Spreadsheet King
The Ultimate Data map and Business X-Ray
Most business owners and financial managers we work with dread the time wasted on cumbersome, error-prone spreadsheets that never quite deliver the information they need.
We decided to change that.
We created a data management tool that is not a source of frustration, but a powerful ally in your decision-making process.
The Spreadsheet King answers many questions. Here are a few common ones:
- Where are my profits disappearing to?
- What part of my business is metrically under-performing and who is responsible?
- What growth activity is creating the highest and lowest ROI?
- Can our cashflow and business model manage investment in future growth activity?
Our goal is for you to feel relief with a data tool that updates seamlessly, is errors free and doesn’t have any unnecessary and bloated features.
Say goodbye to stress and uncertainty, and hello to a new era of efficient, effective management.
Our Process
- Consult and assess your current spreadsheet usage and pain points.
- Redesign your spreadsheet to streamline data entry, reduce errors, and save time, directly contributing to cost savings and leading to more reliable financial decisions.
- Train your users to ensure they can effectively utilize the upgraded management tool, leading to increased productivity.
Benefits & Outcome
You will have a spreadsheet that is –
- Hyper functional
- Easy to Use
- Drives better management decisions
- Highlights profit leaks
- Highlights profit opportunities
- Reduces data entry errors
- Elite data visualization
- Follows peak performance process.
Jennifer B wrote -
“I provided Bruce with a brief and he responded so quickly, outlining the job to make sure we both agreed with the scope before proceeding and quoting. So appreciate Bruce’s videos explaining everything and developing the spreadsheet. Will work with Bruce again. Highly recommend“
How We Work
At Kaufmann Financial Consulting our focus is on understanding before any undertaking. We listen, create options and meet our clients where they are at using our Kaufmann process framework. The key steps are below.
The Kaufmann Process
We have a discovery call to asses your needs
We diagnose your challenges, needs and opportunities
We co-create a prescription with you that will meet your needs and remove your blocks
We create a milestone driven roadmap using the Kaufmann process (see image)
We implement and manage your action plan
Outcomes We Achieve
The outcomes we achieve fall in to five categories.
- Stop profit leaks.
- Designing new systems or processes to ensure profit security and metric awareness.
- Implementing improved systems with your team.
- Optimizing the new systems or processes to maximize previously hidden grwoth opportunities.
- Supporting leadership to enable new scaling efforts and profit driven investment.
Client Results
“Bruce was quick in putting together a proposal, was very detailed, and took the time to clearly understand the project up front before being engaged. Once engaged, was very quick in carrying out the project. Had conversation near the end to ensure the right things were being done, then wrapped it up quickly.“
“Wow, no seriously, Wow. Communication and response time were above 150% Project completion,
ahead of time. Quality of work, end result, more than 1000% satisfied. Highly recommended Excel
expert. Oh, and his explanation videos to help you – over the top! You will not be disappointed.”
“We strongly enjoyed the one-on-one attention that Bruce provided us and his insistence that we are completely satisfied with the final product. Bruce took the time to make sure he understood precisely what our needs were. I strongly recommend Bruce be your first choice for your financial modeling needs.“
“Bruce is hard working, effective and creative. Wonderful to work with. I enjoyed the process. Bruce had an open mind to making changes and was great with his communication. He really works hard to give you good information and understand your needs. Highly recommended”
