Models and dashboards built for you
AssistBPO's Excel virtual assistant builds and maintains the spreadsheets your business runs on. Sales trackers, cash-flow models, KPI dashboards, price lists and the weekly report that used to eat your Friday.
- Data & back office
- Employed, screened, managed
One named person in Excel or Google Sheets, in your hours, who cleans the data, writes the formulas, checks the totals and sends the report on time.
What does an Excel virtual assistant do?
An Excel virtual assistant builds, fixes and maintains spreadsheets and reports remotely: cleaning imported data, writing formulas and lookups, building pivot tables and charts, setting up dashboards in Excel or Google Sheets, reconciling totals against source systems and producing recurring reports on a schedule. The work is documented so the workbook still makes sense when the assistant is on leave.
· Reviewed by Issabela Masters
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Spreadsheets and reporting: what we do and how it runs
An Excel virtual assistant builds, fixes and maintains spreadsheets and reports remotely: cleaning imported data, writing formulas and lookups, building pivot tables and charts, setting up dashboards in Excel or Google Sheets, reconciling totals against source systems and producing recurring reports on a schedule. The work is documented so the workbook still makes sense when the assistant is on leave.
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What it is
An Excel virtual assistant builds, fixes and maintains spreadsheets and reports remotely: cleaning imported data, writing formulas and lookups, building pivot tables and charts, setting up dashboards in Excel or Google Sheets, reconciling totals against source systems and producing recurring reports on a schedule. The work is documented so the workbook still makes sense when the assistant is on leave.
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What you get
One named spreadsheet specialist in Excel and Google Sheets
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How it runs
Trackers, models, dashboards and weekly reports built, checked and maintained
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Match
A 20-minute discovery call on the workbooks you rely on, the systems they pull from and the reports you need. Within 72 hours we propose a named spreadsheet specialist, tested on Excel and Google Sheets, plus a trained backup.
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A named assistant, a backup and a team lead
In your hours, inside your tools, with a reply from a person within 1 business day. Call +1-657-777-0006 or ask for a staffing plan.
Get a staffing plan 06 / 06
Who is the spreadsheets and reporting desk for?
- Owners who run the business from a workbook
- Cash flow, job costing, commission sheets and the Monday numbers built properly, with formulas that survive a new row and a note explaining each tab.
- Sales and operations managers
- Pipeline, activity and fulfillment reports pulled from HubSpot, Shopify or your CRM export every week, reconciled and formatted the same way every time.
- Agencies and consultants
- Client reporting packs in Sheets, Looker-style dashboards fed from GA4 exports and ad platform downloads, delivered before the client call.
- Finance and accounting teams
- Schedules, reconciliations and analysis workpapers prepared for review, with LedgerBPO for the bookkeeping and accounting behind them.
What does the spreadsheets and reporting service include?
These 12 tasks are what AssistBPO's spreadsheets and reporting desk handles as standard for an operations manager.
- Weekly and monthly reports built from your system exports and sent on schedule
- KPI dashboards in Excel or Google Sheets with charts and conditional formatting
- Formulas, lookups, pivot tables and data validation built and documented
- Messy imports cleaned: split columns, fixed dates, removed duplicates
- Cash-flow, job-costing, commission and pricing models maintained
- Totals reconciled against the source system before every send
- Version control, protected ranges and a change log on shared workbooks
- Google Sheets connectors and Zapier or Make feeds set up where useful
- Broken spreadsheets repaired and simplified
- Charts and one-page summaries for board and client packs
- Data entry into trackers where the source is manual
- End-of-day report with reports sent, models updated and questions
Deliverables and KPIs
AssistBPO reports 6 measures on the spreadsheets and reporting desk: what lands on your desk, what we count, and how often you see the number.
| Deliverable | KPI we report | Cadence |
|---|---|---|
| Scheduled reports | Reports delivered on time, every cycle | Weekly or monthly, as agreed |
| Reconciled totals | Report totals match the source system before sending | Per report |
| Dashboard upkeep | Data refreshed and charts correct by the agreed time | Daily or weekly |
| Model changes | Changes logged with a note and a tested result | Per change |
| Documentation | Every tab and key formula explained in a notes sheet | Monthly check |
| QA scorecard | Accuracy, timeliness, clarity | Monthly |
KPIs are what we measure and report, agreed per engagement in the weekly review. Service-level commitments are set in your agreement, not on this page.
