Documents & Storage
You know exactly what needs to be built or fixed in Excel. You just do not have the hours to sit down and do it. Nacho's fractional specialists work directly inside your Excel files and shared drives, handling everything from formula logic and pivot table builds to multi-sheet reporting models and cross-workbook data connections. This is not consulting from a distance. A specialist gets access to your environment, reviews what you have, and gets to work on deliverables you can see and use.
What we do
Concrete work our fractional specialists take on inside your Microsoft Excel account. No vague promises.
When you need a net-new file built to spec, our specialists design multi-tab workbooks with named ranges, data validation rules, and protected sheet structures so users can only enter data where intended. We set up consistent formatting, input sheets, and summary views before handing the file back to you. Every workbook includes a documentation tab explaining how it is structured and how to maintain it.
If a file has accumulated broken references, circular dependencies, or formulas that no longer match your business logic, we trace and correct them using Excel's auditing tools including Trace Precedents, Evaluate Formula, and the Name Manager. We document what was changed and why so nothing is a black box going forward. This is especially useful before a file gets handed to a new team member or used in a client-facing context.
We build PivotTable and PivotChart setups connected to structured data tables so reports can be refreshed with a single click as source data updates. Slicers, timelines, and conditional formatting are applied where they add clarity rather than clutter. The goal is a report someone can hand to a stakeholder without explaining how to read it.
For work that runs on a recurring cycle, such as pulling in a new data export, cleaning it, and reformatting it for a report, we use Power Query to build repeatable transformation steps that run without manual intervention. Where Power Query is not the right fit, we write VBA macros to handle button-triggered actions like formatting a sheet, generating a summary, or exporting specific ranges to a new file. We comment all code so it can be maintained or modified later.
We set up live or scheduled data connections between Excel and sources like SharePoint lists, SQL databases, Power BI datasets, or exported CSV feeds from tools like QuickBooks, Salesforce, or HubSpot. Using Power Query's Get and Transform features, we build queries that pull, clean, and load external data into a structured table format your formulas and PivotTables can use reliably. This removes the manual export-paste-format loop from recurring reporting tasks.
When a business has accumulated dozens of siloed files tracking the same data in different formats, we audit the full set, identify redundancies, and consolidate them into a single source of truth with consistent column structures and lookup logic. We handle the data cleaning, deduplication, and formula rebuilding required to make the consolidated file accurate before you retire the old ones. Where migration to a database or a tool like Airtable makes more sense long-term, we flag that during the audit.
The handoff
During onboarding, your Client Success Manager reviews your existing Excel files and asks targeted questions about what is working, what is broken, and what you are trying to produce on a recurring basis. From there, we build a prioritized roadmap that identifies which files to fix first, which workflows to automate, and where a rebuild makes more sense than a patch. A specialist is then assigned to your account and works directly in your files, not in a copy, so the output is immediately usable. We document every workbook we build or modify with a notes tab or a separate reference file, and you review and approve work before it is considered complete. For ongoing engagements, we handle scheduled refreshes, formula updates as your data structure changes, and new build requests as they come up.
Use cases
A few of the most common workflows our team has deployed with Microsoft Excel.
A CRM or accounting tool exports raw transaction data as a CSV each month. We pull that file into a Power Query connection, apply standard cleaning steps, and refresh a pre-built PivotTable dashboard that produces a formatted summary report ready for leadership review without any manual reformatting.
Labor hours, material costs, and billable amounts are entered into a structured input sheet by project managers. Formulas and a summary PivotTable calculate gross margin per job and flag projects below target thresholds using conditional formatting, giving operations leads a real-time view of profitability without touching the raw data.
A product inventory sheet uses VLOOKUP or XLOOKUP to pull supplier lead times and reorder quantities from a reference table, then applies conditional formatting rules to flag SKUs that have dropped below minimum stock levels. This replaces a manual weekly review with a color-coded dashboard that updates as quantities are entered.
We build a budget workbook with separate input sheets for each department that feed into a consolidated P and L summary using structured references. A scenario tab uses Excel's named ranges and data validation dropdowns to let finance teams toggle between conservative, base, and optimistic assumptions and see the impact across all line items instantly.
A weekly export from tools like Asana, Monday.com, or ClickUp is dropped into a designated folder or pasted into a raw data tab. Power Query cleans and reshapes the export into a standardized tracker that shows deliverable status, owner, and due date, with a summary tab that rolls up completion rates by client or team.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a discovery callGood questions
Ready when you are
Book a discovery call and we will review your current Excel setup, identify the highest-priority fixes or builds, and give you a clear roadmap before any work begins. The onboarding fee is $300 and includes a Strategic Delegation Plan tailored to your workflows.