users would be surprised by what's now possible.
Make your data sheets import-ready for QuickBooks, SAP, Salesforce, or any company platform, combining manual techniques with automated cleanup for even the most tangled data
Track work hours or schedule projects. I'll handle all the tricky time-based logic
Act faster with dynamic tables, charts, and dashboards that show just what matters
Land more deals with instant quotes and details on any project or product configuration, however complex. No back‑and‑forth necessary
Give your production team the edge with auto-generated plans, CNC lists, and part configurations — plus blueprint previews right in Excel for faster output and fewer mistakes
Share your idea or challenging project. Email or text is fine. If it clicks, we can move forward from there, no obligation. Whatever you need we can make it happen.
P.S.
Today’s Excel can output entire tables with a single array formula, handle script‑like logic with LET, and support custom functions through LAMBDA. These and other tools allow for modern, app‑like spreadsheets that are fast, flexible, and easy to maintain. They open the door to solutions that fit the way you actually work, without relying on third‑party software.
Bundled with Excel and the free Power BI Desktop, many people don't realize what Power Query is really made for, or how powerful it is when it comes to automating data work.
With a few clicks, Power Query handles the kind of advanced merging and cleanup routines that data teams often try to rebuild in Excel.
Once set up, Power Query remembers your steps, automatically pulling from multiple sources, reshaping the data, and loading it into a clean, usable format. No handling raw files. No repeating the work each day. Just reliable data, ready for Excel, QuickBooks, Salesforce, pricing tools, dashboards... or wherever you need it.
Skip the busywork and move faster than the competition — with a little help from me:
Clean, current data the moment you open Excel or view your reports. Free yourself from checklists and spreadsheet repairs, and start your mornings with work that actually matters.
Set it and forget it. With little to no coding, your cleanup and merges run quietly behind the scenes.
No fragile formulas or accidental overwrites. Your team never touches the source data, so mistakes don't happen.
This isn't spreadsheet wrangling. I'll help you eliminate VLOOKUP, manual joins, and shared email attachments, and instead build stable automations that keep up with your changing data.
Pull from PDFs, Excel files, folders, web pages, databases, and cloud services. Get one clean, connected view for everyone, even if your data lives in ten different places.
If you're spending hours cleaning up spreadsheets and fixing formulas, there's a better way, and it's already on your system. Give me a call. I'd love to hear about your setup and help you ditch the copy-paste routine for good.
Pro Tips:
When you Extract, Transform, and Load data from different sources, you get one clean dataset to drive active lists, live reports, and dynamic dashboards, all without altering the original sources. This process is known as ETL in tech speak, and it's the backbone of how large companies manage their data.
But you don't need a big data team — Power Query, the same enterprise-grade tool that queries data servers, just as easily pulls bank transactions, merges CSVs, and cleans up tangled Excel sheets.
Whatever your scale, I'll help you set things up, tailor them to your needs, and make sure your data works for you, not the other way around.
As your business grows so does your data, scattering across spreadsheets, servers, and departments. Power BI helps you take control of it all.
It doesn't move or change your data sources. Instead it models them, creating a new, unified structure that reflects how your business actually works. This model connects related data across departments, and is the engine that drives reporting, decision-making, and daily operations. Once set up, Power BI keeps everything flowing, pulling live data from wherever it lives and preparing it for use.
No more rebuilding reports each week or juggling separate versions for every team. Design it once in Power BI's report builder, and from then on it updates automatically. And with built-in filters, drill-downs, and user-level security, each person sees just what they need — whether that's a sales rep checking daily call lists, a manager tracking inventory, or a financial analyst reviewing profit and loss.
Power BI isn't just for CEOs and boardrooms. It's for every team, every day, helping you make smarter decisions faster — from the loading dock to long-term planning. And the visuals? We're not talking about static reports. You get interactive maps, waterfall charts, predictive insights, and more, all made to explore and all powered by your live data.
