Can I comfortably
cover what’s next?
See your cash outlook alongside upcoming commitments, so you can plan with a clearer view of the weeks ahead.
Look ahead with contextFINANCIAL CLARITY FOR GROWING BUSINESSES
Know your numbers.
Choose your
next move.
You’ve built a business worth understanding. Get a clearer view of your cash, your margins and what comes next—with financial insight you can actually use.
For businesses doing $300K–$2M in annual revenue.
Big decisions. A clearer financial picture.
THE PULSE OF YOUR BUSINESS
Illustrative reportYour next move, in focus.
Projected closing cash
8-week outlook$34,800
A little foresight goes a long way.
A mid-period cash dip deserves a closer look before committing to another fixed cost.
Example figures only. A forecast is an estimate, not a guarantee.
Numbers with perspective.Clear explanations. Human review.
TOO SMALL FOR A CFO.
TOO IMPORTANT FOR GUESSWORK.
Your bookkeeper keeps the records.
Pulse helps you see what they mean.
SEE THE BUSINESS BEHIND THE NUMBERS
Busy isn’t the same
as profitable.
You shouldn’t have to piece together the financial picture between jobs, payroll and everything else. Focus on the questions that matter.
Can I comfortably
Is more revenue
turning into more profit?
Understand how income and costs move together. Put changes in your margins into perspective before your next decision.
Understand what you keepWhat actually
needs my attention?
Focus on relevant performance measures, comparisons over time and explanations that connect the numbers to your business.
Find the useful signalsBUILT AROUND THE OWNER’S REALITY
You built
the business.
See it clearly.
For the owners who are out on the job, keeping the team moving and building something that lasts.
Pulse is designed for growing service businesses with $300K–$2M in annual revenue and existing bookkeeping.
HVAC & plumbingLandscapingPest controlTransport & logisticsCollision repair
A PRACTICAL PATH TO CLARITY
From your books
to your next decision.
Build on the financial records you already keep, with analysis and a human point of view to help make sense of them.
- 1
Start with your books.
We begin with your existing financial records and the questions you want to answer about the business.
- 2
Bring the picture into focus.
Cash outlook, profitability and relevant performance measures come together, with human-reviewed explanations.
- 3
Make your next move informed.
Review the findings, understand the assumptions and bring a clearer financial perspective to your decisions.
Already have a bookkeeper? That’s the starting point. Pulse builds on maintained financial records. Bookkeeping and tax preparation stay with your existing providers.
A FEW THINGS WORTH KNOWING
Clear answers.
From the start.
Have a different question?
Let’s talk about your business.
Who is Pulse Financial for?
Pulse is designed for owner-operated service businesses with roughly $300,000–$2 million in annual revenue that want more clarity from their financial records. An existing bookkeeper and regularly maintained books are the starting point.
Do I need to have a bookkeeper?
Yes. Pulse works with records your bookkeeper already maintains. We focus on understanding and explaining your financial picture; bookkeeping and tax preparation remain with your existing providers.
What will the report help me understand?
Your cash outlook, profitability, relevant performance measures and changes across reporting periods. The depth of the analysis depends on the information available and the questions we agree to focus on.
How much information do I need to provide?
We start with the financial reports your business already keeps. The specific records and historical periods needed are discussed before any analysis, so the scope is clear from the beginning.
Can a forecast tell me exactly what will happen?
No. A cash outlook is an estimate based on available information and stated assumptions. Actual outcomes can change. Its purpose is to help you plan and ask better questions, alongside your own knowledge of the business.
How do we discuss scope and pricing?
Start with a conversation about your business, your current bookkeeping and what you want to understand. Scope and pricing should be agreed before work begins.
LET’S FIND YOUR NEXT CLEAR STEP
Your next decision
deserves a
clearer picture.
Tell us a little about your business and what you’d like to understand. That’s a good place to start.