BudgetEase Blog - Making YOU Profitable™

    The 4th Quarter Stretch

    [fa icon="clock-o"] Oct 13, 2017 2:37:00 PM [fa icon="user"] Kathy Dise [fa icon="folder-open'] Small Business, Start-ups, Bookkeeping, Profitability

    4thQuarterStretch.jpgIt’s that time of year, rounding out the fall season and sliding into the last few months of the year. With the daily unexpected events, now is as good a time as any to take stock in what you and your business have…at this very moment.

    If you haven’t already, take a moment to pause and keep score from where you started out the year.

    You can ground yourself in the now, by acknowledging and appreciating the past:

    • What are three goals or best moments you achieved in your business?
    • What big milestones did you celebrate with employees, clients or business partners?
    • If you have had a setback, what lessons did you learn?
    • Have you had any new client or vendor relationships begin since January?
    • Who has you helped along the way?
    • What is one thing you learned today that you didn’t know yesterday?

    Each day brings its own lesson. Going into the next inning of unknowns, you surely have more plans, ideas and goals. We hope that you can continue to achieve them all, while dodging the twists and turns ahead with those clients, partners and employees that make it all worth it!

    At BudgetEase, we are grateful for our team, clients, vendors and mistakes (and there was a doozy!). Our best moments are when we can provide clients with information before they make a mistake. We are working to improve client experience this year – our annual reviews have been well received. If you haven’t had one, let’s get it on the schedule.

    If you are behind, there is time to score a win in this final quarter of the year.

    Here’s to your own version of a hitting a home run, each day. 

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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.

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