Quarterly reviews aren’t about perfection, they’re about knowing where you stand so you can finish the year with confidence. Even if bookkeeping hasn’t been perfect, I want you to know what 3 numbers you want to check in on so you can have clarity and confidence.

 

#1: Profit & Loss: Am I actually profitable this quarter?

#2: Expenses: Where is money leaking?

#3: Invoices & Receivables: What money is owed to me?

 

And if you do this review and something feels off—maybe you’re not sure what the numbers are telling you, or you’re worried you’ve been doing it wrong—I offer free Next Step Sessions. It’s a quick chat where I can point you in the right direction for your business.

 

Here are the ways we can connect:

SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast

Reach me: https://erikamillard.com/contact

Learn: www.erikamillard.com

Email: [email protected]

Instagram: @erika_millard

 

Free QuickBooks Next Steps Session call                                                                                  https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule

 

Take Home Target                                                                                                        erikamillard.com/takehometarget

 

Mini Course- Get Comfy with Budgeting                                                                                  https://erikamillard.com/budget

 

Get Comfy with QuickBooks                                                                                                      https://erikamillard.com/get-comfy-with-quickbooks

 

Don’t forget to download the free Monthly Bookkeeping Checklist                                       https://erikamillard.com/bookkeeping-checklist 

 

I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck 

 

Happy Bookkeeping!