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

Not everyone needs QuickBooks right now. And some people who already have it? They're using it wrong. In this episode, I'm walking you through three real conversations I had with business owners all asking the same question: Is QuickBooks right for me? Each one got a different answer, and here's why. What you'll hear in this episode: The Spreadsheet Girly -- She had a perfectly fine system, low transaction volume, and zero urgency to switch. So why did I still nudge her toward QuickBooks? Because setting up your foundation before the busy season hits can save you from learning too many new things at once. Plus, if you don't have a way to invoice clients yet, you might as well have it all in one place. The Guy Who Wasn't Sure It Was Set Up Right -- He had QuickBooks. He clicked through all the setup prompts. But something felt off. Sound familiar? Having QuickBooks and having QuickBooks set up correctly are two very different things. We did a full review of his chart of accounts, settings, and categorization, and now he's working through the course with a lot more confidence. The Paper Ledger Lady -- She had discipline, she had a system, and she had been doing her own books for years. The problem wasn't her capability; it was the language barrier. QuickBooks uses accounting terminology that can feel like a foreign language if you don't have a background in it. The good news? You don't need an accounting degree. You just need someone to show you what to do. The thing all three had in common? They weren't lost. They just needed someone to point them toward what actually made sense for their situation. If you heard yourself in any of these stories, your next step is the free podcast playlist. It will help you figure out exactly where you are in your bookkeeping journey and which episodes to start with, so you're not sifting through 100+ episodes wondering where to begin. Grab the free playlist here: https://erikamillard.com/podcast-playlist-bundles  Topics covered: When a spreadsheet is actually fine (and when it's not) Signs your QuickBooks setup might have gaps Why the language of accounting feels so overwhelming How to go from "I don't know what I don't know" to feeling confident The mindset shift that helps you stop overthinking and start taking action

Are you Googling "how to do bookkeeping for my small business" and getting results that are either way too basic or way over your head? You're not alone, friend. In this episode, we're breaking down the three bookkeeping eras so you can figure out exactly where you are right now and what to do next. In this episode, you'll learn: The 3 bookkeeping eras every small business owner moves through How to identify which stage you're in right now The most common mistakes people make at each stage (and how to avoid them) What you actually need to move forward with confidence The 3 Bookkeeping Eras: Era 1: I Just Need to Get Started You're asking questions like: Is a spreadsheet good enough, or do I need QuickBooks? Which QuickBooks subscription do I need? Do I need a separate business bank account? This stage comes with a lot of fear, especially around making the "wrong" decision. The good news? You don't need to learn everything at once. You just need a clear plan to get started. Era 2: Things Got a Little Away from Me You've been doing bookkeeping for a while, but something feels off. Maybe you've been avoiding looking at the numbers, or you've Googled a QuickBooks problem and just... couldn't find the answer. This is super common. Most people are actually doing better than they think, but the overwhelm keeps them from finding out. Era 3: I Am So Done Doing This Myself Your time is better spent in your zone of genius, and bookkeeping just isn't it. If you keep waiting for the "perfect" time to outsource, this era is a sign that it's time to stop waiting and hand it off. Grab your free curated podcast playlist based on your bookkeeping era here:https://erikamillard.com/podcast-playlist-bundles  With 115+ episodes in the Get Comfy with Numbers library, the playlists are designed to cut through the overwhelm and give you the exact episodes you need for where you are right now.

Today I'm sharing the mic with Lisa Avila a Non-Profit Strategist so we can cover everything you'd need to know if you wanted to start a non-profit business. The big vision, the money, the organization, avoiding burnout and everything in between!   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

Women Podcasters Awards Vote Here!   https://www.womenpodcasters.com/erika-millard    Most people think they need to feel ready before they start. But what if that's the very thing keeping you stuck? In this episode, I share a personal moment—how I almost didn't start this podcast because I didn't feel "ready"… and why that had nothing to do with readiness and everything to do with fear. We talk about: The real reason you keep putting things off How "waiting until you're ready" shows up in your business (especially your bookkeeping) Why confidence doesn't come before action A simple, doable way to start—without overwhelm If you've been avoiding something because you don't feel ready yet, this episode will help you take that first step. Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

When you're hunting on YouTube for an answer to your bookkeeping question or problem, minutes can turn to hours. It seems the clarity you need is burried and hidden deep somewhere in these videos, it's just hard to know how to find it. Today we're talking about a real life example of this so I can teach you how to get the help you're looking for!   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!  

