The Boutique Bookkeeper Show | Know Your Numbers & Prepare For Taxes

By Megan Schmitke | Bookkeeper & Bookkeeping Coach for Boutique RetailersBusiness Entrepreneurship Education How To Management

The Boutique Bookkeeper Show | Know Your Numbers & Prepare For Taxes episodes

February 23021. Common Bookkeeping Mistakes in the Retail Industry
Bookkeeping in the retail industry has some unique complexities that do make it a little more complicated than other businesses. Since I opened my business in 2021, I have worked with dozens of small businesses, and I often see a lot of small business owners make similar mistakes when they manage their own bookkeeping. Unfortunately, mistakes like these can lead to inaccurate financial reports, which lead to inaccurate tax returns, which leads to either over or under paying in taxes.
In this episode I’ll be sharing what these common bookkeeping mistakes are and help you avoid these mistakes to make sure your bookkeeping is helpful and accurate in helping you operate your business and prepare for taxes.

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
https://www.findingfreedomfinancial.com/common-bookkeeping-mistakes

Related Episodes & Resources Mentioned:
Quickbooks Online is my favorite bookkeeping software. You can try it here and get 30% off your first 6 months: www.findingfreedomfinancial.com/qbo (psst…you can probably get by with the Simple Start level)
Learn more about my favorite time-saving features of Quickbooks Online here: https://findingfreedomfinancial.com/quickbooks-online-features/
Xero is another popular bookkeeping software you can learn about here: https://www.xero.com/us/pricing-plans/
Wave is another bookkeeping software option that does have a free plan if you’re looking to really keep costs low. Just know that there are going to be limitations on available features if you go with a free plan (but it will be a small step up from a spreadsheet. https://www.waveapps.com/pricing
13 min
February 16020. Bookkeeper vs Tax Preparer (And Why You Need Both of Them)
Many business owners think they need an Accountant for their business - but what does that REALLY mean? There’s a lot of confusion around that word and what an Accountant actually does, because it is such a broad term. Today, I’m getting a little more specific and explaining why you specifically need a bookkeeper and a tax preparer on your financial support team. I talk about the difference between these two roles, how they work together, and why BOTH are important (And hint…if you haven’t hired a bookkeeper for your business yet…YOU are the bookkeeper!)

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
http://findingfreedomfinancial.com/bookkeeper-vs-tax-preparer/

Related Episodes & Resources Mentioned:
What does “Doing Your Bookkeeping” really mean? Listen to episode #7 for a daily, weekly & monthly bookkeeping task list to help you know what you should be doing if YOU are your own bookkeeper!
12 min
February 02019. How You Categorize Expenses Doesn't REALLY Matter As Much As You Might Think
Many business owners are so hung up on making sure they categorize expenses correctly and call them the “right” thing, when in reality…it doesn’t matter.
Or, at least it doesn’t matter as much as you might think.
Most of the time, anything that you spend money on that is ordinary (meaning other business owners in your industry spend money on it too) and necessary (meaning that this purchase is essential in you operating your business), it is 100% deductible – no matter what you call it.
In today’s episode, we’ll talk about the 3 different categories that do require you to be a little more careful with how they’re tracked, and then my 2 general rules to help you categorize everything else.

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
https://www.findingfreedomfinancial.com/how-you-categorize-expenses

Related Episodes & Resources Mentioned:
Use my Quickbooks Online affiliate link to get 30% off your first 6 months: www.findingfreedomfinancial.com/qbo
Download my retail-specific chart of accounts template here: www.findingfreedomfinancial.com/coa-template
16 min
January 26018. 3 Quickbooks Online Features That Will Save You HOURS Each Month (Plus 1 Feature to Avoid)
I know that bookkeeping is probably not your favorite business-related task, but it is one of the most important ones. And I’m not talking about the year-end scramble to gather all your numbers together – I mean keeping up with it each and every week so you can USE those numbers to help you make smarter business decisions.
Since it’s not your favorite task, I want you to be EFFECTIVE with the time you are spending on your bookkeeping. My #1 tip to do so – use a software like Quickbooks Online.
Today I’m going to share 3 of the Quickbooks Online features that will help you spend as LITTLE time as possible on your bookkeeping while ensuring it all stays up to date and accurate. Let’s dive in…

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
http://findingfreedomfinancial.com/quickbooks-online-features/

Related Episodes & Resources Mentioned:
Use my Quickbooks Online affiliate link to get 30% off your first 6 months: www.findingfreedomfinancial.com/qbo
11 min
January 19017. How a Bookkeeping Reconciliation Can Find Your Missing Money
Would you notice if your payment processors weren’t paying out all your funds? The only way to make SURE that you are accurately tracking every PENNY in your business is to make sure that you are completing your bookkeeping reconciliations! That means that you should be comparing every transaction in your bookkeeping records to the statements provided by your banks, credit cards, and payment processors to make sure that everything you have entered into your bookkeeping matches those statements.
Listen to this week’s episode to hear some specific client examples of how this process of reconciliation saved them some serious money! At the end, I walk through exactly how to reconcile your accounts using Quickbooks Online.

