EPISODE · Oct 14, 2025 · 12 MIN
091 3 Numbers to Review Every Quarter in QuickBooks (and Why They Matter)
from Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business · host Erika Millard
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: [email protected] 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!
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091 3 Numbers to Review Every Quarter in QuickBooks (and Why They Matter)
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