Welp… it happened to me. My business card got hacked. And before you panic…everything is okay. But it definitely made me realize there were a few things I thought were 'fine'…that maybe weren't as safe as I thought. And honestly? It helped me tighten up a few things on the security side that I probably wouldn't have thought twice about before. I already had a lot of the right things in place, but this was one of those moments that made me want to make sure everything is as solid as possible.  We're covering public wifi, Quickbooks, card protection, email, and passwords. Let's go over these security steps together!   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!  

Feeling overwhelmed by all the QuickBooks options? You're not alone. In this episode, we break it all down in a simple, no-stress way so you can confidently choose the right plan—without overpaying or overcomplicating your bookkeeping. ✨ What You'll Learn: The real first decision: QuickBooks Online vs Desktop Why QuickBooks Online is the best choice for most small business owners When Desktop actually makes sense (and when it doesn't) 🚫 Why you should avoid QuickBooks Self-Employed A simple breakdown of each QuickBooks Online plan: Simple Start (best place to begin) Essentials (when you need bill tracking) Plus (for deeper insights + budgeting) Advanced (for larger teams) 💡 The truth about recurring invoices (and why you probably don't need to upgrade for them anymore) 💡 The truth about budgeting features (and when they actually matter) 🎯 Key Takeaways: Start simpler than you think More features ≠ easier bookkeeping Most service-based businesses will do great with Simple Start Upgrade only when your business actually needs it—not "just in case" ⚠️ Common Mistakes to Avoid: Choosing a higher plan too soon Starting with Self-Employed Sticking with Desktop just because it feels familiar Expecting software to fix messy books 💗 Bestie Truth: QuickBooks has made its lower-tier plans more powerful—don't let all the options pressure you into overcomplicating things. 📩 Next Steps: Not sure which plan fits your business? That's exactly what I help with. Send me a DM or book a free "Next Steps" session to get personalized guidance.   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

Today I'm bringing Madelyn Furlong on the pod to talk about marketing on social media as a service provider. We cover how to avoid burnout, smart ways to use AI, and what "introvert-friendly marketing" actually looks like in real life.   Have you been wondering how to create connection on Instagram without being on social 24/7? I ask Madelyn what she would recommend focusing on if you only had 20 minutes a day or even 1 hour a week. She talks about consistencey, she debunks visibility myths, and she shares her favorite "low-effort, high-impact" post to create when you're in a slump!   Listen in if you:   If you have low engagement, because we talk about the most important things you can troubleshoot If you want ideas for new ways to repurpose content, because we teach you how to create mulitple posts  If you feel like you're behind or inconsistent, because we share tips that will help you stick to the plan   Website: https://madelynvictoriaco.com Instagram: https://www.instagram.com/madelynvictoriaco/ Contact email: [email protected]   Freebie: The 20-Minute Content Kit: https://madelynvictoriaco.com/content-kit Special offer: 2 custom sales emails to send to your list to go with your first month of social media management (normally a $250 offer!)

Do you need help setting up your books… fixing them… or finally handing them off for good? If you've ever opened QuickBooks and immediately felt overwhelmed, you're not alone. One of the most common questions business owners ask is: "Do I need a fresh start?" "Or are my books just a mess?" "Or honestly… can someone just take this off my plate?" In this episode, we break down the three core types of bookkeeping support—so you can finally understand what you need (and stop second-guessing yourself). Because while these services sound similar, they solve very different problems. 🏗️ Bookkeeping Setup: Starting From Scratch 🧹 Bookkeeping Cleanup: Fixing the Mess 🔄 Monthly Bookkeeping Support: Staying on Track   We walk through a real client journey that perfectly illustrates this. She came in thinking she needed monthly bookkeeping support… But first: Her books needed a full cleanup from the previous year Before that, her system needed a proper setup to even begin fixing things Once those were done? Monthly bookkeeping became simple, smooth, and stress-free. 👉 The takeaway: It's not about which service is better—it's about where you are right now. 🎯 Quick Self-Check Ask yourself this one question: "When was the last time someone really reviewed my books and confirmed everything is correct?" Never? → You likely need Setup More than 3 months ago (or your CPA raised concerns)? → You need Cleanup Everything is accurate, but you're still doing it yourself? → You're ready for Monthly Support Take a second to write down your answer or record a quick voice note—clarity starts here. 🧠 Key Takeaway Setup gets you started right. Cleanup gets you back on track. Monthly support keeps you there. 🎁 Resources & Next Steps ✨ Free QuickBooks Health Check Not sure where you stand? Start here: 👉 erikamillard.com/qbhealthcheck ✨ Book a Free Next Steps Call Ready to hand this off or want expert guidance? Grab a call via the link in the show notes and we'll figure out exactly what you need. 🔎 Keywords (SEO Boost) quickbooks setup, bookkeeping cleanup, monthly bookkeeping services, small business bookkeeping help, quickbooks help for entrepreneurs, bookkeeping services explained, fix messy books, outsource bookkeeping, small business finances, accounting basics for business owners 📣 Final Thoughts Wherever you are—starting fresh, cleaning things up, or ready to hand it off—you're not behind. You just need the right next step. Be sure to subscribe and tune in next week for another conversation designed to make your business finances feel simpler and more manageable.     Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

