Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

064 - Bookkeeper vs CPA: How Both Work Together to Save Business Owners Time & Money

Understanding the roles of a bookkeeper and a CPA is crucial for business owners and it's super common to get it mixed up so let me make this easy for you! A bookkeeper's role is day-to day financial tracking, categorizing transactions, reconciling accounts, and preparing financial reports. A CPA's role is tax preparation, financial analysis, compliance, and strategy. There will be times when the responsiblities of your bookkeeper and your CPA overlap. This is why it's so important to have an organized bookkeeping system so that your CPA has clean numbers to work from. Listen all the way through the episode to hear my take on why you need both a bookkeeper and a CPA and what the most efficient and cost-saving work flow would look like!   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: connect@erikamillard.com Instagram: @erika_millard   New Tool: 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!  

063 - Taking the Emotion Out of Business Finances: A Chat with Annie Rohde

Today I'm bringing you an interview with my client Annie Rohde that will help you shift the way you feel about the finances in your business. Annie is a Biblical Sales Strategist which means that she helps ground her clients' money mindset in sprititual fundamentals. Listen in to hear this fresh applied to pricing your offer, hiring a team, and saving for big goals. If you look at your business like a math game it takes a lot of pressure off.    Connect with Annie Rohde on Instagram @annie.rohde https://www.instagram.com/annie.rohde?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==   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: connect@erikamillard.com Instagram: @erika_millard   New Tool: 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!

062 - Planning, Panic & Pushing Through_ What Birth Can Teach You About Business Finances

My youngest of four children is about to turn one, which is very exciting, and I don't know about you, but everytime one of kids has a birthday it makes me reflect on their birth and the story of delivering them. As I reflect on all 4 of these birth stories, it really makes me think of the different ways I prepared and the range of outcomes I experienced.  Today I want to briefly share these 4 different approaches to you and related them to how we think about the finances in our business. From winging it, to dealing with curve balls, to being thoroughly prepared, I have a lot of insights to share that I think you'll relate to!   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: connect@erikamillard.com Instagram: @erika_millard   New Tool: 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!

061 - Stay in Integrity: Lead Your Team Authentically & Effectively with Jillian Dolberry

Jillian Dolberry is an Ops Consultant and Team Strategist for women entrepreneurs and host of The Grace-Filled CEO Podcast. In addition to devoting her heart and time to her family, she helps busy women honor their values and find consistent grace while trying to leave every business better than she found it. Jillian has become a master of setting up boundaries, streamlined systems, Increasing profit from the inside out, and navigating hard conversations with her “honor everyone in the room” approach. Today she’s here to talk with us about the difference between an OBM, a VA, an Integrator, and a Project Manager, and most importantly how to lead your team well.   What we’ll cover: How business owners can maximize the investments they’ve already made and how OBMs can help with that How business owners can spend money in their business more wisely and efficiently What spending and hiring mistakes are the most common among business owners How to know when you’re ready to build a team and hire an OBM?     Connect with Jillian: Podcast: The Grace-Filled CEO Instagram: @jilliandolberry Website: jilliandolberry.com Contact email: support@jilliandolberry.com       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: connect@erikamillard.com Instagram: @erika_millard   New Tool: 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!

060 The Easy Way to Price Your Services and Reach Your Sales Goals

You have your sales goal now let's figure out how we are going to meet that goal.  I want you to look at the packages that you offer in your business. Even if you are just working with the average prices of your low, medium and high offers, whether they be packages, products or services. Then start to play around and calculate how many of these would you need to sell in order to meet your sales goal?  Step back & ask: R: Is this realistic? Would you be able to make these sales within the time frame you're looking at? A: Average dollar per hour? Are you comfortable with the average amount you're earning in an hour? V: Value reflect your expertise & experience? Gut check? Does it feel like a fair and clean exchange for your level of expertise? E: Equivalent to competition? How to your prices compare to others in your industry?   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: connect@erikamillard.com Instagram: @erika_millard   New Tool: 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!