BudgetEase Partners With Part-Time CFO I BudgetEase

Sep 9, 2015 8:53:53 AM Kathy Dise Small Business, Financial Management, For Accountants, Bookkeeping

BudgetEase and Beacon CFO Plus work closely together to provide financial services for a small business in Cleveland. BudgetEase is the part-time bookkeeper and Beacon CFO Plus is the part-time CFO.

This small business could have hired an in-house bookkeeper, but knew they needed someone with bookeeping expertise. Hiring a full-time CFO wasn't in their budget, but the company knew a strong financial staff was imperative to the success of the business. The combination of part-time bookkeeper and part-time CFO was exactly what this small business needed. Access the full case study by clicking below.

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.