Explore Excel consulting services and experts you can hire in 2025. This guide includes a comparison table to help you choose the right expert for your project. This article is written by a CPA and developer with Fortune 5 experience who has built financial models, forecasting tools, and enterprise applications in Excel and beyond.
If you need to hire an Excel consultant today, schedule a consultation with one of our experts at SurveyKing Excel Consulting. From creating custom spreadsheet, VBA programming, to financial modeling and workflow design, we help teams solve Excel problems fast.
SurveyKing Excel consultants combine decades of Excel problem-solving with backgrounds in programming, finance, and data analytics. We handle advanced Excel automation and modeling, or build custom applications when workflows need a modern upgrade. Our standard rate is $100/hr, designed for companies that expect enterprise-grade reliability and precision.
| Company | Rates | Key Services |
|---|---|---|
| SurveyKing Excel Consulting | $50 hr | Financial models, VBA, tech company resources, custom apps. |
| Excel Complete | $50 hr | Custom formulas, macros, SQL, fractional leadership services |
| Automate Excel | $70+ hr | Automated VBA code writer tool, online resources. |
| Joshua Wilson Consulting | $200 hr | Dashboards, data analysis. |
| ProsperSpark | $1,424 project min. | VBA, automations using Zapier. |
| The Excel Experts | Not Listed | VBA, SQL, Power BI. |
| ExcelHelp | Not Listed | VBA, SQL, business intelligence. |
| Excel & Access | Not Listed | Support, training, VBA, Access development. |
| Excel4Business | Not Listed | Support, training, and a YouTube channel with examples. |
| Upwork | Varies | Worldwide freelancers. |
Free Excel Resources
Before hiring an Excel consultant, check out these free online resources. They offer demos, sample formulas, VBA code, and training programs, and the forums contain common business-related Excel questions.
- MrExcel – The largest online help forum for Excel. It has a very organized layout, and many threads contain sample code and workbooks. They also have a list of consultants who can help with your project.
- OzGrid – Another online help forum. They have a paid help section where you can post a question and hire someone to build a solution.
- Exceljet – The largest online resource for Excel help topics. Tons of sample formulas and functions. They offer training books for a cost. Their help resources lack VBA code.
1. SurveyKing Excel Consulting
While best known as an online survey platform, SurveyKing also offers Excel consulting services from workbook cleanup and macro development to automated reporting and dashboard builds.
But we don’t stop at Excel. Our team includes developers and consultants with deep experience in VBA, SQL, Python, PHP, and web application development. For clients who outgrow spreadsheets, we help extend your tools, whether creating internal apps, automating data pipelines, or integrating Excel with systems like SharePoint, SAP, or cloud CRM.
We’ve built solutions for pricing analysis, financial modeling, forecasting, market research, and statistical reporting. From secure internal tools to public-facing dashboards, we deliver business-grade systems backed by real programming.
Based in Canton, Michigan, SurveyKing Excel Consulting supports clients worldwide. We offer fast remote assistance for most Excel and VBA projects, along with optional on-site consultations for complex needs such as process mapping, automation, and system integration. In addition, we provide executive consulting services, including CFO services, to help businesses strengthen financial strategy, improve reporting, and drive data-driven growth.
Quick Summary:
- Transparent pricing – $50/hour
- Excel expertise: macros, automation, dashboards
- Advanced tech stack: SQL, Python, PHP, and more
- SharePoint integration and network automation
- Full-scale programming for business workflows
A quick backstory: When we launched SurveyKing Excel Consulting, we worked with clients with messy Excel exports from prior survey tools. Cleaning up those workbooks, namely one for a major healthcare company, made one thing clear: they weren’t getting the value they paid for. That experience pushed us to start the consulting side of the business.
Years later, we landed a client who had previously hired another consulting firm (one you may see on this list; yes, quality consulting is hard to find). We were shocked by the solution’s condition: broken logic and messy code. We rebuilt it from scratch, and that project became a defining moment in how we work today. Clean code, maintainable logic, and business-focused execution aren’t just nice; they’re mandatory.
2. Excel Complete
Excel Complete is a versatile Excel consulting company. They provide additional programming services such as process mapping and technical debt analysis. They offer a simple and transparent pricing model and provide on-demand support for Excel troubleshooting.
