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

Do you love sales calls? I bet your customers can tell if you do! Camie Wilke loves sales calls. She loves that they make us grow as communicators and leaders. I’ve brought Camie onto the show today to talk to us about the number one thing we can do to improve our sales calls, the importance of tone, what kinds of guarantees we can include in our offers and how to incorporate visuals into our sales calls. Main take-aways: Connect with Camie Wilke: IG@Camie.Wilke Bibles, Babies and Business Podcast Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

YES This is a common misconception so don’t feed bad if you haven’t saved every receipt up to this point. Better late than never! Let me explain why you’re going to want to start saving those receipts from now on. Now, we all hope we’re never officially audited by the IRS, but I’m going to walk you through what an IRS auditor would look for. If you need a better way to keep up with receipts check out episode 17: https://podcasts.apple.com/us/podcast/017-still-stuffing-receipts-in-an-envelope-3-ways-to/id1707561040?i=1000642610643 Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Let’s get right into it. What payment processor should you use? You have plenty to choose from: Stripe, PayPal, QuickBooks, Square, etc. So, which is best? I’ll spell it all out for you so you can weigh all the factors that matter most to you like easy of use, integration, whether it’s in-person or virtual, and of course, fees. Resources mentioned in the episode: Get my Fee Comparison Freebie: https://erikamillard.com/feecomparison Get Comfy with QuickBooks: https://erikamillard.com/get-comfy-with-quickbooks Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! Here are the main things that you'll want to consider if you're choosing between Wave and QuickBooks: Who's been around longer? Wave has been open to the public since 2010, but QuickBooks has been around since 1992. Wave is now going to be charging for several of their basic offerings like syncing with your bank. Wave might feel simpler if you've never used a software before and might be a good fit if your business is very small and new. What kind of robust reports could help you in your business? How many finance and and expense categories do you need in your business? How important are app integrations for you? Finding a bookkeeper who can use QuickBooks will be easier than finding a bookkeeper who can use Wave. Resources mentioned in the episode: Episode 11 - Streamlining Your Business: Utilizing Dubsado & QuickBooks for Business Success with Ashleigh Foy https://podcasts.apple.com/us/podcast/011-streamlining-your-business-utilizing-dubsado-quickbooks/id1707561040?i=1000636758280 Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! Enough with the back and forth! Are you ready to finally decide between a DIY and a done-for-You Website? I’m so glad you tuned in today to hear my conversation with Kate Hejde of DearKateBrandStrategy.com because she has so many insights to help business owners plan their websites. So with the question of “Which type of website is right for you?” It comes down to time vs. money. With DIY you’re saving money, but spending your time. And, with done-for-you, you spend money and still have to spend time figuring out your messaging and hiring some or all of the following: copywriter, branding designer, web designer, etc. Either way, you still want to understand the back end of your website. Especially at the beginning in your business, you’re still figuring out what your core offers are going to be, so you want to be able to make updates yourself on your website as you make tweaks. Kate’s tips for your website messaging: Be clear about who you serve, how you serve them and why you’re the right choice. Put your Location on every page even if you’re not a local business Can you see yourself and your business from the outside looking in so you can communicate what you do so that others actually click to purchase is different than the way you might simply describe what you do and how you feel about it? With pricing, are you actually explaining the benefits of what you offer and not just what you offer? Use the free version of HotJar so you can actually see how people interact with your website. How do you see websites increasing sales? A website, if done well, is your little silent salesperson out in the world, whereas, social media posts are fleeting. Learn more about Kate: DearKateBrandStrategy.com IG @dearkatebrandstrategy Freebie: The Website Report Card Podcast: How You Pictured it with Kate Hejde Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

