Who I've worked with:

Introduction

We’re all in business to grow money. The two major secrets to wealth are serving others and saving money. Most businesses know how to generate income but struggle to keep it. Money is powerful, and in business, it’s king. To be successful, we need to know how to control money, or else it will control us. I’ve worked with many owners who confuse sales with wealth. Despite high sales, many businesses still struggle. Wealth is based on savings. So to build wealth, we need to “drive a wedge” between sales and spending. The larger the wedge, the faster wealth grows. 

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Cost controlling is a consistent and persistent focus on business costs with the intent of keeping cost low and increasing productivity to increase savings. Large companies understand this. They have an advantage over smaller businesses in that they can afford to hire teams of financial planners that have expertise and experience to effectively build cost management into their culture. Smaller companies often overlook this area of focus and have to be more intuitive in their analysis and decisions.

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My mission is to help small businesses build cost controlling into their culture and strategy. We consult with management teams, department managers, key employees, bookkeepers, accountants, and CFOs to build realistic future focused, goal oriented financial plans. 
Together we’ll monitor spending against plan, savings progress, opportunities, risks, and anything else that could have a dramatic impact on the business goals.
 

Management Dashboard

At last, you can monitor budget across the entire organization in one locations and 24/7, making it easier than ever to control cost. Spend your valuable time on other critical accounting priorities.

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The dashboard give you a birds-eye view of spending across the organization and the ability to drill into the details.

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Proactive approach towards cost controlling.

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Self-service

Rulr would make it possible for department managers to stay on top of their budgets. No more waiting for reports or making decisions on outdated information

Designed for non-finance managers

The uncluttered visual graphic representation of finance was designed with non-finance managers in mind. 

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It has every information found on any financial statement but easy to comprehend

Simple reports

Department managers will be able to run simple financial reports without having to disturb the accounting team.

Example of reports that could be generated:

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Sales by person
Sales by product
Sales by customer 
Sales by month
Expenses by department 
Expenses by category 
Open receivables 
Bank transactions
And so much more
 

Simple Charts

Standard charts on-the-go!

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The chart can be updated to communicate the same information in different ways.

By month
By department 
By person
By year
By customer 
By product