All the Best Video
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.
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.
The spreadsheet provides a consolidated and organized means of tracking
business use of vehicles, and makes tax calculations completely
"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."
Six Degrees Coffee
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.
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.
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.
"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
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.
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 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.
"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
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).
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.
The deployed product is performing as required and providing the client with the information needed to make intelligent pricing decisions.
"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."
Retailer Solutions Co., LLC
Bennet, Day Trader
The customer wanted to analyze his stock purchases and sales over time to look for trends.
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.
The spreadsheet provides a consolidated and organized means of tracking stock trades,
with graphs to quickly and easily visualize any patterns in the data.
"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."
Beau Coan, Papa Noel Trees
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.
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.
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
Steven A. Bergeron Financial Advisor
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.
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.
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