In last week's episode, I talked to all of you who are doing your own bookkeeping without any formal training — because honestly, that's how most small business owners start. Today I want to walk through the five bookkeeping mistakes I see beginners make all the time, so you know exactly what to watch for (and how to fix them). First, let's normalize something: every small business makes bookkeeping mistakes. Truly. Even experienced business owners do. So if you've ever felt behind or unsure about your numbers, you're not alone.   In this episode I break down the five biggest ones I see: • Mixing business and personal transactions – this is probably the number one stress creator for small business owners. • Not reconciling your accounts monthly – think of this as simply "checking your math." • Guessing categories or being inconsistent – bookkeeping doesn't require perfection, but it does need consistency. • Waiting until tax season – which usually creates that familiar panic cycle. • Adding apps and automations before you actually have a workflow.   The good news is you don't need complicated tools to get started. You don't need fancy dashboards, five connected platforms, or every integration available. What you really need is clarity first. In this episode I share a simple way to pause before adding new tools and ask three helpful questions: Where does the money start? Where does it get recorded? And who checks it each month? You'll also get one simple fix for each of the five mistakes, so you can make a small improvement right away. Bookkeeping isn't about being perfect — it's about staying consistent and supported. And, depending on where you are in your business, that support can look different. Some people stay DIY with a little guidance. Some need help cleaning things up. And some decide they're ready to fully outsource. All of those paths are valid — the goal is just making your bookkeeping feel a lot less overwhelming.   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

If you're helping with bookkeeping but were never trained for it — you're not alone. Maybe you're the spouse, sister, office manager, or the organized one who got handed the finances when the business started growing. One day someone said, "Can you just handle the books?" — and now you're doing your best, hoping you're not missing something important. Here's the truth: you're not behind. You were never taught. And this is a learnable system. Why So Many People End Up Here Small business bookkeeping rarely starts with a formal job description. It often grows out of trust and necessity: Family businesses where everyone pitches in Admin roles that slowly expand into finances Being "the organized one" who gets promoted to handling money Helping a partner or friend keep things running If you've ever thought: What if I mess something up? Will the CPA think I did this wrong? What actually matters here? You're asking the right questions. Your Role Is Simpler Than You Think You do not need to become an accountant. Your job is to: Keep things organized Track money coming in and out Help the business owner understand reality That's it. Bookkeeping isn't about perfection — it's about clarity. The 5 Things Every Beginner Actually Needs to Know 1. Clean records matter more than perfection Consistency beats complexity every time. 2. Separate business and personal money This single step prevents most problems. 3. Categorizing transactions is not guessing You're telling the story of the business. 4. Reconciliation is your safety check This is how you know the numbers are real. 5. Reports help with decisions Your Profit & Loss report is your main friend. What Doesn't Matter Yet (Deep Breath) You do not need: Advanced accounting knowledge To memorize tax rules Perfect books Fancy systems To understand everything immediately You're learning. That's allowed. Common Beginner Mistakes (Totally Normal) Most accidental bookkeepers: Wait until tax season to look at the books Avoid reconciliation because it feels intimidating Try to fix everything at once Stay silent when they're confused These aren't failures — they're part of the learning curve. Why Your Work Matters Small businesses run because someone stepped up and helped. You're helping a real person support their family, employees, and dreams. You're not "just doing bookkeeping." You're protecting the business. You Don't Have to Figure This Out Alone If this episode felt like someone finally explained things clearly, you're in the right place. You can: Follow the show for beginner-friendly guidance Listen to the next episode for step-by-step support Reach out when you're ready for extra help 🎧 Listen Next Next week: The three bookkeeping mistakes beginners make that cause the most stress — and how to avoid them.   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

