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Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business
Get Comfy with Numbers is a podcast for female entrepreneurs who want to feel confident about their business finances. Host Erika Millard, a bookkeeping expert, breaks down how to set up streamlined bookkeeping systems, avoid common QuickBooks mistakes, and prepare for tax time. The show features client stories and practical tips to help business owners use their numbers to make confident decisions.
Episodes
129 5 Signs Your Books Need Help Before Year-End Gets Crazy
Do you ever wonder if your books are okay... or do you just kind of hope they are? Maybe you think everything's fine because nothing feels broken. Maybe you have a hunch something is off but you don't know where to look. Or maybe you worry all the time that something's wrong, even if you can't say why. Wherever you are, you're not alone, and this episode is for you. Today we're playing a little ga
128 Catch-Up Receipts: What To Do With That Shoebox From 6 Months Ago
Hey friend! Got a shoebox, junk drawer, or Ziploc bag of receipts you've been avoiding? You're not alone, and that's not a you problem. In this episode, I'm back from an unplanned break (hi, I missed you! ) and walking you through a simple, step by step plan to catch up on your receipts without the overwhelm. Whether you're 6 months behind or 12, this is totally fixable. In this episode, we chat a
127 Half the Year Is Gone and You Haven't Touched Your Books (You're Not Alone)
Behind on Your Bookkeeping? Here's Your Mid-Year Catch-Up Plan It's July, and if that mid-year check-in just gave you a pit in your stomach because your books are months behind... friend, you are not alone. Being behind does not mean you're bad at business! In this episode, I'm walking you through exactly how to catch up your bookkeeping now, so you can actually use your numbers for the rest of t
126 The Boring Secret Behind 3 Clients' Best Revenue Months
Three of my clients just had their highest revenue month of 2026 (some the highest EVER)! A coach, a therapist, and an interior designer. Totally different businesses, but they all have the same boring secret in common: how they handle their bookkeeping. In this episode: Where all three started: overwhelmed and confused by QuickBooks Each of their stories, from setup and training to the support l
125 Summer School Session 4: How Your 3 Reports Actually Work Together
Welcome to the grand finale of Summer School! We're wrapping up the series by showing you how the P&L, Balance Sheet, and Cash Flow Statement all work together to tell one big story about your business. Haven't caught the other sessions yet? Go back and listen first! Links below. In This Episode Performance, position, and movement: what each report is actually telling you The road trip analogy (
124 Summer School Session 3: Cash Flow Statement for Small Business
You could be totally profitable on paper... and still feel like you're scraping by every single month. Sound familiar? That's exactly what we're digging into today! In this Summer School session, we're breaking down the cash flow statement (the report a lot of small business owners skip right over) and why that's a problem. By the end, you'll finally understand why your profit and your bank accoun
123 Summer School Session 2: Balance Sheet for Small Business
Most small business owners either ignore the balance sheet or have no idea what they're looking at... and honestly? That makes total sense! The terminology is confusing, and it doesn't feel as urgent as your P&L. But in this Summer School session, we're breaking it all the way down so you actually understand what a balance sheet is, why it matters for YOUR business, and what to look at when you op
122 Summer School Session 1: Let's Talk Profit & Loss
Hey hey, friend! Welcome to summer school! All month long we're diving deep into financial statements and the foundations you actually need to understand your business. And we're kicking things off with the report you've definitely heard of but maybe never fully understood — the profit and loss. What We Cover in this Episode: What even IS a profit and loss report? You might know it as the income
121 Your Books Are Caught Up... Now What? Tax Strategy and Building Wealth with Emily Bowie
Today I'm sitting down with Emily Bowie, one of the partners at Thorne Advisors, and y'all... this conversation is SO good. We're talking about what happens AFTER your books are clean, why profit doesn't always equal cash, and how to know when it's time to bring a tax strategist into your corner. In this episode, we cover: The red flags that you've outgrown basic bookkeeping and need a tax strate
120 Avoiding Your QuickBooks? Here's What's Really Going On and What to Do Next
Do you have QuickBooks open in a tab right now that you haven't actually clicked on in two weeks? This episode is for you. First things first: you're not lazy, you're not bad at business, and you are so not alone. Bookkeeping avoidance is one of the most common things I see, and today I'm breaking down exactly why it happens AND what to do about it. In this episode, I cover: The 3 real reasons yo
