BudgetEase Blog - Making YOU Profitable™

Client Spotlight Interview: My One Medical Source (MOMS)

My One Medical Source® (MOMS) is the go-to resource for all of your lab testing-related needs. They are shifting the existing paradigm of specialized testing for those who need it and those who supply it to a new model that empowers both parties and makes healthcare more accessible.


Client Spotlight Interview: Sterling Janitorial Services

We are happy to introduce Jean King, owner of Sterling Janitorial Services. Sterling Janitorial Services is a small, family-owned, commercial cleaning company that focuses mainly on cleaning office buildings and parking lots. We are proud to have Jean and Sterling Janitorial as our clients since 2017!


Client Spotlight Interview: Gimmeahand

Can you guess what our client, GimmeAhand Academy, does?  Founded by Lachelle Bender, 18 years ago, GimmeAhand Academy is a 5-star nail school with top tier education for licensed manicurists and nail technicians.

Does Your Chart of Accounts Need to be Restructured?

Do you ever look at your financial information and can’t quickly see the story it is telling you. Maybe your Chart of Accounts (COA) needs some housekeeping. Like a hoarder some COA collect old information that needs to be cleared away. There can be several reasons for a business to change its COA. It could be that your business has changed or perhaps there are problems in the original design of your COA. Your r eports may not produce the information that your organization needs to properly run the business or meet tax and regulatory needs.

How Do I Make Depositing Money Easier?

Most people don’t think about the mechanics of making a bank deposit. You just go to the bank, fill out a form and hand it to them, right? Well, not so fast. Banks aren’t perfect and make mistakes. Plus, the world of banking is changing.

Client Spotlight Interview: FE True Records

This month, our client spotlight mixes a recording studio with a passion for Reggae music. Please meet FE True Records, a small independent music label, focused on the cultivation of Reggae music, owned by Michael Bell, MD (aka Dr. Bassie).

What Should You Expect From Your Accountant?

The relationship you have with your accountant shouldn't be one-sided. Yes, it's important for you to have collected all the necessary documents in a timely fashion so your accountant can prepare your taxes properly. In a previous blog, I identified the items you should collect and prepare. I also have a video with tips to help! But what about your accountant? What can you expect from their side of the relationship?

Finalizing Your Books for the Year – What Does Your Accountant Need?

The new year is well underway, but before you move on and leave 2022 in the dust, there are a few things your accountant needs to prepare your taxes properly. The sooner you provide this information, the better. Your accountant is swamped and will be able to get your taxes done if you get these important items to them by mid-February (so right now!).

What You Can Do to Avoid Being a Victim of Social Engineering (Part 2)

Understanding Social Engineering, the manipulation technique that exploits human error to gain private information, is the first step to avoiding being a victim of an attack. The second step is to learn how you can best protect yourself and your business from it. There are a few important, yet simple, methods you can follow. The processes below have been successful for our clients. 

What is Social Engineering? (Part 1)

This week, another one of our clients fell victim to Social Engineering. An employee received an email to make a change in another employee’s payroll deposit bank account that went undetected for two months. The business owner had a clearly written policy to never accept written instructions for changes in bank account information. Yet the employee made the change. Our client spent hours filing claims, lost sleep from the horror and frustration of the situation, and spent thousands of dollars to make her employee whole.  It’s time to educate yourself on Social Engineering so this doesn’t happen to you.