Lisa F.

SOLUTIONS SHOULD FIT YOUR BUSINESS, NOT THE OTHER WAY AROUND. Off-the-shelf solutions are often too rigid and expensive, lacking the flexibility to handle your specific workflow. I bridge that gap by building custom, high-precision tools designed to streamline your operations and protect your margins. Whether you need a specialized quoting engine or a complex financial model, I create solutions designed around exactly how you work. THE CUSTOM ADVANTAGE: ✦ Built for Your Workflow: I specialize in custom estimators and quote generators that reflect your specific labor and material costs. You don't have to change your process to fit into a pre-made software template. ✦ Reliable Architecture: I design with "dummy-proof" logic to ensure your calculations stay intact and your results are consistent. My tools are built to be user-friendly and exceptionally robust. SOLUTIONS & EXPERTISE: ✦ CUSTOM TOOLS: Specialized quote generators, labor-material estimators, and project take-off tools. I focus on creating error-proof interfaces for the trades and service industries. ✦ AUTOMATION & EFFICIENCY: I use VBA, Power Query, and Python to automate repetitive tasks and extract data from external sources, turning manual entry into a single-click process. ✦ DATA INTELLIGENCE: Sales tracking, marketing performance (ROAS), and automated reporting dashboards to turn raw data into actionable insights. ✦ FINANCIAL MODELING: P&L statements, CRE investment analysis, and executive-ready financial dashboards. TECHNICAL STACK: Expertise in VBA, Power Query, Python (for scraping/automation), and advanced workbook architecture. I focus on building tools that are clean, fast, and scalable as your business grows. BACKGROUND & PROFESSIONALISM I am a Top Rated Plus expert with over 25 years of experience. My career is built on 10 years of consulting and 15 years leading analytics teams for multi-billion dollar companies. Having advised executive leadership at some of the country’s largest pharmaceutical firms, I bring a level of dedication and strategic thinking to every project. I am extremely responsive and have a proven track record of exceeding client expectations. Let’s build the tools your business needs to flourish.