Solutions

When people get in touch with me, they’re stressed, overwhelmed and frustrated. They are at their wits end trying to understand poorly designed or complicated financial reports; wasting precious hours with time-consuming and tedious data entry; wishing they had someone on staff to build something more than a basic spreadsheet or making assumptions that because their P&L shows a positive number business must be fine.

Sound familiar?

The truth is:

You need to understand those financial reports.  You need to understand that your P&L doesn’t show you the overall health of your business.  And you definitely shouldn’t be spending your time on cumbersome data entry or copy and pasting information….no matter how important that data is.

The truth is: It doesn’t have to be this way.

There are tons of ways to create trackers, dashboards, order forms, calculators and other custom business solutions to take the struggle out of the equation and give you back time and control.

Custom business solutions = regained time and control = increased business productivity and profitability

I’m betting this is an equation that speaks your language. Right?

That’s what I’m here for.

To help you understand your numbers, streamline your processes, and create custom business solutions to your problems – no matter how big or how small.

I’ll help you:

• Get organized
• Reduce the amount of time you spend entering information into spreadsheets
• Understand your numbers
• Automate your data entry
• And that’s just the beginning

How? By developing customized business solutions.

I can develop procurement trackers, interactive dashboards, ROI calculators, customer databases, and much more.  I know they work.  And I know they’ll save you time.

Why Me? Because I bring both knowledge and creativity.

The closest person who can do for your business what I can is a Financial Director or Controller.  They have the most advanced knowledge of KPIs, metrics, profit and productivity margins, etc. But from over 30 years of experience working with people in those positions, they tend to lack creativity.  They lack the ability to think outside the box, connect all the dots, and develop an imaginative solution.  They just crank at the problem in the same way they have always done. You don’t have time for that. Time has already been wasted.

I want to save you time.  For example: I was once responsible for reconciling credit card statements district-wide for about 200 managers. In the beginning, it took me 4 1/2 days of full-time work to complete the reconciliation.  That’s 36 hours. By coming up with my own custom-designed solution, I took that process down to a total of 5 hours.  Think about that.  From 36 down to 5.

In another instance, I was working for an architecture and engineering firm. I reported directly to the COO and was involved in helping streamline operations. In this role, I developed a productivity tracker for all the US-based project managers that ultimately was turned into an online reporting tool across the company based on my design, formulas and reporting structure.

So I’m not kidding. I’m ready to help you and I can.

See for yourself. Here are some examples of the types of solutions I can create for you.

PROCUREMENT TRACKER – YOUR WHOLE BUSINESS AT A GLANCE

Key Features:

• Provides a centralized location to see your whole business at a glance
• Incorporates data from CRM and Quickbooks into an easy-to-understand format
• Interactive and interconnected worksheets
• Color indicators for due and past due items
• Budget analysis and overview

Brenda created a comprehensive workbook for me and took the time to evaluate the way the back-end of my business works. Not only is the tracker complete with everything I need to keep my eye on the many transactions I deal with internally, but it is very attractive looking (something quite important to a designer). I had a great experience working with Brenda, and she took the time to thoroughly explain how to use this workbook to its fullest extent. I will be doing more projects with Brenda in the future, and I highly recommend her for your small business needs.
~ Megan Thompson, Principal Designer & Owner – Spark Interiors

CUSTOM ORDER FORM – SPEAK THE LANGUAGE OF BOTH SALES REP & CUSTOMER

Key Features:

• Captures data that both sales rep and customer can easily understand
• Streamlines the process; only enter the data once
• Sales quote ready on the spot
• Eliminate customer confusion and unnecessary customer service calls to explain items

I have hired Brenda on a few different occassion for work on very complex spreadsheets that are critical to our business operations for the sale and manufacturing of our products. I have always found her to be very professional and a pleasure to work with. Brenda’s level-headed calm demeanor, extensive technical background and great problem solving skills make her an excellent choice for our projects. I would recommend her to anyone looking for these types of services!
~ Jim Roach, Owner – Shelves 2 Drawers

ROI CALCULATOR – PROVING TO YOUR CUSTOMERS THE WORTH OF YOUR SERVICE

Key Features:

• Automatically produces the calculation as soon as data is entered; requires no manual work on the part of your customer
• Proves the worth of your service/product as they fill out the numbers
• Illustrates costs savings
• Very useful as a sales tool

When I was considering whether or not to join the Expert VA Training Program, I was really stuck on the amount it would take to enroll. I wondered whether I could afford to take the leap or if I was crazy to be considering it. Brenda’s ROI Calculator made all the difference in the world. As soon as I was able to see real figures change and grow and truly understand what the ROI of enrolling in the program looked like, I was sold. If I hadn’t had that financial picture to work from, I never would have made the investment. Six months later and I’m happy to report that the ROI Calculator was like a crystal ball.
~ A.Y. Berthiaume, Owner – The Write Place, Right Time