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: PDL Cosmetics

    This month, we would like to highlight an awesome client of ours, PDL Cosmetics. Founded by Patricia de Leon and Steve Chester, they are a makeup company serving vibrant shades of lip-wear that does not bleed onto masks--a Covid must--to individuals globally. PDL Cosmetics, Patricia, and Steve are dedicated to igniting confidence in women everywhere!

    Client Spotlight Interview: Century Chimney Sweep

    Please meet one of our interesting clients, Century Chimney Sweep Inc. They are a member of the National Chimney Sweeps Guild, who provides exceptional chimney sweep and repair services to homes in Cuyahoga, Medina, Lorain, Lake, Geauga, and Summit counties. Owner Gary Spolar believes that the most important aspect of his business is the people. They are widely recognized for their amazing work, and we cannot recommend them enough. 

    Do You Love or Hate Your Bookkeeper?

    Sometimes bookkeeping for small businesses can be frustrating--both for you as an entrepreneur and for your bookkeeper. They slow you down by asking questions about things that you would rather not deal with, like: 

    Client Spotlight Interview: Homewatch CareGivers

    We want you to get to know a client of ours, Homewatch CareGivers. They provide kind, compassionate and qualified care to their homebound clients, tailored to their unique needs and in their preferred surroundings. Two of their main objectives are high-quality care and interpersonal relationships. We hear over and over how the team at Homewatch provides the much-needed care for families and friends that can’t take care of themselves. We can’t recommend them highly enough. 

    Company Spotlight Interview: Maximum Value Partners

    Meet Maximum Value Partners, LLC, a company dedicated to helping small businesses grow. As a dynamic duo, Adam Sonnhalter and Jack Mencini work together to provide high-value coaching to business owners. At BudgetEase, we have seen their coaching in action with our clients. Their results are impressive.

    Will Hiring More Employees Increase Bookkeeping Service Costs?

    When hiring new employees, it is important to consider all the steps and pieces of your business that will be impacted by the human resource investment. Not only are you paying the hourly wage or salary, but you're also potentially paying:

    7 Things for Small Business to Include in Expense Reports

    To fully understand where your business stands financially, it's important to fill out expense reports. It will provide insight into your business' spending and cash flow, as well as can help you calculate profits, expenses and reimbursements. But to figure this out, what do you actually need in an expense report? To save you and your bookkeeper time, incorporate the following seven features into your expense report.

    Why a Bank Reconciliation Makes YOU More Profitable

    It is crucial to for business owners to enter all of their transactions into their accounting system. The process of reconciling is important to ensure you have enough cash available to cover costs and are able to fund continued growth. However, business owners often determine their cash balance by checking what the bank shows online in the accounts at a point in time. However, you cannot accurately forecast cash flow unless you match and verify activity in the bank statement to QuickBooks or whichever accounting system you use.  

    The Classic Nonprofit Challenge: Too Much Information & Too Many Classes

    We often help nonprofits simplify their bookkeeping records that are overwhelming because the financial statements have too much detail. Often, more is NOT better. Too much information can be confusing and doesn’t paint a clean picture of how the organization is doing.

    When You Hire the First Employee at Your Small Business

    One of the most exciting things a small business owner will do is hire their first employee. Though it make take some time to find the right person, after you're through the interview and references check process, and you're ready to say, "You're hired!", there are a few things you need to plan for on your end. We have some tips to help you get started.

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