How does the spreadsheets and reporting desk work?
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Match
A 20-minute discovery call on the workbooks you rely on, the systems they pull from and the reports you need. Within 72 hours we propose a named spreadsheet specialist, tested on Excel and Google Sheets, plus a trained backup.
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Onboard
We inventory your workbooks and reports, agree formats, schedules and who signs off, set up access to source systems and shared drives, then rebuild or tidy one report together so the standard is clear before the rest follow.
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Daily rhythm
Your specialist refreshes trackers and dashboards, cleans new exports, updates models, reconciles totals and sends scheduled reports through the day, with an end-of-day report listing what went out, what changed and any numbers that need your eye.
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Weekly review
20 minutes with the team lead: reports delivered on time, reconciliation differences, requests for new views and next week's schedule. Monthly, the team lead audits a report against its source on the QA scorecard.
Hours, coverage and models
AssistBPO staffs the spreadsheets and reporting desk on 3 models. US, UK, Canadian and Australian business hours from the group's two offices. Weekly reports can be built overnight so they are in your inbox first thing Monday.
- Dedicated spreadsheet specialist, 80 or 160 hours a month, in your hours
- Project to build or repair a model, dashboard or reporting pack
- Shared reporting desk for a small set of weekly reports
See what is staffed in your zone on the coverage clock.
What are the terms on the spreadsheets and reporting desk?
The card, the contract terms and the spreadsheets and reporting desk's own numbers, in one place.
| Specification | What you get |
|---|---|
| Focus, 20 hours a week | $800 a month, 80 hours |
| Dedicated, 40 hours a week | $1,600 a month, 160 hours |
| Evening, weekend or overnight cover | Tier rate plus 20 percent |
| Desk | Data & back-office desk |
| Standard schedule | Dedicated spreadsheet specialist, 80 or 160 hours a month, in your hours |
| Coverage | US, UK, Canadian and Australian business hours from the group's two offices. |
| Tools | 10 platforms, including Microsoft 365, Google Workspace, HubSpot |
| KPIs reported | 6 measures: monthly, per report, per change |
| Setup fee | None |
| Minimum term | Month to month, no lock-in |
| Notice | 30 days, to stop or to change hours |
| If the fit is wrong | Trained backup covers the desk the same day, re-match at no charge |
| Continuity | One named assistant, one named backup, one team lead |
| Who does the work | Employed by SS Support Network LLC, never freelancers or contractors |
These are rate-card starting points. What you pay depends on the hours, the desk and the coverage window, which is what the staffing plan sets. Rates improve as you add assistants. Your staffing plan states the rate for the number of seats you need. The rate card carries the other currencies, the add-ons and the six things that move a plan off it.
How much does spreadsheets and reporting cost?
Plans start at $400 a month for 40 hours, at $10 an hour, and rates improve as you add assistants. Get a staffing plan within 1 business day.
What moves the plan
- Hours a week and whether the desk is dedicated or shared
- Phones: live answering needs a receptionist profile and a backup
- Coverage zone: business hours, after-hours, weekends or 24/7
- Tools and access to set up
- One person or a pod with a lead
What the market publishes
Other providers' published ranges, by market, so you have something to hold this against. These are not AssistBPO prices.
| Market | Published range | Source |
|---|---|---|
| United States | Offshore managed assistants $7 to $15 an hour or $640 to $2,400 a month full-time; US virtual assistants average $19.45 an hour on PayScale and $27.15 on Indeed; in-house EA $4,700 to $9,100 a month loaded | Wishup 2026 Industry Report; PayScale and Indeed via Wishup, Marblism and Cherry Assistant, 2026 |
| United Kingdom | UK-based VAs £25 to £45 an hour; offshore full-time £900 to £2,000 a month against £3,000 to £5,000 for a UK employee | SVA surveys, Virtalent and UK agency pricing pages, 2026 |
| Australia | Offshore managed staff A$8 to A$35 an hour; onshore VAs A$39.90 to A$65 an hour; a full-time offshore hire A$22,000 to A$35,000 a year | Virtual Coworker, DotVA and Australian agency pricing, 2026 |
| Canada | Canadian VAs C$25 to C$60 an hour; managed offshore plans US$699 to US$899 a month | Virtual Gurus and VantaStaff published pricing, 2026 |
Security and compliance
- Background-checked, employed specialists under NDA; never freelancers
- Workbooks stay in your Google Drive, OneDrive or SharePoint; nothing is downloaded to a personal device
- Source-system access through your own user accounts with read-only rights wherever possible
- Managed devices with MFA, no local storage and monitored access
- Financial and payroll data handled under your confidentiality rules; card and bank credentials are never held on the desk
Full control list on the security page and country rules for calls, texts and email on the compliance page. Certifications are listed only when held.
Country rules for this service
AssistBPO makes outbound calls, texts and emails only with lawful consent and do-not-call scrubbing. Assistants never take card numbers. Country rules.
- US: payroll and financial workbooks handled under GLBA-style access controls where customer financial data is present
- UK: UK GDPR processing terms where reports contain personal data
- Australia and Canada: Privacy Act and PIPEDA disclosure for cross-border processing of personal data in reports
Frequently asked questions
How much does an Excel virtual assistant cost?
Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. For orientation, offshore managed assistants are published at $7 to $15 an hour or $640 to $2,400 a month full-time, while US virtual assistants average $19.45 an hour on PayScale and an in-house assistant costs $4,700 to $9,100 a month loaded (Wishup 2026). Most clients buy a part-time block of hours for recurring reports, or a project to build a model.
Excel or Google Sheets?
Both, and the specialist is tested on both before joining a client desk. Excel for heavier models, Power Query and pivot work; Google Sheets for shared trackers, connectors and anything your team edits together. Where a workbook has outgrown a spreadsheet, we will say so and can move it into Airtable with our systems admin desk.
Can you connect reports to our systems?
Yes. Exports from HubSpot, Salesforce, Shopify, QuickBooks Online, Xero, GA4 and ad platforms are the usual sources. Where the platform allows, we set up scheduled exports or Zapier and Make feeds so the specialist spends time checking numbers rather than downloading files. Everything is reconciled to the source before it is sent.
What happens if a formula breaks?
The specialist fixes it, logs the change and explains the cause. Workbooks are built with protected ranges, named ranges and a notes tab so a new row or a renamed column does not silently break a total. If someone on your team edits a shared sheet, the change log shows what happened and the report is rebuilt from the source.
Can you build a dashboard for my business?
Yes. We start with the five to ten numbers you actually look at, agree where each comes from and how often it refreshes, then build the dashboard in Excel or Google Sheets with charts, conditional formatting and a date stamp. It is maintained on a schedule, and the specialist tells you when a number looks wrong before you spot it.
Is this the same as bookkeeping or financial modeling advice?
No. The specialist builds and maintains spreadsheets and reports from your data. Bookkeeping, management accounts and anything requiring an accountant's judgment sit with LedgerBPO, our accounting sister brand, and we do not give financial, tax or investment advice. We prepare the workbook; your accountant or adviser owns the conclusions. If a request crosses that line, the specialist says so and routes it, rather than producing a number nobody should rely on.
Is it the same person every week?
Yes. One named specialist learns your workbooks, your definitions and your deadlines, so the report goes out the same way every cycle. A trained backup has read the documentation and covers leave, and a team lead runs the weekly review and monthly QA scorecard. When the report definitions change, the change is made once, documented in the notes tab and applied from the next cycle, so you are never comparing two different versions of the same number.
How quickly can a report be turned around?
Recurring reports run on a fixed schedule agreed in onboarding, often built overnight so they are waiting Monday morning. Ad hoc requests are queued by priority and usually returned the same or next business day, depending on how much cleaning the source data needs. Rush requests are flagged in the end-of-day report.
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Next step
Your desk, staffed. Wherever you are.
Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours.
Or call +1-657-777-0006 during US, UK or Australian business hours, or hear our demo receptionist.
- A named assistant proposed within 72 hours
- Employed, screened and managed staff, never freelancers
- Your hours, your tools, your data