Well, I put together financial information that helps small business owners make better decisions. Recently, I’ve been streamlining large batches of data so it can be brought into Quicken in a few seconds. I recently passed an A-133 audit, I clean financial info, and I get all my clients’ financial data entered and processed in plenty of time for them to complete their returns. I love finding ways to save clients’ money and I love ensuring that my clients’ accounts receivables are paid on time. I have an MBA in finance from University of Toledo, a BBA from St. Mary’s in Finance, and twenty years’ experience in the banking industry. I am also a QuickBooks Certified Accountant for desktop and Online products. Just before founding BudgetEase, I worked at the Cleveland Clinic Innovation Center commercializing cardiovascular technologies.
“It’s amazing how much you can accomplish when you’re supposed to be doing something else.”
I provide accounting oversight to entrepreneurs that guarantees their financial records are correct. I coach start- up companies on the importance of financial reporting, provide bookkeeping training and offer other analytical services. I am a CPA with a BS in Accounting from Cleveland State University. I have 30 years of experience in accounting, where I have worked in public accounting, non-profit organizations, and multinational corporations. Each position has provided me with opportunities to solve problems. I am also certified in QuickBooks Online and Desktop. I enjoy building relationships with new clients. The variety of clients we deal with bring on many different types of tasks, so there is never a boring day! I love sharing my knowledge of bookkeeping with clients and teaching them how to do it on their own. Seeing a client's relief after working with them is so gratifying.
"The road to success is always under construction." - Lily Tomlin
I am responsible for bookkeeping, managing payrolls, managing account receivables, and overseeing cash. I have a BS in industrial management from Purdue, with a double major in Computer Science and Accounting. After earning my CPA, I became an auditor for Deloitte-Touche before moving on to be senior accountant for WGN Radio in Chicago. After getting married, I moved to Cleveland and started working as a tax accountant for our family’s real estate business. I am driven by the sense of accomplishment when I help others achieve their goals. I myself have set many goals in both my personal and professional life. That is why I am so excited to be working for a company like BudgetEase. I am excited to be working with new clients, learning about the industries they work in, and solving their problems.
"What you do speaks so loudly, I cannot hear what you say." –Ralph Waldo Emerson
I provide multiple services for clients. I prepare invoices, input payroll, fill out government forms, send expenses reports, and compile journal entries for the general ledger. I have a Bachelor’s Degree in IT and Business. In the corporate world, I took over and reduced expenses in various target departments. I did cost accounting on power generation, which is complicated, highly technical, and involves a great deal of knowledge about engineering. During my time working with power generation I reduced time for service requests through restructuring. I also spent time working with non-profit organizations. Before working at BudgetEase, I spent six years managing a church’s operations, which mostly included financial maintenance and bookkeeping. Bookkeeping can be very complicated. With time, organization, and the right processes bookkeeping becomes solvable. Like a puzzle. I love establishing efficient accounting systems for my clients and helping them put the pieces together.
“What is the point of racing to a red light?”
I am a graduate of Case Western with a Masters in Accounting. Recently, I've had the pleasure of working with a senior center and a baroque orchestra. I help with their invoices, billing, and payroll. Working with these companies is both enjoyable and rewarding. Before joining BudgetEase, I was a researcher in Molecular Biology at the Cleveland Clinic Lerner Center and I have sold high end vacuum cleaners door to door. Since joining BudgetEase I have had the opportunity to work with diverse companies, meet different people, and straighten out financial problems. I love getting the hands on experience BudgetEase provides and I am excited about what the future holds.
"The secret to success is to know something nobody else knows." - Aristotle Onassis
I assist companies in their day to day bookkeeping, which included handling their accounts receivables, accounts payables and doing bank reconciliations. I have a bachelor’s of science in business administration with a major in accounting from John Carroll University. What I love about working at BudgetEase is the diversity of clients I work with. Every day there is something new that is a challenge and every day I learn something new. I get satisfaction knowing I have helped these businesses succeed.
“What you do today can improve all your tomorrows”
I provide high quality bookkeeping services and reporting to our small business clients. I love the feeling of accomplishment when completing a project or solving a challenging problem. I began my career in the accounting department of a vocational counseling firm where I discovered my strengths in analyzing and working with numbers, while gaining great satisfaction in properly organized bookkeeping records. Over the last 20 years, I’ve had the privilege of partnering with several small business owners, managing an array of bookkeeping duties including: detailed invoicing, accounts receivable, accounts payable, payroll, collections, bank reconciliations, and producing tailored financial reports with QuickBooks. I am fortunate to be able to leverage my strengths in bookkeeping while working with a great team of talented people at BudgetEase.
“Challenges are what make life interesting and overcoming them is what makes life meaningful.” - Joshua J. Marine
I provide exceptional financial support for all of my clients. With more than 10 years in the accounting field, and certification in QuickBooks, I work quickly and precisely to produce the most up to date information. Numbers are my second language, and I aim to be the translator between my clients and their books so we can create perfect financial solutions.
“Success is not the key to happiness, happiness is the key to success, if you love what you are doing you will be successful” - Albert Schweitzer
I am a graduate of Cleveland State University with a Masters in Accounting. I love accounting because it tells me a story. The language of accounting tells me how you started your business, where you are right now and what you have achieved. It also gives me an insight into what the future might hold for you. I provide essential services to businesses by processing and recording everyday transactions, reconcile all accounts as needed and producing financial statements. I like working for BudgetEase because I am surrounded by a wonderful team who are very prepared and ready to help each other. Working with many different businesses makes my work interesting.
“Never call an accountant a credit to his profession; a good accountant is a debit to his profession." - Charles Lyell
“Don’t let what you cannot do interfere with what you can do” – John Woodenv
I have a long history of financial service and pride myself on listening to clients to learn about their goals. Developing successful strategies with my clients to help them meet these goals is my passion. With an International Business degree from Ohio Wesleyan University, I have worked for state government, nonprofit organizations and the financial services industry providing advocacy, program management, bookkeeping and tax preparation. I bring enthusiasm, how-to-knowledge and determination to each of my projects with clients.
"Patience and fortitude conquer all things." - Ralph Waldo Emerson
I attend John Carroll University and am expected to graduate in May 2018 with a degree in accounting. I assist with smaller clients including daily tasks of bank reconciliations, invoices, analyzing reports, and journal entries. My greatest accomplishment working at BudgetEase has been earning my QuickBooks certification. Working with BudgetEase has been a wonderful experience as it brings new challenges every day that I take on and learn.
“Either you run the day or the day runs you” -Jim Rohn