Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101 – Détails, épisodes et analyse

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!

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!

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!

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!

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!

1. Keep up on it monthly.
2. Get organized digitally.
3. Don't wait to get some help.

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!

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!

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!

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!

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!

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:

1. R: Is this realistic? Would you be able to make these sales within the time frame you're looking at?

2. A: Average dollar per hour? Are you comfortable with the average amount you're earning in an hour?

3. V: Value reflect your expertise & experience? Gut check? Does it feel like a fair and clean exchange for your level of expertise?

4. E: Equivalent to competition? How to your prices compare to others in your industry?

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!