Is this a financial statement audit?
No. This service reviews spreadsheet logic, structure, dependencies, and workflow within an agreed scope.
Spread Affinity
Spreadsheet Audit & Risk Review
Review fragile formulas, undocumented VBA, hidden dependencies, and wasted motion in mission-critical Excel and Google Sheets workbooks.
Understand risk before changing the model
A spreadsheet can produce familiar results while carrying fragile logic underneath. Broken references may be visible, but unclear assumptions, undocumented macros, and repeated manual corrections are easier to overlook. Spread Affinity audits mission-critical workbooks to find hidden risk and wasted motion. The review starts with the business purpose: what information enters the model, what decisions depend on it, and who performs the work. That context helps distinguish a cosmetic inconvenience from an issue that can interrupt an important operation.
Look at the whole operating process
The workbook is only part of a spreadsheet process. A person may gather source files, overwrite cells, run a macro, and prepare a presentation before the numbers reach their audience. An audit considers those steps alongside formulas, VBA, inputs, and outputs. It can reveal dependencies that were never written down and tasks performed from memory. Understanding the sequence helps identify where clearer structure, controlled inputs, or a connection to another system could reduce effort and make maintenance more manageable.
Separate findings from assumptions
An audit should make clear what was observed, what remains uncertain, and what needs further investigation. A confusing formula is not automatically wrong, and a familiar result is not automatically reliable. Discuss representative inputs and expected outcomes so the review can examine actual behavior. Available backups and explanations from users may help clarify intended logic. The practical goal is a set of findings that supports decisions about repair, restructuring, integration, or transformation, rather than a long list of unexplained technical observations.
Turn the review into a next step
Some issues can be addressed within the workbook; others signal that file size, volume, or complexity has reached a practical limit. We help assess whether to stabilize the current model, refactor its VBA, improve information design, or map a path to a database or application. Training and documentation can help the team own the resulting changes. A spreadsheet audit is a review of the agreed workbook and workflow, not a financial statement audit or a guarantee that every possible issue has been eliminated.
Plan a review around your next decision
Start by describing the task the workbook supports, who uses it, and what happens when the process does not work as intended. Identify the most important output and the deadline or recurring cycle that makes it matter. You do not need to diagnose the technical issue yourself. A clear description of the business problem helps us decide what information is needed for a review and what an appropriate next step might be. Use the contact form to introduce the situation, without attaching or pasting confidential workbook data.
Agree on scope and a maintainable handoff
A practical engagement should establish which workflow is being addressed and what a useful result looks like. Discuss representative cases, important exceptions, and the people who will maintain the solution. Those details help distinguish a repair from a larger restructuring or integration. Depending on the engagement, the handoff can include documentation, screen recordings, and hands-on training. The objective is to make the work understandable enough for your team to own, with a clear explanation of remaining dependencies and decisions that need further attention.
Consider the related parts of the system
Spreadsheet work rarely fits a single category. A repair may expose a training need, an integration may require cleaner inputs, and a migration may reveal that a database is the better destination. Explore the related services below to understand those connections, then tell us which problem matters most now. We can assess the existing workbook and discuss a practical scope. The first inquiry needs only your name and email; a short description of the situation is helpful, and we will follow up by email.
Frequently asked questions
Do we need to know what is wrong first?
No. Describe the workbook’s purpose and the problems you observe. The review can help identify the sources of fragility or repeated effort.