119 Is Doing Your Own Books Actually Working for You?
Is Doing Your Own Books Actually Working for You? 4 Honest Signs Every Small Business Owner Needs to Hear Be honest with yourself for a second... is your bookkeeping actually working? Not just kind of happening, but really working? There's a big difference between doing your own books and doing them well, and if you're a solopreneur or small business owner managing your own QuickBooks, this episo
118 3 Real Conversations About QuickBooks... And What I Actually Said
Not everyone needs QuickBooks right now. And some people who already have it? They're using it wrong. In this episode, I'm walking you through three real conversations I had with business owners all asking the same question: Is QuickBooks right for me? Each one got a different answer, and here's why. What you'll hear in this episode: The Spreadsheet Girly -- She had a perfectly fine system, low tr
117 The Bookkeeping Era You're In Right Now (And What It Means for You)
Are you Googling "how to do bookkeeping for my small business" and getting results that are either way too basic or way over your head? You're not alone, friend. In this episode, we're breaking down the three bookkeeping eras so you can figure out exactly where you are right now and what to do next. In this episode, you'll learn: The 3 bookkeeping eras every small business owner moves through How
116 Starting or Running a Nonprofit? Listen to This with Lisa Avila
Today I'm sharing the mic with Lisa Avila a Non-Profit Strategist so we can cover everything you'd need to know if you wanted to start a non-profit business. The big vision, the money, the organization, avoiding burnout and everything in between! Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget Free QuickBooks Next Steps Session call https://portal.
115 Waiting Until You Feel Ready Is Keeping You Stuck
Women Podcasters Awards Vote Here! https://www.womenpodcasters.com/erika-millard Most people think they need to feel ready before they start. But what if that's the very thing keeping you stuck? In this episode, I share a personal moment—how I almost didn't start this podcast because I didn't feel "ready"… and why that had nothing to do with readiness and everything to do with fear. We talk
114 She Knew Her QuickBooks Was Off…But YouTube Wasn't Helping (Real Client Case Study)
When you're hunting on YouTube for an answer to your bookkeeping question or problem, minutes can turn to hours. It seems the clarity you need is burried and hidden deep somewhere in these videos, it's just hard to know how to find it. Today we're talking about a real life example of this so I can teach you how to get the help you're looking for! Here are the ways we can connect: Take Home Targe
113 My Business Card Got Hacked…Here's What I'm Doing Differently
Welp… it happened to me. My business card got hacked. And before you panic…everything is okay. But it definitely made me realize there were a few things I thought were 'fine'…that maybe weren't as safe as I thought. And honestly? It helped me tighten up a few things on the security side that I probably wouldn't have thought twice about before. I already had a lot of the right things in place, but
112 Which QuickBooks Plan Do You Actually Need? (Simple Guide for Business Owners)
Feeling overwhelmed by all the QuickBooks options? You're not alone. In this episode, we break it all down in a simple, no-stress way so you can confidently choose the right plan—without overpaying or overcomplicating your bookkeeping. ✨ What You'll Learn: The real first decision: QuickBooks Online vs Desktop Why QuickBooks Online is the best choice for most small business owners When Desktop act
111 Stay Visible Without Posting Every Day: Introvert-Friendly Marketing with Madelyn Furlong
Today I'm bringing Madelyn Furlong on the pod to talk about marketing on social media as a service provider. We cover how to avoid burnout, smart ways to use AI, and what "introvert-friendly marketing" actually looks like in real life. Have you been wondering how to create connection on Instagram without being on social 24/7? I ask Madelyn what she would recommend focusing on if you only had 2
110 QuickBooks Setup, Cleanup, or Monthly Bookkeeping: How to Know What You Need
Do you need help setting up your books… fixing them… or finally handing them off for good? If you've ever opened QuickBooks and immediately felt overwhelmed, you're not alone. One of the most common questions business owners ask is: "Do I need a fresh start?" "Or are my books just a mess?" "Or honestly… can someone just take this off my plate?" In this episode, we break down the three core
109 The 5 Bookkeeping Mistakes Beginners Make (And How to Fix Them)
In last week's episode, I talked to all of you who are doing your own bookkeeping without any formal training — because honestly, that's how most small business owners start. Today I want to walk through the five bookkeeping mistakes I see beginners make all the time, so you know exactly what to watch for (and how to fix them). First, let's normalize something: every small business makes bookkeepi