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
http://findingfreedomfinancial.com/bookkeeping-reconciliation/

Related Episodes & Resources Mentioned:
Ready to start using Quickbooks Online in your business? Use my referral code and get 30% your first 6 months: https:///www.findingfreedomfinancial.com/qbo
14 min
January 12016. Why You Shouldn't Use Your 1099-K to File Your Business Taxes
A 1099-K is a tax document that is created & sent to you (and the IRS) by any payment processors you use. It reports both the number of transactions they’ve processed on your behalf, along with the total dollar amount of gross sales they’ve collected for you. While a 1099-K seems like a very “official” tax document, it should NOT be used to report your income on your tax return. To learn why it shouldn’t be trusted, and what you SHOULD be using instead, be sure to listen to today’s episode!

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
Blog post coming soon!

Related Episodes & Resources Mentioned:
Directly from the IRS website: “Use Form 1099-K with other records to help you figure and report your taxable income when you file your tax return” (Link to the IRS page here)
Want to know the best Shopify reports to help you accurately record your income and prepare for taxes? Listen to episode 6!
Want see exactly how you can quickly get all your sales date into Quickbooks Online? Learn how inside of Bookkeeping Made Simple for Boutiques
Not quite ready to commit to Quickbooks Online, but still want an accurate way to keep track of your income for tax purposes? Use this Shopify Seller Income & Expense Tracker
13 min
January 06015. How to Make 2026 The Year You Become Confident in Your Boutique's Numbers
January is a true ‘fresh slate’ in a financial sense. It doesn’t matter if you completely ignored your numbers in 2025, now is the perfect time to commit to a change in 2026 and start to face the numbers head on. In today’s episode, we’re going to talk about how you can make 2026 the year you finally feel confident in the money-side of your boutique - not by doing more, but by putting simple systems and rhythms in place now while things are a little calmer, and you have this fresh slate to work with.

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
[blog post coming soon]

Related Episodes & Resources Mentioned:
Quickbooks Online referral link: gives you a free 30 day trial, followed by 30% off your first 6 months.
Looking for the mini-series on the basic financial statements? Listen or Read here:
Income Statement: https://www.findingfreedomfinancial.com/7
Balance Sheet: https://www.findingfreedomfinancial.com/50
Statement of Cash Flows: https://www.findingfreedomfinancial.com/47
15 min
November 24, 2025014. Are YOU Required To Send Out Any 1099s? The What, When, and How of 1099 Tax Documents
You might already be familiar with the 1099s you RECEIVE as a business, but did you know that you ALSO have a requirement to SEND any 1099 documents to individuals and businesses that meet certain criteria? It’s not just a responsibility of large corporations - ANY small business may also need to send out 1099s at the end of the year.
Today’s episode is going to walk through the 4 requirements to review to determine if any of your vendors need to be sent a 1099, when these 1099s need to be sent by, and how to actually file them.

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
https://www.findingfreedomfinancial.com/who-needs-to-receive-a-1099

Related Episodes & Resources Mentioned:
How to order paper copies of blank 1099 forms: https://www.irs.gov/pub/irs-news/at-01-57.pdf
Software options you can use to electronically file & send your 1099s: Quickbooks Online or Tax1099
Get your bookkeeping all caught up with Bookkeeping Made Simple for Boutiques to easily identify which vendors you need to send 1099s: www.findingfreedomfinancial.com/membership
12 min
November 10, 2025013. My Top 3 Year-End Tax Savings Tips to Help You Save Money (+ A Bonus Tip!)
Today we are doing a little thinking & strategizing on what you can do BEFORE the end of the year to help save a little money on this upcoming tax season.
Generally, your bank account balances are getting a little stronger as we move through this holiday season, and I see so many business owners start spending money like crazy to “get the tax deduction”. And yes, while there may be SOME truth to that, it’s not the greatest strategy for your business & bank account.
So, today, I’m going to share my top 3 tips to help you save a little money on taxes & also help your business in the long run.

