7 Ways to Ensure Your Biz’ Finances & Quickbooks are Set Up For Success in 2024 with Crystalynn Shelton

Crystalynn Shelton, a QuickBooks expert and CPA, shares valuable insights on using QuickBooks effectively for small businesses. She emphasizes the importance of proper training and avoiding common mistakes in QuickBooks. Crystalynn also provides tips for overcoming the fear of numbers and offers advice for DIY bookkeeping. She highlights the significance of staying on track with QuickBooks and setting up for success in the new year. Additionally, Crystalynn discusses how e-commerce businesses can leverage QuickBooks and provides information on where to find her and her services.

 

Takeaways

 

Proper training is essential for using QuickBooks effectively. Seek guidance from someone knowledgeable in the software to avoid common mistakes.

Don't be afraid of numbers. Understanding your business's financials is crucial for success. Simplify bookkeeping terminology to make it more accessible.

If you're not comfortable with bookkeeping, consider outsourcing to a professional. They can handle the tasks and provide valuable insights into your business's financial health.

Automate your bookkeeping as much as possible by connecting your bank and credit card accounts to QuickBooks. Use the QuickBooks app to easily track and categorize receipts.

Schedule regular time to review and reconcile your QuickBooks data. This will help you stay on top of your business's financials and make informed decisions.

Meet with a tax planner to ensure you're taking advantage of all available deductions and tax advantages for your business.

 

Chapters

 

00:00 Introduction and Background

03:00 The Importance of Proper Training in QuickBooks

06:00 Common Mistakes in QuickBooks

10:00 Overcoming the Fear of Numbers

13:00 Tips for DIY Bookkeeping

16:00 Keeping on Track with QuickBooks

19:00 Setting Up for Success in the New Year

29:00 Leveraging QuickBooks for E-commerce Businesses

32:00 Where to Find Crystalynn Shelton and Her Services

36:00 Conclusion

Follow Crystalynn

https://www.crystalynnshelton.com/podcasts 

hello@crystalynnshelton.com 

https://www.crystalynnshelton.com

/Facebook: https://www.facebook.com/crystalynn.shelton.5/ 

Linked In: https://www.linkedin.com/in/crystalynn-shelton-cpa-0943699 5/ 

Twitter: @CrystalynnPens 

Instagram: @Crystalynn Shelton

 

 

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