108 Start Here: New to Small Business Bookkeeping Without Formal Training?
If you're helping with bookkeeping but were never trained for it — you're not alone. Maybe you're the spouse, sister, office manager, or the organized one who got handed the finances when the business started growing. One day someone said, "Can you just handle the books?" — and now you're doing your best, hoping you're not missing something important. Here's the truth: you're not behind. You were
107 From Bookkeeping to Bigger Decisions: When to Bring in CFO Support with Geily Romero
Geily Romero is a fractional CFO and financial consultant who has spent the last 8 years helping countless service-based entrepreneurs transform their relationship with money. She specializes in helping six-figure CEOs master, manage, and multiply their cash flow to build profitable businesses and fund the life they love. Her mission is to increase access to top-tier financial expertise, empowerin
106 Break Up with These Money Habits (Before They Cost You)
Okay, real talk. If you already know something feels off with your money… you don't need another podcast episode. You need clarity. If that's you, pause this, go grab a Free QuickBooks Next Steps Session call , and let's actually fix it. We'll talk about your bookkeeping, figure out what's messy or unclear, and decide what needs to happen next. No pressure. Just a plan. But if you're not totally
105 QuickBooks Red Flags: 5 Signs Your Books Are Quietly Falling Apart
Unreconciled, Undeposited, Uncategorized, Unreviewed or Unsuported? If you're seeing these words come up a lot in your QuickBooks, that's a major red flag that we need to clean things up. Listen in to learn more! Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointme
104 The Monthly Money Date for CEOs: A Simple Routine to Stay Connected to Your Numbers
I'm starting a fun Valentine's Mini-Series this week for the next few weeks! I don't personally sit down every week and look at my numbers. That feels like a lot. But I do have a monthly routine where I check in with my business money, and that habit has made a huge difference. This applies whether you do your own bookkeeping, outsource parts of it, or have someone else doing most of it. No matte
103 Set Realistic Money Goals for the New Year (That You'll Actually Hit)
If you've ever set a money goal that sounded cute on January 1st…and then felt stressful by January 15th…this episode is for you. Most people pick a goal based on vibes or comparing themselves to others, not reality. Today I'm going to show you how to set a money goal that actually supports your life, your bills, your dreams…AND your peace. Here are the ways we can connect: Free QuickBooks Ne
102 Is It Time to Switch to QuickBooks? Signs You've Outgrown Spreadsheets
Spreadsheets are fine… until they aren't. Today I'm telling you how you can know it's time to level up to QuickBooks: ✅ 1) You spend hours every month doing "money homework" ✅ 2) You're manually entering transactions (aka copy/paste life) ✅ 3) Your spreadsheet doesn't match your bank account (and you're always "off") ✅ 4) You need professional invoices that don't look homemade ✅ 5) You need real
101 Your Podcast Can Pay Off Big Even If It Feels Small Right Now with Stefanie Gass
Today I'm introducing you to Stefanie Gass. Stefanie is a Christian business and podcast coach, boy mom, and seven-figure CEO. She helps women grow their online businesses and make consistent income, using podcasting. If you're looking for ways to help your online service of product-based business grow this episode today is perfect for you. Stefanie walks us through all the best long form ways to
100 We Hit 100 Episodes! Our Most Popular Episodes & Why They Matter
To celebrate our 100th episode I'm recapping 5 of our most engaging episodes! I just can't thank you enough for your support in making Getting Comfy with Numbers a top 2.5% podcast. These are the episodes that have shaped our show the most and given business owners the help they've needed the most. Anyone looking for a quick bookkeeping crash course should look no more! 002 5 Bookkeeping Basics E
099 6 Steps to Understand What This Year's Numbers Mean for Your Business
