BudgetEase Blog - Making YOU Profitable™

    Feeling the Tax Time Crunch?

    5-Point Checklist: What to Send Your Accountant

    Where does the time go? If you are already looking at the calendar and wondering how to accomplish a lot of reporting in a short time for tax season, we understand.

    Forgot to do your Bookkeeping in 2017?

    OOPS! 2017 is over and you forgot to do your bookkeeping. What should you do? You are not the only one. Every day we get a call from an optometrist or property manager who never kept any records last year. Here is what we do when faced with this dilemma.

    Making YOU Profitable: The Importance of a Clean Balance Sheet

    Cash may be King but never underestimate the value of a clean balance sheet. What does clean mean and why is it important?

    Why a CPA Firm Should Not Do Your Bookkeeping

    Our clients often ask us to help prepare their taxes in addition to the small business bookkeeping assistance we provide. Instead, we refer our clients to a CPA firm to provide tax preparation assistance. Why? Let’s look at the primary purpose of a CPA and a bookkeeping firm:

    7 Reasons to Be Thankful For Your Bookkeeper

    My bookkeeper:

    1. Keeps me organized.
    2. Keeps me accountable on tasks I don’t care for.
    3. Frees me up to do the work that I love.

    A Bookkeeper is More Than a Data Entry Clerk

    While your bookkeeper may include data entry in their tasks, you really should have a partner that understands your business on a deeper level, down to your day-to-day needs.

    Our Clients' Biggest Bookkeeping Nightmares

    1. Old uncleared checks in the bank register

    2. Payments in Undeposited Funds that have been deposited

    3. Payments on invoices that have been deleted

    4. Unreconciled bank accounts going back a year

    Two Things a Successful Entrepreneur Should Never Do

    I heard this advice at the JumpStart EXPO from a very successful entrepreneur. When it comes to small business bookkeeping there are two things a business owner should never do:

    The 4th Quarter Stretch

    It’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.

    The Top Outsourced Bookkeeping Services in Cleveland

    As the CEO and founder of BudgetEase, an outsourced bookkeeping service in Cleveland, Ohio, I meet with hundreds of small businesses each year. As prospective clients weigh their options when choosing a partner for their bookkeeping, I often get asked who do I respect in the region.

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