I have a quick, bite-sized episode today where I’m giving a concise answer to a specific question about finances in your business. Q: Do we pay ourselves back for any personal money we invest in our business? Great question because lots of clients I work with do this, whether intentionally or not If you use personal funds to pay for things in your business, especially when first starting out, that is technically an investment into the business because you are supporting it. So the answer is: It depends. You can leave it as an investment. That’s totally fine & sometimes necessary to fund the start-up costs of business You can also pay yourself back. You would just transfer funds from the business account to your personal account. It’s almost like you personally loaned the business money & now the business is paying the loan back. If you want to learn how to categorize those investments & how to create the categories if they aren’t already set up in QuickBooks, join GCWQ (Get Comfy with QuickBooks) anytime! I hope you liked this super-focused pod today. Until next time! Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! This may seem unexpected but today we are talking about why sometimes entrepreneurs should DIY their bookkeeping. Listen in to find out if any of these 6 reasons match your situation. Reasons to DIY Your Bookkeeping: So you understand the process, how it works and how long it takes So you learn how to make smart decisions with money So you take ownership of the finances of your business So you don’t outsource to the wrong person So you can save money So you can ease your inner control-freak There you have it! I hope you enjoyed this quick episode all about how to know whether you should do your bookkeeping yourself or delegate it to someone else. Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! Well today on the show I announced that I’m going to be taking a short break to be on maternity leave. Thank you for your amazing support up until now! I talked through my top 5 most popular episodes to date, so make sure to check these out if you haven’t already! 1. Top Downloaded Episode https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id1707561040?i=1000630284442 2. Learn More About Me & Hear My Business Story https://podcasts.apple.com/us/podcast/001-empowering-female-business-owners-pivoting-from/id1707561040?i=1000630284443 3. Who should you hire to help with your business finances? https://podcasts.apple.com/us/podcast/008-who-should-you-hire-to-help-with-your-business-finances/id1707561040?i=1000633976385 4. Budgeting for Business: https://podcasts.apple.com/us/podcast/009-confused-by-how-to-budget-for-business-try-this/id1707561040?i=1000634748410 5. Reasons to Use QuickBooks: https://podcasts.apple.com/us/podcast/015-3-reasons-to-start-using-quickbooks-this-year/id1707561040?i=1000641011532 Also check out: Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! Today we are talking about financially planning for maternity leave for small business owners. This could also totally be applied if you take time off during the summer when kids are home, have a medical event like a surgery, or just have slower seasons in business that you need to account for. We dive into what I’m doing to plan financially & make sure everything stays afloat while I’m away! Other related episodes: https://podcasts.apple.com/us/podcast/009-confused-by-how-to-budget-for-business-try-this/id1707561040?i=1000634748410 https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id1707561040?i=1000630284442 Learn more about QuickBooks training from Erika here: https://erikamillard.com/get-comfy-with-quickbooks Learn more about the mini course on budgeting for business Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Have you ever been afraid to step on the scale & see what the number actually says? Have you ever been afraid of getting a diagnosis for your child? Have you felt scared to confront a person you love not knowing how they will react? This is also a common trend I’m hearing from small business owners when it comes to managing money, bookkeeping & business finances - you are afraid to look at the numbers & see what they might be telling you! So in this episode, I want to motivate & challenge you that it’s time to face your fears around money & take a step towards overcoming fear. We discuss lots of small action steps to take, including journaling about money mindset, so here are the money mindset journal prompts discussed in the episode: How am I feeling about money? How do I want to feel? What is holding me back? What is one small step I can take? What is one thought I want to change? I hope this episode encourages you to take a small action step today! Other Episodes Mentioned: https://podcasts.apple.com/us/podcast/005-money-mindset-makeover-reframing-limiting-beliefs/id1707561040?i=1000631579021 https://podcasts.apple.com/us/podcast/018-from-disorganized-to-empowered-how-hair-makeup/id1707561040?i=1000643494561 Other Podcasts Mentioned: https://marakucirek.com/productivity-hack-eat-the-frog/ Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! I’m excited to introduce you to hair & make up artist Morgan