Follow us:

  • facebook
  • twitter
  • linkedin
  • youtube
  • instagram



Steer Your Business Forward With a Collaborative Crew

Jun 16, 2017 9:23:00 AM Kathy Dise Small Business

steer_business_forward_with_collaborative_crew.jpgWe see the many ways the triangle of bookkeeper, business owner and accountant can truly work to everyone’s advantage! Here are a few tips for creating that unique collaboration that steers your business forward:

  1. GOALS! Set them, share them, adjust them!
    • Not just for this year, but next month and next year
    • And tell all your partners!
  2. Proactive and clear communication to all your trusted advisors
    • Plans for buying a building? Need more capital for growth? Changing your terms with a supplier? All these items are crucial decisions that you have to make.
    • Keep your right and left hand partners in the loop; earlier is best.
    • Set guidelines on best ways to share data, scope of work and how often to communicate.
  3. Create connections by introducting all of your advisors to each other. Your accountant wants to know your bookkeeper and vice versa. So does your banker…it just makes it easier for them to help you align the right resources. Help them help you!
  4. Most importantly, you set the boundaries for trust and respect in this triangle. Be consistent with your relationships and don’t be afraid to draw a line in the sand. It’s your business and you are all working toward a common goal.

New Call-to-action

We see how a business can flourish and navigate headwinds with a crew of unique leaders. You are the captain at the helm, keeping everyone on course by being consistent and direct, sharing your goals and creating connections. If you need help with these conversations or setting guidelines, we are here to help. I am Kathy Dise with BudgetEase, here to make YOU more profitable.

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.