For owners tired of spreadsheet work

Run your business.
Not another
spreadsheet.

We make everyday business tasks faster, simpler and more reliable. That gives your team more time to focus on the decisions that matter.

Tell us what’s slowing you down

Start with one report, one process, or one problem.

From the problem to the practical fix

Five examples of how we can help.

Choose a problem above, or explore the examples in the same order below.

01 / EXAMPLE

Stop entering the same information twice.

The problem
The same order or customer details get copied into more than one file.
What we do
Use a shared source or connect an export to the next step, where your existing tools support it.
What you get
Enter the information once, then reuse it instead of typing it again.
Illustrative exampleOne entry. More than one use.
Order details entered onceUse the same source for the order list.
Invoice record updatedCarry over the relevant details.
Report preparedReuse the records instead of retyping them.

Illustration only—not client records or a live tool.

02 / EXAMPLE

Get routine work done faster.

The problem
Weekly reports, file preparation and follow-up lists take the same steps every time.
What we do
Automate the repeatable steps and keep the items needing a person’s decision visible.
What you get
A shorter routine, clear instructions and a list of anything still needing attention.
Illustrative exampleA shorter weekly routine.
Bring in the latest fileUse the report exported from your existing system.
Prepare the updateApply the agreed calculations and formatting.
Review what needs attentionWork through missing details or follow-ups.

Illustration only—not client records or a live tool.

03 / EXAMPLE

Reduce mistakes and rework.

The problem
Missing fields, duplicate entries or changed formulas are discovered after the work is done.
What we do
Build checks into the process and flag exceptions before the records are used.
What you get
A review list that helps your team catch problems earlier—not a promise of error-free data.
Illustrative exampleCheck before using the numbers.
Required fieldsFlag missing information.
Duplicate entriesShow possible duplicates for review.
Totals and formulasCheck the agreed rules before updating the report.

Illustration only—not client records or a live tool.

04 / EXAMPLE

See how your employees, customers, jobs and services are performing.

The problem
You know everyone is busy, but it is hard to see where time goes or which work needs improvement.
What we do
Bring relevant records into a comparison using measures that fit the business, such as completed work, turnaround time and rework.
What you get
A clearer view of what is working and where to ask questions. People review the context before making decisions.
Illustrative exampleCompare the work—not just the activity.
Employees or teamsCompleted work, time spent and items needing review.
Customers or jobsEffort required, turnaround and repeat issues.
ServicesDemand, delivery time and areas to improve.

Illustrative measures. The actual report depends on your records and agreed definitions.

05 / EXAMPLE

Understand profit beyond the standard P&L.

The problem
Your P&L shows overall profit, but not which jobs, customers or services contribute most after their costs.
What we do
Bring your sales and cost records together. Check the numbers and agree on which costs belong to each job, customer, or service.
What you get
A report showing revenue, costs, and what’s left—so you can review pricing and decide which work is worth taking.
Illustration · made-up numbersWhich jobs are worth the work?
Illustrative job profitability, with simplified example costs
JobRevenueCostsLeft over
Job A$8,000$5,600$2,400
Job B$6,000$5,700$300
Job C$4,000$2,500$1,500

Example only. The actual report and cost definitions are built around your business.

Practical tools

What we build.

Systems and reports built around your business. Get the tools and insight you need without hiring a separate person for every task. We can improve what you already use or build something new when needed.

Illustrative example
Shared work board
New orderReview details
Assigned taskClear owner
Next stepReady to act

Custom software for your business

A shared tool built around how your team handles orders, tasks or other day-to-day work.

Faster work Clearer performance
Illustrative example
One source → useful updates
Accounting exportBring in records
Field mappingMatch the details
Shared trackerReuse the information

Connections between tools you already use

Move the right information from one file or system to another without entering it again.

Less retyping Fewer errors
Illustrative example
Inbox → review queue
Incoming documentIdentify the type
Key detailsPrepare for review
Follow-up draftA person checks it

Email and document automations

Sort incoming information, pull out agreed details and prepare reminders or drafts for review.

Faster work Review checks
Illustrative example
New file → updated report
Latest report fileBring in the data
Reusable formulasRun the calculations
Exception listCheck flagged items

Automated spreadsheets and reports

Replace repeated copy-and-paste work with reusable calculations, checks and report updates.

Less retyping Fewer errors Useful comparisons
Illustrative example
Compare the plan
Current outlookExpected cash needs
Higher costsWhat changes?
More salesWhat does growth require?

Financial models beyond the P&L

See cash needs, compare plans and understand what changes in sales or costs could mean for the business.

Better financial decisions Clearer performance

Illustrative examples—not client records or live tools. Connections and automations depend on what your existing systems support.

How we automate

Enter it once.
Put it to work.

We connect the tools you already use, replace repeated steps and keep the information moving. When a connection isn’t available, we can build a repeatable process around your existing exports.

CONNECT

Bring the information together.

Use supported connections or report files to bring details from spreadsheets, accounting tools, emails and forms into one useful workflow.

AUTOMATE

Handle the repeat work.

