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A Bookkeeper is More Than a Data Entry Clerk

Nov 9, 2017 10:03:00 AM Kathy Dise Bookkeeping

bookkeeper-is-more-than-data-entry-clerk.jpgWhile your bookkeeper may include data entry in their tasks, you really should have a partner that understands your business on a deeper level, down to your day-to-day needs. With this knowledge, your bookkeeper can translate their duties into a working partnership that supports your true cash flow needs.

Here’s what you should expect from your bookkeeper:

  • Save you time
  • Give you peace of mind
  • Share what they have learned from other work
  • Stay on top of the industry so you don’t have to
  • Recommend efficiencies
  • Help you prepare a budget
  • Generate reports that help you make better decisions
  • Give your CPA information needed to do their job
  • Provide insights into your business

In addition to the basics:

  • Reconcile your checkbook and banking accounts
  • Enter expenses from credit card statements
  • File sales tax
  • Prepare and send invoices
  • Pay the bills
  • Keep your QuickBooks current

Your bookkeeper should be more than a data entry clerk. If you are looking for a team that can save you time, plus partner with your CPA, we would love to hear from you. I am Kathy Dise with BudgetEase, and you can contact me for a free consultation at

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Kathy Dise

Written by 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.