Explorez tous les épisodes du podcast Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101
| Titre | Date | Durée | |
|---|---|---|---|
| 084 Behind the Scenes Why I Rebranded My Business & Podcast | 26 Aug 2025 | 00:13:20 | |
Hey, friend! Have you noticed that things look a little different around here? Well, we have a new business name and a new podcast look, but the same vision. I thought it might be fun to share with you why we decided to rebrand, some of the strategy behind it, and how I knew it was time for an upgrade. So full disclosure, I have DIYed, my branding for years in my business. I bet you can relate. And, at some point you might have decided that you wanted something more professional, but you knew you weren't going to be able to do it, either because of your skill level or your availability. We reach this same point with our bookkeeping. Listen in to hear the fun behind-the-scenes story behind my rebrand, and how we can let our businesses grow right along with us as entrepreneurs!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Free QuickBooks Next Steps Session call: https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping! | |||
| 083 Honeybook vs. QuickBooks: Do You Really Need Both for Your Business? | 19 Aug 2025 | 00:13:53 | |
Hey, besties! Well, today we are jumping in to a topic that I keep getting asked about recently, which is: Are HoneyBook and QuickBooks the same? Are they friends? Do they integrate well together? What are the similarities and differences and all of the interworkings of both of those systems? Let's dive in!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Free QuickBooks Next Steps Session call:
https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping! | |||
| 082 You’re Not Saving Money if Bookkeeping is Slowing You Down | 12 Aug 2025 | 00:08:39 | |
Most people DIY their bookkeepping to save money right? And here, you'll find lots of episodes where I actually support you DIYing your bookkeeping for a season in, but if you're doing it wrong it might be costing you more than you realize. As you're weighing the cost of bookkeeping keep these hidden costs in mind:
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Free QuickBooks Next Steps Session call: https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping! | |||
| 081 Using Too Much Brain Power on Bookkeeping? Let’s Fix That! | 05 Aug 2025 | 00:08:21 | |
Why is bookkeeping so draining? If you feel like everytime you look at your numbers you're figuratively having to solve a Rubik's cube I can absolutely help you. Are we causing extra work for ourselves? Are we making time-consuming mistakes? Are we entering transactions manually because we haven't linked QuickBooks with our bank account? Let's get to the bottom of this today besties. Tune in for a quick check-up!
Free QuickBooks Next Steps Session call: https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Happy Bookkeeping! | |||
| 080 - How Long Does It Take to Clean Up My QuickBooks? | 29 Jul 2025 | 00:10:04 | |
Hey, hey, bookkeeping besties! Well, it's summer and we've been traveling a little bit more than we typically do. You know that feeling after a trip when your suitcase sits by the door for a few days? Maybe it's just me and my four kids, but we leave our things a little longer than we should. Maybe you keep thinking, "ugh, unpacking is going to take forever." And so it just sits there, but then when you finally tackle that suitcase, it only takes a few minutes, and it's done! Well that's what I see when I'm cleaning up QuickBooks accounts. Once we start, it often goes faster and sometimes easier than you'd expected. Today we're talking about how to figure out what kind of clean-up you're facing and how long it might take you to get it caught up. So let's jump in. There is zero shame in asking for help. This is what I am exactly here for. I have looked at over 80 QuickBooks files at this point. There is not much that I have not. You are not too far gone, and most of the time I actually find business owners are in better shape than they think they are. Let's hop on a call and we can chat about it so that you can note the best next steps for you. You don't have to figure this out alone. No matter whether your clean-up needs to take two hours or 20 hours, it's just important that you start. You've got this. I'm here for you as your bookkeeping bestie when you need me, and until next time, happy bookkeeping.
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping! | |||
| 079 - Should I Try to Fix My Books Myself or Hire Help? | 22 Jul 2025 | 00:08:31 | |
Hey, hey, bookkeeping besties! Trying to fix your own bookkeeping is a lot like deciding whether to pull your own weeds or hire a landscaper. Both are totally valid at certain stages of life. I have some clients who have come to me, and just with a little bit of direction, education, and support have done fantastic DIYing of their own bookkeeping. I teach them to clean it up, then catch it up, and then keep it all straightened out. Actually, one of my very first clients who I taught how to use QuickBooks has circled back around, and now I'm doing full service bookkeeping for her, and when I got back into her QuickBooks, she had kept it up so well. I want to give you encouragement that it's doable to keep your own books, but I've also seen people with thousands of transactions left to be categorized, no reconciliations done, and a deadline for their tax preparer. They've been really stressed out and they have much more success hiring someone to do it for them. So in both of those scenarios, you just have to know what season of life you're in. We're gonna break this down even more in this episode. Let's dive in!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping! | |||
| 078 - What Does It Mean That My Books Aren’t “Clean”? | 15 Jul 2025 | 00:07:24 | |
When a bookkeeper tells you your books aren't clean, what does that even mean? Are we in need of a little tidying up or a total deep scrub? Well, in this episode we're gonna break it down so you know exactly what's going on and how to fix it. It really comes down to how easy or difficult it is to read and rely on your numbers. Hearing that you have "messy books" would just mean that there's probably some red flags, and it's hard to trust your profit and loss statement or any of your other reports. The good news is that it's fixable and very common. You are not alone if you've ever been told this about your financials. So let's just run through some most common signs of messy books in this 7-minute long episode! I offer a clean-up and catch-up service that's done for you, and it'll get things back on track. No judgment, no shame. I've worked on 80 different sets of QuickBooks at this point, so I've seen it all. I'll show you how to keep moving forward with your nice cleaned-up, caught-up books. If you're ready to hand off the mess that you have created or the issues that you're having, just send me a message and say, "Help, I think my books are messy" and we'll take it from there!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping!