Match records, run agreed calculations and update trackers or reports without rebuilding the same spreadsheet each time.

REVIEW

Keep people in control.

Flag missing details, possible duplicates and unusual results for review. Your team checks exceptions and approves important actions.

For example: an incoming invoice can become a prepared tracker entry with a link to the original document, while a possible duplicate is held for review. The exact steps depend on your systems, permissions and agreed rules.

How it works

Show us the work.
We’ll help fix the slow parts.

No need to write a technical brief. Start by showing us the report you struggle to finish or the task your team keeps repeating.

01

Show us the problem.

We review the steps, the tools you use, and what you need to know or get done.

02

Agree on what to build.

We define the report or tool, what it will do, the timing, and the cost before work begins.

03

Try it with your team.

We test it with your workflow, make adjustments, and show your team how to use it.

About SWS

Business experience.
Practical improvements.

Strategic Workflow SolutionsSee work we’ve done

SWS combines hands-on experience in business operations, finance and accounting. We start by understanding how your business works, where time gets wasted and what decisions you need to make. Then we put simple processes and tools in place to help.

Who we help

Small businesses.
Too much manual work.

For owners and teams who have outgrown disconnected spreadsheets and repetitive tasks. We connect the tools you already use and build what’s missing.

Contractors & restoration companies

Bring job tracking, commission calculations and profitability reporting together.

For example: use accounting reports to prepare commissions by employee and flag jobs that need a closer look.

Healthcare businesses

Connect the operational steps between intake, orders, billing and reporting.

For example: track an order’s next step and compare billing and collections without re-entering the same information.

Staffing & service companies

See payroll costs, revenue and profitability by client or contract.

For example: bring payroll and accounting exports into a recurring contract-profitability report.

Other owner-led businesses

Spend less time copying records and more time understanding what needs attention.

For example: turn a recurring spreadsheet task into a reusable report with checks and a clear review list.

These are examples of where we can help, not a fixed list of industries. Start with the task that takes too much time or the information you can’t easily see.

How we automate See examples of our work
Work we’ve done

Real problems.
Practical changes.

A few examples of work completed for businesses. Client names and private records are left out. Time figures below are estimates reported by the business operator.

Client A · Simple reporting automation
~10 hoursfreed up per month
~$500/monthestimated value of staff time freed up10 hours × $50/hour—not a reduction in cash expenses

Less time rebuilding
the monthly reports.

The problem
Recurring business reports took repeated preparation each month.
What changed
Automated a simple monthly reporting process, using repeatable formulas and checks to flag errors for review.

Business-operator-reported time estimate. Not an independently measured or guaranteed result.

Client B · Complex commission reporting
~10 hoursfreed up per week

Commission tracking without the manual spreadsheet work.

The problem
Commissions for dozens of employees involved different pay structures and calculations, with numbers and formulas entered by hand.
What we did
Automated the different commission calculations using accounting reports, along with financial reports and individual rep reports.
The result
A more consistent, easier-to-maintain process. An estimated 10 hours a week freed up for the business owner to focus on customers, growth and other important work.

Time saved is an operator-reported estimate, not a claim of reduced cash expense.

Client C · Custom software & automation
~40 hoursfreed up per week across the team
~$4,000/monthin prior software and administrative costs removed~$3,000 software + ~$1,000 administrative costs

Less time moving
information around.

The problem
Order tracking, invoice records, and financial reports required repeated manual work.
What changed
Built custom software and supporting automations for order tracking, invoice records and financial reporting, with duplicate checks and clear exceptions to review.

Operator-reported estimates, before replacement and ongoing costs. Time savings are shown separately and are not added to cost savings.

Figures are operator-reported estimates, not independently audited or guaranteed results. Time saved is not the same as cash saved; time and cost figures are not added together. Results depend on the starting process and ongoing costs.

A short starting point

Tell us about
your business.

You don’t need to know the fix. Pick the problems you recognize and tell us a little about your business.

Your answers go to SWS.

We save your request so SWS can review it and contact you about possible next steps. This does not subscribe you to a mailing list. To ask us to delete your request, email info@strategicworkflowsolutions.com.

What would you like help with? Choose any that apply.

Please don’t enter passwords, account numbers, customer or patient details, or other sensitive information.

Before we talk

Questions you
might have.

Something else on your mind?
Email us

Do I have to change my accounting software?

Not necessarily. We first check what your current tools can do and what information can be exported or connected. We won’t recommend replacing a system just to build a report.

Can you help if we mostly use Excel?

Yes. We can start with your spreadsheets, check how they’re used, and decide whether to improve them or build a simpler shared tool.

Can we start with one small project?

Yes. One weekly report, one manual task, or one list your team needs to share can be a good starting point.

How much does it cost?

That depends on the work. We’ll discuss the problem and agree on the scope, deliverables, timing, and fees before starting.

What should I send you?

Tell us what takes too long, what you want to know, and which software you use.

Start with one problem

What are you still
doing by hand?

Email us a few lines about the report, spreadsheet, or repeated task you’d like to fix. We’ll discuss whether we can help.

Email us about it