Ebright! She came to me feeling disorganized & lost when it came to looking at the numbers in her business. Listen to her transformation story as she talks about how QuickBooks helped her understand her numbers, be excited about doing her bookkeeping, & create a 15 minute a week routine for maintaining it! Connect with Morgan: Instagram: @morganebright Website: https://willowbeautycollective.com/ Other episodes mentioned: https://podcasts.apple.com/us/podcast/015-3-reasons-to-start-using-quickbooks-this-year/id1707561040?i=1000641011532 Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! Are you still stuffing envelopes with your business receipts? Let me just tell you, there are several ways to manage receipts better than this! So listen in to this episode where I’ll give you all the ideas for how to manage receipts instead! We talk about what receipts & records you need to keep as a small business owner, if you need to print and/or keep hard copies of receipts, how to organize your business receipts, & more! Other episodes mentioned: https://podcasts.apple.com/us/podcast/015-3-reasons-to-start-using-quickbooks-this-year/id1707561040?i=1000641011532 https://podcasts.apple.com/us/podcast/004-4-questions-to-consider-before-choosing-a/id1707561040?i=1000630802992 Other resources mentioned: Here’s what the IRS has to say about keeping your receipts: https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friends, today I am very excited for you to hear this interview with Business Coach Katherine Danesi! Katherine Danesi is a former Fortune 500 executive and startup veteran turned business advisor to female entrepreneurs who want to increase their bottom line, in less time, doing the work they love. For over 10 years, she’s been helping founders launch, pivot, and scale their businesses. Katherine sees the human behind the business, creating custom plans that align with each client’s unique goals, strengths, vision, and resources, and injecting fun into the process. She lives and works in Brooklyn, New York. In this episode, we discuss so many topics around creating the right offers in your business, as well as how to assess if your offers or working or not working, when to take into account the season of life you are in for launches or big changes, mistakes entrepreneurs make with what they are offering, and so much more! During our conversation, Katherine outline some great questions on how to assess what’s working & not working in your business, so I wanted to list those here for easy reference: Questions to Ask When Considering Offering Something New Do you see an untapped opportunity for your business? Are you hoping to increase your revenue? Is there a new market you are hoping to address? Are your clients or customers asking you for something? Are you happy with your offerings & how they are being delivered? Can you improve on your customer experience with a new offering? Are you scalable? Is there a new way you’re being called to work? Questions to Ask When You Might Abandon an Offer Is the offer just not selling? Are you not profitable? Is there a new way you’re being called to work? We also talk through different numbers to look at when you are making these assessments so that your decisions aren’t just based on emotions but also facts. As you can probably tell, this episode is packed with value, & I hope you learn so much! Ways to Connect with Katherine: Website: https://www.katherinedanesi.com/ Instagram: https://www.instagram.com/katherinedanesi/ Linked In: https://www.linkedin.com/in/katherinedanesi/ Grab her free download here: https://www.katherinedanesi.com/newsletter-signup-momentum-methodology Other resources mentioned: Get Comfy with Budgeting Mini course - check it out here! https://erikamillard.com/budget Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! Are you someone that is annoyed with inefficiency or wasting time? I am definitely like this in both life & business! Have you been wondering if it’s time to graduate from using a spreadsheet to a bookkeeping platform like QuickBooks? Have you wondered if Quickbooks is better than Google Sheets or Excel? Or have you wondered how to decide between QuickBooks vs Xero vs Wave? If you feel like there could be a better, more efficient way to manage your bookkeeping this year, then tune it to today’s episode where I talk about 3 reasons to start using QuickBooks! Other resources mentioned: Strength Finder Test: https://www.gallup.com/cliftonstrengths/en/254033/strengthsfinder.aspx Other episodes mentioned: https://podcasts.apple.com/us/podcast/004-4-questions-to-consider-before-choosing-a/id1707561040?i=1000630802992 https://podcasts.apple.com/us/podcast/010-frustrated-by-the-amount-you-are-paying-yourself/id1707561040?i=1000635524181 Learn more about QuickBooks training or set up from Erika here: https://erikamillard.com/ Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! Today we are talking