| |||
| 077 - How Bad Is It If I’m Months Behind on My Bookkeeping | 08 Jul 2025 | 00:09:09 | |
Falling behind on your bookkeeping doesn't make you a bad business owner. You're running your business, wearing a million hats, putting out fires, and sometimes your numbers just take a back seat. Let's talk about how bad it really is if you're behind, and more importantly, what you can do next. If you're overwhelmed by how far behind you are with your bookkeeping for the year, or if you feel like there's a lot of things that need to be cleaned up that you don't know how to fix, you don't have to do that alone. My clean-up service is a done-for-you solution to get your QuickBooks caught up, cleaned up, and back on track. We will dive into your files, clean things up behind the scenes, and then send you custom video tutorials, walking you through what we did, what you need to do moving forward, and exactly where your books stand. And then from there we'll give you clear options to either keep doing your bookkeeping on your own and other levels of support so that you can feel really good about keeping your books. So if the thought of catching up your bookkeeping is stressing you out and overwhelming you, let me take that off your plate. Check out the link in the show notes to learn more.
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping!
| |||
| 076 - Legal Must-Haves for Creative Entrepreneurs with Intellectual Property Attorney Ryanne Saucier | 01 Jul 2025 | 00:45:05 | |
I am so excited for you to hear this conversation with Ryanne Saucier. Ryanne is an award-winning Intellectual Property Attorney & Business Strategist. Honestly if you follow her on IG you'll see she's an attorney by trade, but a creative at heart. She's really fun as she breaks down copywrite and trademark laws so they are really digestible. Ryanne offers legal tools, advice, and trainings to online sellers, coaches & entrepreneurs, so if you've ever had any questions about legal matters this is the episode for you. Follow Ryanne Sauceir on Instagram: https://www.instagram.com/ryanne_reimagined/
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping! | |||
| 075 - Stay Caught Up: The Monthly QuickBooks Routine That Actually Works | 24 Jun 2025 | 00:13:39 | |
You know how necklaces somehow tangle themselves just by existing in the same drawer? But here’s the thing—we don’t want our QuickBooks to be that tangled mess in the first place. When you let things pile up—uncategorized transactions, unreconciled accounts, mystery expenses—it’s like throwing all your business finances into a drawer and shaking it up. Then, when tax time or decision time comes you’re stuck untangling a mess that didn’t have to be a mess. So in today’s episode, I’m giving you a super simple monthly routine to keep your QuickBooks smooth, organized, and totally untangled.
If you’re ready for a QuickBooks system that actually works and keeps you caught up in under an hour a month, this one’s for you!
“Each month, run through this checklist:”
→ “Put this on your calendar—it can be a date with your numbers. Light a candle. Turn on a playlist. Make it part of your CEO routine.”
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping! | |||
| 074 - Use QuickBooks Data to Check If Your Pricing Works | 17 Jun 2025 | 00:14:54 | |
When is the last time you used your actual data to reassess your pricing? Are you charging enough for what you do? Are your clients getting the full value? And more importantly, do you know if your pricing actually supports the kind of income you want to bring home? That's what I want to help you with today. We're gonna look at how to use QuickBooks data to answer those questions, and I'll walk you through some sneaky costs that might be eating into your profit without you even realizing it. And, if you're not sure how much you should be taking home or what your sales goal should be to support that, I've got a resource that'll help you. It's called Take Home Target, and I'll tell you more about it in just a bit, but let's jump in!
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 073 - What QuickBooks Reports Are Actually Telling You | 10 Jun 2025 | 00:17:13 | |
Hey, bookkeeping besties. Welcome back to the show. I currently have two toddlers. I have a 1-year-old and a 2-year-old, and honestly, a lot of my day feels like I'm just trying to interpret what they're saying. My 2-year-old for the most part is getting more and more clear, but there are still days where I'm like, "Baby, I'm so sorry, but I have no clue what you're saying to me. Can you point to it? Can you show me? Can you help me out?" And my 1-year-old currently just shouts for things, which is lovely. So you can imagine my house is a little bit crazy and if that's how you feel when you look at your QuickBooks reports or any financial reports, you are not alone. And so in this episode of the QuickBooks Summer Reset Series, we're going to make sense of these confusing reports, your profit and loss report, and your balance sheet. We're gonna break it down in plain English and help you interpret what it is actually telling you about your business and also point out a few red flags that may mean that something is off. So if you've ever opened a QuickBooks report and thought, "This looks really important, but I have no clue what it's telling me or trying to tell me," this one is for you. Meet me for a QuickBooks Next Step Session: https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping!
| |||
| 072 - Is Your QuickBooks Set Up for Success? | 03 Jun 2025 | 00:15:19 | |
Hey, hey, welcome back to Get Comfy with Numbers. I don't know about you, but it is now June and we are in full summer mode over here, and so I thought this would be the perfect time on the podcast to do a summer series. Welcome to part one of the QuickBooks Summer Reset. I often have clients come to me who set up their QuickBooks on their own, and they're like, "Erika, I kind of tapped through the suggested settings, but I don't really know if my QuickBooks is set up right." And so today we are gonna be talking about three steps in your setup that might be causing you problems.
