Clean, readable spreadsheet systems that are easier to manage, update, and maintain.
Tracking systems for income, expenses, donations, designated funds, and reconciliations.
Automatically updated totals, summaries, and reports that reduce repetitive manual tasks.
Simple operational tools, forms, and organizational support for teams and nonprofits.
Tracks donations and processing fees automatically (View sample image, Download sample pdf)
Generates fund summaries and reporting totals (View sample image, Download sample pdf)
Simplifies monthly reconciliation and review (View sample image, Download sample pdf)
Full income and expense tracking system with automated reporting
Interactive dashboard with monthly income, expenses, and net summaries (View sample image, Download sample pdf)
Centralized transaction ledger with data validation and error flagging (View sample image, Download sample pdf)
Schedule C-style expense breakdown for tax-ready reporting (View sample image, Download sample pdf)
Documentation and operating instructions (View sample image, Download sample pdf)
Based in the Michiana area, I help organizations and teams organize and simplify their systems through clear spreadsheets, reporting tools, and data organization. My experience includes a wide range of spreadsheet applications, including bookkeeping, financial reporting, and donation tracking, all designed to improve clarity and reduce manual work.
I build systems in Excel and Google Sheets.
If your spreadsheets, reporting, or operations feel messy or hard to manage, I can help you simplify them.