about 1099 forms. Did you just groan a little? No worries, I totally get it! We are going to walk through what you need to know about what is a 1099 form, how to file 1099 forms, if you need to hire someone to file the forms, do they need to be mailed out, when is the deadline, what tools to use to file, etc. If you have any of these questions, be sure to tune in! Other resources mentioned in today’s episode: https://www.1099online.com/ Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey friend! Today we are talking about performing an annual review of your business finances! We walk through questions to ask in order to know how successful your business was & to see if there are changes you need to make. Also, asking these questions will help you prepare for next year too! Which service offerings / packages sold the most or the least? What were my marketing efforts? How much did they cost? Did they produce how I expected? Do I have any unnecessary expenses? What changes do I want to make going into next year? What investments do I want to make going into next year? Other episodes mentioned: https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id1707561040?i=1000630284442 https://podcasts.apple.com/us/podcast/011-streamlining-your-business-utilizing-dubsado-quickbooks/id1707561040?i=1000636758280 https://podcasts.apple.com/us/podcast/006-take-the-boring-out-of-bookkeeping-hacks/id1707561040?i=1000632414398 Learn more about working with Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Do you struggle with shiny object syndrome? Is it hard to stay focused & on track in business? It’s so easy to get caught up in trends right? And the feelings of overwhelm to do everything right now. Tune in to today’s episode where we talk about practical tips to avoid this like knowing your purpose, having accountability, creating a budget, & more! Need Help with Budgeting for Business? Check out my new mini course here: https://erikamillard.com/budget Don’t forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Connect with Erika on Instagram: https://www.instagram.com/erika_millard/ Happy Bookkeeping!

Hey friend! Today I’m chatting with my friend Ashleigh Foy, a business automation, tech & systems expert! We discuss the CRM tool Dubsado & best practices for using it alongside QuickBooks. If you’ve ever wondered which system to use for which features, you don’t want to miss this episode! We talk about if you should use both systems & how they might best work together for you & your business. We discuss the pros & cons of each tool & the features that work best in each platform. Other episodes mentioned: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/4_Questions_to_Consider_BEFORE_Choosing_a_Software_or_Spreadsheet_NEW.mp3 Learn More About Ashleigh Foy Here: Instagram: @ashleighfoy4creatives FREE Process Mapping Blueprint: https://ashleighfoy.com/process-mapping-guide Learn more about a QuickBooks Set Up here: https://erikamillard.com/ Don’t forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey Friends! In this episode, we are talking about paying yourself as a business owner! Do you pay yourself from your business yet? Have you ever felt frustrated by the amount you are paying yourself? Is it consistent or sporadic? This episode will reveal that this can actually be a symptom of another problem - your sales goals! We talk through a few simple steps to creating effective, strategic goals that will help you make smarter decisions as an entrepreneur. In this episode, I’ll help you get started, but my mini course will walk you step by step through everything you need to know in much greater detail! Learn more about the mini course here: https://erikamillard.com/budget Learn more about how to help you get caught up & maintain your bookkeeping here: https://erikamillard.com Also, don't forget to download my FREE Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!

Hey Friends! In this episode, we are diving into budgeting for business. Now before you tune me out, a budget can be a really helpful tool when you have all of the pieces working together! We talk about the 101 of business budgeting & why you need a budget to make smart decisions. We discuss how a budget can help you navigate what to spend money on next in your business, as well as setting realistic financial goals. This episode will help you get started, but my new mini course will walk you step by step through everything you need to know! Learn more about the beta launch & the specials we are including with it, here: https://erikamillard.com/budget Hurry! We are only running the beta launch for a short time, so don’t wait! Sign up to be on the waitlist here, so you’ll be the first to know when it’s live: https://erikamillard.com/waitlist Learn more about how to help you get caught up & maintain your bookkeeping here: https://erikamillard.com Don’t forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!