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

    How to Organize Financial Information Without QuickBooks

    If you have a very small company with only a couple of checking or credit card accounts (designated solely for your business) and don’t want to pay for QuickBooks, how can you keep track of your financial records?

    Client Spotlight Interview: Werkberry

    Please meet Lori-Anne and Nick Meyers, co-owners of Werkberry. Werkberry provides smaller businesses with innovative job advertising and cost-effective solutions to help them fill open positions. Their service is delivered via a software platform that provides cutting edge hiring and advertising solutions in one easy-to-use tool. They find talented candidates, guide job title and ad creation, and manage candidates in one place quickly, easing the burden of time spent on talent hunting for a small business.

    Client Spotlight Interview: Dise & Company

    Please meet Ralph Dise, owner of Dise & Company, Kathy’s husband and a loyal customer for over 7 years. Dise & Company is an executive recruiting, outplacement, executive coaching and leadership development firm. Dise & Company matches experienced and talented individuals with a wide variety of organizations. With 30 years of experience, Dise & Company guides “you in creating a culture of diversity and inclusion in which all individuals thrive.”

    Payroll Journal Entry & Payroll Clearing: A Bookkeeper’s Favorite Things

    Whether you operate a small business or large enterprise, you will have to account for payroll. Properly posting and reporting payroll will be a recurring task. If you follow best practices, you will journalize your payroll and use a payroll clearing account.

    5 Questions to Ask Yourself When Reviewing Your Company Budget

    At the start of each year, you probably make goals and have dreams of where you would like your business to go and how to make it grow. You prepared what you thought to be a realistic budget. Preparing the budget is the first step; reviewing it at least monthly is as important to the success of your company. Don’t let your budget gather dust and never look at it again.

    When is it Time to Bid Farewell to a Customer?

    There will likely be a time when you are dealing with clients that may be negatively affecting your business. These are some of the red flags you should look out for:

    Procedure for Charities to Accept Stock Donations

    Even small and medium-sized organizations can accept donations of stock. Here’s how: 

    6 Reasons to Reconcile Your Bank Statement Each Month

    When it comes to bookkeeping for small businesses, bank reconciliation is a very important aspect for any company. Reconciling your bank statement involves comparing your business transactions and balances with the bank’s transactions and balances.

    Tips and Guidance on Filing Your Taxes [VIDEO]

    Our very own Kathy Dise is an alumna of St. Ursula Academy, a Catholic, all girls high school in Toledo, Ohio. Through their alumni network, they offer a professional development program entitled  "Draw Your Bow".  Every month they feature different topics that their accomplished alums speak on. In February, Kathy participated in one of these sessions as an expert. The topic was Tips and Guidance on Filing Your Taxes.

    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. 

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    Small Business Bookkeeping