About Us

Meet the Founder

I love turning messy spreadsheets, scattered files, and everyday frustrations into practical solutions. I help small businesses and individuals get organized through ready-to-use templates and personalized support.

Whether you prefer doing it yourself or need hands-on help, my approach is patient, practical, and judgment-free.

My goal is simple: less everyday chaos, more confidence, and work that works for you.

Our Mission

To help small businesses and individuals save time, reduce overwhelm, and feel more confident managing their work and everyday life through practical tools and personalized support.

How We Work

A simple, step-by-step process to get you from where you are to a more organized, efficient way of working.

Tell Us What You Need

Share your questions, goals, or current challenges through the Request a Quote button.

Agree on a Plan

We’ll confirm the scope, price, and timeline before work begins.

Create & Review

We get to work and keep you in the loop, with time for your feedback.

Put it to Work

Receive your completed project, along with the information you need to confidently put it to work.

Why Choose Formula & File?

You deserve tools and support that make life easier. We focus on clear communication, practical solutions, and your individual needs.

Tell us what you need help with, and we’ll work with you to find a practical solution for your business or everyday life.

Scroll to Top