What even is a money reflection? Okay, we just want to take a simple look back at the financial story of your business from this year. Reflection can actually help you build confidence in your business. It can also help you improve pricing decisions and reassess how much you are paying yourself. No anxiety, no judgement, just reflection. As always you can book a next step session if you want sup
098 Year-End Bookkeeping Wrap-Up: What to Review Before the Ball Drops
Want to know what to Review Before the Ball Drops? You can do this! If you're feeling behind or unsure what to look at before the year ends… you're not alone. This checklist is simple. I've reviewed over 90 QuickBooks files so I know the exact spots people forget to check. This is about clarity, confidence, and giving January-You a calmer start. Check That All Transactions Are Categorized Make S
097 Feel Confident in Your Website with Makena Delaney
It's hard to see your own business when you're on the inside. It's like color matching your own face instead of going to Ulta. Today I'm talking to Makena Delaney about brands, logos and websites that capture all the aspects of you and your business that your clients really love! Have you noticed any repeating themes that come up during market research when you're talking to your clients about
096 Money Lessons from Spark Conference: Confidence, Pricing and Serving Clients
I'm about helping women get comfy with numbers, not just in QuickBooks but in conversations about value. Talking about money is awkward for so many, even creatives who run amazing businesses. You might feel uneasy when quoting prices or raising your rates. Here's what you just might need to hear: "It's not greedy to want to be paid fairly - it's responsible." Honestly, if your bookkeeping is real
095 First 3 Things to Do After Signing Up for QuickBooks
You've finally hit 'subscribe' on QuickBooks, you're logged in, and… now what? You want to build a good foundation, so hear me out, no pressure, no guesswork; I'm telling you the three things you need to do right after signing up for Quickbooks. Step 1: Connect Your Bank & Credit Card Accounts Automation saves time and reduces errors Common newbie mistakes: manually entering all transactions in
094 Business Bank Accounts 101 - How to Set Yours Up the Smart Way
Hey bookkeeping bestie! If you've been listening for any length of time you've heard me say that you need to separate your business and your personal transactions, and if you're new here, welcome and you really need to separate your business and your personal transactions! This isn't just for ease in bookkeeping it's a crucial practice from a tax and legal standpoint as well. Thanks for tuning in!
093 Your Books are Messy But You're Not a Mess: How to Rebuild Confidence in Your Numbers
If you've opened QuickBooks lately and wanted to slam your laptop shut, you're not alone. Here's the thing: Messy books don't mean that you are bad at business. Maybe you've just outgrown your current bookkeeping methods, or maybe the finance side of your business has never actually made sense to you. Either way I'm here to help! Our goal today is to normalize the feeling of shame or overwhelm an
092 How to Hire the Right Bookkeeper or Accountant & Work Together Smoothly
Hey, bookkeeping besties! Today we're talking about what to look for when hiring a bookkeeper or accountant, and how to actually work well with them once you do hire them. Hiring help can be so nerve wracking because you're choosing to trust someone with your numbers. A lot of business owners have told me that it feels very vulnerable to share that side their business. So whether you're thinking a
091 3 Numbers to Review Every Quarter in QuickBooks (and Why They Matter)
Quarterly reviews aren't about perfection, they're about knowing where you stand so you can finish the year with confidence. Even if bookkeeping hasn't been perfect, I want you to know what 3 numbers you want to check in on so you can have clarity and confidence. #1: Profit & Loss: Am I actually profitable this quarter? #2: Expenses: Where is money leaking? #3: Invoices & Receivables: What money
