Have you ever heard about the W9 form?  It is an important form and more than likely, you’ve either had a request for this form, or you yourself may be requesting them from your vendors.  This form is used to collect information about others but knowing in advance that you need to request this information will not only save you valuable time, but it will also give you the information you need to file necessary and accurate documents for your business as well.  In today’s episode, I am covering what the W9 form is, who you need to request them from and what you need to do with the information once you receive it.  It doesn’t matter if you are using a computerized software system like QuickBooks, Xero, Wave or FreshBooks, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, you will need this information for your business.  Whether you are just getting started with your business, you are a self-employed, a solopreneur, entrepreneur, small business owner, remote virtual online bookkeeper, virtual assistant or VA, you need to know why this form will make an impact on you and your business.  The W9 form is one of the first steps in the process for filing your 1099s and making sure you have this information can save you from getting penalties from delinquent filing requirements…

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

www.FinancialAdventure.com/ADP


Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

www.FinancialAdventure.com/5Essentials


Join me for my 7 Mistakes To Avoid In Your Business Workshop and learn how you can raise the level of success in your business by registering here:

www.FinancialAdventure.com/Workshop


Looking for an extremely beneficial online bookkeeping resource?  Join us in our Mastering Your Small Business Finances Membership where you can ask questions and get answers regarding your specific business.  We dive deeper into the topics on this podcast, provide additional resources and accountability:

www.FinancialAdventure.com/MYSBF


Fill out the Contact Us form if you have a question or need help with your bookkeeping or payroll:

www.FinancialAdventure.com/Contact-Us


Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path is waiting for you:

www.FinancialAdventure.com/StarterGuide


Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

www.FinancialAdventure.com/Discovery


Join Our Facebook Community:  www.Facebook.com/Groups/WomenBusinessOwnersUltimateDIYBookkeepingBoutique


Are you a bookkeeper looking to start, grow or scale your bookkeeping business?  Join our FREE bookkeeper community here:

www.FinancialAdventure.com/BookkeeperCommunity


QuickBooks Online - Save 50% Your First 3 Months:

www.FinancialAdventure.com/QuickBooks


Show Notes:  www.FinancialAdventure.com


This podcast is sponsored by Financial Adventure, LLC ~ visit www.FinancialAdventure.com for additional information and free resources.

61:  What A W9 Form Is And Why You Should Be Requesting Them Now Whether You Are Starting A Business, You‘re Self-Employed, A Solopreneur, Entrepreneur, Business Owner, Bookkeeper Or Virtual Assistant

Should I be doing my own bookkeeping and accounting?  Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using?  What’s the best way for me to process my payroll?  How can I track my money and cash flow?  How do I prepare for my business taxes?  What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business?  What is the best way to create my business strategy? Should I start a side hustle? How can I add bookkeeping as an additional service as a Virtual Assistant? How can I start an online virtual bookkeeping business? And most importantly, how do I manage my small business finances? 

Welcome to Mastering Your Small Business Finances where we get straight to the point and answer all these questions and more.  Each episode is designed for you to take IMMEDIATE ACTION in your business so that you, as a busy entrepreneur, can gain the CONFIDENCE and CLARITY you need to make a successful impact on your business and GROW YOUR BOTTOM LINE.
 
Each week, host Chris Panek, Certified Public Accountant, Business Strategist and Business Coach, breaks down topics like finances, entrepreneurship, money management, leadership, bookkeeping, tax deductions, growth, side hustle, marketing, mindset and motivation into simple JARGON-FREE episodes.  One of her strengths is helping small business owners navigate and really understand these complicated topics for over 25 years.
   
Whether you are just starting your business or have an established business, you are in the right place.  If you are a bookkeeper or virtual assistant who wants to learn more about business finances to start, grow or scale your bookkeeping business, you too will benefit from this podcast.
  
Ready to Master Your Small Business Finances?  Listen in ~ your time will be well spent here!

This podcast is sponsored by Financial Adventure.  Visit www.FinancialAdventure.com for additional information and free resources.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Management

Entrepreneurship

You want to be able to rely on your financial statements so that you can make smart business decisions, but how do you get these accurate financial statements?  You need to account for all the money coming in and going out of your business.  You need to ensure that you have all your entries in your business recorded.  You need to make sure that you are doing your bookkeeping correctly to have those accurate financial statements you can rely on.  In today’s podcast episode, I’m covering how you can be confident you are doing your bookkeeping correctly so that you can rely on your financial statements.  Whether you are a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, reviewing your financial statements, which include your balance sheet and income statement every month is essential to running your business.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…

Learn about the Under Pressure:  Stress Management And Resilience Program here:

https://www.financialadventure.com/stress

Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you’d like to see yourself and your business in the future.  We’ll create a laser-focused plan, including which action steps you need to take to get started on the path to success:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

https://www.financialadventure.com/discovery

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

203:  Building Confidence In Your Bookkeeping Skills Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the twelfth episode of a new series I’m doing on this podcast.  My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Small Business Finances podcast episodes, which will continue to help you take control of and understand your business finances with topics that ultimately impact your bottom line.  I have many business owners, accountants, and other high-stress professionals who listen to this podcast, and I want to get more help out there for individuals like you when it comes to mastering your mindset.  I’ll be taking a few moments each week to touch on topics that many high-stress professionals are dealing with and provide solutions to help you increase your overall well-being.  Because I know your time is valuable, just like the Mastering Your Small Business Finances podcast, my goal is to keep these episodes short and straight to the point but full of useful information to help you succeed in not only your professional life but your personal life as well.

