Show Summary
In today’s episode of the Grow My Accounting Practice Podcast, we’re thrilled to welcome Kathy Dise, the founder of BudgetEase, to share her insights on financial management strategies. Kathy emphasizes the critical importance of conducting monthly meetings with clients to ensure ongoing success. These regular check-ins provide an opportunity to review financial performance, address any concerns, and set goals for the future. By fostering open communication and collaboration, Kathy believes businesses can achieve greater clarity and control over their finances.
Cash sustainability emerges as a central theme in Kathy’s discussion, highlighting what it truly takes to maintain a healthy cash flow. With BudgetEase’s expertise, businesses can develop effective budgeting strategies tailored to their unique needs and goals. Kathy emphasizes the significance of proactive cash management to mitigate risks and seize opportunities for growth. Through BudgetEase’s comprehensive approach, businesses can achieve greater financial stability and resilience in today’s dynamic market.
Moreover, Kathy delves into the importance of efficient accounts receivable management, revealing how BudgetEase has streamlined processes to shorten payment cycles dramatically. By reducing days to pay to just seven, businesses can improve cash flow and liquidity, facilitating smoother operations and sustained growth. Additionally, Kathy touches on the significance of project management, sharing how BudgetEase has optimized workflows to enhance service delivery. By focusing on efficiency and quality, BudgetEase ensures clients receive superior support and value, setting them apart in the competitive landscape.
Kathy Dise has dedicated a lifetime to scrutinizing businesses’ financial information, serving as a loan officer and aiding the Cleveland Clinic in monetizing ideas. In her most recent venture, she founded BudgetEase, a company utilizing QuickBooks as a tool to facilitate the growth of organizations. Under Kathy’s leadership, BudgetEase’s team has successfully enhanced the impact of QuickBooks for thousands of organizations. Her expertise extends to establishing best practices and fostering a deep understanding of financial results for these organizations. Kathy has also been a mentor to hundreds of participants in the COSE Strategic Planning Class and University Circle’s Fresh Start Program. Additionally, she plays a vital role in Business Volunteers Unlimited’s Ask the Expert program.
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