Testimonials

All the Best Video

Problem:

The customer had manual records for vehicle use for the prior year and needed to put it all together to make sense of it for tax calculations.

Solution:

A custom spreadsheet in which total miles per trip, driver, and purpose/destination information were tracked for each business vehicle. The spreadsheet then automatically calculated mileage totals per vehicle and prepared an overall summary. A similar spreadsheet will provide a more organized means of tracking vehicle use as it happens in the future.

Result:

The spreadsheet provides a consolidated and organized means of tracking business use of vehicles, and makes tax calculations completely hassle-free.

Testimonial:

"I have to share my experience with NorCal Quality Consulting. I had never used excel in my life, but had a project for taxes that had to be done and done accurately. The project required tracking eleven vehicles using paper logs from each vehicle encompassing over 125,000 total miles.

Julie developed a spreadsheet through excel I could use to input the data, and it automatically totaled the miles for each vehicle and created a summary report. This will make it much easier to collect the mileage data as the year goes by in the future.

I highly recommend NorCal Quality Consulting."

Brad, Owner

Six Degrees Coffee

Problem:

The customer was repeatedly making calculations by hand to figure drink costs as prices of raw materials fluctuated. The customer also wanted a more effective tool for explaining pricing fluctuations in different raw materials to her customers.

Solution:

A custom spreadsheet in which raw materials prices could easily be entered and updated, with automatic calculations of overall costs and profit margins, and reporting tools to visually compare the effects on overall costs of changing prices for different raw materials.

Result:

The spreadsheet dramatically decreases the time invested in this task, freeing sales employees to promote the business, and provides a tool for communicating pricing concerns with customers more effectively.

Testimonial:

"Our company is continually looking for ways to improve efficiency not only for us, but for our customers as well. In only a few meetings, Julie Jenks was able to create an instrumental tool which not only met our needs, but also those of our customers. This tool is beneficial to our company's growth. With little correspondence she understood what we needed and delivered at a very reasonable price. I highly recommend Julie Jenks for your business needs."

Dr. of Motors

Problem:

Customer was spending time making calculations by hand to build quotes for auto repairs as information was gathered on labor times required and parts pricing.

Solution:

A custom spreadsheet in which customer, car, and job details, parts costs and pricing, and labor times required could be collected in one place. The spreadsheet then automatically builds an estimated quote for each job, as well as shop costs and profit margins for quickly ensuring that pricing is appropriate to cover the overhead of managing the shop.

Result:

The spreadsheet makes quote building a significantly easier and quicker task for Dr. of Motors, facilitating earlier communication with customers about the work and costs involved in repairing their vehicles.

Testimonial:

"I am really impressed with the depth of knowledge Julie has with Excel spreadsheets. I own an auto repair shop called Doctor of Motors and we write all our quotes on paper. I thought how convenient it would be to have it all computerized. The task seemed daunting. Custom Excel Spreadsheets created a spreadsheet that accomplished exactly what I wanted. And made it look so easy. Thank you very much."

Retailer Solutions Co., LLC

Problem:

The customer was using a basic Excel spreadsheet to calculate selling price when buying and reselling products. The customer felt his spreadsheet was poorly developed and organized and didn't include all the functionality he hoped (such as a kitting solution).

Solution:

A custom Excel workbook with 4 spreadsheets was developed that was better organized, provided more vendor, product and customer information along with more pricing options including a kitting solution. Formulas dynamically link the four sheets of the workbook to eliminate multiple entries of the same information and the information is summarized on one page optimized for printing.

Result:

The deployed product is performing as required and providing the client with the information needed to make intelligent pricing decisions.

Testimonial:

"I use Excel for other business purposes. For this project, I wanted a more sophisticated platform for pricing products that I buy and resell. Julie was able to take what I previously used, quickly understand my needs and return to me with a workable first draft. After a little editing she finished the project on time and budget and presented me with a product that I use daily. Julie is a very good communicator, understands Excel and all of its functionality. I heartily recommend Julie for high level Excel development."

Thomas Stanley
Retailer Solutions Co., LLC

Bennet, Day Trader

Problem:

The customer wanted to analyze his stock purchases and sales over time to look for trends.

Solution:

A custom spreadsheet in which categorical information about each stock purchase and sale can be entered indefinitely, with entries automated wherever possible. With one click, graphs update to include any new data entered.

Result:

The spreadsheet provides a consolidated and organized means of tracking stock trades, with graphs to quickly and easily visualize any patterns in the data.

Testimonial:

"Julie has created a template that I use for my day trading to keep track of my day trades so that I may see what days of the week I am most profitable and least profitable so that I may increase my exposure during the times I usually trade best and limit my exposure during the times I don’t trade as good. Thanks very much to NorCal Quality Consulting for taking care of my job very quickly and efficiently."

Bennet

Beau Coan, Papa Noel Trees

Problem:

The customer had a spreadsheet used to track sales (quantities and amounts of various items sold) that had some discrepancies in the totals numbers. The customer wasn't sure how to find the source of the discrepancies and wanted an expert opinion.

Solution:

The source of the discrepancies the customer was noticing was pinpointed. Slight changes to the spreadsheet's formulas and formatting were made in order to avoid such discrepancies in the future. Additional changes were made at the customer's request to take the spreadsheet from something that worked okay to something that did everything the customer wanted and would save him even more time managing his business.

Testimonial:

I found the services of Custom Excel Spreadsheets while searching the web for someone who possesses the skills that I do not in trying to create a functional spreadsheet that would fit the needs for our business. After a few brief emails, Julie was able to take the spreadsheet I created and make it into something better! Now it functions like it should, and I know that the data I'm coming up with is accurate. Thanks

Beau Coan

Steven A. Bergeron Financial Advisor

Problem:

This customer manages investment portfolios made up of several individual accounts within a household (i.e. IRAs, 401(k)s, money market accounts, etc.) But his trade-specific software program was set-up to look at one investment account at a time. He needed a way to present his clients with a summary of the combined accounts in their household, as well as a tool to assess how the money was diversified across all the accounts.

Solution:

A custom Excel workbook was created that allows him to easily import the current data from each investment account. The imported data is automatically summarized in several ways, including a summary that can be presented to clients to show the status of their investments across all of their accounts. The workbook also includes a sophisticated tool to automatically calculate divergence from that client's ideal diversification, suggest appropriate trades to re-balance to that ideal diversification, and allow the customer to analyze the result of different trading options to re-balance the accounts to match the targeted diversification. Once he decides on the best trades to make to re-balance the household accounts, the workbook prepares trade worksheets he can use to execute those trades appropriately.

Testimonial:

I used the new trading spreadsheet today and it worked wonderfully. I was able to import all of the data, go through the re-balancing and come up with my trade order sheets for execution. It was very slick, I just wanted to let you know that I am very pleased with the result and perhaps will look for some future projects to work on. Thanks so much.

Steven A. Bergeron