If you’ve ever looked at your bank account and thought, “Great, I can pay myself,” without knowing what’s actually coming in or going out — this episode is for you. Jessica Wilson, founder of Design Ledgers, breaks down practical, beginner-friendly steps to get your business finances in order. From setting up a simple receipts system to choosing the right time to hire a bookkeeper, this episode gives you the foundational habits, routines, and mindset shifts to stay organized and reduce financial stress.
Episode Highlights:
Chapters:
[00:00] Why Your Bank Balance Is Misleading
[01:30] The Basics of DIY Bookkeeping
[03:45] Bookkeeping Support Without Monthly Retainers
[06:00] Weekly and Monthly Money Routines That Work
[08:30] Reducing Overwhelm and Getting Organized for Tax Season
Connect with Jessica Wilson:
Website: https://designedledgers.com/
Instagram: https://www.instagram.com/designedledgers/
Let’s Stay Connected:
→ Follow Lauren on Instagram: www.instagram.com/laurennajar
→ Learn more or work with me: www.laurennajar.com
→ Follow Business Over Cocktails on IG: www.instagram.com/businessovercocktails
→ Attend Growth & Connect retreats & events: www.instagram.com/growthandconnect
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