DiscoverGet Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business
Claim Ownership

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

Author: Erika Millard

Subscribed: 19Played: 443
Share

Description

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
110 Episodes
Reverse
In last week's episode, I talked to all of you who are doing your own bookkeeping without any formal training — because honestly, that's how most small business owners start. Today I want to walk through the five bookkeeping mistakes I see beginners make all the time, so you know exactly what to watch for (and how to fix them). First, let's normalize something: every small business makes bookkeeping mistakes. Truly. Even experienced business owners do. So if you've ever felt behind or unsure about your numbers, you're not alone.   In this episode I break down the five biggest ones I see: • Mixing business and personal transactions – this is probably the number one stress creator for small business owners. • Not reconciling your accounts monthly – think of this as simply "checking your math." • Guessing categories or being inconsistent – bookkeeping doesn't require perfection, but it does need consistency. • Waiting until tax season – which usually creates that familiar panic cycle. • Adding apps and automations before you actually have a workflow.   The good news is you don't need complicated tools to get started. You don't need fancy dashboards, five connected platforms, or every integration available. What you really need is clarity first. In this episode I share a simple way to pause before adding new tools and ask three helpful questions: Where does the money start? Where does it get recorded? And who checks it each month? You'll also get one simple fix for each of the five mistakes, so you can make a small improvement right away. Bookkeeping isn't about being perfect — it's about staying consistent and supported. And, depending on where you are in your business, that support can look different. Some people stay DIY with a little guidance. Some need help cleaning things up. And some decide they're ready to fully outsource. All of those paths are valid — the goal is just making your bookkeeping feel a lot less overwhelming.   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!
If you're helping with bookkeeping but were never trained for it — you're not alone. Maybe you're the spouse, sister, office manager, or the organized one who got handed the finances when the business started growing. One day someone said, "Can you just handle the books?" — and now you're doing your best, hoping you're not missing something important. Here's the truth: you're not behind. You were never taught. And this is a learnable system. Why So Many People End Up Here Small business bookkeeping rarely starts with a formal job description. It often grows out of trust and necessity: Family businesses where everyone pitches in Admin roles that slowly expand into finances Being "the organized one" who gets promoted to handling money Helping a partner or friend keep things running If you've ever thought: What if I mess something up? Will the CPA think I did this wrong? What actually matters here? You're asking the right questions. Your Role Is Simpler Than You Think You do not need to become an accountant. Your job is to: Keep things organized Track money coming in and out Help the business owner understand reality That's it. Bookkeeping isn't about perfection — it's about clarity. The 5 Things Every Beginner Actually Needs to Know 1. Clean records matter more than perfection Consistency beats complexity every time. 2. Separate business and personal money This single step prevents most problems. 3. Categorizing transactions is not guessing You're telling the story of the business. 4. Reconciliation is your safety check This is how you know the numbers are real. 5. Reports help with decisions Your Profit & Loss report is your main friend. What Doesn't Matter Yet (Deep Breath) You do not need: Advanced accounting knowledge To memorize tax rules Perfect books Fancy systems To understand everything immediately You're learning. That's allowed. Common Beginner Mistakes (Totally Normal) Most accidental bookkeepers: Wait until tax season to look at the books Avoid reconciliation because it feels intimidating Try to fix everything at once Stay silent when they're confused These aren't failures — they're part of the learning curve. Why Your Work Matters Small businesses run because someone stepped up and helped. You're helping a real person support their family, employees, and dreams. You're not "just doing bookkeeping." You're protecting the business. You Don't Have to Figure This Out Alone If this episode felt like someone finally explained things clearly, you're in the right place. You can: Follow the show for beginner-friendly guidance Listen to the next episode for step-by-step support Reach out when you're ready for extra help 🎧 Listen Next Next week: The three bookkeeping mistakes beginners make that cause the most stress — and how to avoid them.   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!
Geily Romero is a fractional CFO and financial consultant who has spent the last 8 years helping countless service-based entrepreneurs transform their relationship with money. She specializes in helping six-figure CEOs master, manage, and multiply their cash flow to build profitable businesses and fund the life they love. Her mission is to increase access to top-tier financial expertise, empowering entrepreneurs to achieve financial stability for themselves and their families.   And links: www.cuttingedgefinancialsolutions.com https://www.instagram.com/cuttingedgefinancialsolutions https://www.facebook.com/cuttingedgefinancialsolutions gromero@cuttingedgefinancialsolutions.com     Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!
