BudgetEase Blog - Making YOU Profitable™

    Client Spotlight Interview: One Health Organization

    Let me introduce, Dr. Anna Van Heeckeren. Dr. Anna is the President and CEO of One Health Organization. She is also a veterinarian who saw the need for affordable care for pets whose owners are unable to take them to the vet. One Health keeps pets and people healthy at home! With more people sheltering at home, One Health’s service is essential.

    Client Spotlight Interview: Canalway Partners

    As an outdoor enthusiast, this Client Spotlight is near and dear to my heart. I am delighted to introduce to you Mera Cardenas of Canalway Partners. If you’ve ever had the pleasure of biking or walking the Towpath Trail that weaves throughout Cleveland, you can thank Canalway Partners as they are the chief fundraiser for the Towpath Trail in Cleveland and Cuyahoga County. They take the lead in strategic decision making, grant writing, and community outreach. Canalway Partners also hosts many events throughout the year that encourage people to spend time outdoors exploring our great city. The board and staff of Canalway Partners recently celebrated the opening of a new section of the Towpath Trail in the Tremont neighborhood. (See photo below.)

    Restructure QuickBooks to Get Better Reporting for Your Nonprofit

    We work with many nonprofits and understand the hurdles they face trying to grow their organization while effectively managing finances, including financial planning and reporting. Here are just two examples of how BudgetEase has helped nonprofits through its bookkeeping expertise.

    Video: Donor Vs. Board Restricted Funds - What's the Difference?

    What is a donor restriction and why is it different from a board restriction? In this quick video, Cindy Gill explains the difference:

    Budget Ease Donor vs Board Restricted Funds

    Are You Confused by the Commercial Activity Tax?

    Commercial Activity Tax (CAT) is a tax imposed for the privilege of doing business in Ohio. CAT is calculated on taxable gross receipts from most business activities in Ohio, or activities that benefit an Ohio-based business.

    7 Things for Small Business to Include in Expense Reports

    What do you need in an Expense Report? To save you and your bookkeeper time, incorporate the following seven features into your Expense Report.

    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?

    How Not-for-Profits Can Prepare for an Audit

    Audits can be anxiety producing but they don’t need to be. You just need to be organized.

    The Classic Nonprofit Challenge: Too Much Information & Too Many Classes

    We often help nonprofits simplify their bookkeeping records that are overwhelming because the financial statements have too much detail. Often, more is NOT better. Too much information (TMI) can be confusing and doesn’t paint a clean picture of how the organization is doing.

    Case Study: Nonprofit Thinks Their QuickBooks Desktop is Corrupted

    Troubleshooting QuickBooks Issues for a NonProfit

    Challenges:

    1. There is an “.ADR” file extension appearing on the files within the QuickBooks Desktop folder.
    2. The nonprofit can’t create a usable, portable file.
    3. There are two users accessing QuickBooks from the organization, BUT only one person can use the file at a time.

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