Their website has a dedicated VBA development and consulting section and a help document section with code and formula examples. They also offer fractional CFO services for clients who need strategic leadership and organizational support beyond basic spreadsheet help.
Quick Summary:
- Straightforward pricing – $50 an hour for projects. (the lowest rate we could find)
- Schedule a Zoom project consultation at your convenience.
- VBA development, website building, SQL, and statistical consulting.
- SharePoint development services + VBA (save and read files).
- Employs business professionals like CPAs.
3. Automate Excel
Automate Excel offers very transparent pricing and a simple way to submit your documents to request a quote. This service also has a list of functions and code examples to help you get started.
One of Automate Excel’s standout features is a custom plugin called AutoMacro, which helps you write VBA code faster and more accurately.
Quick Summary:
- Simple, transparent pricing. $97 for smaller projects that take an hour. $71 an hour for larger-scale projects.
- Sample VBA code and online resources to get you started.
- They offer a fantastic tool to help you write your own VBA code.
4. Joshua Wilson Consulting
Joshua Wilson Consulting focuses on finance and accounting-related projects. Process improvement and workflow automation are the most significant selling points.
While the rates at $200 may be a little higher than those of other firms, the apparent quality of the work and a focus on how the data can improve your business are worth discussing.
Quick Summary:
- Accounting and finance focused.
- Can help export data from QuickBooks to Excel.
- Offers services such as an on-call/temporary financial analyst.
- A phone number is listed on the website.
5. ProsperSpark
Founded in 2018 by Brandon Zobel, ProsperSpark is an Excel consulting firm offering various project and retainer-based services. It is passionate about helping small businesses.
One unique feature of ProsperSpark is its ability to offer automation using Zapier, which allows you to push and pull data from your company’s applications, such as Salesforce.
Quick Summary:
- $99 support calls – 30 minutes for on-demand Excel help.
- For project-based work, there is a minimum $1,424 charge; working on a retainer has a minimum cost of $1,733.
- VBA development and support. Some experience in other programming languages like C#.
- Additional consulting services like Salesforce.
6. The Excel Experts
The Excel Experts offers general consulting services, VBA development, and Power BI solutions. This service sees the value in eliminating repetitive tasks and mentions the use of SQL.
The Excel Experts are based in the UK, so there may be a slight time zone difference for US clients.
Quick Summary:
- Pricing is not listed on the website.
- Their contact form does not allow you to attach a file. This can increase the amount of communication before starting the engagement.
- Additional services like Power BI and SQL.
7. ExcelHelp
ExcelHelp offers a lot of Excel services, including VBA consulting. ExcelHelp has many examples and case studies on its website, a great resource. In addition, their home page has a phone number, making it easy to talk to someone for immediate help.
One of the biggest selling features is in-person or remote training. This training could be ideal for large-scale VBA projects requiring multiple employees to share/use a central file.
Quick Summary:
- No pricing is listed on their website.
- Phone support.
- In-person or remote Excel training.
- Many case studies on their website are organized by industry or job type.
- They offer additional services like database implementation and SQL support.
8. Excel & Access
Excel & Access is a company that focuses on Excel Troubleshooting, VBA development, and database development. They also offer Access and Azure support, which are staples in an organization that uses Microsoft products exclusively.
Excel & Access has a solid track record of reviews on Google. While rates for their services are not listed on their website, many reviews mention an affordable cost.
Quick Summary:
- They have reasonable rates based on reviews.
- Offers Excel and VBA consulting.
- Database consulting, including SQL Server, Access, and Azure.
- Office locations in the US, Canada, and the UK.
9. Excel4Business
Excel4Business has a simple website but offers Excel support on demand. Their website doesn’t list specific prices but mentions offering fixed prices per job, which can prevent consulting fees from piling up from billed hours.
Excel4Business also has a YouTube channel that explains the basics of Excel. This content is an excellent starting point before hiring a consultant.
Quick Summary:
- Phone number and email listed on their website.
- They have reasonable consulting rates.
- On-demand support even for smaller jobs.
- They have a YouTube channel with lots of content for learning Excel.
10. Upwork
If you prefer to work with an individual freelancer rather than a company, consider using Upwork to hire an Excel consultant.
