Bookkeeping Basics Every Business Owner Should Know w/ Jessica Wilson

If you’ve ever looked at your bank account and thought, “Great, I can pay myself,” without knowing what’s actually coming in or going out — this episode is for you. Jessica Wilson, founder of Design Ledgers, breaks down practical, beginner-friendly steps to get your business finances in order. From setting up a simple receipts system to choosing the right time to hire a bookkeeper, this episode gives you the foundational habits, routines, and mindset shifts to stay organized and reduce financial stress.Episode Highlights:Why your bank balance doesn’t reflect your true cash flowSimple bookkeeping routines to stay organized year-roundHow to decide between DIY bookkeeping and hiring helpChapters:[00:00] Why Your Bank Balance Is Misleading[01:30] The Basics of DIY Bookkeeping[03:45] Bookkeeping Support Without Monthly Retainers[06:00] Weekly and Monthly Money Routines That Work[08:30] Reducing Overwhelm and Getting Organized for Tax SeasonConnect with Jessica Wilson:Website: https://designedledgers.com/Instagram: https://www.instagram.com/designedledgers/This podcast is brought to you in partnership with Liz Chapman & COUpcoming Events:Napa Retreat - October 5-8, 2026 - https://laurennajar.myflodesk.com/cetj223rsrGrowth & Connect Events - https://laurennajar.myflodesk.com/hb2a0mwbqwSave 25% with Flodesk - https://flodesk.com/c/OR8VKLLet’s Stay Connected: → Follow Lauren on Instagram: www.instagram.com/laurennajar → Learn more or work with me: www.laurennajar.com → Follow Business Over Cocktails on IG: www.instagram.com/businessovercocktails → Attend Growth & Connect retreats & events: www.instagram.com/growthandconnect🎧 Subscribe & Review: Love the episode? Don’t forget to subscribe, leave a review, and share with a friend who needs a business boost and a good chat over a cocktail.