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

Let's get right into it. What payment processor should you use? You have plenty to choose from: Stripe, PayPal, QuickBooks, Square, etc. So, which is best? I'll spell it all out for you so you can weigh all the factors that matter most to you like easy of use, integration, whether it's in-person or virtual, and of course, fees.   Resources mentioned in the episode: Get my Fee Comparison Freebie: h...

Hey friend!  Here are the main things that you'll want to consider if you're choosing between Wave and QuickBooks: Who's been around longer? Wave has been open to the public since 2010, but QuickBooks has been around since 1992. Wave is now going to be charging for several of their basic offerings like syncing with your bank. Wave might feel simpler if you've never used a software before and might...

Hey friend! Enough with the back and forth! Are you ready to finally decide between a DIY and a done-for-You Website?  I'm so glad you tuned  in today to hear my conversation with Kate Hejde of DearKateBrandStrategy.com because she has so many insights to help business owners plan their websites. So with the question of "Which type of website is right for you?" It comes down to time vs. money.  Wi...

I have a quick, bite-sized episode today where I'm giving a concise answer to a specific question about finances in your business.  Q: Do we pay ourselves back for any personal money we invest in our business? Great question because lots of clients I work with do this, whether intentionally or not  If you use personal funds to pay for things in your business, especially when first starting out, th...

Hey friend! This may seem unexpected but today we are talking about why sometimes entrepreneurs should DIY their bookkeeping. Listen in to find out if any of these 6 reasons match your situation.   Reasons to DIY Your Bookkeeping:   So you understand the process, how it works and how long it takes So you learn how to make smart decisions with money So you take ownership of the finances of your bus...

Hey friend! Well today on the show I announced that I'm going to be taking a short break to be on maternity leave. Thank you for your amazing support up until now!  I talked through my top 5 most popular episodes to date, so make sure to check these out if you haven't already! 1. Top Downloaded Episode https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id17...

Hey friend! Today we are talking about financially planning for maternity leave for small business owners. This could also totally be applied if you take time off during the summer when kids are home, have a medical event like a surgery, or just have slower seasons in business that you need to account for.    We dive into what I'm doing to plan financially & make sure everything stays afloat while...

Have you ever been afraid to step on the scale & see what the number actually says? Have you ever been afraid of getting a diagnosis for your child? Have you felt scared to confront a person you love not knowing how they will react?   This is also a common trend I'm hearing from small business owners when it comes to managing money, bookkeeping & business finances - you are afraid to look at the n...

Hey friend! I'm excited to introduce you to hair & make up artist Morgan Ebright! She came to me feeling disorganized & lost when it came to looking at the numbers in her business. Listen to her transformation story as she talks about how QuickBooks helped her understand her numbers, be excited about doing her bookkeeping, & create a 15 minute a week routine for maintaining it!    Connect with Mor...

Hey friend! Are you still stuffing envelopes with your business receipts? Let me just tell you, there are several ways to manage receipts better than this! So listen in to this episode where I'll give you all the ideas for how to manage receipts instead!  We talk about what receipts & records you need to keep as a small business owner, if you need to print and/or keep hard copies of receipts, how...

Hey friends, today I am very excited for you to hear this interview with Business Coach Katherine Danesi! Katherine Danesi is a former Fortune 500 executive and startup veteran turned business advisor to female entrepreneurs who want to increase their bottom line, in less time, doing the work they love. For over 10 years, she's been helping founders launch, pivot, and scale their businesses. Kathe...

Hey friend! Are you someone that is annoyed with inefficiency or wasting time? I am definitely like this in both life & business! Have you been wondering if it's time to graduate from using a spreadsheet to a bookkeeping platform like QuickBooks? Have you wondered if Quickbooks is better than Google Sheets or Excel? Or have you wondered how to decide between QuickBooks vs Xero vs Wave?  If you fee...

Hey friend! Today we are talking about 1099 forms. Did you just groan a little? No worries, I totally get it! We are going to walk through what you need to know about what is a 1099 form, how to file 1099 forms, if you need to hire someone to file the forms, do they need to be mailed out, when is the deadline, what tools to use to file, etc. If you have any of these questions, be sure to tune in! ...