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 071 - Common Bookkeeping Mistakes I Spot in QuickBooks Reviews (and Why They Matter) | 27 May 2025 | 00:12:16 | |
Hey, hey, bookkeeping besties. So listen, at this point, I have been inside of over 75 QuickBooks online accounts and counting, and I am bringing you today the list of common mistakes because almost every single one of the QuickBooks that I've reviewed has been making one of these mistakes, and so my hope is that I'm going to empower you so that you don't make these same mistakes, and it saves you a bunch of time, money, and headaches. You won't need my team and I to come clean up your QuickBooks because you will already have these things in control! So let's get into what these mistakes are!
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 070 - What to Do After Sending an Invoice (And Why Most Biz Owners Skip This Part) | 20 May 2025 | 00:10:11 | |
I did some research and found out that you will get paid 33% - 42% faster with automated systems! If that is not incentive enough, to set up automated payment links to your clients I'm not sure what is, because getting paid faster is everything when it comes to managing your cash flow. Hey, bookkeeping bestie. Do you feel like as a business owner, or even just as a person, that you are constantly following up on things? I feel like that is half of the tasks on my to-do list: making sure that that appointment did get scheduled or that I did actually sign up for the snack to bring to the end-of-the-year school party. All of those types of things we're constantly following up on are starting to pile up, and I am starting to see business owners leaving money on the table when they don't follow up after they send out their invoices. So a question that I want to ask you today is, "Okay, you've sent the invoice, but are you following through?" So let's get into it!
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 069 - Marketing on a Budget: Tips for Small Business Success with Ashley Conway | 13 May 2025 | 00:31:52 | |
Today we're talking to Ashley Conway of Be Weird Marketing. Ashley is a marketing coach and copywritter who specializes in making the most out of your marketing budget. Erika and Ashley cover all the most important things that need to be on your radar, as well as the things you should avoid doing. Hit play to hear really doable things you can implement right away in your marketing and great tips on how to attract more of your favorite clients! Learn more about Ashely Conway: Free, 40-minute video training: 10 Reasons You Aren't Standing Out from Your Competition https://www.beweirdmarketing.com/stand-out-from-competition Higher Purpose Marketing Strategy LinkedIn: https://www.linkedin.com/in/ashley-conway-beweird/ Instagram: https://www.instagram.com/beweirdmarketing/ Facebook: https://www.facebook.com/beweirdmarketing Website: beweirdmarketing.com Email: hello@beweirdmarketing.com
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping!
| |||
| 068 - Spring Clean Your QuickBooks: Bookkeeping Tasks to Tackle Before Summer Break | 06 May 2025 | 00:11:43 | |
Want me to share a little trick to make your summer twice as fun? OK here's the answer: go into with the peace of mind that comes from knowing that your books are nice and tidy! Today I'll show you how to comb through your books, your transactions and your categories to make sure your books are clean and to make sure you have good habits in place for the rest of the calendar year. You'll thank me this summer when you can rest easy and you'll really thank me next year at tax time! Happy Bookkeeping!
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
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| 067 - The #1 QuickBooks Setting Most Business Owners Overlook | 29 Apr 2025 | 00:15:20 | |
Today we’re diving into one tiny QuickBooks setting that can make a BIG difference for whether your books make sense, and most people don’t even know it’s there! Did you know there are two accounting methods: Cash basis and Accrual basis? Cash basis: Income and expenses show up when money moves (you get paid or you pay). Accrual basis: Income and expenses are recorded when they’re invoiced, not necessarily paid. Choosing the right method and using it consistently will ensure that your books for calendar months and years are accurate, which is of course always our goal! Also though, using the right method will enable you to compare your months from one year to the next and watch for seasonal patterns.
Reach me here https://erikamillard.com/contact so that I can talk this out with you and help you choose the right method for your business.
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping!
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| 066 - 5 Steps to Calm Your Money Anxiety Today | 22 Apr 2025 | 00:12:45 | |
This will totally surprise you because bookkeeping is "my thing," but I can actually really relate to money anxiety. I know that feeling where you're too nervous to look at your QuickBooks reports or too scared to ask your bookkeeper questions for fear of what the answer will be, but I promise I can help ease some of that anxiety today!
