Welcome back to Small Business School! Today I am so excited to be joined by fellow Accountant and CPA Jami Monte! After a 7 year career in the Advertising industry, Jami transitioned to entrepreneurship and launched Chillbooks™, a fun, approachable financial education course that offers bookkeeping and QuickBooks training, along with essential financial education for entrepreneurs. As TurboTax Canada's spokesperson for 2023 and 2024, she has been featured across multiple new outlets including CP24, CTV, and BNN Bloomberg. She is passionate about empowering entrepreneurs with financial know-how so they can navigate their business journey with confidence. I feel so aligned with Jami’s mission, so I am so excited to share our conversation with you!
Topics Covered:
- Jami shares her journey of realizing the lack of financial literacy among small business owners and the pivotal moment that led her to prioritize education in her entrepreneurial endeavors.
- Why Jamie recommends QuickBooks Online as the go-to system for small business owners.
- The Three Phases of Financial Management: Jamie breaks down her systematic approach to financial management, guiding business owners through efficient setup, monthly processes, and advanced financial analysis.
- The value of financial education in empowering entrepreneurs to take control of their finances, make strategic decisions, and achieve long-term success.
- Analyzing profit and loss reports by month to comprehend the seasonal fluctuations in your business.
- DIY vs. Outsourcing, when to handle your bookkeeping yourself and when it might be beneficial to outsource.
- Financial management as an ongoing process! I hope this conversation removes shame from the learning curve and helps you to take a step towards taking control of your finances! Want to learn more? Connect with Jami and check out Chillbooks™️!
Jami’s Links:
Instagram: https://www.instagram.com/jami.monte/
Free GST/HST Tracker: https://pages.jamimonte.com/hstguide
Solopreneur Write Off Guide: https://pages.jamimonte.com/writeoff
Chillbooks™️ Info: https://jamimonte.com/chillbooks/?affiliate=stacimillard
Staci's Links:
Instagram. Website.
