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

    Best of the Best - Top 10 Blogs from 2019

    We share a lot of information with our readers because, frankly, there's a lot to talk about when it comes to finances and it's our favorite topic! Here we've compiled our most popular posts of 2019 so you can be sure you didn't miss them!

    Bookkeeping Tips for the New Year

    Before you know it, the holidays will be here, filling up the calendar with more to-dos and festivities. Don’t put off the year-end planning details of bank reconciliations and estimated tax payments until the last minute. We advise all business owners to provide a clean version of your financial records to your accountant on or before November 15. Save yourself the stress and start the cleanup now!

    How to Better Prepare for This Year’s 1099 Season

    Did you scramble to find copies of your vendors’ W9s last year? It’s time to prepare to make the job easier for this year. Here are some tips that can proactively help you slide through next January with ease:

    The Cost of Bad Bookkeeping

    Many small businesses choose to do their own bookkeeping for a variety of reasons, including perceived cost savings. Others hire a cheap bookkeeper or hire inexperienced staff to cut costs. The truth is, bad bookkeeping is costly; here is why:

    Cash Flow Basics

    Do you know where your business’ money is going? If not, it’s time to look further. A great way to find out is by using the cash flow statement, or statement of cash flows. Along with the balance sheet and income statement, the cash flow statement will identify where your revenue is coming from and where it’s going.

    Testimonials from Cleveland Businesses

    Have your clients asked for help finding a good bookkeeper recently? We offer the highest-quality bookkeeping services for small businesses in Cleveland. Here’s what some of our clients have to say about us!

    How to Manage Trust Funds (IOLTA) Using QuickBooks

    While you don’t want to mismanage any of your accounting records, mismanaging a trust account (IOLTA – Interest on Lawyers Trust Account) can have terrible consequences. Keep in mind, trust funds are not your money, at least not yet.

    7 Things for Small Business to Include in Expense Reports

    What do you need in an Expense Report? To save you and your bookkeeper time, incorporate the following seven features into your Expense Report.

    Video: Are Bookkeeping Services Costly?

    Are you considering outsourced bookkeeping for your small business? In our video below, learn how much you can expect to pay if you hire an outsourced bookkeeper. You can also access Intuit's Billing Rate Survey to see what bookkeepers are charging.

    Why Budget? Well, Why Plan if you Don't 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?

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