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Client Spotlight Interview: Adatasol

Aug 30, 2023 1:05:03 PM Kathy Dise Small Business, Bookkeeping, small business bookkeeping


If you are challenged with your CRM, Project Management Software, or ERP our client, Adatasol, can help youWe all rely on Salesforce or other highly regarded, expensive software to make our businesses sing, but when they don’t because features don’t align with our business we get stuckAdatasol can make life easier for you.


Tell Me More About Your Business.

Adatasol builds custom applications to improve your company’s efficiency by eliminating expensive redundant tasks and automating time-consuming functions. Their clients have access to real-time superior reporting tools, metrics, KPIs, and shared centralized information to make effective and fast business decisions, reduce errors, and save money in the process. 

 Plus, Adatasol supports two additional software solutions:  Frame Ready for frame shops and Studio Suite for audio, visual, and film studios.  Frame Ready is a POS system for 750 frame shops throughout the US and Canada.  Frame Ready understood how to account for a complicated frame sale but was unable to help many of their clients who needed QuickBooks help (reconciling, accounting for expenses correctly, having information to make better decisions).  They have partnered with BudgetEase to provide that help.  

What is your biggest challenge?

Helping businesses understand the benefits of working with Adatasol to make their project management and CRM programs more efficient 

What Lead you to BudgetEase?

The owners understood the importance of accurate and timely bookkeeping but were looking for more They needed a proactive approach that included monthly meetings with an accounting team to discuss goals and to make sure that they had the information they needed to make decisions like a Cash ForecastBudgetEase and Adatasol both were neighbors in the Dealership many years ago, so it was a comfortable transition

Why Do You Find Having Someone Else Do Your Bookkeeping Helpful?

The Management Team at Adatasol can focus on their expertise, providing custom software solutions, while the dedicated team at BudgetEase provides proactive accounting solutions to make better decisions.


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Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.