About

Overview: Green Thumb Landscaping is a family-owned landscaping and outdoor construction company based in Northern Kentucky (Cincinnati area). Over the years, we’ve built many Excel workbooks for estimates and invoices. Each file contains valuable client and job information — but it’s scattered across dozens of sheets. We need a skilled Excel freelancer to help us parse, extract, and organize all this information into one clean, structured master file. This project is Phase 1 of a larger system build. The goal is to get all of our existing business data organized — every client, every estimate, every job, every invoice — into a single, usable format that can later connect to a custom database or app. ⸻ Responsibilities: • Review multiple Excel workbooks and worksheets (each with slightly different formats). • Extract and record information from each client’s estimate(s) and invoice(s) into a master Excel file. • Organize the data consistently across all clients and jobs. • Remove duplicates and fix inconsistencies (e.g., name order, formatting, capitalization). • Accurately categorize work types (e.g., retaining wall, drainage, cleanup, fence, tree removal, etc.). • Verify totals and align estimate and invoice values per project. ⸻ Data to Capture (for each job record): • Client Name • Property Address (Street, City, State, Zip) • Phone Number • Email Address • Estimate or Job Reference (if available) • Date of Estimate or Invoice • Work Type / Category (retaining wall, cleanup, drainage, etc.) • Estimated Cost • Invoice Cost / Final Billed Amount • Total Project Cost (if combined or phased) • Notes or Description Details (materials used, phases, site notes, etc.) ⸻ Deliverables: • One master Excel workbook (GreenThumb_Master_Data.xlsx) organized with standardized columns and clear headers. • A secondary sheet documenting: • How duplicates were merged. • Any missing, unclear, or inconsistent data flagged for review. • Optional: summary sheet or pivot table showing totals by work type or client. ⸻ Ideal Skills: • Strong Excel and Google Sheets experience (sorting, formulas, lookup, text cleanup). • Experience cleaning and combining datasets from multiple sources. • Meticulous attention to detail — ability to spot and correct inconsistencies. • Comfort working with business or construction-style data (estimates, invoices, line items). • Clear written communication and reliable recordkeeping. ⸻ To Apply: Please include: 1. A short description of similar Excel data projects you’ve completed. 2. Your general process for cleaning and organizing data across multiple files. 3. Links or samples of before-and-after Excel cleanup work (if available). ⸻ Note: This is a data organization project only — no app or system development in this phase. Outstanding performance on this foundational work may lead to ongoing projects as we build our full digital operations system.