Geily Romero is a fractional CFO and financial consultant who has spent the last 8 years helping countless service-based entrepreneurs transform their relationship with money. She specializes in helping six-figure CEOs master, manage, and multiply their cash flow to build profitable businesses and fund the life they love. Her mission is to increase access to top-tier financial expertise, empowering entrepreneurs to achieve financial stability for themselves and their families.   And links: www.cuttingedgefinancialsolutions.com https://www.instagram.com/cuttingedgefinancialsolutions https://www.facebook.com/cuttingedgefinancialsolutions [email protected]     Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

Okay, real talk. If you already know something feels off with your money… you don't need another podcast episode. You need clarity. If that's you, pause this, go grab a Free QuickBooks Next Steps Session call , and let's actually fix it. We'll talk about your bookkeeping, figure out what's messy or unclear, and decide what needs to happen next. No pressure. Just a plan. But if you're not totally sure what's off yet… keep listening. Because today we're breaking up with some money habits that might be quietly costing you.   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

Unreconciled, Undeposited, Uncategorized, Unreviewed or Unsuported?  If you're seeing these words come up a lot in your QuickBooks, that's a major red flag that we need to clean things up. Listen in to learn more!   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

I'm starting a fun Valentine's Mini-Series this week for the next few weeks!  I don't personally sit down every week and look at my numbers. That feels like a lot. But I do have a monthly routine where I check in with my business money, and that habit has made a huge difference. This applies whether you do your own bookkeeping, outsource parts of it, or have someone else doing most of it. No matter where you fall on that spectrum, as the CEO, you still need a relationship with your numbers. I want to encourage you to create a monthly money check-in ritual that feels like a treat!     Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!  

If you've ever set a money goal that sounded cute on January 1st…and then felt stressful by January 15th…this episode is for you. Most people pick a goal based on vibes or comparing themselves to others, not reality. Today I'm going to show you how to set a money goal that actually supports your life, your bills, your dreams…AND your peace.   Here are the ways we can connect:   Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Take Home Target https://erikamillard.com/takehometarget    Happy Bookkeeping!

Spreadsheets are fine… until they aren't. Today I'm telling you how you can know it's time to level up to QuickBooks: ✅ 1) You spend hours every month doing "money homework" ✅ 2) You're manually entering transactions (aka copy/paste life) ✅ 3) Your spreadsheet doesn't match your bank account (and you're always "off") ✅ 4) You need professional invoices that don't look homemade ✅ 5) You need real reports (and not just vibes) ✅ 6) You're making enough money that mistakes are expensive ✅ 7) You're starting to feel unsure what your numbers even mean   Manually tracking everything on a spreadsheet is fine in the beginning, but as you scale you business, it becomes quite the mental challenge to keep that up. If it's time for you to move to QuickBooks let me help you through it. You won't regret it!   Here are the ways we can connect: 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 Get on my waitlist: https://erikamillard.com/setuppromo  Happy Bookkeeping!  

Today I'm introducing you to Stefanie Gass. Stefanie is a Christian business and podcast coach, boy mom, and seven-figure CEO. She helps women grow their online businesses and make consistent income, using podcasting. If you're looking for ways to help your online service of product-based business grow this episode today is perfect for you. Stefanie walks us through all the best long form ways to grow and audience strategically and sustainably. There's simply no better way, no more cost effective way, to use your time as an entrepreneur than to speak directly to your potencial customers.   Connect with Stefanie:  Receive Stef's 5-day Profitable Podcast Bootcamp for free: https://stefaniegass.com/bootcamp   Coupon code: ERIKA   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!  

To celebrate our 100th episode I'm recapping 5 of our most engaging episodes! I just can't thank you enough for your support in making Getting Comfy with Numbers a top 2.5% podcast. These are the episodes that have shaped our show the most and given business owners the help they've needed the most. Anyone looking for a quick bookkeeping crash course should look no more! 002 5 Bookkeeping Basics Every Business Owner Needs to Know 032 The Small Business Tax Questions You've Always Wanted Answers to with Bethany Prignano 049 The Ultimate QuickBooks Clean Up Checklist 057 How Much Does Your Business REALLY Cost? (And Why You Need to Know!) 075 - Stay Caught Up: The Monthly QuickBooks Routine That Actually Works   I want to offer a listener a little Bookkeeping Bestie desk refresh! How to enter: Leave a review on Apple Podcasts Screenshot it Send it to me on Instagram or reply to the email linked in the show notes Even if you've left a review before, you can update it and still enter.   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!  

