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'Tis the Season: Reflect. Relax. PLAN.

Dec 28, 2016 3:01:00 PM Kathy Dise Budgeting, Financial Management, Profitability

Year-End Reflection.001-1.jpegHappy Holidays to you and yours! As you allow yourself time to unplug and reflect may you find the closing of another year peaceful. A framework we used to plan for 2017 can be found in Traction by Gino Wickman:
  • Review your core values
  • What goals did you accomplish?
  • Do a SWAT to determine goals for 2017
  • Tackle Key Issues
  • Determine next steps and KPIs

We hope you find gratitude for all this year has taught you to carry on. Lastly, remember those that helped us get where we are today. We look forward to hearing about your continued success and happiness in 2017! I am Kathy Dise, and you can reach me at

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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.