Hey friend! Today we are talking about performing an annual review of your business finances! We walk through questions to ask in order to know how successful your business was & to see if there are changes you need to make. Also, asking these questions will help you prepare for next year too!  Which service offerings / packages sold the most or the least? What were my marketing efforts? How much...

Do you struggle with shiny object syndrome? Is it hard to stay focused & on track in business? It's so easy to get caught up in trends right? And the feelings of overwhelm to do everything right now.  Tune in to today's episode where we talk about practical tips to avoid this like knowing your purpose, having accountability, creating a budget, & more! Need Help with Budgeting for Business? Check o...

Hey friend! Today I'm chatting with my friend Ashleigh Foy, a business automation, tech & systems expert! We discuss the CRM tool Dubsado & best practices for using it alongside QuickBooks. If you've ever wondered which system to use for which features, you don't want to miss this episode! We talk about if you should use both systems & how they might best work together for you & your business. We...

Hey Friends! In this episode, we are talking about paying yourself as a business owner!  Do you pay yourself from your business yet? Have you ever felt frustrated by the amount you are paying yourself? Is it consistent or sporadic?  This episode will reveal that this can actually be a symptom of another problem - your sales goals! We talk through a few simple steps to creating effective, strategic...

Hey Friends! In this episode, we are diving into budgeting for business. Now before you tune me out, a budget can be a really helpful tool when you have all of the pieces working together!  We talk about the 101 of business budgeting & why you need a budget to make smart decisions. We discuss how a budget can help you navigate what to spend money on next in your business, as well as setting realis...

Have you ever wondered what the differences are between a bookkeeper vs CPA vs bookkeeping coach vs tax accountant vs CFO? Tune in to this episode where I give a brief explanation of each one, the differences, as well as when it might be time to hire one of these professionals! Other episodes mentioned : https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/4_Questions_to_Consider_BEFORE...

Do you worry you're making huge financial mistakes in your business? Wondering if the decisions you are making could be costly or ultimately destroy your business?  Tune in to this episode to learn the most common mistakes I see entrepreneurs make when it comes to their business finances & what to do instead to avoid these errors!  Don't fear because most of these have simple & easy solutions that...

  Do you struggle to actually do your bookkeeping? Does the thought of sitting down to do it just bore you tears & you'd rather do anything else? Hear me out - I can help you make it a little more fun & enjoyable with these hacks, so keep listening!  I hear often from clients & in conversations with friends on Instagram that it's a struggle to consistently do your bookkeeping every month, especial...

Hey friend! In this episode, we talk about money mindset for business owners & common limiting beliefs that are holding us back. We discuss ways to remove these limiting beliefs about money & how to overcome these thoughts! If you know that your beliefs around money are holding you back, tune in to this conversation with my amazing guest  Claudia McDivitt , health & mindset coach!  In case you mis...

Hey friend! Today we are talking about how to decide if you should use a spreadsheet or bookkeeping software & when it's time to graduate! We also discuss the major bookkeeping softwares & I give my recommendation on my favorite choice. If you've ever felt confused by the choices when it comes to QuickBooks vs. Wave vs. Xero vs. a spreadsheet or something else, or if you've ever wondered if it's t...

Hey friend! Today we are talking about 3 ways you can save money in your business RIGHT NOW! The economy can feel a little unsettling right now, & as business owners, we want to make wise decisions with how we spend money in our businesses. So this episode will give you 3 ideas on how to save money!  In case you missed it, check out last week's episode where we talked about bookkeeping 101 here: ...

Hey friend! Today we are talking about 5 Bookkeeping Basics Every Female Business Owner Should Know! We go through the what, who, when, why, & how of bookkeeping for entrepreneurs & you'll hear one of my unpopular opinions. If you've ever wondered if you have bookkeeping 101 down, tune in to find out! If you missed the welcome episode, check it out here!  https://traffic.libsyn.com/cfbf7502-de72-4...