Follow us:

  • facebook
  • twitter
  • linkedin
  • youtube
  • instagram



Client Spotlight Interview: iPlanGroup

Jul 26, 2023 6:14:15 PM Kathy Dise Small Business, Bookkeeping, small business bookkeeping


iPlan Group, founded by Jill Banner, gives you control of your IRA investment. Focusing on self-directed IRAs, iPlan ensures timely and hassle-free investment management while providing several resources and tools for novice and experienced investors alike.


Tell Me More About Your Business.

With more than two decades of experience in financial leadership, Jill desired to assist investors in maximizing their investments with their desires in mind. In 2012, she created iPlan as a pathway to achieve this goal. iPlan considers each investor’s personal goals to help them select the self-directed IRA plan suitable for their needs. The self-directed IRA allows investors to use their funds for real estate, precious metals, private stock offerings, and more. iPlan provides support, advice, and resources for investors when purchasing alternative investments, maximizing positive results for their clients.

What is your biggest challenge?

At over a decade in business, Jill has faced and overcame many challenges that stood in her path. One challenge she mentions is the volatility of interest rates. iPlan works with investors to guide them during these fluctuations to help produce the best outcomes.

What Lead you to BudgetEase?

With the multiple demands of running a business, Jill understood the importance of ensuring accurate and timely bookkeeping and contacted the team at BudgetEase to clean up and maintain her finances.

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

Jill and her team at iPlan can focus on their expertise in providing quick and reliable services for their investors while the dedicated team at BudgetEase handles bookkeeping.


New Call-to-action

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.