BudgetEase

Serving smaller and expanding businesses from Cleveland, Ohio, BudgetEase acts as their outside accounting office. Each account is covered by a pair of bookkeepers, so work carries on when one is away, which means a client does not have to hire and train its own staff.

Outsourced and virtual bookkeeping

Clients share their financial information with the team each month. The team also helps prepare a budget and track cash flow through regular video meetings. BudgetEase records all transactions in QuickBooks, reconciles accounts and provides clear financial reports. Monthly or quarterly bookkeeping can be arranged, and virtual bookkeeping includes regular video meetings to review budgets, cash flow and financial goals.

Ongoing services and bookkeeper packages

Outsourced bookkeeping can fill a permanent or part-time role, or cover a temporary gap. The firm offers more than thirty ongoing services, from matching bank and card accounts and keying in bills to chasing unpaid invoices, preparing budgets and forecasting cash flow. These are organized into three bookkeeper packages sized to a business's goals.

QuickBooks setup and catch-up work

Clients who have fallen behind can get catch-up work to bring their records up to date quickly. BudgetEase also handles QuickBooks Online setup, helping clients move from the desktop version, and reviews QuickBooks files for clients who want an outside check.

Fractional CFO and advisory work

For businesses that need financial leadership without a full-time hire, the firm provides fractional CFO and advisory services. Its bookkeepers are trained to keep up with accounting software and add-ons, and they advise clients on which tools could help their organization.

Small businesses and purpose-driven organizations

Clients are small businesses and purpose-driven organizations, which the firm says need the same accurate books as larger companies but cannot justify a full-time bookkeeper. The firm's model suits organizations that want to lower their overheads while keeping reliable records.