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: Tree Frog Canopy Tours

    Please meet Anna Lee Christiansen, the owner of Tree Frog Canopy Tours, a zipline company located in the heart of Loudonville, Ohio. What began as a family’s small business venture is now a successful company offering a variety of recreational packages to its customers. An adventure for the whole family, Tree Frog Canopy Tours is Northern Ohio's only dual-cable zipline canopy tour. It's a great way to explore the natural beauty of the area, all while having a challenging and thrilling experience and creating memories. We asked Anna more about her family’s journey and how bookkeeping has played a role in their business.

    5 Ways to Make Your Year-End Smoother

    The last months of the year is a busy time for most businesses. Not just with the approaching holiday season, but preparing for year end as well. To help you get to the finish line, here are some things you can do now to make the end of the year easier.

    CPAs and Bookkeepers: Why You Need Both

    Our clients often ask us to help prepare their taxes in addition to the small business bookkeeping assistance we provide. Instead, we refer our clients to a CPA firm to provide tax preparation assistance. Why? Let’s look at the primary purpose of a CPA and a bookkeeping firm.

    Client Spotlight Interview: Kaiser Gallery

    Give a warm welcome to Tanya Kaiser. Tanya has an MFA in Studio Arts from Stony Brook University and nearly a decade of experience in management and education within the world of the arts. In less than two years, she moved to Cleveland from New York and has already successfully established the Kaiser Gallery. Located in Tremont, this inclusive gallery showcases local art while offering expertly made cocktails. Driven artists from diverse backgrounds have the opportunity to express their creative talents while guests can relax and enjoy their experience.

    6 Bookkeeping Time Savers for Small Businesses

    When it comes to running a small business, there is so much involved. Marketing, production, staff, research, development... the list goes on and on. Finance is also a big and important part, and keeping accurate tabs on your company's financials is crucial. To help business owners along, here are some bookkeeping time savers to help make financial management a little more efficient.

    4 Advantages of Outsourced Bookkeeping Services for Small Businesses

    Your business has a focus and chances are it is not bookkeeping. You can try to manage your accounting needs in-house, assign some tasks to an office manager and take others on yourself, but think about a day where you didn’t have to do any accounting work. Your office manager could focus on customer service and you could focus on running and growing your business. In addition to making better use of your time, scalability, cost and expertise are other reasons why outsourcing your accounting operations makes good business sense.

    Benefits of Budgeting for Your Business

    Just as a personal budget can help ensure enough money is saved for retirement, a business budget can help ensure the company can succeed long into the future. Budgets also help start-ups step off on the right foot. Even without historical expenses data, taking the time to forecast income and expenses for the month, quarter and year(s) ahead will help keep your business lean, efficient and open for business.

    Comparing and Adjusting a Business QuickBooks File to Match a Tax Return

    Want to make sure your business QuickBooks (QB) file agrees with your tax return? Best practice is to use your accountant’s adjusting journal entries or an accountant copy update file to bring your QB in line with the tax return. If neither are available, we suggest using the following approach.

    Do I Need to Keep Every Receipt for My Bookkeeper?

    I’m often asked, “Do I need to keep my receipts for you, my bookkeeper, or are my bank and credit card statements saved through my financial institution enough? If I’m audited, the auditors can surely verify expenses by simply reviewing my QuickBooks or viewing bank records, right?”

    What To Do When Opening Balance Doesn’t Match the Bank Statement

    Have no fear! When the opening balance does not match the bank statement, there are two common reasons:
    1. There are previously reconciled transactions which were deleted OR
    2. A transaction which was previously reconciled was unreconciled
    In order to track down what is going on here, the following strategies may be helpful in uncovering the discrepancy(ies).

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    Small Business Bookkeeping