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

Want to know what to Review Before the Ball Drops? You can do this! If you're feeling behind or unsure what to look at before the year ends… you're not alone. This checklist is simple. I've reviewed over 90 QuickBooks files so I know the exact spots people forget to check. This is about clarity, confidence, and giving January-You a calmer start.   Check That All Transactions Are Categorized Make Sure You Reconciled Every Month Look at Your Owner Pay for the Year Review Any Big Investments Check Estimated Payments + Get Your Final Number Ready Review Your Mileage & Receipts, Your Profit & Loss, and Your Balance Sheet Set Three Simple Financial Intentions for the New Year   You're not behind. You're building something real. And I'm so proud of you!   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!  

It's hard to see your own business when you're on the inside. It's like color matching your own face instead of going to Ulta. Today I'm talking to Makena Delaney about brands, logos and websites that capture all the aspects of you and your business that your clients really love!   Have you noticed any repeating themes that come up during market research when you're talking to your clients about why they chose you, how they found you or what they love about you? Do you you have your title in mind? Do you have your packages worked out? Are you ready to go pro? Working with Makena you get that reflection time to journal about who you are and then you get the collaboration time to see the outside perspective on what makes you the right choice for your clients. A lot of elements of the branding process ARE the transformation to leveling up your brand.     Check out Makena Delaney: www.makenadelaney.com https://www.instagram.com/makena_delaney/ hello@makenadelaney.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!

I'm about helping women get comfy with numbers, not just in QuickBooks but in conversations about value.  Talking about money is awkward for so many, even creatives who run amazing businesses. You might feel uneasy when quoting prices or raising your rates. Here's what you just might need to hear: "It's not greedy to want to be paid fairly - it's responsible." Honestly, if your bookkeeping is really solid you'll feel much more confident knowing what's coming in and what's going out, which will empower your spending and pricing decisions alike. I can help you with these decisions, by the way! Today I'm going over some adjustments to your money mindset so that you can serve your clients better. You offer a product or service they need. Be proud of that! You're the answer to someone's problem, but you need to make your offerings clear and you need to rest in the knowledge that you're worth what you charge.    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  Thanks to Feedspot for recognizing this podcast as one of the Top 100 Female Entrepreneur Podcasts!   Happy Bookkeeping!

You've finally hit 'subscribe' on QuickBooks, you're logged in, and… now what? You want to build a good foundation, so hear me out, no pressure, no guesswork; I'm telling you the three things you need to do right after signing up for Quickbooks.   Step 1: Connect Your Bank & Credit Card Accounts Automation saves time and reduces errors Common newbie mistakes: manually entering all transactions instead of connecting, connecting PayPal or Venmo too soon before separating business use Step 2: Customize Your Settings Walk through key areas in Gear Icon → Account & Settings Don't skip this — these settings control how everything looks and works behind the scenes Step 3: Review Your Chart of Accounts Your chart of accounts is just your list of categories — where every dollar gets filed You don't need a million categories. Keep it clean, keep it clear — you'll thank yourself later when it's time for reports And remember — if you'd rather we handle this setup for you, make sure you're on my email list. There's a fun promo coming soon just for you!   Check out these helpful, related podcast episodes: Ep 067 - The #1 QuickBooks Setting Most Business Owners Overlook Ep 072 - Is Your QuickBooks Set Up for Success?   And special thanks to Feedspot for recognizing this podcast as one of The Top 100 Female Entrepreneur Podcasts!   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 bestie! If you've been listening for any length of time you've heard me say that you need to separate your business and your personal transactions, and if you're new here, welcome and you really need to separate your business and your personal transactions! This isn't just for ease in bookkeeping it's a crucial practice from a tax and legal standpoint as well. Thanks for tuning 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!

If you've opened QuickBooks lately and wanted to slam your laptop shut, you're not alone.  Here's the thing: Messy books don't mean that you are bad at business. Maybe you've just outgrown your current bookkeeping methods, or maybe the finance side of your business has never actually made sense to you. Either way I'm here to help! Our goal today is to normalize the feeling of shame or overwhelm and remove the guilt. Clean books don't make you legit, taking ownership of your books does. If you're ready to feel confident in your numbers again, come hang out with me inside the membership — I'll walk you through it one step at a time. 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! Today we're talking about what to look for when hiring a bookkeeper or accountant, and how to actually work well with them once you do hire them. Hiring help can be so nerve wracking because you're choosing to trust someone with your numbers. A lot of business owners have told me that it feels very vulnerable to share that side their business. So whether you're thinking about outsourcing or just curious for the future, this episode is going to help you know what questions to ask and how to make a really good decision when you do choose to hire.   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!                      

Quarterly reviews aren't about perfection, they're about knowing where you stand so you can finish the year with confidence. Even if bookkeeping hasn't been perfect, I want you to know what 3 numbers you want to check in on so you can have clarity and confidence.   #1: Profit & Loss: Am I actually profitable this quarter? #2: Expenses: Where is money leaking? #3: Invoices & Receivables: What money is owed to me?   And if you do this review and something feels off—maybe you're not sure what the numbers are telling you, or you're worried you've been doing it wrong—I offer free Next Step Sessions. It's a quick chat where I can point you in the right direction for 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!              

It's that time of the year again. Look alive and stay sharp because... it's almost time to teach children everywhere the art of Halloween candy sorting. The mom tax is real. And real taxes are real; and the skills you've honed sorting Skittles all these years completely translate to keeping clean books. Sorting is sorting afterall. Sorting your business expenses into categories can be fun too!   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 there bookkeeping bestie! Let's talk about some ways to keep your life as a business owner fun and motivating! Aren't you at least a little intrigued? Join me today as we talk about how to reward yourself for all of your hard work so that your business is sustainable for years to come.    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 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!