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Free Excel Toolkit
Free Excel toolkit for finance teams - 10 formulas, an audit checklist, and a slow-file fixer. Send the request on WhatsApp and we deliver the PDF the same day.
- free excel toolkit
- excel templates
- excel ebook
- excel cheat sheet
- free download
The same Excel patterns we use on every FormulaSurge engagement, packaged into a free 14-page toolkit. Send the request on WhatsApp and we deliver the PDFs to your inbox the same working day. Free, no email list required, no follow-up sales call.
What's in the toolkit
Three PDFs you can use today
8 pages
10 Excel formulas every finance leader should know
The formulas that show up in every dashboard, audit and model. Each one explained with a worked example and a one-line takeaway.
4 pages
7-check spreadsheet audit checklist
The seven mechanical checks to run on an inherited workbook before any rebuild. Use it on your own file - it catches the common errors before the CFO signs.
2 pages
Slow Excel file fixer - decision tree
A printable decision tree for the most common reasons Excel files slow down. Pick the symptom, get the one fix that helps most.
Send the request
Get the toolkit in your inbox today
Send the message below on WhatsApp. We deliver the PDFs to your work email within one working hour, Mon–Sat, 9:00–19:00 IST.
We never share your email. One WhatsApp message, one delivery, no follow-up sequence.
In writing
Four guarantees on every paid engagement.
What every paid engagement comes with - in writing, before any build work starts.
Written scope, fixed price, fixed timeline
Agreed in writing before any build work begins. No open-ended discovery, no scope creep, no surprise invoice at the end.
Working draft within five working days
Or your deposit back, no questions. We will not string you along for a month to find out we are not a fit.
30-day post-handover support window
Every defect against the Definition of Done fixed free, and every question answered within one working day. New features are quoted separately.
A written Definition of Done
If we miss it, we fix it free. No arguments. The bar is in writing before the work starts, not after.
Related
Keep reading
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Home
Excel-based data analytics - Remote-first practice, serving clients worldwide
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About
Meet the Excel practitioner behind FormulaSurge - 10+ years of Excel work. The process and the guarantee behind every engagement - based in India serving worldwide.
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Jigar Savani - Author
Jigar Savani is the founder of FormulaSurge - an Excel practitioner with 10+ years of experience in dashboards automation VBA Power Query and financial modeling.
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Contact
Reach us on call or WhatsApp
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Thank You
Thanks for getting in touch with FormulaSurge.
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Free 10-Minute Excel Audit
Send the workbook your CFO reads. We run the seven checks every audit includes - and tell you which fail, in writing, within a working day.
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Resources
16 free self-serve Excel tools - workbook compare, formula explainer, risk score, slow-file diagnoser and more. Two minutes each, no sign-up. Downloadable templates coming soon.
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Spreadsheet Risk Score
Two-minute self-check that scores the workbook your CFO opens every Monday against the seven checks a full audit runs
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Hours Saved Calculator
Two sliders and your annual recoverable time in your currency - what manual reporting actually costs and a one-time engagement payback
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GST/TDS Practice Health Check
Ten questions for chartered accountants - score your reconciliation practice against the checks every CA workbook should pass
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Dashboard Readiness Quiz
Ten questions that score whether your team is ready to commission an executive Excel dashboard - sources, KPIs, ownership, edge cases
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Slow-File Diagnoser
Click-through diagnostic that routes your slow Excel file to one of seven known fixes - in the order we try them, before you buy a new tool
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Reorder Point Calculator
Three sliders - lead time, average daily sales, safety stock - and your reorder point in seconds, with the annual savings from stock-outs avoided
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Excel Build vs Hiring an Analyst
Three-year TCO of a one-time Excel build vs hiring an in-house analyst vs buying a BI tool vs doing nothing - every recurring cost in rupees
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Pricing
Excel consulting prices - a $99 / ₹4,999 Scoping Sprint, then fixed-price builds from $75 / ₹6K. Written scope, no hourly billing, bank transfer or UPI.
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How We Work
How a FormulaSurge project works - brief, NDA, Scoping Sprint, fixed-price proposal, review rounds, bank transfer or UPI, 30-day warranty.
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Excel VBA Freelancer
Hire an Excel VBA freelancer - month-end automation, custom macros, user forms and macro rescue. Fixed scope, named owner, documented code. Starting from ₹6K.
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Excel Power Query Freelancer
Hire an Excel Power Query freelancer - replace manual copy-paste with one-click refresh. Multi-source consolidation and validation rules. Starting from ₹6K.
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Excel Financial Modeling Freelancer
Hire an Excel financial modeling freelancer - three-statement models, DCF, budget forecasts, unit economics. Modeling standard, auditable, owned by your team. Starting from ₹6K.
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Free Excel Templates for Finance Teams 2026
Free Excel templates for finance teams 2026 - audit checklist, hours-saved calculator, slow-file diagnoser, risk score quiz and more. Download in your browser.
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Excel Dashboard Examples 2026
Excel dashboard examples 2026 - 12 production-grade dashboard patterns I build. Sales, finance, manufacturing, retail, services.
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Best Excel Tools for Finance Teams 2026
The 25 best Excel tools for finance teams in 2026 - formulas, dashboards, Power Query patterns and AI add-ins that ship the work, not the demo.
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How to Choose an Excel Consultant
How to choose an Excel consultant in 2026 - the 12-question evaluation checklist plus red flags green flags and what to ask on the first call.
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Excel Error Diagnostic & Checker
Excel error diagnostic tool - step-by-step root cause analysis to resolve #N/A #VALUE! #REF! #SPILL! and #DIV/0! errors in your workbooks.
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Workbook X-ray: Free Excel Audit Tool
Free Excel workbook audit tool - drop in an .xlsx and get an instant risk report with cell addresses: #REF! errors and typed-over formulas and external links. Runs in your browser.
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Workbook Compare
Free Excel compare tool - drop two versions of a workbook and see every changed value and formula, inserted rows, new sheets and typed-over formulas. Runs in your browser.
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Workbook Map
Free Excel workbook map - a diagram of how sheets feed each other with links to other files, hidden feeder sheets and circular sheet links flagged. Runs in your browser.
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Formula Explainer
Free Excel formula explainer - paste any formula and read it in plain English, step by step in the order Excel calculates it, with warnings for risky patterns.
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Excel Data Quality Checker
Free Excel data quality checker - paste rows and find duplicate rows and IDs, extra spaces, mixed date formats, text in number columns and blanks, with cell addresses. Runs in your browser.
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Excel Date Converter
Free Excel date converter - serial number to date and back (1900 and 1904 systems) and a fixer for text dates mixed between DD/MM and MM/DD.
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Referral Reward
Introduce a business that needs Excel work and get 10% of the project fee - paid by bank transfer or UPI after their final payment.
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VLOOKUP to XLOOKUP Error Resolver
VLOOKUP error resolver - free online tool to resolve VLOOKUP #N/A errors and convert legacy formulas to modern unbreakable XLOOKUP formulas.
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Excel Error Resolver & Formula Fixer
Excel error resolver and formula fixer - free online tool to resolve #N/A #DIV/0! #VALUE! #REF! and #SPILL! formula errors with instant clean rewrites.
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Free Excel Formula Clinic
Send one broken Excel formula on WhatsApp and get a fixed version with a plain-English explanation within one working day. Free; published only with permission, anonymised.