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
https://www.findingfreedomfinancial.com/tax-savings-tips

Related Episodes & Resources Mentioned:
Tax Benefits of Becoming an S Corp: http://findingfreedomfinancial.com/19
The Importance of Completing a Physical Year End Inventory: http://findingfreedomfinancial.com/55
9 min
November 03, 2025012. How Income Taxes Work for Boutique Owners
I truly believe that EVERY business owner’s least favorite part about running a business is taxes. But, it is a part of EVERY business, so, like it or not, you gotta have at least a very BASIC understanding of how taxes work for your business, so that’s what we’re going to be looking at today.
This episode is going to explain the basics of how income taxes work for Sole Proprietors, LLCs, S-Corps, and Partnerships so you can begin to understand how you file and pay taxes for your boutique business.

Ready to take your learning a step further?
Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.
Sign up now: www.findingfreedomfinancial.com/masterclass

Other Ways to Work With Me:
Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off.
Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership
Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

Prefer to learn while you read? Check out the blog post for this episode:
https://www.findingfreedomfinancial.com/how-income-taxes-work

Related Episodes & Resources Mentioned:
Here’s an blank copy of what a schedule C looks like that’s a part of your personal income tax return for Sole Proprietors and LLC Business Owners: https://www.irs.gov/pub/irs-pdf/f1040sc.pdf
Download your own boutique-friendly list of deductible expenses for your boutique: http://findingfreedomfinancial.com/deductions/
Tax Benefits of Becoming an S Corp: http://findingfreedomfinancial.com/s-corp-structure-benefits/
Here’s an blank copy of what a Tax Return 1120-S looks like that S-Corp Businesses will need to file each year: https://www.irs.gov/pub/irs-pdf/f1120s.pdf
Here’s an blank copy of what a Tax Return 1065 looks like that Partnership businesses will need to file each year: https://www.irs.gov/pub/irs-pdf/f1065.pdf
12 min

About The Boutique Bookkeeper Show | Know Your Numbers & Prepare For Taxes

From the publisher's feed

Are you making sales in your boutique but still wondering where all your money is going?

Do you panic at tax time because your books are a mess—or worse, nonexistent?

Are you tired of…

feeling like you should understand your numbers, but no one ever taught you how?

If you’ve ever felt confused, overwhelmed, or straight-up anxious about the money side of your boutique business, you are not alone. Running a retail business—especially online through platforms like Shopify—is no small feat. You’re juggling inventory, marketing, customer service, and social media… and somehow, you’re also supposed to be your own bookkeeper?

Let’s be real: finances can feel intimidating. Maybe you’ve tried spreadsheets, downloaded bookkeeping software, or even hired someone—only to still feel totally in the dark. You just want to understand your business’s money and feel confident making decisions. You want freedom, not fear.

I get it—because I’ve been there.

Hi, I’m Megan Schmitke, host of The Boutique Bookkeeper Show. I have my Bachelor’s in Accounting and spent over seven years working in corporate accounting. But when I became a mom, I knew I wanted more flexibility—and I still had a passion for helping others with their finances. That’s when I started Finding Freedom Financial Services. What I discovered? So many boutique owners were struggling with their numbers—not because they didn’t care, but because no one had ever taught them how to manage their books.

And while plenty of bookkeepers will do your bookkeeping for you, almost none will take the time to teach you how to do it yourself.

That’s where this podcast comes in.

The Boutique Bookkeeper Show is your go-to resource for breaking down the money side of your boutique in a way that actually makes sense. In each episode, you’ll get real-world, easy-to-digest education on topics like:

⭐ Understanding your Shopify reports

⭐ What numbers really matter in your business

⭐ How to stay organized month after month

⭐ How to prepare for tax season without the stress

⭐ And how to create systems that actually give you freedom—not more to do

Whether you want to DIY your bookkeeping with confidence or just want to finally understand what your numbers are telling you, you’re in the right place.

Let’s take the confusion out of your finances so you can step into the CEO role your boutique needs.

👉 Ready to connect and take the next step?

Follow me on Instagram @findingfreedomfinancial for tips, behind-the-scenes looks, and updates on new episodes.

Want to dive deeper or work together?
Visit www.findingfreedomfinancial.com to learn more about how I help boutique owners just like you find financial clarity and peace of mind.

Hit subscribe and let’s turn your confusion into confidence—one episode at a time.

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About The Boutique Bookkeeper Show | Know Your Numbers & Prepare For Taxes