Not rendering correctly? View this email as a web page here.
May 28, 2020

Our Weekly Update: Bringing the Economy Back returns next week. Until then, you can find helpful resources on our website

What's Happening at BudgetEase

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

North Park Condo Association

Haymaker Farmers' Market 

Well Care Brands 

The Meadows Group (TMG Services, Inc.)

The Herb Society of America 


Learning Something New!

Each month BudgetEase, as a team, sets time aside for learning. This month’s session was packed with great information for the team. During our virtual training session this month, we discussed:

  • How BudgetEase can help to "Bring the Economy Back" using the five C’s – Communicate, Customer Support, Clean-up/Catch-up, Cash and Calm.
  • Best methods to record receipt of PPP funds and tracking PPP expenditures. 
  • New and better ways of increasing efficiency by sharing Excel accrual, prepaid and payroll distribution spreadsheet templates to ensure quality client work.
  • Tips and tricks for more effective OneNote usage.
  • Efficiencies to pull reports in QuickBooks using our browsers. 

Congratulations to BudgetEase Employees!

Certification Time: Congratulations to Kathy who earned her certification in Webgility, the #1 eCommerce automation software for QuickBooks and NetSuite retailers. George and Cindy have successfully passed re-certification.

Latest Articles from the Blog


Books We Read this Month

  • Get Some Headspace by Andy Puddicombe – The mindfulness bible is a great read during this stressful time.

  • Deep Work by Cal Newport – This guide for focused work in a distracted world is packed full of inspiration to build you focus muscle. 

  • God Never Blinks by Cleveland’s own Regina Brett – This Mother’s Day gift has found a place at the beginning of my day and never fails to provide common sense insights.

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 29th. 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.

5/29/20 Understanding Financial Reports for Nonprofit Board Members

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

6/26/20 Business Financials and Best Practices for Non-Financial People

7/10/20 Top 10 Practices to Keep Your QuickBooks Online File Squeaky Clean

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. 

New Call-to-action

Have other questions? Get in touch.

If you are interested in receiving this email monthly, subscribe!