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Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101
Author: Erika Millard
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© 2024
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Hey bestie!
Welcome to the Get Comfy with Numbers podcast!
I’m Erika Millard - Founder of Bookkeeping with Erika, Bookkeeping Expert, and your go-to gal for helping you finally feel confident about your business finances.
Whether you’re here to set up, clean up, or take bookkeeping completely off your plate, you’re in the right place.
And if you’re feeling a little sweaty and nervous just reading this? You’re definitely in the right place. 😉
This podcast is for female business owners who want to stop avoiding their numbers and start understanding them. You don’t need to become a spreadsheet whiz or love math - you just need someone to make it simple (hi 👋, that’s me!).
Inside each episode, we’ll break down:
- How to set up smart, streamlined bookkeeping systems
- What it means to have “clean” books and how to get there
- The most common QuickBooks mistakes (and how to fix them)
- Real ways to prepare for tax time without tears
- And how to use your numbers to make confident business decisions
You’ll also hear stories from my clients and guests who have gone from overwhelmed to in control, with just a little help from their bookkeeping bestie.
🎧 Plus, don’t forget to grab my FREE QuickBooks Health Check - a simple way to spot issues fast and feel confident your books are on track.
https://erikamillard.com/qbhealthcheck
So grab one of the three drinks on your desk (because obviously), hit follow, and let’s take the stress out of your numbers, one episode at a time.
Let’s connect:
🌐 www.erikamillard.com
📧 connect@erikamillard.com
📸 Instagram: @erika_millard
Welcome to the Get Comfy with Numbers podcast!
I’m Erika Millard - Founder of Bookkeeping with Erika, Bookkeeping Expert, and your go-to gal for helping you finally feel confident about your business finances.
Whether you’re here to set up, clean up, or take bookkeeping completely off your plate, you’re in the right place.
And if you’re feeling a little sweaty and nervous just reading this? You’re definitely in the right place. 😉
This podcast is for female business owners who want to stop avoiding their numbers and start understanding them. You don’t need to become a spreadsheet whiz or love math - you just need someone to make it simple (hi 👋, that’s me!).
Inside each episode, we’ll break down:
- How to set up smart, streamlined bookkeeping systems
- What it means to have “clean” books and how to get there
- The most common QuickBooks mistakes (and how to fix them)
- Real ways to prepare for tax time without tears
- And how to use your numbers to make confident business decisions
You’ll also hear stories from my clients and guests who have gone from overwhelmed to in control, with just a little help from their bookkeeping bestie.
🎧 Plus, don’t forget to grab my FREE QuickBooks Health Check - a simple way to spot issues fast and feel confident your books are on track.
https://erikamillard.com/qbhealthcheck
So grab one of the three drinks on your desk (because obviously), hit follow, and let’s take the stress out of your numbers, one episode at a time.
Let’s connect:
🌐 www.erikamillard.com
📧 connect@erikamillard.com
📸 Instagram: @erika_millard
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Hey, hey, bookkeeping bestie! Well, it's that time of the year again. Can you feel that seasonal panic setting in? This is when I often see anxiety pop up when it comes to bookkeeping because most business owners fall behind at some point, especially during their busy seasons. If you have not kept up with your bookkeeping, rest assured - you don't need to spend your days chained to your desk just to catch up. You just need a simple and easy plan. Hit play because we're gonna walk through some tips to get you caught up! If you need help doing any of these steps, reach out and book a Next Step Session. We will look at your files, and I will give you a customized plan so that you are ready for the end of the year. You can go from being months behind to getting back on track in just a few short sessions. I would love to hear from you. Send me a DM on Instagram and tell me how it's going! I would love to chat. As always, I love being here with you each week. Thank you so much for being here, 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 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!
Hey, bookkeeping besties! Have you ever gone to the doctor's office, stepped on the scale, and thought, "That is a totally different number than what my home scale says versus what the scale at the gym says. So which one is right?" Well, that's actually how a lot of business owners feel when they log into your QuickBooks and they see a difference between what the QuickBooks cash amount is and what the bank says, and that can cause a panicky feeling, right? Well, today, I'm going to break down the most common reasons your QuickBooks and your bank don't line up, when that is actually acceptable, and when it might be a red flag and what to do so that you can trust your numbers and move forward with confidence. Make sure that you grab a Next Step Session if you're still stuck. This is just bookkeeping. You're not broken, your business isn't broken. All things in bookkeeping, for the most part can be fixed, but you might just need a little help. So I'd love to chat with you and see how I could help. 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!
Today I’m chatting with Kristina from Tax Cloud, a sales tax software that helps business owners automate and stay on top of sales tax. Kristina shares in simple terms how sales tax works, when you need to worry about it, and the most common misconceptions people have around sales tax. If you’ve ever wondered whether you need to file sales tax, how to do it correctly, or how a software can make it super easy, this episode is for you! Check out Tax Cloud's free Sales Tax Calculator: https://taxcloud.com/sales-tax/ Learn more about how Worx Printing Cooprerative benefited from working with Tax Cloud. https://taxcloud.com/case-studies/worx-printing-cooperative/ Get in touch with Kristina Simonson: ksimonson@taxcloud.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 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!
Hey, hey, bookkeeping besties! I believe QuickBooks is a powerful tool, but only if it's set up for your business and not left only at the default settings. Leaving your default settings on would be like saying "everybody loves coffee" and thinking black coffee, but the truth is that some of us like creamers; some of us like sugar-free; some of us like it with milk; and some of it us like it iced versus hot. There are a lot of different things that we can tweak or customize to make coffee taste good. It's the same in QuickBooks. We want to adjust some of the settings so that it works for you and your business. 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!
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!
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!
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: The emotional and mental drain of worrying about your numbers. Errors can cost you money literally if you're paying more taxes that you need to. Messy records make your CPA fees higher. Mistakes in bookkeeping can lead to you making hiring or spending decisions based on faulty information. And don't forget the opportunity cost of all the time you no longer have available to work creatively in your business. 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!
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!
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!
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!
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!
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!
You know how necklaces somehow tangle themselves just by existing in the same drawer? Yeah... I’m weirdly good at untangling them. It’s a skill I actually take pride in—probably because I’ve watched a lot of Survivor, and untangling knots under pressure is practically a life skill on that show. 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. We’ll walk through a 5-step flow—categorize, reconcile, review your numbers, and two things people always forget: tracking mileage and uploading receipts. 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:” Categorize your transactions Reconcile your accounts Review your reports Track your mileage Upload those receipts → “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!
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!
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!
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!
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!
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!
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!