Okay, real talk. If you already know something feels off with your money… you don't need another podcast episode. You need clarity. If that's you, pause this, go grab a Free QuickBooks Next Steps Session call , and let's actually fix it. We'll talk about your bookkeeping, figure out what's messy or unclear, and decide what needs to happen next. No pressure. Just a plan. But if you're not totally sure what's off yet… keep listening. Because today we're breaking up with some money habits that might be quietly costing you.   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!
Unreconciled, Undeposited, Uncategorized, Unreviewed or Unsuported?  If you're seeing these words come up a lot in your QuickBooks, that's a major red flag that we need to clean things up. Listen in to learn more!   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!
I'm starting a fun Valentine's Mini-Series this week for the next few weeks!  I don't personally sit down every week and look at my numbers. That feels like a lot. But I do have a monthly routine where I check in with my business money, and that habit has made a huge difference. This applies whether you do your own bookkeeping, outsource parts of it, or have someone else doing most of it. No matter where you fall on that spectrum, as the CEO, you still need a relationship with your numbers. I want to encourage you to create a monthly money check-in ritual that feels like a treat!     Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!  
If you've ever set a money goal that sounded cute on January 1st…and then felt stressful by January 15th…this episode is for you. Most people pick a goal based on vibes or comparing themselves to others, not reality. Today I'm going to show you how to set a money goal that actually supports your life, your bills, your dreams…AND your peace.   Here are the ways we can connect:   Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Take Home Target https://erikamillard.com/takehometarget    Happy Bookkeeping!
Spreadsheets are fine… until they aren't. Today I'm telling you how you can know it's time to level up to QuickBooks: ✅ 1) You spend hours every month doing "money homework" ✅ 2) You're manually entering transactions (aka copy/paste life) ✅ 3) Your spreadsheet doesn't match your bank account (and you're always "off") ✅ 4) You need professional invoices that don't look homemade ✅ 5) You need real reports (and not just vibes) ✅ 6) You're making enough money that mistakes are expensive ✅ 7) You're starting to feel unsure what your numbers even mean   Manually tracking everything on a spreadsheet is fine in the beginning, but as you scale you business, it becomes quite the mental challenge to keep that up. If it's time for you to move to QuickBooks let me help you through it. You won't regret it!   Here are the ways we can connect: 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 Get on my waitlist: https://erikamillard.com/setuppromo  Happy Bookkeeping!  
Today I'm introducing you to Stefanie Gass. Stefanie is a Christian business and podcast coach, boy mom, and seven-figure CEO. She helps women grow their online businesses and make consistent income, using podcasting. If you're looking for ways to help your online service of product-based business grow this episode today is perfect for you. Stefanie walks us through all the best long form ways to grow and audience strategically and sustainably. There's simply no better way, no more cost effective way, to use your time as an entrepreneur than to speak directly to your potencial customers.   Connect with Stefanie:  Receive Stef's 5-day Profitable Podcast Bootcamp for free: https://stefaniegass.com/bootcamp   Coupon code: ERIKA   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!  
To celebrate our 100th episode I'm recapping 5 of our most engaging episodes! I just can't thank you enough for your support in making Getting Comfy with Numbers a top 2.5% podcast. These are the episodes that have shaped our show the most and given business owners the help they've needed the most. Anyone looking for a quick bookkeeping crash course should look no more! 002 5 Bookkeeping Basics Every Business Owner Needs to Know 032 The Small Business Tax Questions You've Always Wanted Answers to with Bethany Prignano 049 The Ultimate QuickBooks Clean Up Checklist 057 How Much Does Your Business REALLY Cost? (And Why You Need to Know!) 075 - Stay Caught Up: The Monthly QuickBooks Routine That Actually Works   I want to offer a listener a little Bookkeeping Bestie desk refresh! How to enter: Leave a review on Apple Podcasts Screenshot it Send it to me on Instagram or reply to the email linked in the show notes Even if you've left a review before, you can update it and still enter.   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!  
What even is a money reflection? Okay, we just want to take a simple look back at the financial story of your business from this year. Reflection can actually help you build confidence in your  business. It can also help you improve pricing decisions and reassess how much you are paying yourself. No anxiety, no judgement, just reflection. As always you can book a next step session if you want support starting in the new year with clean and clear books. I am here for you and I love being here with you on this show. If you are listening in real time, we're gonna take a short break for the holidays with all of our kiddos home. I hope you enjoy the time with your friends and family, and we will be back in the new year celebrating lots of exciting things happening, so thank you again 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!  
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!
loading
Comments