My 5 steps to quieting that anxiousness are: Name what you're feeling Get clear on the facts Get it all out on paper Reframe your narrative Create an action plan
Thanks for tuning in today!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 065 - It’s Tax Day – Make It Easier Next Year | 15 Apr 2025 | 00:09:52 | |
If you're scrambling to finish your taxes today, I just want you to know I'm rooting for you! Hang in there and do the best you can. How has it been preparing your taxes this year? In the episode I'll go over the most frequent causes of last-minute stress and messiness in bookkeeping and filing taxes. I'm also going to break down 3 simple tips for you to implement this year so that filing your taxes next year goes a lot more easily! 3 Tips you'll thank me for next year!
Just remember, the goals are: accurate books, saving money, and reclaiming peace of mind!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 064 - Bookkeeper vs CPA: How Both Work Together to Save Business Owners Time & Money | 08 Apr 2025 | 00:11:03 | |
Understanding the roles of a bookkeeper and a CPA is crucial for business owners and it's super common to get it mixed up so let me make this easy for you! A bookkeeper's role is day-to day financial tracking, categorizing transactions, reconciling accounts, and preparing financial reports. A CPA's role is tax preparation, financial analysis, compliance, and strategy. There will be times when the responsiblities of your bookkeeper and your CPA overlap. This is why it's so important to have an organized bookkeeping system so that your CPA has clean numbers to work from. Listen all the way through the episode to hear my take on why you need both a bookkeeper and a CPA and what the most efficient and cost-saving work flow would look like!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping!
| |||
| 063 - Taking the Emotion Out of Business Finances: A Chat with Annie Rohde | 25 Mar 2025 | 00:22:37 | |
Today I'm bringing you an interview with my client Annie Rohde that will help you shift the way you feel about the finances in your business. Annie is a Biblical Sales Strategist which means that she helps ground her clients' money mindset in sprititual fundamentals. Listen in to hear this fresh applied to pricing your offer, hiring a team, and saving for big goals. If you look at your business like a math game it takes a lot of pressure off.
Connect with Annie Rohde on Instagram @annie.rohde https://www.instagram.com/annie.rohde?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 062 - Planning, Panic & Pushing Through_ What Birth Can Teach You About Business Finances | 18 Mar 2025 | 00:12:55 | |
My youngest of four children is about to turn one, which is very exciting, and I don't know about you, but everytime one of kids has a birthday it makes me reflect on their birth and the story of delivering them. As I reflect on all 4 of these birth stories, it really makes me think of the different ways I prepared and the range of outcomes I experienced. Today I want to briefly share these 4 different approaches to you and related them to how we think about the finances in our business. From winging it, to dealing with curve balls, to being thoroughly prepared, I have a lot of insights to share that I think you'll relate to!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 061 - Stay in Integrity: Lead Your Team Authentically & Effectively with Jillian Dolberry | 11 Mar 2025 | 00:39:25 | |
Jillian Dolberry is an Ops Consultant and Team Strategist for women entrepreneurs and host of The Grace-Filled CEO Podcast. In addition to devoting her heart and time to her family, she helps busy women honor their values and find consistent grace while trying to leave every business better than she found it. Jillian has become a master of setting up boundaries, streamlined systems, Increasing profit from the inside out, and navigating hard conversations with her “honor everyone in the room” approach. Today she’s here to talk with us about the difference between an OBM, a VA, an Integrator, and a Project Manager, and most importantly how to lead your team well.
What we’ll cover: How business owners can maximize the investments they’ve already made and how OBMs can help with that How business owners can spend money in their business more wisely and efficiently What spending and hiring mistakes are the most common among business owners How to know when you’re ready to build a team and hire an OBM?
Connect with Jillian: Podcast: The Grace-Filled CEO Instagram: @jilliandolberry Website: jilliandolberry.com Contact email: support@jilliandolberry.com
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 060 The Easy Way to Price Your Services and Reach Your Sales Goals | 04 Mar 2025 | 00:09:23 | |
You have your sales goal now let's figure out how we are going to meet that goal. I want you to look at the packages that you offer in your business. Even if you are just working with the average prices of your low, medium and high offers, whether they be packages, products or services. Then start to play around and calculate how many of these would you need to sell in order to meet your sales goal? Step back & ask:
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping!
| |||
| 059 Avoid This Costly Mistake When Setting Your Sales Goals | 25 Feb 2025 | 00:09:00 | |
Today we’re continuing our series on business expenses. Be sure to go back and listen to Ep 57 to calculate your expenses and and Ep 58 to calculate your wish list first so you can keep analyzing your business finances right along with me. Today we are covering the best way to align your pricing and your sales goal. I’ll be going over how to plan for and cover the taxes you’ll need to pay, your expenses, and your investments before you finally get to pay yourself. This is how you get to your true sales goal
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 058 Your Business Wish List: Dream Big & Spend Smart | 18 Feb 2025 | 00:15:31 | |
Have you ever felt like you want to invest in your business but aren't sure where the money will come from? Today I’m teaching you how to prioritize and qualify your wish list, align it with your sales goals and make sure your investments don’t mess with your take-home pay.
We love lists and organization, but we don’t always feel warm and fuzzy around the idea of a budget. So, from now on we’ll refer to our budget as our “business wish list.”
Think of everything you’d love to invest in: new software, a VA, branding photos, courses, coaching, office space, upgraded equipment, etc. We’re just brainstorming here so feel free to think big.
