What I Do
Excel Solutions & Automation
Smart, affordable business solutions built around the way you actually work. I take frustrating, repetitive, or disorganized processes and turn them into something simple, reliable, and useful.
Your Spreadsheet Problems, Solved
Excel can do more than store information. I build custom tools that reduce repetitive work, organize data, and make the next step easier to see.
What I Build
Custom Dashboards & Reports
Turn raw data into clear, visual dashboards that give you an at-a-glance picture of what's happening in your business. No more digging through rows of numbers to find the answer you need.
VBA Automation
Automate repetitive tasks that eat up your time. Whether it's formatting reports, generating documents, processing data, or running calculations — if you're doing it manually every week, there's a good chance I can automate it.
Data Organization & Cleanup
Transform messy, inconsistent data into something clean, structured, and usable. I build tools that make data entry easier, catch errors before they cause problems, and keep everything organized.
Tracking & Management Tools
Custom trackers for projects, budgets, inventory, employees, schedules, or anything else you need to keep tabs on. Built to fit your workflow, not a generic template.
Templates & Standardized Tools
Professionally designed templates that make it easy for your team to do things consistently and correctly. Invoices, proposals, reports, planning tools — built to your specifications.
Process Improvement
Sometimes the problem isn't just the spreadsheet — it's the whole process around it. I look at how you're actually working and help you find a better way, then build the tools to support it.
Real Problems. Practical Solutions.
Every business has its own challenges. Here are a few examples of the kinds of problems I help clients solve.
The Challenge
I need to keep track of customers, families, policies, sales opportunities, and follow-ups — including automated reminders and an organized view of what needs attention. Everything is scattered, and I need a system designed around how I actually work.
The Solution
Developed a customized Excel-based insurance CRM using VBA automation, with customer and household records, policy tracking, opportunity management, follow-up tools, and a consolidated activity dashboard. A complete system tailored to the client's specific business needs.
Illustrative preview · Sample data
The Challenge
Creating customer quotes takes too many steps. Pricing varies, customer information is stored elsewhere, and every quote needs to look professional and accurate.
The Solution
Built a customized Excel quoting system for a specialty retail business, automating pricing calculations and producing professional, customer-ready documents — including customer information lookup and location-specific sales tax.
Illustrative preview · Sample data
The Challenge
I'm launching a business, but how do I know how many customers I need to cover my expenses? What happens if I change my prices, expenses, or sales projections?
The Solution
Created an interactive financial planning workbook with adjustable assumptions, expense projections, startup costs, and break-even calculations. Changing key figures automatically updates projections, making it easy to explore different business scenarios.
Illustrative preview · Sample data
My Approach
I've spent a lot of years helping people become better leaders. Somewhere along the way, I also discovered that I really enjoy making complicated spreadsheets do remarkable things. Both are about solving problems — and that's what I love to do.
I don't build generic solutions. I start by understanding your specific situation — what you're trying to accomplish, how you work, and what's getting in the way. Then I build something that fits. Every solution I deliver is documented, easy to use, and built to last.
— David Anderson
Why Work With Me
I work directly with you
No account managers, no handoffs. You work with me from start to finish.
I understand business, not just Excel
25+ years in HR, training, and organizational development means I understand the business problems behind the spreadsheet problems.
Affordable and practical
I build solutions that are right-sized for your needs — not over-engineered, not under-built.
I document everything
Every solution comes with clear documentation to help you use and manage it confidently.
Let's Connect
Could Your Spreadsheets and Systems Be Doing More?
Maybe it's a process that takes too long. Maybe it's data that's hard to make sense of. Or maybe you just have a feeling there's a better way. Tell me what's going on — I'd love to take a look.