Learn about the Under Pressure:  Stress Management And Resilience Program here:

https://www.financialadventure.com/stress

I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:

https://www.financialadventure.com/private

Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you’d like to see yourself and your business in the future.  We’ll create a laser-focused plan, including which action steps you need to take to get started on the path to success:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program I’m creating to help you get your business set up so that you can start making money.  Sign up for this program here:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

202:  How Do You Know If You Are Making The Right Decisions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner Self-Employed

Did you know that entrepreneurs or business owners have a greater risk of struggling with their mental health than non-business owners?  Taking the leap to start your own business, investing your finances, and pushing yourself to reach the goals you set for your business can all contribute to these more significant risks.  Your mental health is a big asset in your business, and understanding the signs when you may need help with your mental health and being proactive so that you can take steps to care for yourself and improve your mental health is essential for not only your well-being but the success of your business as well.   In today’s podcast episode, we’ll cover what you can do to maintain your mental health, as well as what to watch for so that you can continue to be mentally healthy for your business in the long run.  Whether you are a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, it is the small steps that you can take to maintain your mental health.  Learn how you can take the good days with the bad and know that you are the best investment you can make for your business so that your mental health will have a positive impact on your bottom line.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…

Learn about the Under Pressure:  Stress Management And Resilience Program here:

https://www.financialadventure.com/stress

Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you’d like to see yourself and your business in the future.  We’ll create a laser-focused plan, including which action steps you need to take to get started on the path to success:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program to help you get your business set up so that you can start making money:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

201:  Taking Risks Impacts Your Mental Health Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Business Owner

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and today we are celebrating our 200th podcast episode.  I wanted to create this landmark episode on a topic that the majority of the clients that I work with are struggling with, and I have a feeling you’ll be able to relate to it as well.  If you’ve been listening to this podcast for a while, you know that I cover topics that ultimately impact your bottom line, and what I see over and over again is that many of these topics have one thing in common.  Stress.  So, today, I want to talk about how I see stress impacting so many of the clients that I work with and how you can create a plan to manage the stress you may be experiencing as well.  My goal is to continue to help as many high-stress professionals as possible live a happier life with more purpose and joy.  One of the keys to achieving this is to overcome your stress and thrive.

Learn about the Under Pressure:  Stress Management And Resilience Program here:

https://www.financialadventure.com/stress

I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:

https://www.financialadventure.com/private

Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you’d like to see yourself and your business in the future.  We’ll create a laser-focused plan, including which action steps you need to take to get started on the path to success:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program I’m creating to help you get your business set up so that you can start making money.  Sign up for this program here:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

https://www.financialadventure.com/discovery

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

200:  Overcome Stress And Thrive Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed

Strategy and a well-thought-out plan can help you and your business achieve the impact and success you set out to accomplish when you first started your business.  Having a plan will keep you on course and avoid potential pitfalls you may find yourself experiencing when you don’t have a plan.  When you have a well-thought-out plan, even if it is only a one-page plan, your odds of being a success increase significantly.  In today’s podcast episode, you’ll learn about how you can easily create a strategy for your business.  By being laser-focused on your plan, you’ll know exactly what you need to do next to reach the goals you’ve set in your business. It doesn’t matter if you are a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; your plan will give you the courage you need to follow through and achieve the successful business you set out to create.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…

Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week.  Find out where you’d like to see yourself and your business in the future.  We’ll create a laser-focused plan, including which action steps you need to take to get started on the path to success:

https://www.financialadventure.com/work-with-me

Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:

https://www.financialadventure.com/accountant

Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here:

https://www.financialadventure.com/start

Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to dip your toes in and see how you like coaching with an Introductory Coaching Session.  I’ll spend the whole time coaching you on anything you’d like coaching on in your business or your personal life:

https://www.financialadventure.com/intro

Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for:

https://www.financialadventure.com/profit

If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:

https://www.financialadventure.com/sidehustle

Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping:

https://www.financialadventure.com/5essentials

Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You:

https://www.financialadventure.com/starterguide

Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique

The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration:

https://www.financialadventure.com/sba

Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here:

https://www.financialadventure.com/adp

QuickBooks Online - Save 30% Your First 6 Months:

https://www.financialadventure.com/quickbooks

Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:

https://www.financialadventure.com/discovery

Show Notes:  https://www.financialadventure.com

This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

199:  Avoiding Pitfalls In Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

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

61: What A W9 Form Is And Why You Should Be Requesting Them Now Whether You Are Starting A Business, You‘re Self-Employed, A Solopreneur, Entrepreneur, Business Owner, Bookkeeper Or Virtual Assistant

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