090 QuickBooks Expense Categories Explained: Where Does This Expense Go?
It's that time of the year again. Look alive and stay sharp because... it's almost time to teach children everywhere the art of Halloween candy sorting. The mom tax is real. And real taxes are real; and the skills you've honed sorting Skittles all these years completely translate to keeping clean books. Sorting is sorting afterall. Sorting your business expenses into categories can be fun too! H
089 Celebrate the Wins: Boost Confidence by Tracking Progress in Your Business Finances
Hey there bookkeeping bestie! Let's talk about some ways to keep your life as a business owner fun and motivating! Aren't you at least a little intrigued? Join me today as we talk about how to reward yourself for all of your hard work so that your business is sustainable for years to come. Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me:
088 Catch Up QuickBooks Fast: What to Do If You're Behind on Bookkeeping
Hey, hey, bookkeeping bestie! Well, it's that time of the year again. Can you feel that seasonal panic setting in? This is when I often see anxiety pop up when it comes to bookkeeping because most business owners fall behind at some point, especially during their busy seasons. If you have not kept up with your bookkeeping, rest assured - you don't need to spend your days chained to your desk just
087 Why Your QuickBooks Doesn't Match Your Bank (and How to Fix It)
Hey, bookkeeping besties! Have you ever gone to the doctor's office, stepped on the scale, and thought, "That is a totally different number than what my home scale says versus what the scale at the gym says. So which one is right?" Well, that's actually how a lot of business owners feel when they log into your QuickBooks and they see a difference between what the QuickBooks cash amount is and what
086 Sales Tax 101 for Small Businesses with Tax Cloud
Today I'm chatting with Kristina from Tax Cloud, a sales tax software that helps business owners automate and stay on top of sales tax. Kristina shares in simple terms how sales tax works, when you need to worry about it, and the most common misconceptions people have around sales tax. If you've ever wondered whether you need to file sales tax, how to do it correctly, or how a software can make it
085 The QuickBooks Set-Up Mistakes Most Businesses Make
Hey, hey, bookkeeping besties! I believe QuickBooks is a powerful tool, but only if it's set up for your business and not left only at the default settings. Leaving your default settings on would be like saying "everybody loves coffee" and thinking black coffee, but the truth is that some of us like creamers; some of us like sugar-free; some of us like it with milk; and some of it us like it iced
084 Behind the Scenes Why I Rebranded My Business & Podcast
Hey, friend! Have you noticed that things look a little different around here? Well, we have a new business name and a new podcast look, but the same vision. I thought it might be fun to share with you why we decided to rebrand, some of the strategy behind it, and how I knew it was time for an upgrade. So full disclosure, I have DIYed, my branding for years in my business. I bet you can relate. An
083 Honeybook vs. QuickBooks: Do You Really Need Both for Your Business?
Hey, besties! Well, today we are jumping in to a topic that I keep getting asked about recently, which is: Are HoneyBook and QuickBooks the same? Are they friends? Do they integrate well together? What are the similarities and differences and all of the interworkings of both of those systems? Let's dive in! Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/
082 You're Not Saving Money if Bookkeeping is Slowing You Down
Most people DIY their bookkeepping to save money right? And here, you'll find lots of episodes where I actually support you DIYing your bookkeeping for a season in, but if you're doing it wrong it might be costing you more than you realize. As you're weighing the cost of bookkeeping keep these hidden costs in mind: The emotional and mental drain of worrying about your numbers. Errors can cost y
081 Using Too Much Brain Power on Bookkeeping? Let's Fix That!
Why is bookkeeping so draining? If you feel like everytime you look at your numbers you're figuratively having to solve a Rubik's cube I can absolutely help you. Are we causing extra work for ourselves? Are we making time-consuming mistakes? Are we entering transactions manually because we haven't linked QuickBooks with our bank account? Let's get to the bottom of this today besties. Tune in for a
080 - How Long Does It Take to Clean Up My QuickBooks?
Hey, hey, bookkeeping besties! Well, it's summer and we've been traveling a little bit more than we typically do. You know that feeling after a trip when your suitcase sits by the door for a few days? Maybe it's just me and my four kids, but we leave our things a little longer than we should. Maybe you keep thinking, "ugh, unpacking is going to take forever." And so it just sits there, but then wh
079 - Should I Try to Fix My Books Myself or Hire Help?
