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.