About Brett
For most of my career, I've sat on the finance side of growing businesses, as a Controller, Director, or CFO, tackling the same problems over and over. Smart teams spending hours every week manually pulling data from different systems, combining it in Excel, and sending out a report that's already outdated by the time it lands.
I started attacking that problem from the inside. At five different companies, I built Power BI reporting environments from scratch, connecting directly to source data, building models that finance, operations, and sales teams could actually use, and replacing manual processes with dashboards that update themselves.
I launched Ulu Advisors in 2025 to be able to do this for clients, and moved to it full time in 2026.
What makes Ulu different?
Because I come from a finance and operations background, not just technology, I understand what leadership needs to see without a lengthy requirements process. I've sat in the seats my clients are in. That means faster delivery, less back-and-forth, and reporting that's actually built around how your business runs. And you get dashboards that don’t look like they were built by IT.
I work with SMBs, mid-market companies, and PE-backed firms, and I run a lean practice intentionally, so clients get my direct attention from day one.
Why Ulu?
"Ulu" means growth in Hawaiian. It's the right word for what we do, helping businesses grow smarter by turning the data they already have into reporting that leadership can actually use to make better decisions, faster.