Small business owners are often intimidated by accounting software and hesitate to use it, even when they’re paying the big bucks for it! In today’s episode we unpack the best tips for business owners at any stage of their journey on how to utilize QuickBooks in an optimal way to save time and money.

 

Crystalynn Shelton is a licensed CPA and QuickBooks Top 100 ProAdvisor helping startups, small businesses, and million-dollar companies alike take control of their finances through accounting software training and consulting. For the last 20 years she has led accounting departments for Fortune 500 companies like Intuit, Texaco and Paramount Pictures. After starting her own business, she published Mastering QuickBooks, a three-time Amazon Bestseller now in its fourth edition, coached more than 100 clients, all the while serving as an Adjunct Instructor at the University of California, Los Angeles (UCLA).

 

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Website: www.crystalynnshelton.com

 

What you'll hear in this episode:

[5:55] Crystalynn discusses why she decided to become a CPA.

[9:00] What is keeping your books as a small business owner and what should it include?

[10:53] What are some tips that business owners can use so that they are not overwhelmed with bookkeeping?

[17:28] Crystalynn reviews what chart of accounts is.

[24:20] What are some of the mistakes that have been made using QuickBooks?

[30:20] As a new business owner, how can you get the training needed to set up and use QuickBooks?

[34:40] Crystalynn chats about what to do if you are behind on doing your books.

 

If you like this episode, check out:

What Your Numbers Are Trying to Tell You

Building a Strong Company Culture with Caroline Pennington

Building Systems Based on Problems

 

Want to learn more so you can earn more?

Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

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Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

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The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.