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

I did some research and found out that you will get paid 33% - 42% faster with automated systems! If that is not incentive enough, to set up automated payment links to your clients I'm not sure what is, because getting paid faster is everything when it comes to managing your cash flow.

Hey, bookkeeping bestie. Do you feel like as a business owner, or even just as a person, that you are constantly following up on things? I feel like that is half of the tasks on my to-do list: making sure that that appointment did get scheduled or that I did actually sign up for the snack to bring to the end-of-the-year school party. All of those types of things we're constantly following up on are starting to pile up, and I am starting to see business owners leaving money on the table when they don't follow up after they send out their invoices.

So a question that I want to ask you today is, "Okay, you've sent the invoice, but are you following through?" So let's get into it!

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

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

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

Happy Bookkeeping!

Today we're talking to Ashley Conway of Be Weird Marketing. Ashley is a marketing coach and copywritter who specializes in making the most out of your marketing budget. Erika and Ashley cover all the most important things that need to be on your radar, as well as the things you should avoid doing. Hit play to hear really doable things you can implement right away in your marketing and great tips on how to attract more of your favorite clients! Learn more about Ashely Conway: Free, 40-minute video training: 10 Reasons You Aren't Standing Out from Your Competition https://www.beweirdmarketing.com/stand-out-from-competition Higher Purpose Marketing Strategy LinkedIn: https://www.linkedin.com/in/ashley-conway-beweird/ Instagram: https://www.instagram.com/beweirdmarketing/ Facebook: https://www.facebook.com/beweirdmarketing Website: beweirdmarketing.com Email: [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

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

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

Happy Bookkeeping!

Want me to share a little trick to make your summer twice as fun?

OK here's the answer: go into with the peace of mind that comes from knowing that your books are nice and tidy! Today I'll show you how to comb through your books, your transactions and your categories to make sure your books are clean and to make sure you have good habits in place for the rest of the calendar year.

You'll thank me this summer when you can rest easy and you'll really thank me next year at tax time!

Happy Bookkeeping!

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

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

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

Today we're diving into one tiny QuickBooks setting that can make a BIG difference for whether your books make sense, and most people don't even know it's there! Did you know there are two accounting methods: Cash basis and Accrual basis?

Cash basis: Income and expenses show up when money moves (you get paid or you pay).

Accrual basis: Income and expenses are recorded when they're invoiced, not necessarily paid.

Choosing the right method and using it consistently will ensure that your books for calendar months and years are accurate, which is of course always our goal! Also though, using the right method will enable you to compare your months from one year to the next and watch for seasonal patterns.

Reach me here https://erikamillard.com/contact so that I can talk this out with you and help you choose the right method for your business.

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

Here are the ways we can connect:

SIGN UP FOR EMAILS:

https://erikamillard.myflodesk.com/podcast

Learn: www.erikamillard.com

Email: [email protected]

Instagram: @erika_millard

New Tool: 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

Happy Bookkeeping!

This will totally surprise you because bookkeeping is "my thing," but I can actually really relate to money anxiety. I know that feeling where you're too nervous to look at your QuickBooks reports or too scared to ask your bookkeeper questions for fear of what the answer will be, but I promise I can help ease some of that anxiety today!

My 5 steps to quieting that anxiousness are:

Name what you're feeling

Get clear on the facts

Get it all out on paper

Reframe your narrative

Create an action plan

Thanks for tuning in today!

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

New Tool: 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

Happy Bookkeeping!

If you're scrambling to finish your taxes today, I just want you to know I'm rooting for you! Hang in there and do the best you can.

How has it been preparing your taxes this year? In the episode I'll go over the most frequent causes of last-minute stress and messiness in bookkeeping and filing taxes. I'm also going to break down 3 simple tips for you to implement this year so that filing your taxes next year goes a lot more easily!

3 Tips you'll thank me for next year!

1. Keep up on it monthly.
2. Get organized digitally.
3. Don't wait to get some help.

Just remember, the goals are: accurate books, saving money, and reclaiming peace of mind!

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

New Tool: 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

Happy Bookkeeping!

Understanding the roles of a bookkeeper and a CPA is crucial for business owners and it's super common to get it mixed up so let me make this easy for you!

A bookkeeper's role is day-to day financial tracking, categorizing transactions, reconciling accounts, and preparing financial reports.

A CPA's role is tax preparation, financial analysis, compliance, and strategy.

There will be times when the responsiblities of your bookkeeper and your CPA overlap. This is why it's so important to have an organized bookkeeping system so that your CPA has clean numbers to work from.

Listen all the way through the episode to hear my take on why you need both a bookkeeper and a CPA and what the most efficient and cost-saving work flow would look like!

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

New Tool: 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

Happy Bookkeeping!

Today I'm bringing you an interview with my client Annie Rohde that will help you shift the way you feel about the finances in your business. Annie is a Biblical Sales Strategist which means that she helps ground her clients' money mindset in sprititual fundamentals.

Listen in to hear this fresh applied to pricing your offer, hiring a team, and saving for big goals. If you look at your business like a math game it takes a lot of pressure off.

Connect with Annie Rohde on Instagram @annie.rohde

https://www.instagram.com/annie.rohde?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==

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

New Tool: 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

Happy Bookkeeping!

My youngest of four children is about to turn one, which is very exciting, and I don't know about you, but everytime one of kids has a birthday it makes me reflect on their birth and the story of delivering them. As I reflect on all 4 of these birth stories, it really makes me think of the different ways I prepared and the range of outcomes I experienced.

Today I want to briefly share these 4 different approaches to you and related them to how we think about the finances in our business. From winging it, to dealing with curve balls, to being thoroughly prepared, I have a lot of insights to share that I think you'll relate to!

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

New Tool: 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

Happy Bookkeeping!

Jillian Dolberry is an Ops Consultant and Team Strategist for women entrepreneurs and host of The Grace-Filled CEO Podcast. In addition to devoting her heart and time to her family, she helps busy women honor their values and find consistent grace while trying to leave every business better than she found it. Jillian has become a master of setting up boundaries, streamlined systems, Increasing profit from the inside out, and navigating hard conversations with her "honor everyone in the room" approach.

Today she's here to talk with us about the difference between an OBM, a VA, an Integrator, and a Project Manager, and most importantly how to lead your team well.

What we'll cover:

How business owners can maximize the investments they've already made and how OBMs can help with that

How business owners can spend money in their business more wisely and efficiently

What spending and hiring mistakes are the most common among business owners

How to know when you're ready to build a team and hire an OBM?

Connect with Jillian:

Podcast: The Grace-Filled CEO

Instagram: @jilliandolberry

Website: jilliandolberry.com

Contact email: [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

New Tool: 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

Happy Bookkeeping!