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

    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. 

    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.

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