What even is a money reflection? Okay, we just want to take a simple look back at the financial story of your business from this year. Reflection can actually help you build confidence in your  business. It can also help you improve pricing decisions and reassess how much you are paying yourself. No anxiety, no judgement, just reflection. As always you can book a next step session if you want support starting in the new year with clean and clear books. I am here for you and I love being here with you on this show. If you are listening in real time, we're gonna take a short break for the holidays with all of our kiddos home. I hope you enjoy the time with your friends and family, and we will be back in the new year celebrating lots of exciting things happening, so thank you again 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: [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!  

Want to know what to Review Before the Ball Drops? You can do this! If you're feeling behind or unsure what to look at before the year ends… you're not alone. This checklist is simple. I've reviewed over 90 QuickBooks files so I know the exact spots people forget to check. This is about clarity, confidence, and giving January-You a calmer start.   Check That All Transactions Are Categorized Make Sure You Reconciled Every Month Look at Your Owner Pay for the Year Review Any Big Investments Check Estimated Payments + Get Your Final Number Ready Review Your Mileage & Receipts, Your Profit & Loss, and Your Balance Sheet Set Three Simple Financial Intentions for the New Year   You're not behind. You're building something real. And I'm so proud of you!   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!  

It's hard to see your own business when you're on the inside. It's like color matching your own face instead of going to Ulta. Today I'm talking to Makena Delaney about brands, logos and websites that capture all the aspects of you and your business that your clients really love!   Have you noticed any repeating themes that come up during market research when you're talking to your clients about why they chose you, how they found you or what they love about you? Do you you have your title in mind? Do you have your packages worked out? Are you ready to go pro? Working with Makena you get that reflection time to journal about who you are and then you get the collaboration time to see the outside perspective on what makes you the right choice for your clients. A lot of elements of the branding process ARE the transformation to leveling up your brand.     Check out Makena Delaney: www.makenadelaney.com https://www.instagram.com/makena_delaney/ [email protected]     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!

I'm about helping women get comfy with numbers, not just in QuickBooks but in conversations about value.  Talking about money is awkward for so many, even creatives who run amazing businesses. You might feel uneasy when quoting prices or raising your rates. Here's what you just might need to hear: "It's not greedy to want to be paid fairly - it's responsible." Honestly, if your bookkeeping is really solid you'll feel much more confident knowing what's coming in and what's going out, which will empower your spending and pricing decisions alike. I can help you with these decisions, by the way! Today I'm going over some adjustments to your money mindset so that you can serve your clients better. You offer a product or service they need. Be proud of that! You're the answer to someone's problem, but you need to make your offerings clear and you need to rest in the knowledge that you're worth what you charge.    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  Thanks to Feedspot for recognizing this podcast as one of the Top 100 Female Entrepreneur Podcasts!   Happy Bookkeeping!

You've finally hit 'subscribe' on QuickBooks, you're logged in, and… now what? You want to build a good foundation, so hear me out, no pressure, no guesswork; I'm telling you the three things you need to do right after signing up for Quickbooks.   Step 1: Connect Your Bank & Credit Card Accounts Automation saves time and reduces errors Common newbie mistakes: manually entering all transactions instead of connecting, connecting PayPal or Venmo too soon before separating business use Step 2: Customize Your Settings Walk through key areas in Gear Icon → Account & Settings Don't skip this — these settings control how everything looks and works behind the scenes Step 3: Review Your Chart of Accounts Your chart of accounts is just your list of categories — where every dollar gets filed You don't need a million categories. Keep it clean, keep it clear — you'll thank yourself later when it's time for reports And remember — if you'd rather we handle this setup for you, make sure you're on my email list. There's a fun promo coming soon just for you!   Check out these helpful, related podcast episodes: Ep 067 - The #1 QuickBooks Setting Most Business Owners Overlook Ep 072 - Is Your QuickBooks Set Up for Success?   And special thanks to Feedspot for recognizing this podcast as one of The Top 100 Female Entrepreneur Podcasts!   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!

