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

    Proven Process to Convert Your Accounting Software to QBO

    Recently I converted a client from Sage Accounting software to QuickBooks Online. It was a learning experience that I thought would be beneficial to share. There are important steps to take when converting a file to QuickBooks Online. I'll outline them here. 

    One Quarter Down, Three To Grow!

    How are you doing now that spring has sprung? Feeling lighter, brighter and refreshed? We hope both you and your business are bouncing along nicely into Spring. How do you know if this year will blossom, or if parts of the business are late bloomers and dragging you down?

    Why Physical Therapy and Bookkeeping are Alike

    A year ago I fell, hurt my knee badly, and needed a cane to get around. I set about managing my own recovery using old physical therapy techniques (learned from prior injuries) to mend my knee. Fast forward a year and my hips start hurting, badly. Eventually I sought out a physical therapist for assistance. The therapist told me I wouldn’t be having hip troubles if I had fixed my knee properly.

    The Unfairness Surrounding PPP Second Draw Loans

    The second draw of PPP funds is a life raft for many small businesses. There are a lot of great changes to the eligibility rules and uses of PPP-2 funds. Unfortunately, there are a few changes that many deem unfair. 

    Make Your Budget a Living Document - Don’t Set it and Forget It

    A budget is evidence of your mission and values in numbers and tells you if your dreams are viable. A budget is an important feature of your initial business plan and helps lay the foundation of your future business operations.

    How to Determine Your Most Profitable Client

    So many small businesses think chasing the biggest companies with the largest accounts is the answer. Just because you earn a lot of business from a client doesn’t necessarily mean they are the most valuable or most profitable.

    Two Things a Successful Entrepreneur Should Never Do

    I heard this advice at a JumpStart EXPO from a very successful entrepreneur. When it comes to small business bookkeeping there are two things a business owner should never do:

    Why Budget? Results Are More Easily Achieved When You Set Goals

    Budgets can feel like a chore or a forgotten item on the to-do list when you are caught in the throes of running your business. But, how often do your goals come alive if you don’t have a plan or if you don’t measure your results?

    How Do I Love Thee? Appreciation for Your Bookkeeper

    As Valentine's Day approaches, we think of those we love. We buy them chocolates -- or diamonds! -- and maybe go on a date (or get takeout during the pandemic). This year, how about showing some love for your bookkeeper? Since you're a small business owner, you need to be smart about your expenses, and your bookkeeper understands that. So, profess your appreciation in words. So, how do you love thee, bookkeeper? Here we count the ways:

    5 Ways to Be More Efficient with Your Books

    Small business owners wear many hats, and it's easy to let things slip through cracks (like that great marketing campaign you were going to do for the holidays). It's nothing to feel bad about ... when priorities shift, your attention and time needs to as well. There are plenty of tasks that can be tabled, but there are some that border on dangerous when delayed, and bookkeeping is one of them. When you let it pile up and get too far behind, the details start to slip and are harder to reconstruct. So, we thought we'd share a few of our sagely tips that seem to be useful in keeping the time spent tracking your finances as efficient and effective as possible. 

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