Insights

Rapid Growth BudgetEase is a small but profitable bookkeeping firm with revenue in the 10M-25M range and a lean team, indicating strong demand and potential for upsell of higher‑value services, such as advanced cash flow forecasting, grant accounting, and loan assistance.

Certification Edge The company holds QuickBooks Advanced Certifications and multiple partner certifications (Bill.com, Expensify, Method, Live Plan, Cash Flow Tool, Ebillity, Tsheets), presenting a compelling cross‑sell opportunity for integrated bookkeeping workflows, automation, and optimization services.

Niche Focus Specialization in not-for-profit, grant‑financed organizations, IOLTA record keeping, and high‑net‑worth bookkeeping suggests a pathway to targeted offerings such as grant accounting, fund tracking, and regulatory compliance services to similar clients.

Expansion Gateways Recent collaboration with Treatment Centers signals openness to partnerships and vertical expansion; potential to pursue additional alliance deals with service providers in allied sectors and grow through joint marketing and referrals.

Technology Advantage Tech stack includes Google Ads, Office 365, and analytics tools, offering room to package value around tech-enabled bookkeeping, onboarding automation, and streamlined CPA collaboration to attract growth‑minded small businesses seeking efficiency.

BudgetEase Bookkeeping Tech Stack

BudgetEase Bookkeeping uses 8 technology products and services including Google Ads, HubSpot Analytics, jQuery, and more. Explore BudgetEase Bookkeeping's tech stack below.

  • Google Ads
    Advertising
  • HubSpot Analytics
    Analytics
  • jQuery
    Javascript Libraries
  • Microsoft Office
    Office Suites
  • BambooHR
    Recruitment Marketing
  • Piwik
    System Analytics & Monitoring
  • IONOS
    Web Hosting
  • Twitter
    Widgets

BudgetEase Bookkeeping's Email Address Formats

BudgetEase Bookkeeping uses at least 1 format(s):
BudgetEase Bookkeeping Email FormatsExamplePercentage
First@budgetease.bizJohn@budgetease.biz
85%
FirstLast@budgetease.bizJohnDoe@budgetease.biz
7%
First.Last@budgetease.bizJohn.Doe@budgetease.biz
8%

Frequently Asked Questions

What is BudgetEase Bookkeeping's phone number?

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You can contact BudgetEase Bookkeeping's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BudgetEase Bookkeeping's official website and social media links?

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BudgetEase Bookkeeping's official website is budgetease.biz and has social profiles on LinkedIn.

How much revenue does BudgetEase Bookkeeping generate?

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As of August 2026, BudgetEase Bookkeeping's annual revenue is estimated to be $10M - $25M.

What is BudgetEase Bookkeeping's SIC code NAICS code?

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BudgetEase Bookkeeping's SIC code is 4899 - Communications Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does BudgetEase Bookkeeping have currently?

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As of August 2026, BudgetEase Bookkeeping has approximately 10 employees across 2 continents, including North AmericaAfrica. Key team members include Operations Manager: B. W.Team Leader, Nonprofit: J. J.Accounting Consultant: J. J.. Explore BudgetEase Bookkeeping's employee directory with LeadIQ.

What industry does BudgetEase Bookkeeping belong to?

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BudgetEase Bookkeeping operates in the Financial Services industry.

What technology does BudgetEase Bookkeeping use?

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BudgetEase Bookkeeping's tech stack includes Google AdsHubSpot AnalyticsjQueryMicrosoft OfficeBambooHRPiwikIONOSTwitter.

What is BudgetEase Bookkeeping's email format?

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BudgetEase Bookkeeping's email format typically follows the pattern of First@budgetease.biz. Find more BudgetEase Bookkeeping email formats with LeadIQ.

When was BudgetEase Bookkeeping founded?

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BudgetEase Bookkeeping was founded in 2012.
BudgetEase Bookkeeping logo

BudgetEase Bookkeeping

Financial ServicesOhio, United States2-10 Employees

BudgetEase Bookkeeping is a small, Ohio-based financial services firm in Shaker Heights that provides outsourced bookkeeping through shared-time bookkeepers for small organizations, including not-for-profits, grant-funded entities, service companies, and eCommerce ventures. The company emphasizes QuickBooks proficiency, offering setup, cleanup, and ongoing maintenance, as well as related services such as bookkeeping training, grant accounting, and cash flow forecasting. Its model combines a collaborative team approach with a focus on cost-effectiveness, aiming to reduce client stress and improve profitability through smarter financial management.

Operating within the financial services space, BudgetEase positions itself as a provider of flexible, outsourced bookkeeping for small organizations lacking full-time accounting staff. The firm emphasizes credentials in QuickBooks and related professional certifications, underscoring its capability to establish, clean up, or maintain clients’ QuickBooks systems. In November 2022, BudgetEase Inc. announced a partnership with Treatmentcenters, noting its experience with treatment centers and a broader collaboration with People, Places, and Dreams.

Section iconCompany Overview

Phone number
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    BudgetEase Bookkeeping's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    BudgetEase Bookkeeping's revenue is estimated to be in the range of $10M - $25M

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