Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks

By increasing your awareness and well-being, you can achieve anything you can imagine in your life.  Success stems from awareness and allows you to make decisions that lead to your successful future.  If you are unaware of what is happening in your life, you won’t know where you need to make the changes that will bring you more success in your life and your business.  In today’s podcast episode, I...

Have you ever had a quiet moment, maybe you were standing at the sink or staring at your computer screen, and you wondered, Is this it?  Is this really how you’re meant to live your life?  I hear this from clients all the time.  They’ll come to me burned out and overwhelmed.  Everything appears successful from the outside, but inside, they are seeking more.  When I ask them one simple question, Wh...

Being aware of yourself and your surroundings will help you increase your overall well-being.  Once you gain awareness of something in your life, you are able to make decisions as to how you want to continue your outcome in this area.  We are often so caught up in our day-to-day activities and events that we don’t take the time to really dive into how we are doing, and we just keep moving forward...

If you’ve ever caught yourself thinking, “I just want to feel better,” you’re not alone.  When I ask my clients what they want to improve in their lives, no matter how they say it, whether they’re talking about stress, burnout, their business, their time, or their health, it almost always comes down to two things.  They either want to be happier or they want to feel better, and that might be what...

Developing self-awareness and understanding how you behave in certain situations is an important skill for you to develop so that you can be more proactive in both your business and your personal life.  Taking time to dig into the stories you may be telling yourself and what your beliefs are will give you insight into your future behavior and performance.  In today’s podcast episode, I’m talking a...

Let’s be honest.  Relationships can feel exhausting sometimes. Whether it’s your spouse, your coworker, your boss, a longtime friend, or even that one client who always sends you “urgent” emails at 10:47 p.m. on a Sunday night.  What’s really going on in those moments? Why do we find ourselves spinning, analyzing, and trying to “figure out” how to make a relationship better, only to end up frustra...

Commingling funds in your business is a mistake many business owners make, whether it is intentional or unintentional.  There are times when funds may be commingled accidentally and others when it is being done with no knowledge that it has even happened.  In today’s podcast episode, I’m breaking down what commingling funds means in your business, steps you can make to stop commingling your funds,...

Are you sitting there thinking, “Once I finally get that promotion... once I hit six figures... once I finish this certification... then I'll stop doubting myself?” If so, I want to offer something that might surprise you.  That self-doubt, it doesn’t go away.  Not at the next level, and not after the next milestone.  In fact, the more successful you become, the sneakier self-doubt gets.  It often...

Every business has a chart of accounts, whether they are using a computerized software system or simply recording their income and expenses manually.  Even if you simply have a list of accounts you use periodically, this is actually your chart of accounts.  You’ll use this chart of accounts every time you are doing the bookkeeping for your business.  In today’s podcast episode, I’m jumping into wh...

Have you ever looked at someone and thought, “Wow, they’re just so confident. I wish I had that kind of energy.”  Maybe it’s a colleague who walks into a room and owns it. Or someone who speaks up in meetings without second-guessing themselves. Or that person at a networking event who seems totally at ease talking to strangers while you’re off in the corner pretending to check your email.  Have yo...

Whether summer is a peak time for your business or if it tends to get a bit slower for you, if you’re like many business owners, you want to make sure you get to enjoy all that summer has to offer.  Being proactive and purposeful with your time this summer will help to ensure you are able to not only reach the goals you want to accomplish for your business this summer but you’ll be able to take ti...

If you’re listening to this episode right now, I already know something important about you.  You’re someone who cares.  You care about your business, your career, your clients, your deadlines, your team, your family, and maybe somewhere in the middle of all of that, you’re trying to care for yourself too. But let’s be honest… that last one? That “you” part? It usually ends up at the bottom of the...

Your accounts receivable balance is an important number to know throughout the course of your business.  It will help you when you are projecting how much cash you’ll be receiving in the future, but if you don’t have an accurate accounts receivable number to begin with, you could run into issues with your projections.  Your accounts receivable balance is also included on your balance sheet in the...

Do you ever have uncomfortable feelings when you are going about your day?  When you feel discomfort, it can show up as a slight uncomfortable feeling, where you almost feel like it’s just running in the background of your life, and we often try to outrun it when it feels like this.  It can also feel like a tightness in your chest when you’re about to speak up or a lump in your throat when you’re...

If you have a situation where you need to refund your customer the money they have paid you, you want to make sure that you are doing it correctly so that everything clears out in the customer’s account and they show the correct balance due if they have one, or that their account balance is zero if they no longer owe you any money.  Refunding a customer seems so simple, but many of my clients stru...

Are you protecting your peace, or avoiding discomfort?  We all know that boundaries are healthy, right? They help protect our peace, preserve our energy, and define how we allow others to show up in our lives. But here’s something most people don’t talk about.  Sometimes what we think is a boundary is actually us avoiding something. Or someone.  Let me ask you this.  Have you ever told yourself, “...

Making sure that your customers’ balances are correct will not only ensure your financial statements are accurate, but you will have fewer inquiries from customers about their balances as well and less cleanup on your Accounts Receivable Aging Report down the road.  Over the next few weeks, I am going to help you gain a deeper understanding of your Accounts Receivable Aging Report as well as how y...

Every single one of us feels scared or nervous at some point in our lives, and for some of us, it’s probably more often than we’d like to admit.  Think about when you felt nervous in the past.  You know that fluttery feeling in your stomach, the racing heart, the sweaty palms, yes, that feeling.  It usually shows up when you’re about to do something new, something uncomfortable, something that str...

Now that the tax deadline is behind us, unless you filed an extension, it’s time for you to make sure that your books match your tax return.  Most of my listeners on this podcast do their own bookkeeping for their business, and this is one of the steps that business owners are normally a little hesitant or unsure about how to handle.  By being proactive and learning the right way to take care of t...

Have you ever had a moment where you just knew what decision to make without being able to explain why?  Maybe you didn’t have all the facts, or you didn’t talk it over with anyone, but deep down, you just knew.  This is your intuition at work.  Today, we’re going to talk about something that most people don’t spend much time thinking about, but it’s something that can really shape your life when...

Success doesn’t magically happen in business or even in your personal life.  It takes work and lots of self-discipline to achieve your goals.  Take a minute and think about the goals you’ve set in your business or personal life.  Do you know what it is going to take to achieve them?  Are you ready to be self-disciplined enough so that you can reach them?  Do you know what might get in your way?  I...

Are you ready to start living your life on purpose?  If so, it’s time to stop saying I don’t have time and start living by what you truly want in your life.  Your priorities.  How often do you find yourself saying something like: “Ugh, I just don’t have time for that”? Whether it’s a workout, time with family, starting that dream side hustle, or even something as simple as reading a book.  It’s so...

You are setting goals in your business or your personal life; you know what is going to move the needle, but you still find yourself procrastinating.  You are not focusing on the right tasks.  You are looking for the motivation or drive, and once you get the motivation, then you’ll get started, but honestly, how long have you been waiting for this right time in your business or even in your person...

Have you ever been in a situation where you felt completely uncertain about how things were going to turn out? Maybe you're in one right now. When you’re in a high-stress profession, uncertainty is something you deal with all the time. Whether it's the unpredictability of the economy or a difficult customer or client, we often find ourselves wishing we had more control.  What if I told you that yo...

The April 15th deadline is closing in on us quickly.  As a business owner, you have a lot of things you need to take care of, and filing your tax return is probably one of those things you put at the bottom of your list.  I get it, I understand how hard it can be, and I’ve talked to many business owners who dread filing their tax returns.  It is something that comes around every year, so you would...