Hey bookkeeping bestie! If you've been listening for any length of time you've heard me say that you need to separate your business and your personal transactions, and if you're new here, welcome and you really need to separate your business and your personal transactions! This isn't just for ease in bookkeeping it's a crucial practice from a tax and legal standpoint as well. Thanks for tuning in!   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!

If you've opened QuickBooks lately and wanted to slam your laptop shut, you're not alone.  Here's the thing: Messy books don't mean that you are bad at business. Maybe you've just outgrown your current bookkeeping methods, or maybe the finance side of your business has never actually made sense to you. Either way I'm here to help! Our goal today is to normalize the feeling of shame or overwhelm and remove the guilt. Clean books don't make you legit, taking ownership of your books does. If you're ready to feel confident in your numbers again, come hang out with me inside the membership — I'll walk you through it one step at a time. 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!                      

Hey, bookkeeping besties! Today we're talking about what to look for when hiring a bookkeeper or accountant, and how to actually work well with them once you do hire them. Hiring help can be so nerve wracking because you're choosing to trust someone with your numbers. A lot of business owners have told me that it feels very vulnerable to share that side their business. So whether you're thinking about outsourcing or just curious for the future, this episode is going to help you know what questions to ask and how to make a really good decision when you do choose to hire.   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!                      

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!              

It's that time of the year again. Look alive and stay sharp because... it's almost time to teach children everywhere the art of Halloween candy sorting. The mom tax is real. And real taxes are real; and the skills you've honed sorting Skittles all these years completely translate to keeping clean books. Sorting is sorting afterall. Sorting your business expenses into categories can be fun too!   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!

Hey there bookkeeping bestie! Let's talk about some ways to keep your life as a business owner fun and motivating! Aren't you at least a little intrigued? Join me today as we talk about how to reward yourself for all of your hard work so that your business is sustainable for years to come.    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!

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: [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!

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: [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!

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: [email protected]   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!

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: [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!                          

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: [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!

Hey, besties! Well, today we are jumping in to a topic that I keep getting asked about recently, which is: Are HoneyBook and QuickBooks the same? Are they friends? Do they integrate well together? What are the similarities and differences and all of the interworkings of both of those systems? Let's dive in!   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!

Most people DIY their bookkeepping to save money right? And here, you'll find lots of episodes where I actually support you DIYing your bookkeeping for a season in, but if you're doing it wrong it might be costing you more than you realize. As you're weighing the cost of bookkeeping keep these hidden costs in mind: The emotional and mental drain of worrying about your numbers.  Errors can cost you money literally if you're paying more taxes that you need to. Messy records make your CPA fees higher. Mistakes in bookkeeping can lead to you making hiring or spending decisions based on faulty information. And don't forget the opportunity cost of all the time you no longer have available to work creatively in 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!

Why is bookkeeping so draining? If you feel like everytime you look at your numbers you're figuratively having to solve a Rubik's cube I can absolutely help you. Are we causing extra work for ourselves? Are we making time-consuming mistakes? Are we entering transactions manually because we haven't linked QuickBooks with our bank account? Let's get to the bottom of this today besties. Tune in for a quick check-up!   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    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     Happy Bookkeeping!

Hey, hey, bookkeeping besties! Well, it's summer and we've been traveling a little bit more than we typically do. You know that feeling after a trip when your suitcase sits by the door for a few days? Maybe it's just me and my four kids, but we leave our things a little longer than we should. Maybe you keep thinking, "ugh, unpacking is going to take forever." And so it just sits there, but then when you finally tackle that suitcase, it only takes a few minutes, and it's done! Well that's what I see when I'm cleaning up QuickBooks accounts. Once we start, it often goes faster and sometimes easier than you'd expected. Today we're talking about how to figure out what kind of clean-up you're facing and how long it might take you to get it caught up. So let's jump in. There is zero shame in asking for help. This is what I am exactly here for. I have looked at over 80 QuickBooks files at this point. There is not much that I have not. You are not too far gone, and most of the time I actually find business owners are in better shape than they think they are. Let's hop on a call and we can chat about it so that you can note the best next steps for you. You don't have to figure this out alone. No matter whether your clean-up needs to take two hours or 20 hours, it's just important that you start. You've got this. I'm here for you as your bookkeeping bestie when you need me, 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: [email protected] Instagram: @erika_millard   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!

