Tell us about yourself and your business.
My name is Casimir Loeber, and I’m the co-founder of Base-10 Design & Development Inc. We are a creative agency that specializes in custom web design and development, print and graphic design. We are a tight team, and we take pride in our agility and ability to come up with a solution to almost any visual or technical problem. We are located in Vancouver, Canada and serve clients around the globe.
Why did you start using Pulse?
As most entrepreneurs know, there are never enough hours in the day to do the work that pays the bills, let alone the behind-the-scenes work most of us hate to do. Both my business partner and I knew from the beginning that we were not the accountant types (or even good bookkeepers). But, we did know how to preserve our financial paper trail and plug numbers into websites. This lead us to find Pulse, which has allowed us to visualize our cash flow before our brains turned to mush trying to deal with receipts, spreadsheets and accordion folders.
Pulse has taken the fear and stress out of cash flow projection and management.
Describe how you use Pulse and how it fits within your accounting workflow.
Before we had a bookkeeper, we would export our invoice totals from our invoicing system (Freshbooks) and enter these values as income in Pulse. We were pretty good with tracking our expense paper trails, so we would just go through our credit card statement and checkbook for these values.
As our business started to ramp up and consume more time, we hired a bookkeeper and gave her the keys to our Pulse account. She was able to pick it up in no time, and now all we do is log in every few days to see where we are, where we’re headed and where we came from. If we have a large prospect on the horizon, we take two seconds to put it in Pulse to see how it affects us – it’s as simple as that.
What do you like most about Pulse?
What I like most is that Pulse turns our cash flow, which is very number heavy and hard to visualize, into something that is easy to look at and understand. I can take a quick glance at my Pulse account and see exactly where we miscalculated on a quote and how long it took us to recover. The reporting functionality is definitely Pulse’s strong point, and it has the potential to be expanded in many great directions.
What I like most is that Pulse turns our cash flow, which is very number heavy and hard to visualize, into something that is easy to look at and understand
How has Pulse helped your business?
Pulse has taken the fear and stress out of cash flow projection and management. It has seriously made it so I can sleep better knowing that I am not going to randomly run out of money tomorrow. It’s easy to learn and easy to teach, so integrating it into our workflow was not an issue at all.
Is there anything else you'd like to add?
I want to say two last things. The first is that seeing the blue line climb upwards and the green bars tower over the red in our reports makes me want to dance. Secondly, I can't wait to see what the people at Pulse will cook up next.