Financial Healer and Bookkeeping at Clarity Finances with Julie Shopa - Episode 120

Julie loves helping business owners have a better relationship with bookkeeping and their finances. She chose to use "Clarity" in the company name because she hopes to make the numbers clear and easy to understand. Julie has seen over and over how proper bookkeeping can increase profits; and doesn't need to be viewed as just another expense. Julie has been a bookkeeper most of her adult life. She graduated from Penn State with a B.S. in Finance. She worked for seven years with a CPA firm as their Quickbooks expert, trainer, and bookkeeper.  She is an advanced Quickbooks Certified Proadvisor. Those years gave her invaluable insight in knowing exactly what the CPA wants – especially at tax time. Julie has also completed the certification process with Profit First and has multiple clients using the Profit First system. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected]  Call his office - 610-622-3121 Connect with Julie Shopa https://www.clarityfinances.com/about/  [email protected]  https://www.youtube.com/channel/UCYXRiCP3zTuwHcsBHdaLNlQ?feature=emb_subscribe_title Special Listener Gift Schedule a 15-Minute Call with Curtis  Free Ebook Financial Planning Has Failed Show Notes Better relationships with bookkeeping - 0:42 Julie's story - 3:02 Working hard and not making money in your business? - 4:20 Having virtual clients - 5:05 What is bookkeeping and how can it increase your profits? - 6:09 You have to know where your money is going - 9:17 Why some entrepreneurs get into a business - 10:54 Why bookkeeping is an investment - 13:57 Take your profit first - 17:59 Why bookkeeping helps you to have better systems - 23:53 How you can make more money - 26:26 Changing behaviors and systems - 29:44 Working with people that make you grow your business - 33:07 Branding and generating revenue - 34:08 Driving a bookkeeper crazy - 34:53 Paying yourself first is a philosophy - 38:25 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts  Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS