Shows
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business102 Is It Time to Switch to QuickBooks? Signs You've Outgrown Spreadsheets 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 track...
2026-01-2011 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business101 Your Podcast Can Pay Off Big Even If It Feels Small Right Now with Stefanie GassToday 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.
2026-01-1328 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business100 We Hit 100 Episodes! Our Most Popular Episodes & Why They MatterTo 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...
2026-01-0612 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business099 6 Steps to Understand What This Year's Numbers Mean for Your BusinessWhat 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 y...
2025-12-1613 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business098 Year-End Bookkeeping Wrap-Up: What to Review Before the Ball DropsWant 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 Che...
2025-12-0911 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business097 Feel Confident in Your Website with Makena DelaneyIt'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 r...
2025-12-0227 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business096 Money Lessons from Spark Conference: Confidence, Pricing and Serving ClientsI'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 w...
2025-11-1811 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business095 First 3 Things to Do After Signing Up for QuickBooksYou'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 s...
2025-11-1109 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business094 Business Bank Accounts 101 - How to Set Yours Up the Smart WayHey 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/con...
2025-11-0409 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business093 Your Books are Messy But You're Not a Mess: How to Rebuild Confidence in Your NumbersIf 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, c...
2025-10-2808 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business092 How to Hire the Right Bookkeeper or Accountant & Work Together SmoothlyHey, 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...
2025-10-2114 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business091 3 Numbers to Review Every Quarter in QuickBooks (and Why They Matter)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'r...
2025-10-1412 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business090 QuickBooks Expense Categories Explained: Where Does This Expense Go?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...
2025-10-0716 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business089 Celebrate the Wins: Boost Confidence by Tracking Progress in Your Business FinancesHey 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: connect@erikamillard.com Instagram: @erika_m...
2025-09-3009 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business088 Catch Up QuickBooks Fast: What to Do If You're Behind on BookkeepingHey, 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!
2025-09-2312 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business087 Why Your QuickBooks Doesn't Match Your Bank (and How to Fix It)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...
2025-09-1611 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business086 Sales Tax 101 for Small Businesses with Tax CloudToday 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/sal...
2025-09-0921 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business085 The QuickBooks Set-Up Mistakes Most Businesses MakeHey, 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...
2025-09-0208 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business084 Behind the Scenes Why I Rebranded My Business & PodcastHey, 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...
2025-08-2613 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business083 Honeybook vs. QuickBooks: Do You Really Need Both for Your Business?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: connect@erikamillard.com Instagram: @erika_millar...
2025-08-1913 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business082 You're Not Saving Money if Bookkeeping is Slowing You DownMost 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 h...
2025-08-1208 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business081 Using Too Much Brain Power on Bookkeeping? Let's Fix That!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
2025-08-0508 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business080 - How Long Does It Take to Clean Up My QuickBooks?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...
2025-07-2910 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business079 - Should I Try to Fix My Books Myself or Hire Help?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...
2025-07-2208 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business078 - What Does It Mean That My Books Aren't "Clean"?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...
2025-07-1507 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business077 - How Bad Is It If I'm Months Behind on My BookkeepingFalling 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...
2025-07-0809 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business076 - Legal Must-Haves for Creative Entrepreneurs with Intellectual Property Attorney Ryanne SaucierI 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_r...
2025-07-0145 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business075 - Stay Caught Up: The Monthly QuickBooks Routine That Actually WorksYou 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, wh...
2025-06-2413 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business074 - Use QuickBooks Data to Check If Your Pricing WorksWhen 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.
2025-06-1714 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business073 - What QuickBooks Reports Are Actually Telling YouHey, 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...
2025-06-1017 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business072 - Is Your QuickBooks Set Up for Success?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...
2025-06-0315 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business071 - Common Bookkeeping Mistakes I Spot in QuickBooks Reviews (and Why They Matter)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...
2025-05-2712 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business070 - What to Do After Sending an Invoice (And Why Most Biz Owners Skip This Part)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...
2025-05-2010 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business069 - Marketing on a Budget: Tips for Small Business Success with Ashley ConwayToday 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.bew...
2025-05-1331 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business068 - Spring Clean Your QuickBooks: Bookkeeping Tasks to Tackle Before Summer BreakWant me to share a little trick to make your summer twice as fun? OK here's the answer: go into with the peace of mind that comes from knowing that your books are nice and tidy! Today I'll show you how to comb through your books, your transactions and your categories to make sure your books are clean and to make sure you have good habits in place for the rest of the calendar year. You'll thank me this summer when you can rest easy and you'll really thank me next year at tax time!
2025-05-0611 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business067 - The #1 QuickBooks Setting Most Business Owners OverlookToday we're diving into one tiny QuickBooks setting that can make a BIG difference for whether your books make sense, and most people don't even know it's there! Did you know there are two accounting methods: Cash basis and Accrual basis? Cash basis: Income and expenses show up when money moves (you get paid or you pay). Accrual basis: Income and expenses are recorded when they're invoiced, not necessarily paid. Choosing the right method and using it consistently will ensure that your books for calendar months and years are accurate, which is of...
