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Who is our ideal client?

Jan 2, 2025 4:49:52 PM Kathy Dise QuickBooks, Small Business, Financial Management, Bookkeeping, Accounting, small business bookkeeping, Online Bookkeeping Services, Cleveland Bookkeeping, Bookkeeping Companies, QuickBooks Bookkeeping Company, Budget

Who is our ideal client?
1:45

Who is our ideal client

Wondering if BudgetEase would think of you as an ideal clientYou're a good fit if...  

  • You've got a passion to grow your organization; Most of our clients are $700,000 to $6,000,000 in annual revenue or grants or hope to be there soon. They appreciate clean financial information and being on a regular rhythm to review their financial information.
  • You are looking for a better way; The organizations we work with are interested in leveraging technology to save time and get better information.

    Some people we talk to believe that their financial information is a disaster – that we have never seen anything this challenging.  They have been trying to do it themselves or got stuck working with someone who didn’t know what they were doing. If this is you, we would love to help. 
  • You are looking for a cost-effective solution but not the least expensive solution 
    We work with clients on an ongoing basis and act as an extension of their team. We cost so much less than hiring an employee to do your work and you don’t have to pay benefits or provide training. We take care of that for you. 

If the BudgetEase consultant takes another position or gets sick another trained consultant smoothly takes their place. We save you time because you never have to hire or train a bookkeeper again. 

If you fit, we'd love to chat with you about utilizing BudgetEase for your ongoing bookkeeping, catch-up, or advisory accounting functions. We don’t prepare taxes or submit payroll because we want to devote all our time to efficiently utilizing QuickBooks for our clients. Hope you find this information helpful and that you call us to relieve your bookkeeping concerns.  

 

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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.