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In this episode, we’re diving deep into the process of conducting a mid-year review for your small business. While most people set their resolutions in January, it's essential to regularly check in on your progress and make necessary adjustments. I’ll guide you through my proven method for mid-year reviews, which I use with all my bookkeeping clients after completing their June bookkeeping.
Here’s what we’ll cover:
1. How to reconcile June’s bookkeeping
2. Reviewing year-to-date transactions and financial reports
3. Verifying employee and subcontractor information
4. Assessing your cash flow for the year
5. Evaluating your business goals and analyzing progress
6. Adjusting goals or setting new ones for the rest of the year
Sponsored by: The Bookkeeping Foundation Kit – Your essentials for setting up and managing your bookkeeping effectively. Click here to grab the Kit for $77.
Access the Mind the Gap Community here: https://all-ease-accounting.ck.page/products/the-community
Download my free receipt organization guide here: https://tinyurl.com/4dm42vav
Book a consultation with me to learn which of my offers is right for you. https://alleaseaccounting.as.me/consult
Connect with me here:
TikTok
https://tiktok.com/@RayRayHammer
https://instagram.com/alleaseaccounting
YouTube
https://www.youtube.com/@alleaseaccounting
https://www.facebook.com/accountingwithease
Linked In
https://www.linkedin.com/company/all-ease-accounting-llc/
Support this podcast through a monthly subscription at https://podcasters.spotify.com/pod/show/regan-bashara/support
In this enlightening episode, I chat with Melanie Childers, a feminist business coach dedicated to helping her clients attract their ideal, ready-to-buy customers. Melanie shares her expertise on connecting with the right audience and crafting offers that resonate with those eager to invest. If you've already achieved significant success and are looking to scale and simplify your business, this conversation is packed with valuable insights and strategies to elevate your entrepreneurial journey. Don't miss Melanie's transformative advice on taking your business to the next level!
Connect with Melanie here:
TikTok: https://www.tiktok.com/@themelaniechilders
Enroll in my entrepreneurial bookkeeping course, Mind the Gap here: https://alleaseaccounting.com/mtg
Access the Mind the Gap Community here: https://all-ease-accounting.ck.page/products/the-community
Download my free receipt organization guide here: https://tinyurl.com/4dm42vav
Book a consultation with me to learn which of my offers is right for you. AllEaseAccounting.as.me/Consult
Connect with me here:
TikTok
YouTube
Linked In
Support this podcast through a monthly subscription at https://podcasters.spotify.com/pod/show/regan-bashara/support
In this inspiring episode, I sit down with Renae O'Neill to discuss the dynamic journey of balancing motherhood and entrepreneurship. We explore how being a mum can be a superpower, providing unique skills and perspectives that enhance our business lives. Tune in to hear our personal stories, insights, and practical tips on harnessing the strengths of being both a parent and a business owner.
Connect with Renae O’Neill here:
Website: https://renaeoneill.com.au/
Instagram: https://www.instagram.com/renae.oneill/
The Mum Boss Podcast
Apple:
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Enroll in my entrepreneurial bookkeeping course, Mind the Gap here: https://alleaseaccounting.com/mtg
Access the Mind the Gap Community here: https://all-ease-accounting.ck.page/products/the-community
Download my free receipt organization guide here: https://tinyurl.com/4dm42vav
Book a consultation with me to learn which of my offers is right for you.
Connect with me here:
TikTok
YouTube
Linked In
Support this podcast through a monthly subscription at https://podcasters.spotify.com/pod/show/regan-bashara/support
In this thought-provoking episode, join me, the Numbers Witch, as I delve into the intersectionality of pricing in my bookkeeping business. Addressing inquiries about my pricing structure through the lens of gender, I offer insight into my rule of setting rates and explore the empowerment in choosing higher rates despite societal discomfort. Ultimately, I encourage listeners to reclaim their worth and financial power by embracing higher rates.
Enroll in my entrepreneurial bookkeeping course, Mind the Gap here.
Access the Mind the Gap Community here: https://all-ease-accounting.ck.page/products/the-community
Download my free receipt organization guide here: Chaos to Calm
Book a consultation with me to learn which of my offers is right for you.
Connect with me here:
TikTok
YouTube
Linked In
Join me for this amazing conversation with my guest, Yvonne Armenta. She is a public speaker and a self- reported introvert. We chat about socialization, marginalization, and public speaking “con cultura” (“with culture” in Spanish). Yvonne shows us how public speaking is actually perfect for introverts, and that being an entrepreneur requires you to set good boundaries and have a self-care plan for everything you do.
Mentioned in the episode:
Mexican Gothic by Sylvia Moreno-Garcia
Ciarra – DEI Consultant whose TikTok handle is @
Connect with Yvonne here:
https://www.chatswithyvonne.com/
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Enroll in my entrepreneurial bookkeeping course, Mind the Gap here: https://AllEaseAccounting.com/mtg
Access the Mind the Gap Community here: https://all-ease-accounting.ck.page/products/the-community
Download my free receipt organization guide here: Chaos to Calm
Book a consultation with me to learn which of my offers is right for you.
