Is This YOU?

“Every week I spend 5+ hours pulling data from 6 different places to make a spreadsheet report with the reporting info I need! The data is all in my Sage 100 Contractor. I need a Sage Spreadsheet Report!”

THE GOAL:

  • Sometimes, the types of data needed in one report is not possible,
  • but more often, as we put our heads together,
  • We can come up with “a beautiful work of art” (your Sage spreadsheet report)
  • and all you need, to do, each week,
  • is to hit the PRINT key!

THE PROCESS:

    Schedule a Custom Report Consultation

    1. Schedule an Appointment
    Use the blue bar below to schedule your free initial consultation.

    2. Prepare for Your Meeting
    Initial consultations are limited to 15 minutes and are intended to discuss your custom report requirements. If you need additional consulting beyond the initial 15 minutes, we can discuss your needs and arrange billable consulting services if desired.

    To help us make the most of our time together, please prepare the following in advance:

    • List your report requirements: Write down the criteria, fields, and information you need included in your custom report.
    • Send us your list: Email your report requirements before the meeting.
    • Provide sample reports: Send us samples of your current Sage spreadsheet reports so we can understand your existing format and reporting needs.

    Our goal is to understand your requirements and determine the best approach for creating a custom report that meets your needs. Any additional report development or customization will be discussed and quoted separately before work begins.

    Set Appointment

    Your list of needs, and samples of your current spreadsheet, IN ADVANCE of our meeting, gives us time to prepare our thoughts, and questions, ready for our meeting to make the best use of our meeting time.

    THE COSTS:

    Oh, and by the way, beyond this first meeting,

    • if you decide not to do the report, you owe nothing.
    • if we do go forward, we will discuss a cost range for the report.
    • NOTE: Cost depends on the scope of work decided in our meeting(s), and if a range is given, and the scope changes, the cost may also change. FYI.
    • A 50% deposit may be required to start on your report, and
    • payment in full is required before the report is delivered.
    • (In between) we will have discussions and meetings, and you will receive samples of the report.
    • Generally, these types of reports cost between $850 and $1,500, and depending on number of columns (a minimum of $50+/column) could be more.

    The above COST info is provided in advance, for transparency.

    Please remember,

    • This Sage Spreadsheet Report is a “One-Time” business expense.
    • Currently, this is a recurring weekly labor cost.
    • You will find the actual report cost will start saving you money the second week,
    • and again each week going forward,
    • . . . not to mention freeing up all that time each week to do other important business items!
    • We personally know and understand: “Your work is never done!”

    Thank You. . . . Looking forward to Our First “Sage Spreadsheet Report” Meeting!