Once you have your business wish list, prioritize the ideas that will generate revenue, save you time, and move you forward professionally.
I hope you accept my challenge to organize your business wish list. DM or tag me on Instagram with your ideas!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 057 How Much Does Your Business REALLY Cost? (And Why You Need to Know!) | 11 Feb 2025 | 00:09:50 | |
Do your business costs feel as sneaky as your toddler? It's easy to feel like you’re just reacting to things that come up but knowing your true business costs is essential for smart financial decisions. Understanding your costs is key. The impacts of not knowing your expenses are stress, cash flow issues and pricing problems. Understanding costs helps you set realistic goals, avoid suprise expenses and feel confient about your financial decisions. What to Track:
How to Make Your Costs Work FOR you:
Knowing yoru costs is one thing, but how do you turn that into a solid income goal? That's exactly what I walk you through inside Take Home Target. It’s my step-by-step system to make sure your prices actually support the paycheck you want. No more guessing!If you’re not sure if your prices cover your costs AND your paycheck, Take Home Target helps you break it all down easily!
Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
New Tool: Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 056 What I'm Spending Money on in Q1 & How to Feel Good About It | 04 Feb 2025 | 00:13:06 | |
New year, new you! (Even for your business.) I’ve recently been inspired by Mara Kucerik and her transparency about her business spending. Today I’m sharing with you my really intentional spending plan for Q1, how I chose the ways I want to spend on my business, and how I saved for them. I love to get all of my thoughts down on paper. I make a list of everything I want to buy and I research the average cost. Here are the ways I’m investing in my business in 4 ways in Q1:
I’m so excited. I knew exactly how much I would need to save up for the investments I wanted to make this quarter and made sure was ready. Bottom line, having a list helps. I knew the goal amount of money I should be saving for and it felt fantastic. I would love to hear from you what you’re investing in this quarter?
Here are the ways we can connect:
SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 055 Is QuickBooks the Right Choice for Your Nonprofit? | 28 Jan 2025 | 00:12:24 | |
Nonprofits receive income through grants and donations as opposed to sales, so and these need to be tracked different. Nonprofits have to maintain exceptionally accurate records to answer to their donors and maybe even their board of directors. Donors sometimes specify how they want their donation to be used. This is called a restricted donation. So good systems are even more important here on the nonprofit side of things. QuickBooks is still the tool I’d recommend for your bookkeeping, but you’ll also need to use a donor management system. Listen to the end to learn about a really helpful Tech Soup discount!
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 054 Ditch the Spreadsheet Save Time with a Smarter Bookkeeping Tool | 21 Jan 2025 | 00:10:58 | |
Ever feel like bookkeeping takes up way too much of your time? Today, I’m sharing my favorite QuickBooks features that do the heavy lifting for you! We’ll cover automations, shortcuts, and underused features that can make your bookkeeping faster and easier. DIY bookkeeping may be totally manageable in the early days of your business, but it becomes more and more important to streamline your finances so you can save time, categorize expenses consistently and reduce errors. That’s the beauty of these QuickBooks automations that I’m going to tell you about today, plus, you get the added bonus of feeling more confidence as an entrepreneur. QuickBooks bank feeds are a game-changer. They cut down on manual entry by pulling transactions directly from your bank account. QuickBooks recurring transactions automatically create invoices, bills or journal entries that you repeat regularly. The QuickBooks mobile app can snap receipts, track mileage and check reports on the go, which can be really helpful. If you’re not sure if it’s time for you to start using QuickBooks book a call with me. I’ll be able to let you know if it would be a time saver for you!
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 053 Year-End Bookkeeping Checklist: What to Review Before Moving Forward | 14 Jan 2025 | 00:12:42 | |
A year-end review is crucial for staying on top of your bookkeeping and preparing for tax season. Today I’m giving you actionable tips to wrap up the year confidently. Here’s what I’m covering: How to deduct mileage to save money on taxes. Apps like MileIQ or QuickBooks mileage tracker can help. What kinds of receipts and documentation you need to gather and how to categorize and organize them. How to reimburse yourself for out-of-pocket business expenses. Double checking all of your tax deadlines. Conducting a financial review so you can flag anything unusual. Setting measurable goals for the coming year. Look at your profit and loss statement to assess profitability. Identify areas where you overspent or underspent and set a sales goal for the new year based on this data.
If you need personalized help you know where to find me!
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 052 5 Valuable Money Lessons Learned in 2024 | 10 Dec 2024 | 00:13:12 | |
Let me give you a quick update on BOI Reporting. Just this week there have been some developments in the news and it appears that fines will not be issued for not completing BOI reports. I'll keep you posted as new information is released.
OK today I'm sharing the most important money lessons I learned this year:
Lesson 1: Don’t Be Pressured into Making a Buying Decision Lesson 2: Don’t Buy Something Just Because It’s on Sale Lesson 3: Always Embrace Delayed Gratification. Purchases that you make for your business will have a bigger impact if you're primed to appreciate them! Lesson 4: I Spend Too Much. Notice where your overspending happens. Lesson 5: Don’t Be Tight-Fisted About Money. Being generous in your business feels really good. So, just like with spending, remember moderation is key with saving and giving as well!
