Our Talented
Team

Accurate and reliable financial information is crucial for a small business to succeed in today’s competitive environment. That’s my expertise. I develop financial information that helps small business owners make the best decisions possible. By staying abreast of the latest bookkeeping software and app trends, my clients don’t have to. My most important roles are recruiting and developing strong bookkeepers who meet our clients’ needs.

Finding ways to save our clients money and making QuickBooks work for them are two things I truly love to do. I have an MBA in finance from the University of Toledo, a BBA in finance from St. Mary’s College in Notre Dame, Indiana, and 20 years of continuous growth and responsibility in the banking industry. Just before founding BudgetEase, I worked at the Cleveland Clinic Innovation Center. I am also a certified advisor for QuickBooks desktop and online products as well as Webgility, Hubdoc, Fathom and other QuickBooks apps.

“It’s amazing how much you can accomplish when you’re supposed to be doing something else.”

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?”

My career began in the accounting department of a vocational counseling firm where I discovered that I enjoy analyzing and working with numbers.

Over the last 30 years, I’ve had the privilege of partnering with several small business owners. Providing high quality bookkeeping services and reporting is my passion. I find great satisfaction in properly organizing bookkeeping records.  I have managed 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 thankful to leverage my strengths in bookkeeping while working with a great team of talented people at BudgetEase.

“Attitude is the ‘little’ thing that makes a big difference.” – Winston Churchill

After several years of experience as an entrepreneur I have unique insight into the world of a small business owner and the numerous challenges that come with operating a successful company.

I am committed to optimizing productivity and revenue growth by maintaining entrepreneurial perspective, continual exploration, and championing innovative tools and techniques. I am passionate about passing on those objectives to all the clients we work with here in Cleveland.

I have a BA in Economics from Syracuse University. I have over 15 years of accounting and operations experience while at State Street Corporation in Boston. I am certified in QuickBooks Online as well as other time and revenue saving applications.

"Don't be afraid to give up the good to go for the great." - John D. Rockefeller

For the past 8 years, I have worked in sales and recruiting helping businesses from the outside. I came to BudgetEase to learn more about how businesses run on the inside. I have always had a passion for business and how companies are managed, and in fact focused most of my recruiting career calling on Plant Managers and business owners to help them resolve serious talent issues. I have a detail-focused eye which I am excited to bring to bear on behalf of our clients, while also managing many of the operational aspects of BudgetEase and communicating with new prospective clients.

“To pose the question is to know the answer.” - Dan Aykroyd

With over 15 years of experience in financial record keeping, accounting, and bookkeeping, Mary is a seasoned professional who excels in her craft. Armed with a Bachelor’s degree in Business Administration from Kent State University, she has honed her skills across various facets of accounting, including general ledger management, account reconciliation, and financial statement preparation.

When Mary is not crunching data, you’ll find her in the Columbus, Ohio area, where she resides with her husband, Ryan, three beloved dogs and a flourishing garden. Life for Mary is an exhilarating journey because of her love of exploring the great outdoors, traveling and spending quality time with family.  

“Too much is never enough.” - Mick Jagger

Working in the non-profit and small business world for over 2 decades, I have learned how bookkeeping can set your organization up for success. Having clean and up-to-date books is key for understanding where you are, projecting future growth, and applying for funding. Working with BudgetEase, I have the opportunity to be a good partner allowing you to do what you do best as a business or a mission-driven non-profit.

A Clevelander for life, I am raising my family and love volunteering in my community or working in our family’s fabrication studio. I have a BA in Political Science and am a Certified QuickBooks Pro Advisor. I also hold a Certificate as an Economic Development Finance Professional.

“Trees Don’t Shout They Grow.” – B.V. Doshi

My background blends more than 20 years working across entertainment, non-profit and consumer-facing brands. I’ve worked in project management and operations, but bookkeeping and finance have always been my favorite areas of expertise. Budgets and financial reports tell the story of an organization or project.

Having collaborated with independent filmmakers up through large brands and organizations, I love making things easier and more streamlined for hard working entrepreneurs and deeply appreciate that BudgetEase has given me the opportunity to keep working on this goal with their amazing clients.

I hold a BA from Yale University, an MFA from the University of Southern California, and am a Certified QuickBooks Pro Advisor.

“Don't Panic.” – The Hitchhiker's Guide to the Galaxy by Douglas Adams