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Looking Ahead in 2025!

Jan 15, 2025 4:21:57 PM Kathy Dise QuickBooks, Small Business, Financial Management, Bookkeeping, Profitability, Accounting, small business bookkeeping, Online Bookkeeping Services, Cleveland Bookkeeping, Bookkeeping Companies, QuickBooks Bookkeeping Company, Good Finance, Small Business Finance, Small Businesses Planning, 2025 Goals, 2025 Small Business Goals

Looking Ahead in 2025!
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Looking Ahead in 2025-1

Excitement for 2025

As we step into 2025, we are filled with excitement and anticipation for the year ahead. Our commitment to providing outstanding services for our clients remains unwavering. We continue to maintain our team of QuickBooks Online experts and live up to one of our core values: having fun while getting things done.

Efficiency Meetings: Generating Ideas and Solutions

This year, we are establishing efficiency meetings with our team to generate ideas and tackle the biggest challenges faced by each client. By identifying trends and finding solutions, we aim to minimize these challenges and provide greater efficiencies for our clients.

Client-Centric Approach

2025 is all about putting our clients first. We plan to ensure regular communication by calling them at least quarterly, using the FORD acronym (Family, Occupation, Recreation, Dreams) to support their needs holistically.

Enhancing Financial Information Quality

We are ramping up the quality of the financial information we provide to our clients with a new quality control review process.

Extra Support for Struggling Clients

While most of our clients are thriving, a few are struggling due to industry challenges or overvalued business purchases. We plan to work extra hard to support these clients, especially in challenging industries like restaurants and home restoration. By watching expenses and quoting properly, we aim to help these businesses thrive in 2025.

Improving Internal Processes

Internally, we are focused on improving our onboarding process for new clients. Recognizing that this process can be confusing and tedious, we are excited to implement improvements. We have expanded our introduction meeting, which includes our sales team and delivery team, ensuring they have the information needed to hit the ground running. Additionally, we plan to act quickly if we identify a client that is not profitable for us, implementing efficiencies within a couple of weeks.

Anticipating Big Results

These simple yet impactful initiatives are anticipated to generate significant results for our clients, enhancing their profitability and freeing up time for them to focus on other aspects of their business. We are confident that 2025 will be a year of success and growth for both our clients and our team.

Let's make 2025 a year to remember!


 

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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.