BudgetEase Blog - Making YOU Profitable™

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.
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Recent Posts

Client Spotlight Interview: People, Places, and Dreams

Please meet Nafisah Alim, Founder and Executive Director of People, Places, and Dreams--a minority-owned, for-profit Mental Health and Substance Use Agency, accredited by OHMAS.  BudgetEase’s expertise in working with Treatment Centers makes our collaboration with People, Places, and Dreams impactful. BudgetEase is so grateful for Nafisah and her team’s work to help those challenged with addiction.

Client Spotlight Interview: New Visions Unlimited

This month, we would like to bring awareness to mental health, and a client of ours who is a behavioral health agency. New Visions Unlimited provides high-quality, client-centered treatment to the community. Their team of compassionate professionals creates pathways for positive change.

Client Spotlight Interview: Perla Pierogies

This month's spotlight interview will have you drooling for award-winning pierogies! Perla Pierogies, a client of ours, hand-crafts quality pierogies that are made with the finest ingredients. With vegan options, anyone could indulge in this comfort food!

Client Spotlight Interview: Newbomb Design

Please meet a new client whom we have worked with for years: Newbomb Design, LLC, a creative design firm in Cleveland, Ohio. Newbomb Design loves to create logotypes, creative advertisements, art direction, and interior branding designs for businesses, organizations, products, events, and people. The industries they serve include entrepreneurial, IT/ software, apparel, and so much more! Read about what President, Brian Willse has to say about their amazing company!

Client Spotlight Interview: Esselstyn Foundation

This month's client spotlight is dedicated to the Esselstyn Foundation. They are a nonprofit organization that promotes wellness by sharing the wonders of plant-based nutrition. Here is what Executive Director Brian had to say about the Foundation.

Did BudgetEase Accomplish Its 2021 Goals?

While I was on the plane on my way to Scaling New Heights 2022, the premier conference for Bookkeeping Experts, I took a look at my goals from the last conference held in November 2021 to see how well we did in accomplishing our goals. Here are the results including the grade we gave ourselves for achieving our goals.

Client Spotlight Interview: Learning Carton

Certainly, our most fun--but also detail oriented--client is Chris Karel and his firm Learning Carton, a content design company. He and his business are passionate about helping people learn new things. Chris has been a teacher for over 14 years!

Client Spotlight Interview: PDL Cosmetics

This month, we would like to highlight an awesome client of ours, PDL Cosmetics. Founded by Patricia de Leon and Steve Chester, they are a makeup company serving vibrant shades of lip-wear that does not bleed onto masks--a Covid must--to individuals globally. PDL Cosmetics, Patricia, and Steve are dedicated to igniting confidence in women everywhere!

Client Spotlight Interview: Century Chimney Sweep

Please meet one of our interesting clients, Century Chimney Sweep Inc. They are a member of the National Chimney Sweeps Guild, who provides exceptional chimney sweep and repair services to homes in Cuyahoga, Medina, Lorain, Lake, Geauga, and Summit counties. Owner Gary Spolar believes that the most important aspect of his business is the people. They are widely recognized for their amazing work, and we cannot recommend them enough. 

Do You Love or Hate Your Bookkeeper?

Sometimes bookkeeping for small businesses can be frustrating--both for you as an entrepreneur and for your bookkeeper. They slow you down by asking questions about things that you would rather not deal with, like: