With Steve out on college tours, I sit down solo with Beth Carter, the self-proclaimed badass bookkeeper who talks to trades clients like actual human beings instead of reciting profit and loss statements like a robot.

We discuss why your aunt Sue probably shouldn't be doing your books, the difference between quality bookkeeping and data entry, and how a negative $250,000 bank account on a balance sheet is a pretty good sign something's gone horribly wrong.

We explore the generational divide in how business owners value bookkeeping services, why price shopping for bookkeepers is a terrible idea, and what happens when you try to sell your business with $200,000 in phantom accounts payable.

Highlights:

• Understanding why specialization matters because your general contractor isn't an electrician and your office assistant probably isn't a trained bookkeeper.
• The generational shift in how younger business owners view bookkeeping services compared to those who rely on family members and checkbooks.
• What quality bookkeeping actually includes beyond data entry and why investing in good systems and expertise pays off.
• Real examples of marketing gone wrong and how an experienced bookkeeper knows to spot inconsistencies to help business owners save money.
• The importance of monitoring your numbers closely especially during growth periods to avoid spending profit before securing your business foundation.

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Steve Doyle:

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Brad Herda:

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