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.

    Recent Posts

    Client Spotlight Interview: Canalway Partners

    As an outdoor enthusiast, this Client Spotlight is near and dear to my heart. I am delighted to introduce to you Mera Cardenas of Canalway Partners. If you’ve ever had the pleasure of biking or walking the Towpath Trail that weaves throughout Cleveland, you can thank Canalway Partners as they are the chief fundraiser for the Towpath Trail in Cleveland and Cuyahoga County. They take the lead in strategic decision making, grant writing, and community outreach. Canalway Partners also hosts many events throughout the year that encourage people to spend time outdoors exploring our great city. The board and staff of Canalway Partners recently celebrated the opening of a new section of the Towpath Trail in the Tremont neighborhood. (See photo below.)

    The Second Step to Starting a Small Business or Startup

    The first step to starting a small business or startup can be found here.

    As a bookkeeper, I am sharing some insights to maintain sound financial records. These are steps to put you on strong financial footing. Having a product or service that is demanded, building the right team, and finding customers are all very important – possibly more important is...

    The First Step to Starting a Small Business or Startup

    Step 1: Set up a Business Checking Account

    You have a wonderful idea for a new business. You have tested your idea and it is going to work. You have even roughed out a budget and the idea is financially viable.

    New business owners forget one crucial step – setting up a checking account for their business. Even if you do not yet have an Employer Identification Number (EIN) you can set up a separate account under your Social Security number. 

    Client Spotlight Interview: Scorpacciata Pasta Co.

    We are pleased to introduce you to Peter Rueter, owner of Scorpacciata Pasta, LLC. and a BudgetEase customer since January 2020. If you are looking for authentic, handmade pasta or pizza look no further! Scorpacciata’s delicious meals are often a topic of conversation within the (virtual) office! Their attention to detail and passion for excellence is apparent in everything they offer.

    How to Plan for Upcoming Expenses as a Small Business Owner

    One of the toughest aspects of being a business owner is planning for upcoming expenses when you are not in the habit of forecasting revenue and expenses. You may want to hire another employee, purchase new equipment, or expand the location of your business. Many of these expenses are necessary in order to grow your business, but how do you know if, or when, you can afford them?

    Client Spotlight Interview: Maid Brite

    Please meet Mary Jo Dean, owner of Maid Brite, and a BudgetEase customer since February 2016.  We have first hand experience with Maid Brite’s talented staff because we use their cleaning service and are always thrilled with the quality and thoroughness of their work. Mary Jo’s procedures and care for her team have been a winning combination to grow her business.

    10 Small Business Bookkeeping Tips for New Businesses

    When you finally decide to take the leap and hang your own shingle, you want to be sure you're doing everything the right way out of the gate. Your bookkeeping is one of those functions that starting out with best practices is going to save you a lot of headaches later on. Here are 10 tips to keep your books in order.

    5 Bookkeeping Mistakes to Avoid

    Our clients are amazing. Every day we applaud their tenacity, dedication and drive. We hear it all: the successes, the families they support, the struggles and the ugly! Sometimes the simplest decisions and the seemingly smart “shortcuts” aren’t the right answer.

    What Services Does BudgetEase Provide? [Video]

    Our very own George Dise shares all of the great services we offer at BudgetEase in our new video. Have a look:

    When Do I Need to Hire a Bookkeeper?

    There comes a time in all successful small business operations when the business owner will find themselves wearing all of the hats: salesperson, stocking clerk, customer service rep, accountant, bookkeeper, payroll, manager... janitor. Each of these jobs are important, but at some point, owners will be spread too thin and need to make the call to bring in help. So, how do you know when the time is right for you?

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