For owners who need financial clarity
Helping Small Businesses Gain Financial Clarity.
Harris Business Advisors designs custom dashboards, reporting systems, and financial models that help contractors and small businesses understand profitability, cash flow, and operational performance.
Proof points:
Services
Get the visibility your business needs to move faster.
When reporting depends on disconnected spreadsheets, leadership loses time and confidence. Harris Business Advisors builds practical tools that give you clean numbers, faster reporting, and a clearer view of what is driving the business.
Know what is profitable
See revenue, margin, backlog, job costs, and operating performance in one clear dashboard instead of digging through disconnected files.
Eliminate manual reporting
Replace repetitive spreadsheet updates with automated workbooks and cleaner reporting flows your team can rely on.
Track the right KPIs
Focus on the numbers that actually drive decisions — cash, margin, labor, backlog, project performance, and operating trends.
Model decisions before you make them
Evaluate growth plans, hiring, pricing, financing, and project economics before committing capital or resources.
Identify profitability leaks
Turn raw data into practical insight on profitability leaks, cash pressure, process bottlenecks, and reporting gaps.
Improve cash flow visibility
Understand what cash is coming, what is going out, and where timing could create pressure before it becomes a problem.
Services & Pricing
Practical reporting solutions built around your business.
Whether you need an existing spreadsheet repaired, a custom reporting system built from scratch, or ongoing monthly KPI reporting, each engagement is designed around the way your business actually operates.
Existing Spreadsheet Upgrade
Starting at $500
Already have a spreadsheet, but it is messy, manual, or hard to trust? Harris Business Advisors upgrades existing Excel files into cleaner, easier-to-use tracking tools with better formulas, formatting, dashboards, and KPI visibility.
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MOST FLEXIBLE
New Spreadsheet Buildout
Starting at $1,000
Need a tracking system built from scratch? Harris Business Advisors designs custom Excel workbooks for sales pipelines, job profitability, cash flow, project tracking, and KPI reporting.
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Monthly Dashboard & KPI Reporting
Starting at $750/month
For businesses that want ongoing financial and operational visibility, Harris Business Advisors provides monthly dashboard updates, KPI reporting, trend analysis, and practical business insight.
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Monthly reporting requires an initial three-month commitment. Each monthly payment is due at the beginning of the service month. After the initial term, services may continue month-to-month unless otherwise agreed.
Final pricing depends on the condition of the existing files, number of data sources, reporting complexity, automation requirements, and project scope. A specific quote will be provided after the free reporting review.
Industries served
Built for owners who need control over margin, cash, and operations.
Electrical Contractors
HVAC Companies
Plumbing Contractors
Construction Companies
Real Estate Investors
Small Businesses
Why Harris Business Advisors
Practical finance expertise for owners who need clearer answers.
I founded Harris Business Advisors to help contractors and small businesses make better decisions through clear financial reporting and practical analytics. My background includes finance, construction operations, and commercial lending, giving me experience with both the financial and operational sides of a business. Every solution is designed to simplify reporting, improve visibility, and support better business decisions.
Zac Harris
Founder & Business Advisor
Built around your business
Your dashboard or model should match how your company actually works — not force you into a generic template.
Clarity where it matters
See margin, cash flow, job performance, and operating risk quickly enough to act on them.
Less manual work
Reduce repeated spreadsheet updates so your team can spend less time preparing reports and more time using them.
Construction-aware perspective
Financial insight shaped by experience across construction operations, lending, and business performance analysis.
Portfolio
Sample Excel dashboards and reporting tools.
A look at real sample outputs built around audit workflows, pipeline visibility, project reporting, and operational follow-up.
Sample work shown with anonymized or demonstration data.
Executive Project Dashboard
Interactive KPI dashboard showing project health, risk exposure, and operational trends.
Project Audit Workflow
Automated reporting system used to track project reviews, documentation, and corrective actions.
Project Audit Report
Detailed audit report view for project review status, exceptions, and follow-up actions.
Project Completion Pipeline
120-day visibility into upcoming project completions and scheduling priorities.
Construction Operations Dashboard
Executive reporting for project timelines, workload, and completion forecasting.
How It Works
A clear process from reporting problems to better decisions.
Every engagement follows a straightforward process designed to understand your current reporting, build the right solution, and make sure you can confidently use it.
01
Discovery Call
Discuss your business, current reporting process, pain points, and the decisions you need to make more confidently.
02
Review Current Files or Reporting Process
Review your existing spreadsheets, data sources, reports, manual steps, and visibility gaps.
03
Build or Upgrade the Spreadsheet
Create or improve the workbook, dashboard, formulas, input process, reporting structure, and KPI calculations.
04
Review and Revise
Walk through the initial version, collect feedback, test the reporting logic, and complete the revisions included in the selected package.
05
Final Delivery and Walkthrough
Deliver the completed files, instructions, and documentation and provide a final walkthrough showing how to use and maintain the system.
06
Optional Monthly Reporting Support
Continue with monthly dashboard updates, KPI reporting, trend analysis, and recurring business-performance reviews when ongoing support is needed.
FAQs
Questions before building your dashboard.
A few practical answers about timing, customization, and how projects usually begin.
How long does a dashboard take?
Usually 1–3 weeks depending on complexity.
Can you work with our existing spreadsheets?
Yes. Most projects start with the spreadsheets and reporting processes you already use.
Can dashboards be customized?
Every dashboard is built around your business.
Do you work remotely?
Yes. All projects can be completed remotely.
What software do you work with?
Excel, Microsoft 365, and existing company spreadsheets.
Can you automate existing reports?
Yes. Many projects begin by improving reports your team already uses.
How much does a spreadsheet project cost?
Existing spreadsheet upgrades typically start at $500, while new custom spreadsheet builds typically start at $1,000. Final pricing depends on the complexity of the workbook, number of data sources, automation requirements, and project scope.
Do you offer ongoing reporting support?
Yes. Monthly dashboard and KPI reporting engagements start at $750 per month and have a three-month minimum term.
What happens during the free reporting review?
We will discuss your current spreadsheets and reporting process, identify the largest reporting or visibility problems, and determine whether an upgrade, custom build, or monthly reporting service is the best fit.
Will I receive a fixed quote?
Yes. After reviewing the current files and project requirements, Harris Business Advisors will provide a clear scope, price, expected timeline, and list of deliverables before work begins.
Contact
Harris Business Advisors
Financial dashboards, KPI reporting, forecasting, modeling, and Excel automation built for owners who need clarity.
© 2026 Harris Business Advisors
Based in Dallas–Fort Worth | Serving clients remotely nationwide