The project profitability report was based on the cost of fuel consumption per trip. The entire fuel tank was not spent on one trip and required amortization.
We provided an excel template and a form which automated the entire profitability report by allowing our client to easily input client name, purchases, rates and the amount of fuel consumption per trip
The company’s staff work at different sites which all have their own traits. Some sites require the provision of materials by our client while others provided the materials and are only hiring labor support from our client. Some bill by the hour, others by tasks completed
We created a process spreadsheet which recorded the individual requirements of each client. The end result was a detailed and user-friendly document that was highly effective and is still in use by our client.
Combined sales data from sites like Amazon, Shopify, PayPal, etc. was not uniformly organized making it difficult to sort and process, due to the varying payout periods and prices (ad-hoc discounts).
We created an excel template that automatically standardized item names, codes, and date & number formats. The process which earlier demanded over two hours work is now reduced to less than 40 minutes
Our client offers fee-based work in return for deal advisory services. Upon successful completion of certain deals, they receive an add-on percentage as commission which often has to be reconciled at a later date
We established a timely reporting process were fees from deal completions were recorded and integrated into final accounts
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