QuickBooks Mastery for Small Business Success

Episode 32: Vendor Payments vs. Contractor Payments — A Safer Way to Set Up ACH in QuickBooks In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down the difference between vendor payments and contractor payments inside QuickBooks. This conversation started with a real client situation: a business wanted to move away from print...

Episode 31: The Small Business Tools We Use Behind the Scenes In this episode of QuickBooks Mastery for Small Business Success, Erica Northrup pulls back the curtain on the small business tools Lee Davis & Company uses behind the scenes to stay organized, communicate with clients, manage projects, produce the podcast, and support better QuickBooks workflows. With Lee away on a much-needed vaca...

Episode 30: A Real QuickBooks Payments Story — Duplicate Charges, ACH Confusion, and Lessons Learned In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis are joined by Jon Buschbaum of EnviroSpec Land Services, LLC for a real-world QuickBooks Payments story. This conversation follows Episode 29, where Erica and Lee explained what happ...

Episode 29: When QuickBooks Starts Touching Real Money: Payments, Invoices, and Bank Feeds In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis talk about what happens when QuickBooks becomes more than a place to organize your books. Once you start using QuickBooks Payments, invoice payment links, ACH payments, bank feeds, and billabl...

Episode Title Episode 28: How QuickBooks Turns Everyday Transactions Into Financial Reports — Part 2 In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis continue their conversation on how everyday QuickBooks transactions become the financial reports business owners rely on. Part 1 focused on QuickBooks forms like invoices, sales rece...

Episode 27: How QuickBooks Turns Everyday Transactions Into Financial Reports, Part 1 In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis begin Part 1 of a two-part series on how everyday activity inside QuickBooks turns into the financial reports business owners rely on. Your Profit & Loss, Balance Sheet, Accounts Receivable, Ac...

Episode Title: Episode 26: Accounting 101 for Business Owners, Part 3: Where the Foundations Show Up in QuickBooks In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis wrap up their Accounting 101 series by showing how accounting foundations actually show up inside QuickBooks. This conversation picks up where last week’s episode left...

Episode Title Episode 25: Accounting 101 for Business Owners, Part Two: Where the Foundations Show Up in QuickBooks In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis continue their Accounting 101 conversation by showing where the basic accounting foundations actually appear inside QuickBooks. Last week, Erica and Lee covered the co...

Episode Title Episode 24: Accounting 101 for Business Owners: The Simple Terms Every Owner Needs to Know In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis go back to the basics with a plain-English Accounting 101 conversation for business owners. This episode is not about turning you into an accountant. It is about helping you unde...

Episode Title Episode 23: The 3 QuickBooks Workflows Every Business Owner Needs to Get Right In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis break down the three core QuickBooks workflows every small business owner needs to understand: money in, money out, and month-end . They explain why messy QuickBooks files are often not caus...

Episode 22: Bill, Check, or Expense? Choosing the Right Form in QuickBooks In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down one of the most misunderstood foundational concepts in QuickBooks. They explain why bills, checks, and expenses are not interchangeable—and how using the wrong one can quietly create messy books, in...

Episode 21: What to Fix First in Your QuickBooks (If Your Numbers Feel Off) In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis break down what small business owners should fix first when their QuickBooks numbers do not look right. If you have ever looked at your books and thought, “Something feels off, but I do not know where to beg...

Episode 20: Why QuickBooks Feels Confusing (And It’s Not Your Fault) In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down why QuickBooks can feel so overwhelming for small business owners. They explain why QuickBooks often feels more like a foreign language than a helpful tool, why so many business owners rely on trial and e...

Episode 19: How Clean Books Change the Way You Run Your Business In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down what actually changes once your books are clean. They explore why clean financials go far beyond bookkeeping, the common mistakes that keep business owners stuck in reactive mode, and the practical shifts tha...

Episode 18: The 5 Financial Numbers Every Business Owner Should Know In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis break down five of the most important financial numbers every business owner should understand. Most owners know their revenue, but beyond that, the full financial picture often gets blurry. In this conversation, E...

Episode 17: Why Your QuickBooks Profit & Loss Report Is Wrong In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis answer a question many business owners eventually ask: “Why is my QuickBooks Profit and Loss report wrong?” Many business owners open their Profit and Loss report in QuickBooks, look at the bottom number, and assume t...

Episode 16 – Why Most Business Owners Don’t Trust Their Financial Reports In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis tackle something they hear constantly: most business owners don’t truly trust their financial reports. They look at the numbers… and second-guess them. Ignore them. Or hope they’re right. Erica and Lee break do...

Episode 15 – The Hidden Cost of “Good Enough” QuickBooks In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis explore a problem many business owners overlook — the hidden cost of QuickBooks that is “mostly working.” They break down why “good enough” often creates stress, poor decision-making, tax surprises, and missed opportunities, ev...

Episode 14 – Why QuickBooks Gets Messy (Even When You’re Doing Everything Right) In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis explain why so many hardworking business owners feel confused and frustrated inside QuickBooks—despite putting in real effort. They break down the hidden system issues that cause financial “messiness,” e...

Episode 13: The Top 8 QuickBooks Mistakes (And How to Fix Them) In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis break down the 8 most common QuickBooks mistakes they see business owners make every week—and how to fix them so your books stay clean and accurate all year long. If you’ve ever thought, “I’m doing something wrong in Qu...

Episode 12: Why QuickBooks Training Pays for Itself In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis explain why learning QuickBooks the right way can transform how you run your business. They share why self-teaching often leads to frustration and costly mistakes, and how hands-on, personalized training helps business owners gain c...

Episode Title: Episode 11 – What You Need to Do to Get Ready for Your Accountant Getting ready for your accountant doesn’t have to be stressful. In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis share the simple steps to prepare your books before tax season (or a quarterly review) so you can save time, money, and frustration. They...

Episode 10: Which QuickBooks Plan Is Right for Your Business? In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis break down how to choose the right QuickBooks plan based on your business size, structure, and complexity. They explore why so many business owners overbuy software, the most common mistakes when selecting a plan, and how...

Episode 9: How to Pay Yourself as a Business Owner In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down one of the most common small business questions: “How do I pay myself?” They explain why the answer depends on your business structure and financial goals, and they walk through the three main legal methods of paying yours...

Episode 8: QuickBooks Reports You Should Check Every Month In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis break down the most important QuickBooks reports every business owner should review each month—and why they matter. Too many business owners rely on their bank balance instead of their financial reports. In this episode, Eri...