BudgetEase Blog - Making YOU Profitable™

    Client Spotlight Interview: Werkberry

    Please meet Lori-Anne and Nick Meyers, co-owners of Werkberry. Werkberry provides smaller businesses with innovative job advertising and cost-effective solutions to help them fill open positions. Their service is delivered via a software platform that provides cutting edge hiring and advertising solutions in one easy-to-use tool. They find talented candidates, guide job title and ad creation, and manage candidates in one place quickly, easing the burden of time spent on talent hunting for a small business.

    Nonprofit Advisors You Can Rely On

    Are you struggling to complete a strategic plan, get a fundraising campaign off the ground, or expand your reach? Despite having a great team, your nonprofit may need the expertise of an outside Advisor. This is not a poor reflection on your organization; instead it’s a testament to the time constraints and experience involved in these types of projects. Advisors we heartily recommend are:

    Twenty-five: The Percentage to Know for PPP-2

    Now that specifics are out for the second Paycheck Protection Program (PPP) round, there are some important things you need to know. One is the 25% loss in receipts rule.



    'Tis the eCommerce Season

    Despite the time of year, I chose to head to Aurora Outlets to pick up a few holiday gifts this week. I recall saying last year that I would spare myself the misery of trying to find a parking spot and waiting in line. Knowing the annoyance lying ahead, I went anyway.

    It’s Almost Year-End. What Should You Be Thinking About?

    It’s not too late to get organized for year-end. A lot of small business owners wait too long to get their financials in order. Closing the books for the year doesn’t have to be a race to the finish; it can be a jog. Below are a few things you can do now.

    Never Hire Again

    Imagine how nice it would be not to have to hire a bookkeeper ever again. In addition to saving you time, an outsourced bookkeeping team will also save you money. Below are a few of the benefits of having an expert perform your bookkeeping.

    Still a Thankful Bookkeeper

    This has been a challenging year. The knee jerk reaction is to think about the difficulties (and there have been many) that this year has brought us. It is also time to consider the things we are thankful for.

    Hiring the Right Internal Bookkeeper

    Many small business owners start out doing their own bookkeeping. As business grows, there is often little time to manage the books and the search for an internal bookkeeper begins. While QuickBooks is user-friendly, it’s important to hire a candidate that knows their way around the software.

    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:

    Are You Accounting for Your IOLTA Correctly?

    A law firm has a responsibility to not only represent their clients in a just way, but also to manage their clients’ advances/deposits for court fees, fines and other potential payments. Interest on Lawyers Trust Account (IOLTA) is an account in which lawyers hold funds that do not belong to the lawyer right now or are disputed. Without taxing the public, and at no cost to lawyers or their clients, interest from IOLTA is pooled to provide civil legal aid to the poor and support improvements to the justice system. Due to the timing and sensitivity of lawsuits, a client’s funds are held in escrow by their attorney and are protected in a special type of bank account, called an IOLTA.

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