With freelancers worldwide, Upwork makes it easy to post your job and get freelancers to apply. You can vet your consultant with custom messages and even settle on a fixed-price contract for your project. Funds are held in Escrow and are not released until your project is approved, giving you extra security.
Quick Summary:
- Find an individual freelancer to work with, choosing from hundreds of Excel professionals worldwide.
- You can negotiate fixed-price contracts with funds held in escrow.
Reasons to Hire an Excel Consultant
Each project is unique, but consider these points when deciding what Excel consulting company to use. Here are some of the most important reasons to hire an Excel consultant.
A Fresh Perspective
When you’ve been working in the same Excel file for too long, even simple issues can start to feel complex. A consultant brings a fresh perspective, quickly identifying errors, streamlining formulas, and improving the overall structure of your workbook. They often know shortcuts and best practices that can simplify logic and improve performance.
Depending on the job, an Excel solution might not be efficient. A good consultant can recommend how to improve the overall process for your company. Process improvements could include setting up servers with a database or building online forms.
Increased Efficiency
Many Excel projects can become unnecessarily complex due to duplicate data, inefficient formulas, or poor formatting. A consultant who can create custom formulas in VBA, simplify the flow of information, and use conditional formatting can quickly streamline an Excel Workbook.
Reduce Errors
When an Excel workbook is poorly created, the result can be error-prone. This can be from insufficient source data, incorrect formats, or sloppy formulas.
For example, a workbook might use SUMPRODUCT to summarize sales by month and rep. However, if the source data contains text instead of numbers, the formula could return a #VALUE error. A good consultant can quickly spot this and adjust the formula to ignore text or create a VBA solution to sanitize all source data before it is imported.
Skills That Make a Great Excel Consultant
A good Excel consultant should be well-versed in programming and general data science, allowing them to solve a wide range of business problems and identify further areas of improvement that a client might not know. Below are tips on what to look for in a consultant when hiring one for your project.
Macro Development (Using VBA)
A macro is a command or set of instructions that automates tasks in Excel. Macros are written in VBA (Visual Basic for Applications), a programming language developed by Microsoft to extend the functionality of Office products.
An experienced Excel macro consultant can automate repetitive workflows, build custom functions, generate emails with the click of a button, and even run statistical analyses. VBA is especially powerful for streamlining manual tasks and enforcing business logic.
SQL (Structured Query Language)
A relational database is crucial for managing large amounts of data. It uses SQL to access, collect, and analyze all of the data inside the database.
With strong SQL knowledge, an Excel consultant can create custom views or stored procedures to pull the source data used in a workbook. SQL knowledge will allow a consultant to create other database solutions when Excel solutions become inefficient.
SharePoint
SharePoint is commonly used to distribute and share files across an organization. Many projects that require file uploads or downloads from SharePoint can be fully automated using VBA.
A good consultant will also be able to help create dynamic folders and dynamic permissions for these folders inside of the document library.
R Statistical
One of the most popular statistical programs is R. If your project requires more advanced statistical functions, such as Bayesian regression, there are better choices than Excel. You could use a program like this instead.
One of the nice things about R is the variety of packages, which makes it easy to import Excel data. An Excel expert could still be used to format the Excel file as needed for R.
Web Development
Charts in Excel can be powerful, but once your data gets segmented or interactive needs grow, they often become a struggle. For simple bar and line graphs, Excel is fine. But for dynamic filtering, drilldowns, or presenting large datasets cleanly, it quickly becomes clunky.
That’s where web development comes in. A consultant who knows both Excel and web technologies can build dashboards that extend beyond Excel’s limits. For example, a SQL backend can store your data, while a ReactJS front end can display real-time charts with intuitive filters and clean layouts. The result: your team still uses Excel where it makes sense, but gets modern, scalable dashboards where Excel falls short.
General Programming
Depending on the project, you may need VBA code to access an API. Some systems don’t allow database access, so a consultant would build a script to pull system data using an API. The API call would serve as the source data instead of a SQL query or external report.
If you need to send files over FTP or even create custom HTML emails, this would also be another area of help an Excel consultant could provide if they are good general programmers.
