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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 t here 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 n...

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'...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 a...

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...

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...

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...

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...