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Client Spotlight Interview: Goldstein Group

Sep 28, 2023 4:23:38 PM Kathy Dise Small Business, Bookkeeping, small business bookkeeping

Goldstein Client Spotlight

For 30 years, our client, Goldstein Group has been a leader in helping their clients grow their businesses through creative marketing. In an industry that is constantly evolving, the Goldstein Group is always ahead of the curve and that is who we all need on our team.


Tell Me More About Your Business.

Our journey began back in 1992 as a Public Relations agency, long before the age of the Internet and even before the emergence of Google. Over the years, we've adapted and transformed to keep up with the ever-evolving demands of the marketing landscape, recognizing its increasing importance in driving company growth.

Today, we proudly stand as a national B2B digital agency, specializing in the art of enhancing brands, boosting revenue, and tirelessly pursuing marketing ROI. Our unique approach to analytics and KPI enhancement, which we affectionately call "Measurably Better Marketing," is at the heart of our commitment to excellence.

What is your biggest challenge?

We dedicate a significant portion of our efforts to exploring marketing technology. Our passion lies in harnessing the power of technology within marketing to achieve "Measurably Better Marketing" results. Our quest involves finding innovative ways to gain a competitive edge, utilizing technology with increased sophistication, and pinpointing more precise target audiences.

In the current landscape, AI has become a prominent topic of discussion. When it comes to AI, people tend to fall into one of two categories: those who run from it and those who witness an explosion of possibilities. We belong to the latter group, embracing AI to enhance our marketing endeavors and make a more significant impact. Our goal is to leverage AI technology to achieve “Measurably Better Marketing” results. We do so by ensuring that our pursuit of AI is not just theoretical but actionable in practice.

What Lead you to BudgetEase?

We brought BudgetEase on board for a substantial project – transitioning to new project management software, Click Up. While we've been relying on QuickBooks Online (QBO) for quite some time, we had to start utilizing the QBO invoicing module. Given that we operate in the timekeeping industry, we were uncertain about how the software integration would unfold. So, we sought the expertise of a QBO specialist to guide us through the process.

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

While we have a dedicated bookkeeper on our team, the complexities of software integration prompted us to seek assistance specifically with the invoicing module in QuickBooks Online (QBO). Although we have a software integrator handling the system setup, their expertise doesn't extend to QBO. In such a situation, we are immensely grateful that BudgetEase stepped in to provide invaluable guidance throughout this process.


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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.