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 051 Understanding BOI Requirements: What Small Business Owners Need to Know | 03 Dec 2024 | 00:10:46 | |
By January 1st 2025 businesses need to submit their Beneficial Ownership Information in the form of a BOI report. This is part of an anti-money laundering effort by the Federal Crime Enforcement Network (FinCEN). Listen in to hear how this applies to you and whether you need to submit a BOI for your business. Basically businesses that are sole proprietorships do not need to file a BOI and businesses that are LLCs or S-corporations do need to file a BOI. Businesses that don’t comply by January 1st 2025 are potentially subject to penalties. You’ll need to provide the name, address, date of birth, and social security number or other identification of those with beneficial ownership of your business. Check to see if you need to comply with BOI requirements and seek professional guidance if you’re still not sure https://fincen.gov/.
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping!
| |||
| 050 Essential Business Tools I’m Thankful For (And Why You’ll Love Them, Too!) | 26 Nov 2024 | 00:13:12 | |
Hey Bookkeeping Besties, 'tis the season to be thankful. Today I’m sharing my favorite money-saving and time-saving tools just in case you’re needing to bring in a little more efficiency and peace of mind in your business. I’m talking about how FloDesk has made email marketing less intimidating and more manageable. CODE: https://flodesk.com/c/YYA73L I’m sharing how ClickUp kept things from falling through the cracks. QuickBooks is my go-to for organizing finances, tracking income and expenses, and creating clear financial reports. Voxer is a voice messaging tool that’s faster than typing and more personal than an email. And, ChatGPT - Hear me out! Let this form of AI help you in the beginning stages of your writing. OK your turn. Did I miss anything? What tools are you grateful for in your own business?
Learn more about bookkeeping help from Erika here:
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Using AI in QB Video Tutorial https://erikamillard.com/aiinqb
Happy Bookkeeping! | |||
| 049 The Ultimate QuickBooks Clean Up Checklist | 19 Nov 2024 | 00:20:06 | |
Nagging feeling that something is off? Today I’ll give you a motivational push you need to clean up your books in your business! Why is it important for your books to be accurate? Whether it’s for decision making, tax preparation or financial planning purposes you want to base your actions on the truth. Even one small mistake can lead to hours of confusion later so let me help you:
If you think, Erika “ain’t nobody got time for all that!” - I’m here to help! A clean-up can transform the way you view your business—and take away that bookkeeping stress for good.
LINKS Learn more about bookkeeping help from Erika here:
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Using AI in QB Video Tutorial https://erikamillard.com/aiinqb
Happy Bookkeeping! | |||
| 048 Yes, You Can Understand Your Numbers Even If You're Not a Numbers Person | 12 Nov 2024 | 00:14:38 | |
Ditch the doubt and Embrace Your Inner CFO. Understanding business finances doesn’t require complex math. It’s more about understanding your story in numbers. Think of how you might check ingredients in a recipe; it’s just details that show what’s happening. Here are the Basics of What You Need to Know:
Practical Tips to Start Building Confidence in Your Numbers
You’ve Got This! You are more than capable of understanding their numbers and thriving financially. Remind them that every small step they take to know their finances better is a win!
Learn more about bookkeeping help from Erika here:
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Using AI in QB Video Tutorial https://erikamillard.com/aiinqb
Happy Bookkeeping!
| |||
| 047 Make the Most of Black Friday Without Overspending in Your Business | 05 Nov 2024 | 00:12:01 | |
Want to make the most of Black Friday deals? Make sure you follow this strategy for your purchases. Let me show you what I mean! I want you to start out by making a wishlist. Whether it’s a software, a tool, a new hire, a template or a mastermind, write it down. Then, go research what the average price of each of your wishlist items is. Sometimes Black Friday sales aren’t really discounts at all so double check! Next, prioritize your list. You can even do this with a friend so you can talk things out. Would this purchase buy back some of your time? Would this purchase lower your stress? Is this purchase a good fit for you in your business now? Do you have the cash it might take to skip the payment plans and take advantage of the better deals you’re seeing? Expect lots of emails the week of Thanksgiving that feel very urgent. You’re prepared for that because you already prioritized your wishlist. Then, once you buy make sure you maximize the savings that you’re qualifying for on the purchases that you make, for things like: email newsletters, promos, affiliate codes to stack, cash back? There you go. With this strategy you’ll feel confident that you are being smart with your money this Black Friday!
