Expert Microsoft Excel Solutions for Business & Finance

When your project needs advanced Excel skills, our dedicated team is here to deliver. Leverage the expertise behind our top-rated NASBA-accredited Excel courses. We bring a wealth of experience to your spreadsheets, giving you tools and insights tailored to your business needs.

Request a Custom Excel Solution — starts at $2,000.

Excel consulting services

Used by top accounting firms and companies

Our Core Services

We specialize in delivering a wide range of Microsoft Excel solutions designed to solve your unique business challenges.
Whether you’re seeking automation, advanced data analysis, or financial modeling, our expert consultants are ready to tailor solutions that meet your specific needs.

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Financial Modeling & Forecasting

Our Excel experts bring clarity and precision to your financial planning. Whether you’re modeling cash flows, forecasting budgets, or analyzing risks, we design custom financial models that help you make critical business decisions with confidence.

  • Budgeting & Forecasting
  • Risk & Scenario Analysis
  • Valuation & Investment Models

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Custom Dashboards & KPI Tracking

Stay on top of your business performance with dynamic dashboards that make it easy to monitor key performance indicators (KPIs). Our Excel consultants design interactive, visually appealing dashboards that provide you with real-time insights.

  • Visualize Data
  • Interactive Dashboards
  • Real-Time Insights

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Excel Training & Consultation

We believe in empowering teams to fully leverage the power of Microsoft Excel. Our customized training sessions are designed to match your team’s skill level, whether you’re looking for beginner, intermediate, or advanced Excel training.

  • Beginner to Advanced Training
  • Tailored to Your Needs
  • Hands-On Learning

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Data Cleansing & Management

Having clean, structured, and organized data is crucial for any business operation. Our Excel consultants provide comprehensive data cleansing and management services that ensure your datasets are error-free and ready for analysis.

  • Data Validation
  • Data Structuring
  • Data Integrity

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Data Analysis & Reporting

Make informed decisions with confidence by turning complex data into actionable insights. Our Excel consultants specialize in helping you organize, analyze, and interpret large datasets, providing you with the tools to visualize key metrics and trends.

  • Data Cleansing & Management
  • Custom Reports & Dashboards
  • Advanced Analytics

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Excel Automation with VBA & Macros

Repetitive tasks bogging you down? Automate your workflow with custom VBA (Visual Basic for Applications) and macro solutions. Our automation services save you time, reduce human error, and allow you to focus on what matters most in your business.

  • Custom Macros
  • VBA Scripting
  • Seamless Integration

Industries We Serve

Accounting

Accounting

We provide Excel solutions that automate accounting tasks, streamline reporting, and ensure data accuracy.

finance

Finance

Our Excel services help finance professionals create models, forecast cash flows, and make data-driven decisions efficiently.

Real Estate

Real Estate

Manage property portfolios, rental income analysis, and investment forecasts with ease.

Business

Businesses

Gain control over your business data, streamline operations, and make informed business decisions faster.

Why Choose Us?

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Unmatched Excel Expertise

Leverage the skills behind our NASBA-accredited Excel courses. Our team brings years of specialized experience, ensuring that you receive top-tier solutions that maximize the power of Microsoft Excel for your business.

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Tailored Solutions for Your Needs

We understand that every business is unique. That’s why we create custom Excel solutions specifically designed to meet your project goals—whether it’s financial modeling, automation, or data analysis. Your spreadsheets will work smarter, not harder.

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Proven Track Record of Success

With extensive experience in financial, accounting, real estate, and business projects, we have a history of transforming complex data into clear, actionable insights. We don’t just solve problems—we drive business success.

Contact Us for Tailored Excel Solutions

Complete the form below, and our expert team will reach out to discuss how we can create a custom Excel solution that will drive results for your business.  Custom excel projects start at $2,000.

Corey

Corey is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Corey is a big believer in the power of online learning and community with 15 years of finance and accounting experience.

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

Joe

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.