Real-world examples include:
Investor insights and long-term business planning
Daily call lists and product performance for sales and marketing
Inventory, production, and quality control tracking
Profit and loss dashboards for finance
Response times and issue tracking for tech and support teams
Whether you're already using Power BI or just getting started, I can help you model the data, design the reports, and make everything work together simply, securely, and intelligently.
Real-World Use:
Power BI is more than a report builder. It's a complete suite of solutions for managing business data.
It starts with Power Query, which pulls and cleans data from wherever it lives.
Then comes the data modeler: a full-featured workspace where you define relationships and reframe your data into a "semantic model," something admins, analysts, and report creators can understand and use.
Once the model is built, it does all the heavy lifting. Report creators don't need to maintain it. They simply open the report builder, choose the visuals and relationships they need, and the live data flows in automatically.
The better the model, the easier the reports, and the sharper the insights.
Track leads, manage sales, and support customers — all in one place. Salesforce keeps everything moving, and that's why it's a widely used customer management platform for growing businesses.
Customization at every level is the core feature of Salesforce, which also makes it complex on the back end. Setup and maintenance usually require training or certification. Years of legacy code sprawled into a maze of menus and modules doesn't make things easier.
That's where I come in.
I make Salesforce work for you — cleaning up messy setups, streamlining workflows, and getting the insights you need.
I focus on clarity and simplicity, working with Salesforce's built-in features and automation tools to keep things fast, efficient, and easy to maintain. No tangled workarounds or custom code unless it's truly necessary. My goal is to empower managers with stable, maintainable systems that support their goals and deliver results.
Whether you want to understand your setup or just make it work better, I'll meet you where you are:
End-to-end setup and implementation
Data cleanup, import/export, and optimization
Custom apps, objects, and fields tailored to your business
Dashboards and reports that show what matters most
Support for native and third-party apps
Automated flows that cut manual work and drive sales
As a Certified Salesforce Admin and data professional, I don't just fix things and walk away. I help you understand what's under the hood so you can make smart decisions and keep your business running.
P.S.
Salesforce is often used alongside complementary platforms like SAP, which manage internal operations such as inventory and production. Whatever your process, I'll work with you to keep things humming.
A.I. tools show up in Excel, Salesforce, Photoshop... pretty much everywhere, and they play a role in customer marketing and related workflows. It's also a versatile assistant for sample data, imagery, coding, concept design, research, and writing.
With clear goals and good data, A.I. becomes a powerful resource, (even if the hype can get a little loud).
As a generalist, I work with the tools and platforms the project calls for. What matters is clean data, clear direction, and someone who can keep the whole thing from turning into a mess of half-finished ideas.
Whatever you're working on, I'll keep things practical and moving. Show me what you're building, and we'll craft it into something stable, useful, and ready for real-world work.
What's It Like to Work with Me?
Jumping in is straightforward. No lock-in, just a chance to see if we click and whether your project feels right. We can wrap up a job or revisit scope and pricing anytime if needed.
You pay only when the work meets your expectations.
PRICING & PAYMENT
Project-based or milestone billing
Weekly invoices for ongoing work
Long-term or temporary onboarding available
PROJECT TRANSPARENCY
Regular updates, no surprises
Flexible scope and smooth handoffs
Clean, organized work ready for you or your team
WHAT I WON'T DO
I enjoy working with clients who value integrity and stand behind their offerings, just like I do.
No hustles, data scraping, or shady practices
Careful to avoid infringing intellectual property or violating website terms
I'm upfront if a project isn't a good fit and won't drag things out
READY WHEN YOU ARE
Reach out anytime to talk through your project or bounce around ideas. No obligation. Just a friendly chat to see if we're a good match.
Contact
Want to learn more or bring your team into the conversation?
Reach out anytime and let's talk about what's possible. I'm here to listen, sketch ideas, and help you explore a path forward.
