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

088 Catch Up QuickBooks Fast: What to Do If You're Behind on 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!

087 Why Your QuickBooks Doesn’t Match Your Bank (and How to Fix It)

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!

086 Sales Tax 101 for Small Businesses with Tax Cloud

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!

085 The QuickBooks Set-Up Mistakes Most Businesses Make

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!                          

084 Behind the Scenes Why I Rebranded My Business & Podcast

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!