BudgetEase Blog - Making YOU Profitable™

Please meet Nafisah Alim, Founder and Executive Director of People, Places, and Dreams--a minority-owned, for-profit Mental Health and Substance Use Agency, accredited by OHMAS.  BudgetEase’s expertise in working with Treatment Centers makes our collaboration with People, Places, and Dreams impactful. BudgetEase is so grateful for Nafisah and her team’s work to help those challenged with addiction.

We are routinely contacted by small business owners who have made errors in their QuickBooks files. Mistakes range from not too bad to downright scary for the average business owner or inexperienced bookkeeper. Some of the things we routinely correct are:

This month, we would like to bring awareness to mental health, and a client of ours who is a behavioral health agency. New Visions Unlimited provides high-quality, client-centered treatment to the community. Their team of compassionate professionals creates pathways for positive change.

This month's spotlight interview will have you drooling for award-winning pierogies! Perla Pierogies, a client of ours, hand-crafts quality pierogies that are made with the finest ingredients. With vegan options, anyone could indulge in this comfort food!

Please meet a new client whom we have worked with for years: Newbomb Design, LLC, a creative design firm in Cleveland, Ohio. Newbomb Design loves to create logotypes, creative advertisements, art direction, and interior branding designs for businesses, organizations, products, events, and people. The industries they serve include entrepreneurial, IT/ software, apparel, and so much more! Read about what President, Brian Willse has to say about their amazing company!

This month's client spotlight is dedicated to the Esselstyn Foundation. They are a nonprofit organization that promotes wellness by sharing the wonders of plant-based nutrition. Here is what Executive Director Brian had to say about the Foundation.

While I was on the plane on my way to Scaling New Heights 2022, the premier conference for Bookkeeping Experts, I took a look at my goals from the last conference held in November 2021 to see how well we did in accomplishing our goals. Here are the results including the grade we gave ourselves for achieving our goals.

Certainly, our most fun--but also detail oriented--client is Chris Karel and his firm Learning Carton, a content design company. He and his business are passionate about helping people learn new things. Chris has been a teacher for over 14 years!

This month, we would like to highlight an awesome client of ours, PDL Cosmetics. Founded by Patricia de Leon and Steve Chester, they are a makeup company serving vibrant shades of lip-wear that does not bleed onto masks--a Covid must--to individuals globally. PDL Cosmetics, Patricia, and Steve are dedicated to igniting confidence in women everywhere!

We receive a lot of interesting questions about deductions. Recently, the deductibility of a pet was a topic of conversation. The scenario is a dog who “works” alongside his person who happens to be a truck driver. The dog (named Clutch) is outfitted in company gear and takes his job of protecting the driver very seriously. Clutch is also in charge of client relations and makes sure to woo all customers with his adorable demeanor. Despite his clear value in company operations, Clutch’s expenses are unfortunately not considered deducible by the IRS.