Hey, hey, bookkeeping besties! Trying to fix your own bookkeeping is a lot like deciding whether to pull your own weeds or hire a landscaper. Both are totally valid at certain stages of life. I have some clients who have come to me, and just with a little bit of direction, education, and support have done fantastic DIYing of their own bookkeeping. I teach them to clean it up, then catch it up, and
078 - What Does It Mean That My Books Aren't "Clean"?
When a bookkeeper tells you your books aren't clean, what does that even mean? Are we in need of a little tidying up or a total deep scrub? Well, in this episode we're gonna break it down so you know exactly what's going on and how to fix it. It really comes down to how easy or difficult it is to read and rely on your numbers. Hearing that you have "messy books" would just mean that there's probab
077 - How Bad Is It If I'm Months Behind on My Bookkeeping
Falling behind on your bookkeeping doesn't make you a bad business owner. You're running your business, wearing a million hats, putting out fires, and sometimes your numbers just take a back seat. Let's talk about how bad it really is if you're behind, and more importantly, what you can do next. If you're overwhelmed by how far behind you are with your bookkeeping for the year, or if you feel like
076 - Legal Must-Haves for Creative Entrepreneurs with Intellectual Property Attorney Ryanne Saucier
I am so excited for you to hear this conversation with Ryanne Saucier. Ryanne is an award-winning Intellectual Property Attorney & Business Strategist. Honestly if you follow her on IG you'll see she's an attorney by trade, but a creative at heart. She's really fun as she breaks down copywrite and trademark laws so they are really digestible. Ryanne offers legal tools, advice, and trainings to on
075 - Stay Caught Up: The Monthly QuickBooks Routine That Actually Works
You know how necklaces somehow tangle themselves just by existing in the same drawer? Yeah... I'm weirdly good at untangling them. It's a skill I actually take pride in—probably because I've watched a lot of Survivor, and untangling knots under pressure is practically a life skill on that show. But here's the thing—we don't want our QuickBooks to be that tangled mess in the first place. When you l
074 - Use QuickBooks Data to Check If Your Pricing Works
When is the last time you used your actual data to reassess your pricing? Are you charging enough for what you do? Are your clients getting the full value? And more importantly, do you know if your pricing actually supports the kind of income you want to bring home? That's what I want to help you with today. We're gonna look at how to use QuickBooks data to answer those questions, and I'll walk y
073 - What QuickBooks Reports Are Actually Telling You
Hey, bookkeeping besties. Welcome back to the show. I currently have two toddlers. I have a 1-year-old and a 2-year-old, and honestly, a lot of my day feels like I'm just trying to interpret what they're saying. My 2-year-old for the most part is getting more and more clear, but there are still days where I'm like, "Baby, I'm so sorry, but I have no clue what you're saying to me. Can you point to
072 - Is Your QuickBooks Set Up for Success?