Connect with me here:
TikTok
YouTube
Linked In
Support this podcast through a monthly subscription at https://podcasters.spotify.com/pod/show/regan-bashara/support
Join me and my guest, Sara Fins, for this conversation from two accountants about pricing 101. For small business owners, it’s really not about the number that you choose. It’s about what you think of that number, whether you feel comfortable selling at that price, the value you add into your offers, testing an offer, running a beta offer, and more. Sara is a money coach who comes from an accounting background. Tune in for guidance on this really important aspect of small business finances. Be sure to follow Sara and get in touch with her at her website.
Connect with Sara:
On her website: www.sarafins.com
On Facebook: https://www.facebook.com/easybusinessbookkeeping
On Instagram: https://www.instagram.com/easybusinessbookkeeping/
On LinkedIn: https://www.linkedin.com/in/sarafins/
In her Free Facebook Community, The Easy Business Bookkeeping Community: https://www.facebook.com/groups/easybusinessbookkeeping
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Enroll in my entrepreneurial bookkeeping course, Mind the Gap here: https://all-ease-accounting.ck.page/products/mtgearlybird
Access the Mind the Gap Community here: https://all-ease-accounting.ck.page/products/the-community
Download my free receipt organization guide here: Chaos to Calm
Book a consultation with me to learn which of my offers is right for you.
Connect with me here:
TikTok
YouTube
Linked In
Support this podcast through a monthly subscription at https://podcasters.spotify.com/pod/show/regan-bashara/support
On this week’s episode of Money Through Ease, join host Regan Bashara and her guest, Heather Jones, for a discussion about the unique experience military spouses have and why entrepreneurship seems to be a very attractive path for them. Regan and Heather talked about everything from how they’re both displaced Yankees living in the South, to their experiences with family members in the armed services. Heather is a veteran and married a service member who retired after 20 years, and she shares how she helps her clients approach entrepreneurship while also balancing the military family life and being in touch with your emotions. Be sure to follow Heather and visit her website to learn more.
Connect with Heather here:
Website
https://www.heatherjonescoaching.com/
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Enroll in my entrepreneurial bookkeeping course, Mind the Gap here: https://all-ease-accounting.ck.page/products/mtgearlybird
Access the Mind the Gap Community here: https://all-ease-accounting.ck.page/products/the-community
Download my free receipt organization guide here: Chaos to Calm
Book a consultation with me to learn which of my offers is right for you.
Connect with me here:
TikTok
YouTube
Linked In
Support this podcast through a monthly subscription at https://podcasters.spotify.com/pod/show/regan-bashara/support
Starting May 6, 2024, All Ease Accounting is hosting a week-long challenge for entrepreneurs to release their burnout, alchemize it, and manifest a new way of doing business. Join Regan Bashara and three business experts for daily master classes on financial organization, content writing, social justice activism, astrology for authenticity, and more! Register for free at this link:
Savvy Biz Blitz Challenge (Register for free)
My guest this week is Aeoliana Elliott of Top Shelf Virtual Services. She’s a podcast strategist helping her clients monetize their podcast and use it to market their business. Listen in as we talk about entrepreneurial topics such as developing intentional community, managing your energy and time (especially if you have a side hustle), and taking messy action to get to your business goals.
Connect with Aeoliana here:
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Enroll in my entrepreneurial bookkeeping course, Mind the Gap here: https://alleaseaccounting.com/mtg
Book a free consultation to learn about Mind the Gap here: https://alleaseaccounting.as.me/mtg
Download my free receipt organization guide here: https://tinyurl.com/4dm42vav
Connect with me here:
TikTok
YouTube
Linked In
Support this podcast through a monthly subscription at https://podcasters.spotify.com/pod/show/regan-bashara/support
In this episode, Cortney Kaveh shares practical tips and insights on how to establish effective daily money management in your business. She introduces her online course, "The Pay Yourself First Playbook," which helps entrepreneurs gain awareness of their financial habits, set up proper budgeting, and establish a routine for paying themselves. Cortney emphasizes the importance of understanding your business's financial data and implementing strategies to increase profitability.
Connect with Cortney Kaveh here:
Instagram.com/cortney.kaveh
www.nwmoneycoaching.com
Company of One by Paul Jarvis, mentioned in episode (not an affiliate link) https://www.harpercollins.com/products/company-of-one-paul-jarvis?variant=39935488426018
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Enroll in my entrepreneurial bookkeeping course, Mind the Gap here: https://alleaseaccounting.com/mtg
Schedule a free consultation with me to learn about Mind the Gap: https://alleaseaccounting.as.me/mtg
Download my free receipt organization guide here: Chaos to Calm
Schedule a free consultation with me to learn which of my offers is right for you: https://alleaseaccounting.as.me/consult
Connect with me here:
TikTok
YouTube
Support this podcast through a monthly subscription at https://podcasters.spotify.com/pod/show/regan-bashara/support
From the publisher's feed