Ledger Leaf Podcast

If you're DIYing your books in QuickBooks Online and you're not sure what you should actually be doing every month, this one's for you. I'm walking you through my recommended monthly routine — refreshing your bank feed, categorizing transactions without trusting the AI suggestions, reconciling without creating duplicates, and the four reports you should be looking at every sing...

We have our first guest ever on the podcast: Caitlyn Grad, founder of Caitlyn Grad Marketing and the woman currently living on your For You Page thanks to her CT Hidden Gems content and her very serious hunt for Connecticut's best chocolate chip cookie. We get into the pearl necklace that accidentally launched her career, the Lurker Theory (every client she's ever signed, never liked or...

A lot of people come to me and say it like it's just a fact about themselves: I'm bad with money. I don't really believe that's true, I think you haven't been TAUGHT anything about money.  In this episode I'm talking about the DIY phase of business and why it actually matters, what your books need at a basic level, and how to know when it's time to get help.  I a...

Not every client is your client. And the sooner you believe that, the better your business gets. In this episode I'm talking about something I do regularly that still surprises people every time: turning away clients before they start, and breaking up with ones I already have. I'll walk you through the red flags I watch for in a consultation, how to trust your gut when something feels of...

Early in my business, I got on a networking call that I have never forgotten. Not because it broke me, but because it built something. It set a standard I carry into every single client interaction I have now. In this Sell Me Softly episode, we are talking about the difference between identifying a pain point and weaponizing one. About what ethical selling actually looks like, and what it feels li...

You formed your LLC. You paid the fee. You feel official, you feel protected — but there is a lot nobody tells you about what actually keeps that protection intact. In this episode, we are getting into the stuff I wish more business owners knew before they started mixing accounts, writing off everything in their Amazon cart, and arguing with their bookkeeper. Yes, we are talking about girl write o...

So you want to start a business, but you have nothing in the bank to do it with. No budget for courses, coaches, or branding packages. Just you, an idea, and a whole lot of uncertainty about where to begin. In this first episode, I'm going back to the very beginning — my beginning — and walking you through the five steps that made the difference between building something real and just wishin...