Hey, hey, welcome back to Get Comfy with Numbers. I don't know about you, but it is now June and we are in full summer mode over here, and so I thought this would be the perfect time on the podcast to do a summer series. Welcome to part one of the QuickBooks Summer Reset. I often have clients come to me who set up their QuickBooks on their own, and they're like, "Erika, I kind of tapped through th
071 - Common Bookkeeping Mistakes I Spot in QuickBooks Reviews (and Why They Matter)
Hey, hey, bookkeeping besties. So listen, at this point, I have been inside of over 75 QuickBooks online accounts and counting, and I am bringing you today the list of common mistakes because almost every single one of the QuickBooks that I've reviewed has been making one of these mistakes, and so my hope is that I'm going to empower you so that you don't make these same mistakes, and it saves you
070 - What to Do After Sending an Invoice (And Why Most Biz Owners Skip This Part)
I did some research and found out that you will get paid 33% - 42% faster with automated systems! If that is not incentive enough, to set up automated payment links to your clients I'm not sure what is, because getting paid faster is everything when it comes to managing your cash flow. Hey, bookkeeping bestie. Do you feel like as a business owner, or even just as a person, that you are constantly
069 - Marketing on a Budget: Tips for Small Business Success with Ashley Conway
Today we're talking to Ashley Conway of Be Weird Marketing. Ashley is a marketing coach and copywritter who specializes in making the most out of your marketing budget. Erika and Ashley cover all the most important things that need to be on your radar, as well as the things you should avoid doing. Hit play to hear really doable things you can implement right away in your marketing and great tips
068 - Spring Clean Your QuickBooks: Bookkeeping Tasks to Tackle Before Summer Break
Want me to share a little trick to make your summer twice as fun? OK here's the answer: go into with the peace of mind that comes from knowing that your books are nice and tidy! Today I'll show you how to comb through your books, your transactions and your categories to make sure your books are clean and to make sure you have good habits in place for the rest of the calendar year. You'll thank me
067 - The #1 QuickBooks Setting Most Business Owners Overlook
Today we're diving into one tiny QuickBooks setting that can make a BIG difference for whether your books make sense, and most people don't even know it's there! Did you know there are two accounting methods: Cash basis and Accrual basis? Cash basis: Income and expenses show up when money moves (you get paid or you pay). Accrual basis: Income and expenses are recorded when they're invoiced, not ne
066 - 5 Steps to Calm Your Money Anxiety Today
This will totally surprise you because bookkeeping is "my thing," but I can actually really relate to money anxiety. I know that feeling where you're too nervous to look at your QuickBooks reports or too scared to ask your bookkeeper questions for fear of what the answer will be, but I promise I can help ease some of that anxiety today! My 5 steps to quieting that anxiousness are: Name what you'
065 - It's Tax Day – Make It Easier Next Year
If you're scrambling to finish your taxes today, I just want you to know I'm rooting for you! Hang in there and do the best you can. How has it been preparing your taxes this year? In the episode I'll go over the most frequent causes of last-minute stress and messiness in bookkeeping and filing taxes. I'm also going to break down 3 simple tips for you to implement this year so that filing your tax
064 - Bookkeeper vs CPA: How Both Work Together to Save Business Owners Time & Money
Understanding the roles of a bookkeeper and a CPA is crucial for business owners and it's super common to get it mixed up so let me make this easy for you! A bookkeeper's role is day-to day financial tracking, categorizing transactions, reconciling accounts, and preparing financial reports. A CPA's role is tax preparation, financial analysis, compliance, and strategy. There will be times when the
063 - Taking the Emotion Out of Business Finances: A Chat with Annie Rohde
Today I'm bringing you an interview with my client Annie Rohde that will help you shift the way you feel about the finances in your business. Annie is a Biblical Sales Strategist which means that she helps ground her clients' money mindset in sprititual fundamentals. Listen in to hear this fresh applied to pricing your offer, hiring a team, and saving for big goals. If you look at your business li
062 - Planning, Panic & Pushing Through_ What Birth Can Teach You About Business Finances
My youngest of four children is about to turn one, which is very exciting, and I don't know about you, but everytime one of kids has a birthday it makes me reflect on their birth and the story of delivering them. As I reflect on all 4 of these birth stories, it really makes me think of the different ways I prepared and the range of outcomes I experienced. Today I want to briefly share these 4 dif
061 - Stay in Integrity: Lead Your Team Authentically & Effectively with Jillian Dolberry
Jillian Dolberry is an Ops Consultant and Team Strategist for women entrepreneurs and host of The Grace-Filled CEO Podcast. In addition to devoting her heart and time to her family, she helps busy women honor their values and find consistent grace while trying to leave every business better than she found it. Jillian has become a master of setting up boundaries, streamlined systems, Increasing pro
060 The Easy Way to Price Your Services and Reach Your Sales Goals
You have your sales goal now let's figure out how we are going to meet that goal. I want you to look at the packages that you offer in your business. Even if you are just working with the average prices of your low, medium and high offers, whether they be packages, products or services. Then start to play around and calculate how many of these would you need to sell in order to meet your sales go
059 Avoid This Costly Mistake When Setting Your Sales Goals
Today we're continuing our series on business expenses. Be sure to go back and listen to Ep 57 to calculate your expenses and and Ep 58 to calculate your wish list first so you can keep analyzing your business finances right along with me. Today we are covering the best way to align your pricing and your sales goal. I'll be going over how to plan for and cover the taxes you'll need to pay, your ex
058 Your Business Wish List: Dream Big & Spend Smart
Have you ever felt like you want to invest in your business but aren't sure where the money will come from? Today I'm teaching you how to prioritize and qualify your wish list, align it with your sales goals and make sure your investments don't mess with your take-home pay. We love lists and organization, but we don't always feel warm and fuzzy around the idea of a budget. So, from now on we'll