Hey, hey, bookkeeping besties! Trying to fix your own bookkeeping is a lot like deciding whether to pull your own weeds or hire a landscaper. Both are totally valid at certain stages of life. I have some clients who have come to me, and just with a little bit of direction, education, and support have done fantastic DIYing of their own bookkeeping. I teach them to clean it up, then catch it up, and then keep it all straightened out. Actually, one of my very first clients who I taught how to use QuickBooks has circled back around, and now I'm doing full service bookkeeping for her, and when I got back into her QuickBooks, she had kept it up so well. I want to give you encouragement that it's doable to keep your own books, but I've also seen people with thousands of transactions left to be categorized, no reconciliations done, and a deadline for their tax preparer. They've been really stressed out and they have much more success hiring someone to do it for them. So in both of those scenarios, you just have to know what season of life you're in. We're gonna break this down even more in this episode. Let's dive in!   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   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!

When a bookkeeper tells you your books aren't clean, what does that even mean? Are we in need of a little tidying up or a total deep scrub? Well, in this episode we're gonna break it down so you know exactly what's going on and how to fix it. It really comes down to how easy or difficult it is to read and rely on your numbers. Hearing that you have "messy books" would just mean that there's probably some red flags, and it's hard to trust your profit and loss statement or any of your other reports. The good news is that it's fixable and very common. You are not alone if you've ever been told this about your financials. So let's just run through some most common signs of messy books in this 7-minute long episode! I offer a clean-up and catch-up service that's done for you, and it'll get things back on track. No judgment, no shame. I've worked on 80 different sets of QuickBooks at this point, so I've seen it all. I'll show you how to keep moving forward with your nice cleaned-up, caught-up books. If you're ready to hand off the mess that you have created or the issues that you're having, just send me a message and say, "Help, I think my books are messy" and we'll take it from there!   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   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!  

Falling behind on your bookkeeping doesn't make you a bad business owner. You're running your business, wearing a million hats, putting out fires, and sometimes your numbers just take a back seat. Let's talk about how bad it really is if you're behind, and more importantly, what you can do next. If you're overwhelmed by how far behind you are with your bookkeeping for the year, or if you feel like there's a lot of things that need to be cleaned up that you don't know how to fix, you don't have to do that alone. My clean-up service is a done-for-you solution to get your QuickBooks caught up, cleaned up, and back on track. We will dive into your files, clean things up behind the scenes, and then send you custom video tutorials, walking you through what we did, what you need to do moving forward, and exactly where your books stand. And then from there we'll give you clear options to either keep doing your bookkeeping on your own and other levels of support so that you can feel really good about keeping your books. So if the thought of catching up your bookkeeping is stressing you out and overwhelming you, let me take that off your plate. Check out the link in the show notes to learn more.   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   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!  

I am so excited for you to hear this conversation with Ryanne Saucier. Ryanne is an award-winning Intellectual Property Attorney & Business Strategist. Honestly if you follow her on IG you'll see she's an attorney by trade, but a creative at heart. She's really fun as she breaks down copywrite and trademark laws so they are really digestible.  Ryanne offers legal tools, advice, and trainings to online sellers, coaches & entrepreneurs, so if you've ever had any questions about legal matters this is the episode for you. Follow Ryanne Sauceir on Instagram: https://www.instagram.com/ryanne_reimagined/   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   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!

You know how necklaces somehow tangle themselves just by existing in the same drawer? Yeah... I'm weirdly good at untangling them. It's a skill I actually take pride in—probably because I've watched a lot of Survivor, and untangling knots under pressure is practically a life skill on that show. But here's the thing—we don't want our QuickBooks to be that tangled mess in the first place. When you let things pile up—uncategorized transactions, unreconciled accounts, mystery expenses—it's like throwing all your business finances into a drawer and shaking it up. Then, when tax time or decision time comes you're stuck untangling a mess that didn't have to be a mess. So in today's episode, I'm giving you a super simple monthly routine to keep your QuickBooks smooth, organized, and totally untangled. We'll walk through a 5-step flow—categorize, reconcile, review your numbers, and two things people always forget: tracking mileage and uploading receipts.   If you're ready for a QuickBooks system that actually works and keeps you caught up in under an hour a month, this one's for you!   "Each month, run through this checklist:" Categorize your transactions Reconcile your accounts Review your reports Track your mileage Upload those receipts → "Put this on your calendar—it can be a date with your numbers. Light a candle. Turn on a playlist. Make it part of your CEO routine."   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   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!

