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April 29, 2020

Our regular monthly newsletter will take the place of our Weekly Update during COVID-19 this week. If you need help navigating the COVID-19 crisis, our Resource Page has many answers including the PPP loan forgiveness calculators.

What's Happening at BudgetEase

We are thrilled to be working with five new clients this month:

Aurora Inn
The Rucks Group
Eatonton Holdings Land Trust
Biohm Health
JL Home Remodeling 


Learning Something New!

Each month, BudgetEase co-hosts a Cleveland/Akron-area bookkeeping meeting with new and interesting topics. In April, the group met to listen to a presentation by Stephen Hoffman of Patriot Software. Patriot Software’s mission is to make accounting and payroll fast, simple and affordable for American businesses. The presentation was very interesting and informative. If you would like to join us next month, please email for more information.

Each month BudgetEase, as a team, sets time aside for learning. During our virtual meeting this month, we continued to share new and better ways to increase efficiency by sharing our most helpful productivity tips. We also discussed how to manage during the COVID-19 crisis, including information on PPP & EIDL loans. After our education session, we took time to have some FUN! This month, we played Pictionary while sharpening our virtual whiteboard skills using Microsoft Teams.

Congratulations to BudgetEase Employees!

  • Our newest team member Jeri Romanski earned her certification. Way to go Jeri!
  • Christie Goodrich earned her QuickBooks Advanced Certification. Congratulations Christie!

Latest Articles from the Blog


Books We Read this Month

  • Excellence Wins by Horst Schulze: The co-founder of The Ritz-Carlton gets you thinking about your customer. Who is your customer and what service do they need? It's a must read for any service organization.

  • Clockwork by Mike Michalowicz: It is an interesting read about how to organize your firm to meet your goals. The case studies help you understand the difficult organizational systems that are recommended.

Virtual Training Classes by BudgetEase

BudgetEase is excited to share four virtual client training programs that will be held from 9:00 – 11:00 AM. Our next training class is on Friday, May 1st. Class size is limited to eight, so grab your spot today! Contact for more information. Click here for detailed information on each class and registration.

5/1/20 Business Financials and Best Practices for Non-Financial People

5/15/20 Top 10 Practices to Keep Your QuickBooks Squeaky Clean

5/29/20 Understanding Financial Reports for Nonprofit Stakeholders

6/12/20 How to Use Your Financial Statements to Make Sound Business Decisions

Every Wednesday from 11 AM - 1 PM, BudgetEase offers FREE bookkeeping help. Join us virtually. Click below to sign up and we'll send you a Microsoft Teams link to join us. 

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