057 How Much Does Your Business REALLY Cost? (And Why You Need to Know!)
Do your business costs feel as sneaky as your toddler? It's easy to feel like you're just reacting to things that come up but knowing your true business costs is essential for smart financial decisions. Understanding your costs is key. The impacts of not knowing your expenses are stress, cash flow issues and pricing problems. Understanding costs helps you set realistic goals, avoid suprise expense
056 What I'm Spending Money on in Q1 & How to Feel Good About It
New year, new you! (Even for your business.) I've recently been inspired by Mara Kucerik and her transparency about her business spending. Today I'm sharing with you my really intentional spending plan for Q1, how I chose the ways I want to spend on my business, and how I saved for them. I love to get all of my thoughts down on paper. I make a list of everything I want to buy and I research the av
055 Is QuickBooks the Right Choice for Your Nonprofit?
Nonprofits receive income through grants and donations as opposed to sales, so and these need to be tracked different. Nonprofits have to maintain exceptionally accurate records to answer to their donors and maybe even their board of directors. Donors sometimes specify how they want their donation to be used. This is called a restricted donation. So good systems are even more important here on the
054 Ditch the Spreadsheet Save Time with a Smarter Bookkeeping Tool
Ever feel like bookkeeping takes up way too much of your time? Today, I'm sharing my favorite QuickBooks features that do the heavy lifting for you! We'll cover automations, shortcuts, and underused features that can make your bookkeeping faster and easier. DIY bookkeeping may be totally manageable in the early days of your business, but it becomes more and more important to streamline your financ
053 Year-End Bookkeeping Checklist: What to Review Before Moving Forward
A year-end review is crucial for staying on top of your bookkeeping and preparing for tax season. Today I'm giving you actionable tips to wrap up the year confidently. Here's what I'm covering: How to deduct mileage to save money on taxes. Apps like MileIQ or QuickBooks mileage tracker can help. What kinds of receipts and documentation you need to gather and how to categorize and organize them. Ho
052 5 Valuable Money Lessons Learned in 2024
Let me give you a quick update on BOI Reporting. Just this week there have been some developments in the news and it appears that fines will not be issued for not completing BOI reports. I'll keep you posted as new information is released. OK today I'm sharing the most important money lessons I learned this year: Lesson 1: Don't Be Pressured into Making a Buying Decision Lesson 2: Don't Buy So
051 Understanding BOI Requirements: What Small Business Owners Need to Know
By January 1st 2025 businesses need to submit their Beneficial Ownership Information in the form of a BOI report. This is part of an anti-money laundering effort by the Federal Crime Enforcement Network (FinCEN). Listen in to hear how this applies to you and whether you need to submit a BOI for your business. Basically businesses that are sole proprietorships do not need to file a BOI and business
050 Essential Business Tools I'm Thankful For (And Why You'll Love Them, Too!)
Hey Bookkeeping Besties, 'tis the season to be thankful. Today I'm sharing my favorite money-saving and time-saving tools just in case you're needing to bring in a little more efficiency and peace of mind in your business. I'm talking about how FloDesk has made email marketing less intimidating and more manageable. CODE: https://flodesk.com/c/YYA73L I'm sharing how ClickUp kept things from falling
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