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Client Spotlight Interview: Energy Planners

Oct 30, 2023 6:17:00 AM Kathy Dise Small Business, Bookkeeping, small business bookkeeping, BusinessGrowth

EPCO Client Spotlight

With climate change a concern for all of us cutting our energy usage is key. Our client, Energy Planners Company has a solution. They are in the trenches swapping old technologies with state-of-the-art new ones. We are thrilled to see them working with many Ohio businesses and schools.


Tell Me More About Your Business.

At our core, we're dedicated to helping customers conserve energy and, as a result, cut costs. Our expertise lies in scrutinizing utility consumption and pinpointing opportunities for cost-effective upgrades and installations. Our primary focus includes the replacement of outdated, energy-draining HVAC systems and obsolete lighting fixtures with modern, energy-efficient solutions. Our mission centers around enhancing the energy efficiency, environmental responsibility, and financial well-being of your business or School District. Our tagline, "Saving Energy, Saving Money," succinctly embodies our fundamental philosophy.

What is your biggest challenge?

Raising awareness about the substantial advantages of energy efficiency stands as one of our most significant challenges. A multitude of individuals and businesses remain unaware of the considerable savings achievable through straightforward yet impactful changes. Rather than allocating funds to cover utility expenses, entities such as School Districts, for instance, could redirect those resources into classrooms. Once the analysis is conducted, the choice to invest in energy-efficient systems becomes clear-cut and compelling.

What Lead you to BudgetEase?

Our decision to collaborate with BudgetEase was significantly influenced by a glowing recommendation from my brother, John O’Neill, the owner of Big Fly Aviation and a BudgetEase client since 2015.

Why Do You Find Having Someone Else Do Your Bookkeeping Helpful?

I now have the freedom to dedicate more of my time and energy to essential business development tasks. With the burden of financial reports and bookkeeping taken off my plate, I can confidently focus on expanding my business, exploring new opportunities, and nurturing client relationships. Additionally, the invaluable support from BudgetEase ensures that all financial reports and documents are not only completed promptly but also with a high level of accuracy and attention to detail, contributing to the overall success and growth of my business.


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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.