In this episode, Shannon continues the conversation with bookkeeping expert Misa Bacon. They dive into what to expect from a bookkeeper, how to vet the right professional for your business, and the importance of communication and personalization in the bookkeeping relationship. Misa shares valuable insights on the different types of bookkeepers, the costs involved, and how small business owners can take control of their bookkeeping journey. If you're looking to streamline your financial processes and set your business up for success, then you won't want to miss this engaging and informative discussion. Tune in to learn more about the essential role of bookkeeping in your business and how to make the most of this crucial aspect of financial management.

 

Misa Bacon is the Founder and CEO of Perfectly Kept Books and your go-to bookkeeping and QuickBooks Pro. She empowers women entrepreneurs to conquer their financial anxieties. Recognizing that bookkeeping can be daunting, she creates a calming, fun experience that feels like chatting with a supportive friend. Her Texas warmth shines through, making complex financial discussions approachable and stress-free. Driven by a desire to raise her creative daughter in a world of empowered women, Misa champions women-owned businesses, providing empowering bookkeeping services and building strong financial foundations for their success. 

 

Bookkeeping checklist download: https://perfectlykeptbooks.com/resources

Website: https://perfectlykeptbooks.com/

Socials: @perfectlykeptbooks

 

What you'll hear in this episode:

06:33 Bookkeepers are crucial business partners; liking them matters.

09:15 Hire professionals with human interaction and expertise.

11:01 Open communication essential for business and bookkeeping.

14:22 Consider personal vs corporate bookkeeping services when choosing.

18:35 Success comes at a price, no discounts.

21:20 Start using accounting software early for success.

 

If you like this episode, check out:

Do You Really Need a Business Plan?

Want to Leave Your Corporate Job? It's Easier Than You Think

3 Reasons to Separate Your Business Money from Personal

 

Want to learn more so you can earn more?

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

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

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

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.