VBA code can be condensed when the developer is well-versed in other programming languages. For example, being aware of arrays and using them over Excel ranges will save computation time. The less code in your project, the easier it will be to maintain.
C++ is a highly valuable skill for Excel consultants when projects demand speed and scale. Many organizations still rely on legacy SQL systems like Teradata, which often accumulate bloated code from years of patches. By leveraging C++, a consultant can simplify business logic in Excel, then design high-performance rule evaluators that run millions of calculations in seconds. Excel serves as an intuitive front-end for rule creation, while C++ provides the raw processing power. This blend modernizes analytics without the cost of replacing entire systems.
Business Tools
Organizations worldwide use ERP systems like SAP and data visualization tools like Tableau. Excel consulting services that are familiar with these tools can increase the scope of the project, reducing the need for additional consultants.
Excel Project Types
Excel consultants can deliver the most common types of projects from simple automation to complex, enterprise-level solutions. With the right expertise, many of these projects can be completed quickly and integrated seamlessly into your existing workflows.
Dashboards
A dashboard is crucial to many Excel projects. It can summarize metrics, display charts, or have a button to run a process. An Excel consultant can help build a streamlined dashboard tailored to your business needs.
For financial-based projects, many dashboards have built-in error checking or diagnostics to ensure that figures relate to the source data.
Automated emails
Send a notification email once a process is completed. You can even attach a file or a SharePoint link.
Upload files to SharePoint
This is perfect for budget planning or payroll reports. The templates can be populated from a SQL or BI report to give the accountant an idea of prior year expenses.
Read files from SharePoint
Once the data is an array, it can be easily manipulated. For example, read all employee payroll rates in a file, loop over a set of locations, and send a payroll summary to each location with only those employees.
Convert a CSV file to an array
Some Excel projects require an external report or file. One trick to streamline projects like this is to convert the source file into an array. Once the data is in an array, it can be easily manipulated without creating messy formulas in a separate worksheet.
For example, an employee commission report may rely on an external weekly sales report. Inside a VBA script, a consultant could convert the weekly file into an array, loop over a set of locations, do the needed payroll calculations, and then send a summary report to each area.
Custom formulas
Instead of writing hard-to-read native Excel formulas, such as many nested IFs, custom VBA formulas could be used. These formulas would take a few inputs and lay out the logic more carefully, allowing fewer errors and easier maintenance. Comments can also be added to the VBA script, allowing logic and notes to be stored in one place.
Frequently Asked Questions
To help guide your Excel project or your search for the right consultant, here are answers to some of the most common questions clients ask.
How much does it cost to hire an Excel consultant?
Excel consultants typically charge between $50 to $200 per hour, depending on their experience and the complexity of your project. Some may offer flat-rate pricing or have project minimums, while others bill hourly with no minimums. For larger builds or automation work (like VBA or SQL integration), rates often lean toward the higher end of that range.
What is Excel programming?
Excel programming typically refers to writing VBA (Visual Basic for Applications) code to automate tasks, create custom functions, or connect Excel to external systems like databases and APIs. It extends Excel far beyond its built-in features. A skilled Excel programmer should be well-versed in data structures, arrays, dictionaries, loops, and error handling and have a strong understanding of how to build efficient, scalable solutions.
Can Excel consultants help with data management like IT firms?
Yes. A strong Excel consultant should be skilled in process mapping and pattern recognition, helping design clean, efficient data structures that make analysis easier. They can also clean and standardize large datasets, automate workflows, integrate with cloud systems, and build lightweight custom applications. For complex projects, look for a consultant experienced with SQL, VBA, Python, or PHP to ensure scalability and long-term reliability.
What can a VBA consultant do?
A VBA consultant can create custom scripts across Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook, to automate tasks, manage data, and streamline workflows. They can handle everything from data cleaning and formatting to building user-friendly tools and even performing statistical analysis.
Can I Use AI in place of an Excel consultant?
AI can be helpful for simple Excel tasks like generating formulas or basic VBA macros, but it often misses edge cases and can produce buggy or incomplete code. An experienced Excel consultant goes beyond automation, handling error checking, scalability, and integration into your workflow while offering insights, process improvements, and thoroughly tested business-ready solutions.
Ready To Start?
Create your own survey now. Get started for free and collect actionable data.