When is the last time you used your actual data to reassess your pricing? Are you charging enough for what you do? Are your clients getting the full value? And more importantly, do you know if your pricing actually supports the kind of income you want to bring home?  That's what I want to help you with today. We're gonna look at how to use QuickBooks data to answer those questions, and I'll walk you through some sneaky costs that might be eating into your profit without you even realizing it. And, if you're not sure how much you should be taking home or what your sales goal should be to support that, I've got a resource that'll help you. It's called Take Home Target, and I'll tell you more about it in just a bit, but let's jump in!   I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck    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   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    Happy Bookkeeping!

Hey, bookkeeping besties. Welcome back to the show. I currently have two toddlers. I have a 1-year-old and a 2-year-old, and honestly, a lot of my day feels like I'm just trying to interpret what they're saying. My 2-year-old for the most part is getting more and more clear, but there are still days where I'm like, "Baby, I'm so sorry, but I have no clue what you're saying to me. Can you point to it? Can you show me? Can you help me out?" And my 1-year-old currently just shouts for things, which is lovely. So you can imagine my house is a little bit crazy and if that's how you feel when you look at your QuickBooks reports or any financial reports, you are not alone. And so in this episode of the QuickBooks Summer Reset Series, we're going to make sense of these confusing reports, your profit and loss report, and your balance sheet. We're gonna break it down in plain English and help you interpret what it is actually telling you about your business and also point out a few red flags that may mean that something is off. So if you've ever opened a QuickBooks report and thought, "This looks really important, but I have no clue what it's telling me or trying to tell me," this one is for you.   Meet me for a QuickBooks Next Step Session:   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule    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   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    Happy Bookkeeping!      

Hey, hey, welcome back to Get Comfy with Numbers. I don't know about you, but it is now June and we are in full summer mode over here, and so I thought this would be the perfect time on the podcast to do a summer series. Welcome to part one of the QuickBooks Summer Reset. I often have clients come to me who set up their QuickBooks on their own, and they're like, "Erika, I kind of tapped through the suggested settings, but I don't really know if my QuickBooks is set up right." And so today we are gonna be talking about three steps in your setup that might be causing you problems.   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   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    Happy Bookkeeping!

Hey, hey, bookkeeping besties. So listen, at this point, I have been inside of over 75 QuickBooks online accounts and counting, and I am bringing you today the list of common mistakes because almost every single one of the QuickBooks that I've reviewed has been making one of these mistakes, and so my hope is that I'm going to empower you so that you don't make these same mistakes, and it saves you a bunch of time, money, and headaches. You won't need my team and I to come clean up your QuickBooks because you will already have these things in control! So let's get into what these mistakes are!   I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck    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   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    Happy Bookkeeping!

I did some research and found out that you will get paid 33% - 42% faster with automated systems! If that is not incentive enough, to set up automated payment links to your clients I'm not sure what is, because getting paid faster is everything when it comes to managing your cash flow. Hey, bookkeeping bestie. Do you feel like as a business owner, or even just as a person, that you are constantly following up on things? I feel like that is half of the tasks on my to-do list: making sure that that appointment did get scheduled or that I did actually sign up for the snack to bring to the end-of-the-year school party. All of those types of things we're constantly following up on are starting to pile up, and I am starting to see business owners leaving money on the table when they don't follow up after they send out their invoices. So a question that I want to ask you today is, "Okay, you've sent the invoice, but are you following through?" So let's get into it!   I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck    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   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    Happy Bookkeeping!

Today we're talking to Ashley Conway of Be Weird Marketing. Ashley is a marketing coach and copywritter who specializes in making the most out of your marketing budget. Erika and Ashley cover all the most important things that need to be on your radar, as well as the things you should avoid doing.   Hit play to hear really doable things you can implement right away in your marketing and great tips on how to attract more of your favorite clients!   Learn more about Ashely Conway:   Free, 40-minute video training: 10 Reasons You Aren't Standing Out from Your Competition https://www.beweirdmarketing.com/stand-out-from-competition   Higher Purpose Marketing Strategy LinkedIn: https://www.linkedin.com/in/ashley-conway-beweird/ Instagram: https://www.instagram.com/beweirdmarketing/ Facebook: https://www.facebook.com/beweirdmarketing Website: beweirdmarketing.com Email: [email protected]     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   I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck    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    Happy Bookkeeping!