BudgetEase Blog - Making YOU Profitable™

    Client Spotlight Interview: Learning Carton

    Certainly, our most fun--but also detail oriented--client is Chris Karel and his firm Learning Carton, a content design company. He and his business are passionate about helping people learn new things. Chris has been a teacher for over 14 years!

    Client Spotlight Interview: PDL Cosmetics

    This month, we would like to highlight an awesome client of ours, PDL Cosmetics. Founded by Patricia de Leon and Steve Chester, they are a makeup company serving vibrant shades of lip-wear that does not bleed onto masks--a Covid must--to individuals globally. PDL Cosmetics, Patricia, and Steve are dedicated to igniting confidence in women everywhere!

    Is My Dog Deductible? What Small Business Expenses Are Deductible?

    We receive a lot of interesting questions about deductions. Recently, the deductibility of a pet was a topic of conversation. The scenario is a dog who “works” alongside his person who happens to be a truck driver. The dog (named Clutch) is outfitted in company gear and takes his job of protecting the driver very seriously. Clutch is also in charge of client relations and makes sure to woo all customers with his adorable demeanor. Despite his clear value in company operations, Clutch’s expenses are unfortunately not considered deducible by the IRS.

    Client Spotlight Interview: Century Chimney Sweep

    Please meet one of our interesting clients, Century Chimney Sweep Inc. They are a member of the National Chimney Sweeps Guild, who provides exceptional chimney sweep and repair services to homes in Cuyahoga, Medina, Lorain, Lake, Geauga, and Summit counties. Owner Gary Spolar believes that the most important aspect of his business is the people. They are widely recognized for their amazing work, and we cannot recommend them enough. 

    Client Spotlight Interview: Homewatch CareGivers

    We want you to get to know a client of ours, Homewatch CareGivers. They provide kind, compassionate and qualified care to their homebound clients, tailored to their unique needs and in their preferred surroundings. Two of their main objectives are high-quality care and interpersonal relationships. We hear over and over how the team at Homewatch provides the much-needed care for families and friends that can’t take care of themselves. We can’t recommend them highly enough. 

    Do You Really Have to Reconcile Your Bank Accounts?

    In short, yes. It is recommended that small businesses reconcile their accounts at least monthly, although some small businesses reconcile daily for cash flow reasons. This step-by-step video shows how to reconcile your bank account using QuickBooks.

    The process of comparing your balance (known as the book balance) to the bank’s records (bank balance) is important for the following reasons: 

    Company Spotlight Interview: Maximum Value Partners

    Meet Maximum Value Partners, LLC, a company dedicated to helping small businesses grow. As a dynamic duo, Adam Sonnhalter and Jack Mencini work together to provide high-value coaching to business owners. At BudgetEase, we have seen their coaching in action with our clients. Their results are impressive.

    What Does a Bookkeeper Do?

    Bookkeepers are an integral part of your financial process. They do the heaving lifting to keep your financial information up to date and correct.

    Do I Need an Accountant, Bookkeeper, Controller, or Fractional CFO?

    It can be confusing for small business owners to determine what professional service is needed. Typically, more than one service is necessary. Below are the differences in professional services available for you to determine which ones are best for your business.

    Sales Tax Struggles

    When we do catch-up work, sales tax issues are a constant challenge. Many business owners struggle to figure out their sales tax, but we have four steps to make things easier and help keep your sales tax payments accurate.

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