Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business

Hey friend!

Today we are talking about financially planning for maternity leave for small business owners. This could also totally be applied if you take time off during the summer when kids are home, have a medical event like a surgery, or just have slower seasons in business that you need to account for.

We dive into what I'm doing to plan financially & make sure everything stays afloat while I'm away!

Other related episodes:

https://podcasts.apple.com/us/podcast/009-confused-by-how-to-budget-for-business-try-this/id1707561040?i=1000634748410

https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id1707561040?i=1000630284442

Learn more about QuickBooks training from Erika here:

https://erikamillard.com/get-comfy-with-quickbooks

Learn more about the mini course on budgeting for business Erika mentions here:

https://erikamillard.com/budget

Don't forget to download the free Monthly Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Happy Bookkeeping!

Have you ever been afraid to step on the scale & see what the number actually says? Have you ever been afraid of getting a diagnosis for your child? Have you felt scared to confront a person you love not knowing how they will react?

This is also a common trend I'm hearing from small business owners when it comes to managing money, bookkeeping & business finances - you are afraid to look at the numbers & see what they might be telling you! So in this episode, I want to motivate & challenge you that it's time to face your fears around money & take a step towards overcoming fear.

We discuss lots of small action steps to take, including journaling about money mindset, so here are the money mindset journal prompts discussed in the episode:

1. How am I feeling about money? How do I want to feel?

2. What is holding me back?

3. What is one small step I can take?

4. What is one thought I want to change?

I hope this episode encourages you to take a small action step today!

Other Episodes Mentioned:

https://podcasts.apple.com/us/podcast/005-money-mindset-makeover-reframing-limiting-beliefs/id1707561040?i=1000631579021

https://podcasts.apple.com/us/podcast/018-from-disorganized-to-empowered-how-hair-makeup/id1707561040?i=1000643494561

Other Podcasts Mentioned:

https://marakucirek.com/productivity-hack-eat-the-frog/

Learn more about bookkeeping help from Erika here:

https://erikamillard.com/

Don't forget to download the free Monthly Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Happy Bookkeeping!

Hey friend!

I'm excited to introduce you to hair & make up artist Morgan Ebright! She came to me feeling disorganized & lost when it came to looking at the numbers in her business. Listen to her transformation story as she talks about how QuickBooks helped her understand her numbers, be excited about doing her bookkeeping, & create a 15 minute a week routine for maintaining it!

Connect with Morgan:

Instagram: @morganebright

Website: https://willowbeautycollective.com/

Other episodes mentioned:

https://podcasts.apple.com/us/podcast/015-3-reasons-to-start-using-quickbooks-this-year/id1707561040?i=1000641011532

Learn more about bookkeeping help from Erika here:

https://erikamillard.com/

Don't forget to download the free Monthly Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Happy Bookkeeping!

Hey friend!

Are you still stuffing envelopes with your business receipts? Let me just tell you, there are several ways to manage receipts better than this! So listen in to this episode where I'll give you all the ideas for how to manage receipts instead!

We talk about what receipts & records you need to keep as a small business owner, if you need to print and/or keep hard copies of receipts, how to organize your business receipts, & more!

Other episodes mentioned:

https://podcasts.apple.com/us/podcast/015-3-reasons-to-start-using-quickbooks-this-year/id1707561040?i=1000641011532

https://podcasts.apple.com/us/podcast/004-4-questions-to-consider-before-choosing-a/id1707561040?i=1000630802992

Other resources mentioned:

Here's what the IRS has to say about keeping your receipts:

https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep

Learn more about bookkeeping help from Erika here:

https://erikamillard.com/

Don't forget to download the free Monthly Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Happy Bookkeeping!

Hey friends, today I am very excited for you to hear this interview with Business Coach Katherine Danesi!

Katherine Danesi is a former Fortune 500 executive and startup veteran turned business advisor to female entrepreneurs who want to increase their bottom line, in less time, doing the work they love. For over 10 years, she's been helping founders launch, pivot, and scale their businesses. Katherine sees the human behind the business, creating custom plans that align with each client's unique goals, strengths, vision, and resources, and injecting fun into the process. She lives and works in Brooklyn, New York.

In this episode, we discuss so many topics around creating the right offers in your business, as well as how to assess if your offers or working or not working, when to take into account the season of life you are in for launches or big changes, mistakes entrepreneurs make with what they are offering, and so much more!

During our conversation, Katherine outline some great questions on how to assess what's working & not working in your business, so I wanted to list those here for easy reference:

Questions to Ask When Considering Offering Something New

1. Do you see an untapped opportunity for your business?

2. Are you hoping to increase your revenue?

3. Is there a new market you are hoping to address?

4. Are your clients or customers asking you for something?

5. Are you happy with your offerings & how they are being delivered?

6. Can you improve on your customer experience with a new offering?

7. Are you scalable?

8. Is there a new way you're being called to work?

Questions to Ask When You Might Abandon an Offer

1. Is the offer just not selling?

2. Are you not profitable?

3. Is there a new way you're being called to work?

We also talk through different numbers to look at when you are making these assessments so that your decisions aren't just based on emotions but also facts.

