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Is Your Bookkeeper Meeting Your Needs? Let’s Find Out!

Feb 24, 2025 3:19:04 PM Kathy Dise Small Business, Financial Management, Bookkeeping, Profitability, small business bookkeeping, Virtual Bookkeeping Services, Online Bookkeeping Services, Cleveland Bookkeeping, Bookkeeping Companies, QuickBooks Bookkeeping Company, Non-profit Bookkeeping, How To Find A Bookkeeper, Virtual Bookkeeper

Is Your Bookkeeper Meeting Your Needs? Let’s Find Out!
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Is Your Bookkeeper Meeting Your Needs 2

What is a Fiscal Agent? 

Are you questioning whether your current bookkeeper is providing you with what you need? Are you questioning their capabilities? Here are some comments we've heard from new customers that got them to cross the abyss and work with someone new to get accurate financial information. 

Client Stories-Maybe You Can Relate?   

The Mysterious Bank Account 

"When I asked a new client why there was a bank account called 'Recruiting,' their response was, 'My old bookkeeper just stuck things all over the place.' That's what got me concerned about the integrity of my financial information." 

The Great Bookkeeper Who Left 

"I had a great bookkeeper, but then she left the company that I was using to do my bookkeeping. They were so understaffed that my work got very behind. I tried to be patient, but after a couple of months, I just decided I needed to move on." 

The Unresponsive Bookkeeper 

"My bookkeeper never got back to me. I could see in QuickBooks that my work hadn't been done for a couple of months. How long should I wait to give them a chance to catch up?" 

DIY Disaster 

"We thought we could do it ourselves, but that turned out to be a disaster. We really didn't know what we were doing. I guess you get what you pay for.”  

“We had a volunteer at the church do the bookkeeping for about six months before we realized that they didn't know what they were doing. That's when we reached out to you." 

Incorrect Entries in QuickBooks 

"I could tell that our bookkeeper wasn't entering deposits correctly. As a bookkeeper for another organization, I knew there were better ways, but I didn't have time to do it myself. I encouraged our bookkeeper to use undeposited funds to make our financial information more accurate, but either she didn't understand what I was saying or she didn't want to do it. It's hard watching someone do entries incorrectly in QuickBooks. But still, I wanted to give her a chance to make it right. Sadly, she was never able to." 

The Uncertain Bookkeeper 

"My current bookkeeper isn't really sure about what she's doing, and I could use that time she's spending doing the bookkeeping on other things that are more valuable to me. Let experts do the bookkeeping for a change." 

The Frustrated Accountant 

"My accountant is pretty upset about the state of my QuickBooks every year when I send them the information. This year, he insisted that I reach out for help." 

How We Can Help 

What's your concern? Is there a way that we can help you take this challenge off your plate? Maybe you're feeling the same way as some of our other current clients, or maybe you have a different situation. Whatever it is, we're here to help. We're QuickBooks experts, and we can make your financial information help you make better decisions. 

Conclusion 

Don't let bookkeeping woes hold you back. Reach out to us today and let us take the stress out of managing your financial information. With our expertise, you'll have more time to focus on what you do best while we ensure your books are accurate and up-to-date. Let's work together to make your financial future bright!  Contact BudgetEase Today! 


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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.