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 046 Scary Tax Surprises & How to Prepare | 29 Oct 2024 | 00:10:57 | |
1. Unexpected Tax Bills - Receiving a tax bill that’s much higher than expected.
2. Tax Penalties for Misclassifying Workers - Penalties for treating employees as independent contractors.
3. Failure to File or Pay Penalties - Penalties that pile up when taxes aren’t filed or paid on time.
4. Audits & the Fear of Being Unprepared - The fear of receiving an audit notice and not having your records in order.
LINKS: Independent Contractor or Employee
| |||
| 045 You Have Time with Lissa Figgins | 22 Oct 2024 | 00:34:09 | |
Lissa Figgins is here with us today to help us get to the heart of our issues around time, scarcity, organization and priorities. We all have 24 hours each day and we all see ourselves as busy. We become reactive with time (and money) instead of acting in charge. Lissa was quite anxious about time, and just life in general, until she had a little wake-up call in a doctors office one day. What shifted? She worked on finding the inner peace around time that she would need to calm her anxiety. If you’re anything like her, your busy business is not due to a disordered calendar, it’s due to a disordered heart. And when we get our heart in the right place our time will organize itself. Multitasking weakens us. It’s our kryptonite. It weakens our focus. Here’s the reminder you need: “You have time.” We share tips for keeping tabs on our screen time, and stewarding our time as opposed to managing out time. What mistakes are business owners making everyday with their time? Listen to the end to hear some great tips to avoid these mistakes!
Get in touch with Lissa: REDEEM Her Time PODCAST: https://redeemhertime.com/podcast WEBSITE: https://redeemhertime.com FACEBOOK: https://www.facebook.com/lissa.figgins INSTAGRAM: https://www.instagram.com/redeemhertime EMAIL: lissa@redeemhertime.com
Here's the link to the REDEEM Her Time Planner Assessment Gift- https://redeemhertime.com/planner-gift
Learn more about bookkeeping help from Erika here:
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Using AI in QB Video Tutorial https://erikamillard.com/aiinqb
Happy Bookkeeping! | |||
| 044 What Types of Bank Accounts Do I Need for My Business? | 15 Oct 2024 | 00:08:13 | |
Quick favor… Can you please leave me a review right here? I would really appreciate it! OK - What bank accounts do you need? I strongly recommend that you open a business checking account that is separate from your personal checking account. Even in you don’t have an LLC yet, do this. Now, this is optional: It’s a good idea to be able to put some money aside in your business so that’s why I’m going to recommend that you also have a savings account for your business. You probably have goals for your business like hiring someone in the future, purchasing a course, or attend an event, etc. Transfer some money each month from your business checking account to your business savings account so your business can be building up its own safety net. The Profit First Method would have you open 7 accounts and I can do another episode about that later if you want! Lastly, you know the perks of a credit card so if that will benefit you in your business go ahead and take advantage of that account as well!
Learn more about bookkeeping help from Erika here:
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Using AI in QB Video Tutorial https://erikamillard.com/aiinqb
Happy Bookkeeping! | |||
| 043 Loved, Not Loved & Learned After One Year of Podcasting | 08 Oct 2024 | 00:11:49 | |
Celebrating our one year anniversary at Get Comfy with Numbers! Let me give you all of the highlights from my first year of podcasting. As an accountant I don’t get a lot of time to teach about what I do and that’s why I’ve loved sharing this podcast with you. Talking with you each week has helped me hone my signature topics, meet other entrepreneurs and create content that I can use in so many different ways. It’s been a lesson in consistency to make the time to record, but it’s getting easier. As I keep returning to the mic I feel so good about building confidence and learning by taking action.
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 042 2 Financial Reports Smart Business Owners Review Each Month | 01 Oct 2024 | 00:14:38 | |
Time to push past your fear of bookkeeping reports! Let’s do this together. OK, want to learn about balance sheets and income statements? Reviewing both reports gives a complete financial picture — one shows what you have and owe (Balance Sheet), and the other shows how you’re earning and spending (Income Statement). Your balance sheet tells what you own, owe, what’s left. Key sections of the balance sheet will tell you:
Why review your balance sheet? We’re looking for how liquid you are and your debt to assets ratio. OK on to the income statement. This report shows your revenue, expenses, and profits or losses over a period of time. Key sections of the income statement will tell you:
Why review your income statement? We want insight into the profitability and operational efficiency of your business so you can understand where money is coming from and where it’s going. Listen to the end for more smart tips on how to evaluate profit margins, control expenses, and identify trends (e.g., comparing month-over-month revenue). My challenge to you: Go run these 2 reports. What do you notice in your business?
I’d love to hear from you so let me know!
Learn more about bookkeeping help from Erika here:
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Using AI in QB Video Tutorial https://erikamillard.com/aiinqb
Happy Bookkeeping! | |||
| 041 Not Making Much Money? Focus on These Key Areas in Your Business Finances | 24 Sep 2024 | 00:12:33 | |
Not making much money in your business right now? That's okay, we've all been there! But today I want to give you several key areas to focus on in your business finances when business is slow. In this episode, we discuss the importance of money mindset, prioritizing spending, boosting cash & more! You'll also want to use this time to make sure you have a good bookkeeping routine & a simple & easy system in place. This episode on money mindset is mentioned, so check it out if you haven't already! https://podcasts.apple.com/us/podcast/005-money-mindset-makeover-reframing-limiting-beliefs/id1707561040?i=1000631579021
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 040 New to Business? Set Up Your Finances Right from the Start! | 17 Sep 2024 | 00:11:32 | |
Congratulations on starting your very own business! Today I’m going to explain the basics of bookkeeping so you can keep things clean and simple right from the start.
Business Structure: Identify your business structure. OK, your business is either going to be a sole proprietor, an LLC or an S Corporation. Know this from the beginning so you can pay yourself correctly.
