Case Study: boldUnderline

boldUnderline is a boutique web design company based in the Republic of Kosova.

Tell us about yourself and your business.

My name is Valon Sopi and I am a university educated graphic and web user interface designer. I am also the founder of boldUnderline, LLC in Prishtina (Republic of Kosova), a boutique web design studio that creates aesthetic and functional websites for clients in the public and private sector.

Why did you start using Pulse?

Our finances were all over the place. We managed our money with a combination of complicated Excel spreadsheets, hand-written calculations, imaginary forecasts, self-created charts, and periodic walks to the bank.

As a business owner, I wanted our financials to be the leading catalyst in our daily operations because I knew from experience that a healthy cash flow leads to a great product and service. To stay competitive and financially strong, we had to start searching for a robust application that was free of clutter and distracting bells and whistles. Once we tried Pulse’s free version, it didn’t take long for us to commit to a paid plan.

Using Pulse is almost like having a full-time financial advisor for a very small monthly fee.

Describe how you use Pulse and how it fits within your accounting workflow.

We use Pulse for two reasons: to monitor our firm’s actual cash flow, and to forecast and plan our financial future.

Pulse helps us monitor the heartbeat of our business and reconcile our monthly operational expenses. This assists us in scheduling each incoming payment accordingly and knowing exactly what to charge and what discounts we can afford to give.

Pulse helps us measure projections with regards to generating new business and hiring new staff. By simply entering our data in Pulse, we can forecast the firm’s financial future in real time.

Also, because Pulse integrates easily with Basecamp, we can monitor our profits and expenses for each specific project. This helps us become more agile in our pricing practices and stay competitive in the market.

Pulse has taught us how to talk money within the firm as well as with our clients. It helps us know how far we can push financially and where our limits are without compromising our firm’s overall financial goals.

What do you like most about Pulse?

Before deciding on Pulse, I was personally testing out few other business cash flow apps that offered a similar service. However, all of them lacked Pulse’s intuitive user interface. We love Pulse’s ease of use, and that it gives us the ability to create new categories on the fly and mark payments as one time or repeating.

One of my personal favorite things to check in Pulse is the weekly cash flow view. This screen tells us the exact date of all incoming and outgoing payments, which guides us with our financial undertakings. Also, the reports, visual charts, monthly cash-on-hand, and other nicely designed and functional perks made me a devoted fan of Pulse.

How has Pulse helped your business?

Pulse has taught us how to talk money within the firm as well as with our clients. It helps us know how far we can push financially and where our limits are without compromising our firm’s overall financial goals.

Most of our income depends on how long it takes to finish a task. In this sense, Pulse is a perfect assistant that helps us stay afloat and explore new waters.

Is there anything else you’d like to add?

Pulse is a great tool. The guys at Pulse truly know their stuff. Overall, using Pulse is almost like having a full-time financial advisor for a very small monthly fee. Any businesses of our size, freelancers, or even a larger firms, can benefit from using Pulse to know exactly where their money is.

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