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

To celebrate our 100th episode I'm recapping 5 of our most engaging episodes! I just can't thank you enough for your support in making Getting Comfy with Numbers a top 2.5% podcast. These are the episodes that have shaped our show the most and given business owners the help they've needed the most. Anyone looking for a quick bookkeeping crash course should look no more! 002 5 Bookkeeping Basics Every Business Owner Needs to Know 032 The Small Business Tax Questions You've Always Wanted Answers to with Bethany Prignano 049 The Ultimate QuickBooks Clean Up Checklist 057 How Much Does Your Business REALLY Cost? (And Why You Need to Know!) 075 - Stay Caught Up: The Monthly QuickBooks Routine That Actually Works

I want to offer a listener a little Bookkeeping Bestie desk refresh!

How to enter:

1. Leave a review on Apple Podcasts

2. Screenshot it

3. Send it to me on Instagram or reply to the email linked in the show notes

Even if you've left a review before, you can update it and still enter.

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!

What even is a money reflection? Okay, we just want to take a simple look back at the financial story of your business from this year. Reflection can actually help you build confidence in your business. It can also help you improve pricing decisions and reassess how much you are paying yourself. No anxiety, no judgement, just reflection.

As always you can book a next step session if you want support starting in the new year with clean and clear books. I am here for you and I love being here with you on this show. If you are listening in real time, we're gonna take a short break for the holidays with all of our kiddos home. I hope you enjoy the time with your friends and family, and we will be back in the new year celebrating lots of exciting things happening, so thank you again for being here and until next time, happy bookkeeping!

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!

Want to know what to Review Before the Ball Drops? You can do this! If you're feeling behind or unsure what to look at before the year ends… you're not alone. This checklist is simple.

I've reviewed over 90 QuickBooks files so I know the exact spots people forget to check. This is about clarity, confidence, and giving January-You a calmer start.

Check That All Transactions Are Categorized Make Sure You Reconciled Every Month Look at Your Owner Pay for the Year Review Any Big Investments Check Estimated Payments + Get Your Final Number Ready Review Your Mileage & Receipts, Your Profit & Loss, and Your Balance Sheet Set Three Simple Financial Intentions for the New Year

You're not behind. You're building something real. And I'm so proud of you!

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!

It's hard to see your own business when you're on the inside. It's like color matching your own face instead of going to Ulta. Today I'm talking to Makena Delaney about brands, logos and websites that capture all the aspects of you and your business that your clients really love! Have you noticed any repeating themes that come up during market research when you're talking to your clients about why they chose you, how they found you or what they love about you? Do you you have your title in mind? Do you have your packages worked out? Are you ready to go pro? Working with Makena you get that reflection time to journal about who you are and then you get the collaboration time to see the outside perspective on what makes you the right choice for your clients. A lot of elements of the branding process ARE the transformation to leveling up your brand. Check out Makena Delaney: www.makenadelaney.com https://www.instagram.com/makena_delaney/ [email protected]

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!

I'm about helping women get comfy with numbers, not just in QuickBooks but in conversations about value.

Talking about money is awkward for so many, even creatives who run amazing businesses. You might feel uneasy when quoting prices or raising your rates. Here's what you just might need to hear: "It's not greedy to want to be paid fairly - it's responsible."

Honestly, if your bookkeeping is really solid you'll feel much more confident knowing what's coming in and what's going out, which will empower your spending and pricing decisions alike. I can help you with these decisions, by the way!

Today I'm going over some adjustments to your money mindset so that you can serve your clients better. You offer a product or service they need. Be proud of that! You're the answer to someone's problem, but you need to make your offerings clear and you need to rest in the knowledge that you're worth what you charge.

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

Thanks to Feedspot for recognizing this podcast as one of the Top 100 Female Entrepreneur Podcasts!

Happy Bookkeeping!

You've finally hit 'subscribe' on QuickBooks, you're logged in, and… now what? You want to build a good foundation, so hear me out, no pressure, no guesswork; I'm telling you the three things you need to do right after signing up for Quickbooks.

Step 1: Connect Your Bank & Credit Card Accounts

• Automation saves time and reduces errors
• Common newbie mistakes: manually entering all transactions instead of connecting, connecting PayPal or Venmo too soon before separating business use

Step 2: Customize Your Settings

• Walk through key areas in Gear Icon → Account & Settings
• Don't skip this — these settings control how everything looks and works behind the scenes

Step 3: Review Your Chart of Accounts

• Your chart of accounts is just your list of categories — where every dollar gets filed
• You don't need a million categories. Keep it clean, keep it clear — you'll thank yourself later when it's time for reports

And remember — if you'd rather we handle this setup for you, make sure you're on my email list. There's a fun promo coming soon just for you!

Check out these helpful, related podcast episodes:

Ep 067 - The #1 QuickBooks Setting Most Business Owners Overlook

Ep 072 - Is Your QuickBooks Set Up for Success?

And special thanks to Feedspot for recognizing this podcast as one of The Top 100 Female Entrepreneur Podcasts!

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!

Hey bookkeeping bestie! If you've been listening for any length of time you've heard me say that you need to separate your business and your personal transactions, and if you're new here, welcome and you really need to separate your business and your personal transactions!

This isn't just for ease in bookkeeping it's a crucial practice from a tax and legal standpoint as well. Thanks for tuning in!

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!

If you've opened QuickBooks lately and wanted to slam your laptop shut, you're not alone. Here's the thing: Messy books don't mean that you are bad at business. Maybe you've just outgrown your current bookkeeping methods, or maybe the finance side of your business has never actually made sense to you. Either way I'm here to help! Our goal today is to normalize the feeling of shame or overwhelm and remove the guilt.

Clean books don't make you legit, taking ownership of your books does.

If you're ready to feel confident in your numbers again, come hang out with me inside the membership — I'll walk you through it one step at a time.

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!

Hey, bookkeeping besties! Today we're talking about what to look for when hiring a bookkeeper or accountant, and how to actually work well with them once you do hire them. Hiring help can be so nerve wracking because you're choosing to trust someone with your numbers. A lot of business owners have told me that it feels very vulnerable to share that side their business. So whether you're thinking about outsourcing or just curious for the future, this episode is going to help you know what questions to ask and how to make a really good decision when you do choose to hire.

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!

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!