As you can probably tell, this episode is packed with value, & I hope you learn so much!

Ways to Connect with Katherine:

Website: https://www.katherinedanesi.com/

Instagram: https://www.instagram.com/katherinedanesi/

Linked In: https://www.linkedin.com/in/katherinedanesi/

Grab her free download here:

https://www.katherinedanesi.com/newsletter-signup-momentum-methodology

Other resources mentioned:

Get Comfy with Budgeting Mini course - check it out here!

https://erikamillard.com/budget

Don't forget to download the free Monthly Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Happy Bookkeeping!

Hey friend!

Are you someone that is annoyed with inefficiency or wasting time? I am definitely like this in both life & business!

Have you been wondering if it's time to graduate from using a spreadsheet to a bookkeeping platform like QuickBooks? Have you wondered if Quickbooks is better than Google Sheets or Excel? Or have you wondered how to decide between QuickBooks vs Xero vs Wave?

If you feel like there could be a better, more efficient way to manage your bookkeeping this year, then tune it to today's episode where I talk about 3 reasons to start using QuickBooks!

Other resources mentioned:

Strength Finder Test:

https://www.gallup.com/cliftonstrengths/en/254033/strengthsfinder.aspx

Other episodes mentioned:

https://podcasts.apple.com/us/podcast/004-4-questions-to-consider-before-choosing-a/id1707561040?i=1000630802992

https://podcasts.apple.com/us/podcast/010-frustrated-by-the-amount-you-are-paying-yourself/id1707561040?i=1000635524181

Learn more about QuickBooks training or set up from Erika here:

https://erikamillard.com/

Don't forget to download the free Monthly Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Happy Bookkeeping!

Hey friend!

Today we are talking about 1099 forms. Did you just groan a little? No worries, I totally get it! We are going to walk through what you need to know about what is a 1099 form, how to file 1099 forms, if you need to hire someone to file the forms, do they need to be mailed out, when is the deadline, what tools to use to file, etc. If you have any of these questions, be sure to tune in!

Other resources mentioned in today's episode:

https://www.1099online.com/

Learn more about bookkeeping help from Erika here:

https://erikamillard.com/

Don't forget to download the free Monthly Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Happy Bookkeeping!

Hey friend!

Today we are talking about performing an annual review of your business finances! We walk through questions to ask in order to know how successful your business was & to see if there are changes you need to make. Also, asking these questions will help you prepare for next year too!

1. Which service offerings / packages sold the most or the least?

2. What were my marketing efforts? How much did they cost? Did they produce how I expected?

3. Do I have any unnecessary expenses?

4. What changes do I want to make going into next year?

5. What investments do I want to make going into next year?

Other episodes mentioned:

https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id1707561040?i=1000630284442

https://podcasts.apple.com/us/podcast/011-streamlining-your-business-utilizing-dubsado-quickbooks/id1707561040?i=1000636758280

https://podcasts.apple.com/us/podcast/006-take-the-boring-out-of-bookkeeping-hacks/id1707561040?i=1000632414398

Learn more about working with Erika here:

https://erikamillard.com/

Learn more about the mini course Erika mentions here:

https://erikamillard.com/budget

Don't forget to download the free Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Happy Bookkeeping!

Do you struggle with shiny object syndrome? Is it hard to stay focused & on track in business? It's so easy to get caught up in trends right? And the feelings of overwhelm to do everything right now.

Tune in to today's episode where we talk about practical tips to avoid this like knowing your purpose, having accountability, creating a budget, & more!

Need Help with Budgeting for Business? Check out my new mini course here:

https://erikamillard.com/budget

Don't forget to download my free Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Connect with Erika on Instagram:

https://www.instagram.com/erika_millard/

Happy Bookkeeping!

Hey friend!

Today I'm chatting with my friend Ashleigh Foy, a business automation, tech & systems expert! We discuss the CRM tool Dubsado & best practices for using it alongside QuickBooks. If you've ever wondered which system to use for which features, you don't want to miss this episode! We talk about if you should use both systems & how they might best work together for you & your business. We discuss the pros & cons of each tool & the features that work best in each platform.

Other episodes mentioned:

https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/4_Questions_to_Consider_BEFORE_Choosing_a_Software_or_Spreadsheet_NEW.mp3

Learn More About Ashleigh Foy Here:

Instagram: @ashleighfoy4creatives

FREE Process Mapping Blueprint: https://ashleighfoy.com/process-mapping-guide

Learn more about a QuickBooks Set Up here:

https://erikamillard.com/

Don't forget to download my free Bookkeeping Checklist:

https://erikamillard.com/bookkeeping-checklist

Happy Bookkeeping!