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.
Youtube:
https://www.youtube.com/@BudgetEase/videos
LinkedIn:
https://www.linkedin.com/company/budgetease/
Corporate Partner:
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Inna Korenzvit: Running a Successful Accounting Firm as a Family Business
Tim Thompson: Tax Transformation: Turning Junk into Treasure
Lori Hardtke: Knowing What You Don't Want
Harley Liechty: Distinguishing Yourself in the Business
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Maddie Craig: Building the Brand of YOU
Jonathan Bello: How to Build Strong Accounting and Bookkeeping Teams
April Stroink: A Coaching Journey of Resilience and Success
Sarah Webb: Working with Licensed Professionals
Andrew Berg: Journey to Modern Accounting Firm
Elaine Pofeldt: Building a Million-Dollar, One-Person Business
Deanna Zubrickas: Relay's New Partner Program
Sue Fulmer: How My Experience at PFP Sets It Apart from My Previous Workplace
Hope Blankenship: Small Business Growth and Entrepreneurial Story
Stacey Seguin: Redefining Rules in Life
Dan Richards: PracticeWIN
Stacy Herman Lang: Acquiring a Book of Business
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