Erica Northrup & Lee Davis

QuickBooks Mastery for Small Business Success

Business EN ↓ 32 episodes

Running a business is hard. QuickBooks shouldn’t make it harder. Welcome to QuickBooks Mastery for Small Business Success—the podcast for growth-minded small business owners who are ready to stop drowning in financial confusion and start making confident, data-driven decisions. Hosted by Lee Davis & Erica Northrup, the father-daughter duo behind Lee Davis & Company, each episode delivers practical advice, proven systems, and real-world strategies to help you clean up your QuickBooks, simplify your bookkeeping, and grow your business with clarity. Whether you’re stuck in a bookkeeping mess, uns...

Author

Erica Northrup & Lee Davis

Episodes

Episode 7: Outsourcing Bookkeeping: When & How to Hand Off QuickBooks 18.12.2025 24:24

Episode Title: Episode 7: Outsourcing Bookkeeping — When & How to Hand Off QuickBooks In this episode of QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis break down one of the biggest growth decisions business owners face: when to stop doing it all themselves and outsource bookkeeping. They explore why entrepreneurs hold onto their books for too...

Episode 6: How to Create a Budget in QuickBooks 08.12.2025 26:34

Episode 6:  How to Create a Budget in QuickBooks In this episode of  QuickBooks Mastery for Small Business Success , father-daughter team Erica Northrup and Lee Davis walk listeners through the full process of creating a budget in QuickBooks Online. They explain why budgeting is essential for small business owners, how budgeting improves cash flow, and the biggest mistakes business owner...

Episode 5: How to Create a Simple Business Plan (That Actually Works) 01.12.2025 36:06

Episode 5 – How to Create a Simple Business Plan (That Actually Works) In this episode of  QuickBooks Mastery for Small Business Success , father-daughter team  Erica Northrup  and  Lee Davis dig into one of the most overlooked foundations of a healthy business: the business plan. They start with a real story from Lee’s week—a potential client who reached out  before &nbsp...

Episode 2: Common QuickBooks Challenges and How to Fix Them 22.11.2025 22:48

Episode 2: Common QuickBooks Challenges and How to Fix Them   In this week’s episode of  QuickBooks Mastery for Small Business Success , father-daughter team  Erica Northrup  and  Lee Davis  tackle one of the biggest struggles small business owners face: QuickBooks messes. From confusing bank feeds to incorrect categorization to messy charts of accounts, this episode...

Episode 3: Leveraging QuickBooks for Effective Cash Flow Management 22.11.2025 30:24

Episode 3: Leveraging QuickBooks for Effective Cash Flow Management In this episode of  QuickBooks Mastery for Small Business Success , father-daughter team  Erica Northrup  and  Lee Davis unpack one of the most critical pieces of small business financial management:  cash flow . Even profitable businesses can fail if they run out of cash. Erica and Lee explain the differe...

Episode 4 – Integrating QuickBooks with Other Business Systems 22.11.2025 29:00

Episode 4 – Integrating QuickBooks with Other Business Systems In this episode of  QuickBooks Mastery for Small Business Success , father-daughter team  Erica Northrup  and  Lee Davis  dive into how to integrate  QuickBooks  with the other systems you use to run your small business. Instead of entering the same information in three different places, they walk thr...

Episode 1: Meet Lee & Erica: A Father-Daughter Team Helping Small Businesses Master QuickBooks 21.11.2025 28:38

In this debut episode of  QuickBooks Mastery for Small Business Success , Erica Northrup and her father, Lee Davis, open the door to their story as a father-daughter business team. Episode 1: Meet Lee & Erica: A Father-Daughter Team Helping Small Businesses Master QuickBooks In this first episode of  QuickBooks Mastery for Small Business Success , father-daughter team  Erica Nor...