Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business

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 le...

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 (...

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...

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...

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 incom...

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...

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...

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 epis...

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...

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...

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.e...

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 tal...

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...

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...

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...

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 20...

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 types o...

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 bookkeep...

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...

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...

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...

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/appointmen...

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...

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 Nex...

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 r...