Separate Business Accounts: You definitely want to have a checking account that is separate from your personal checking account. And then you might also want to have a business savings account, too.
Profit First Method: Check into the Profit First method to see if you’re interested in that.
Do You Need a Credit Card: You don’t need to have a credit card. That’s up to you. It depends on what your beliefs are around debt.
Bookkeeping System: Set up a system for your bookkeeping. You can use a spreadsheet at first, but the decide what kind of software might make your life easier.
Tracking Your Cashflow: You need to keep the actual receipts. I bank statement isn’t enough. Set up a routine so you are regularly attending to your bookkeeping and looking at your finances. Understand your cashflow. When is money coming in? When is money going out? What is your budget? And of course, please pay yourself. Make sure that your business supports you!
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 039 Why Smart Female Entrepreneurs Need QuickBooks Training Now | 10 Sep 2024 | 00:12:40 | |
I'm a big believer in getting some training on whatever accounting platform you use for bookkeeping. If you are trying to see if QuickBooks is right for you, go back and listen to these 3 episodes: 15 3 Reasons to Start Using QuickBooks This Year, 25 QuickBooks vs. Wave - Which Bookkeeping Platform is Right for You? 31 Prices are up! Is QuickBooks Still Worth the Money? It's easier to keep your books well from the beginning, but if you have things that have gotten messy, and that happens, you can clean it up. Training is so important that you need to budget for it. Oftentimes, when you use free YouTube training videos, you waste time wataching long videos when you only needed a couple of minutes of that content. When you have the skills to keep your books well, you will feel so confident and empowered. Your bookkeeping system will work for you, not against you. I can help you! Click the link for my bookkeeping program below that will give you exactly the steps that you need and will be achievabble in an hour or less a month - which will save you money you might have spent hiring a bookkeeper.
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 038 The Simple Trick to Catching Most Bookkeeping Errors | 03 Sep 2024 | 00:09:07 | |
Do you know the BEST way to double check if you have errors or duplicates in your bookkeeping? We are going to cover that in this episode & demystify a common term that really confuses people so grab a yummy drink & tune in. The best way to get started is to do a Bank Reconciliation. This will help you not only catch duplicates and missing items, but also catch FRAUD. I talked with 2 clients this year who had discovered that a bookkeeper was stealing from them and this is just heartbreaking. Once again, I’m here to educate you and walk you through it so you can do it yourself! A Bank Recon is matching bank records to your books:
I know you’re thinking, “OK but do I really have to do this?” YES Errors in bookkeeping hurt your business. It’s a disservice to you if records aren’t correct. And, that’s the whole point of records; you want them to be accurate so you can make smart business decisions and avoid overpaying in taxes if the errors would keep you from counting deductions.
If need help when go to do this in Quickbooks, let’s hop on a call!
Here are the ways we can connect: Reach me: https://erikamillard.com/contact Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: @erika_millard
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Happy Bookkeeping! | |||
| 037 Follow Up with Confidence: Strategies for Consistent Sales with Gwen Tinsley | 27 Aug 2024 | 00:25:29 | |
We are so excited to welcome Gwen Tinsley onto the podcast today! Gwen is the CEO of Grit and Tenacity Consulting and she helps female entrepreneurs sell more confidently. With all of her amazing advice and tricks, this episode is sure to help you learn how to grow your business confidently.
Topics we cover:
Connect with Gwen: Instagram: https://www.instagram.com/gritandtenacityconsulting/ Website https://www.gritandtenacityconsulting.com/
Learn more about bookkeeping help from Erika here:
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Here are the ways we can connect: Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: #@erika_millard Happy Bookkeeping! | |||
| 036 It's Time to Break Free from Staying Stuck as a Business Owner | 20 Aug 2024 | 00:08:57 | |
Do you ever just feel stuck? Especially after doing your mid-year review, it can be easy to feel discouraged or stuck in your business, but today I'm going to be your voice of encouragement to get you unstuck! I lived in the stuck for a while, but after attending a retreat I've finally gotten out of that frustrating place. Since getting out of that stuck place myself, I've found what you need to do to get unstuck and feel passionate about what you are doing again. If you are finding yourself stuck, then I encourage you to listen up and try these tips!
Learn more about bookkeeping help from Erika here:
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
Here are the ways we can connect: Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: #@erika_millard Happy Bookkeeping! | |||
| 035 Is AI Powered QuickBooks the Key to Effortless Bookkeeping for Business Owners? | 13 Aug 2024 | 00:09:03 | |
We are starting to see AI everywhere, even in QuickBooks. So the question is, “Is it time to incorporate AI into our bookkeeping?” So far in bookkeeping we are seeing AI capabilities for categorizations. There’s an “Explore” button there and this can be a good way to get our feet wet with automation. Nothing revolutionary yet but give it a try!
Learn more about bookkeeping help from Erika here:
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist
How to Use AI in QuickBooks Video Tutorial https://erikamillard.com/aiinqb Here are the ways we can connect: Learn: www.erikamillard.com Email: connect@erikamillard.com Instagram: #@erika_millard Happy Bookkeeping! | |||