2025-04-2915 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business066 - 5 Steps to Calm Your Money Anxiety TodayThis will totally surprise you because bookkeeping is "my thing," but I can actually really relate to money anxiety. I know that feeling where you're too nervous to look at your QuickBooks reports or too scared to ask your bookkeeper questions for fear of what the answer will be, but I promise I can help ease some of that anxiety today! My 5 steps to quieting that anxiousness are: Name what you're feeling Get clear on the facts Get it all out on paper Reframe your narrative
2025-04-2212 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business065 - It's Tax Day – Make It Easier Next YearIf you're scrambling to finish your taxes today, I just want you to know I'm rooting for you! Hang in there and do the best you can. How has it been preparing your taxes this year? In the episode I'll go over the most frequent causes of last-minute stress and messiness in bookkeeping and filing taxes. I'm also going to break down 3 simple tips for you to implement this year so that filing your taxes next year goes a lot more easily! 3 Tips you'll thank me for next year! Keep up on it monthly...
2025-04-1509 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business064 - Bookkeeper vs CPA: How Both Work Together to Save Business Owners Time & MoneyUnderstanding 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 f...
2025-04-0811 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business063 - Taking the Emotion Out of Business Finances: A Chat with Annie RohdeToday 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.ins...
2025-03-2522 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business062 - Planning, Panic & Pushing Through_ What Birth Can Teach You About Business FinancesMy 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 w...
2025-03-1812 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business061 - Stay in Integrity: Lead Your Team Authentically & Effectively with Jillian DolberryJillian 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...
2025-03-1139 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business060 The Easy Way to Price Your Services and Reach Your Sales GoalsYou 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 th...
2025-03-0409 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business059 Avoid This Costly Mistake When Setting Your Sales GoalsToday we're continuing our series on business expenses. Be sure to go back and listen to Ep 57 to calculate your expenses and and Ep 58 to calculate your wish list first so you can keep analyzing your business finances right along with me. Today we are covering the best way to align your pricing and your sales goal. I'll be going over how to plan for and cover the taxes you'll need to pay, your expenses, and your investments before you finally get to pay yourself. This is how you get to your true sales goal
2025-02-2509 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business058 Your Business Wish List: Dream Big & Spend SmartHave you ever felt like you want to invest in your business but aren't sure where the money will come from? Today I'm teaching you how to prioritize and qualify your wish list, align it with your sales goals and make sure your investments don't mess with your take-home pay. We love lists and organization, but we don't always feel warm and fuzzy around the idea of a budget. So, from now on we'll refer to our budget as our "business wish list." Think of everything you'd love to invest in: ne...
2025-02-1815 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business057 How Much Does Your Business REALLY Cost? (And Why You Need to Know!)Do your business costs feel as sneaky as your toddler? It's easy to feel like you're just reacting to things that come up but knowing your true business costs is essential for smart financial decisions. Understanding your costs is key. The impacts of not knowing your expenses are stress, cash flow issues and pricing problems. Understanding costs helps you set realistic goals, avoid suprise expenses and feel confient about your financial decisions. What to Track: Step 1: List out all your monthly expenses (Examples: software subscriptions, website hosting, marketing tools, office rent, internet, insurance, pay...
2025-02-1109 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business056 What I'm Spending Money on in Q1 & How to Feel Good About ItNew year, new you! (Even for your business.) I've recently been inspired by Mara Kucerik and her transparency about her business spending. Today I'm sharing with you my really intentional spending plan for Q1, how I chose the ways I want to spend on my business, and how I saved for them. I love to get all of my thoughts down on paper. I make a list of everything I want to buy and I research the average cost. Here are the ways I'm investing in my business in 4 ways in Q1: A new t...
2025-02-0413 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business055 Is QuickBooks the Right Choice for Your Nonprofit?Nonprofits receive income through grants and donations as opposed to sales, so and these need to be tracked different. Nonprofits have to maintain exceptionally accurate records to answer to their donors and maybe even their board of directors. Donors sometimes specify how they want their donation to be used. This is called a restricted donation. So good systems are even more important here on the nonprofit side of things. QuickBooks is still the tool I'd recommend for your bookkeeping, but you'll also need to use a donor management system. Listen to...
2025-01-2812 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business054 Ditch the Spreadsheet Save Time with a Smarter Bookkeeping ToolEver feel like bookkeeping takes up way too much of your time? Today, I'm sharing my favorite QuickBooks features that do the heavy lifting for you! We'll cover automations, shortcuts, and underused features that can make your bookkeeping faster and easier. DIY bookkeeping may be totally manageable in the early days of your business, but it becomes more and more important to streamline your finances so you can save time, categorize expenses consistently and reduce errors. That's the beauty of these QuickBooks automations that I'm going to tell you about today, plus, you get the added bonus...
2025-01-2110 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business053 Year-End Bookkeeping Checklist: What to Review Before Moving ForwardA year-end review is crucial for staying on top of your bookkeeping and preparing for tax season. Today I'm giving you actionable tips to wrap up the year confidently. Here's what I'm covering: How to deduct mileage to save money on taxes. Apps like MileIQ or QuickBooks mileage tracker can help. What kinds of receipts and documentation you need to gather and how to categorize and organize them. How to reimburse yourself for out-of-pocket business expenses. Double checking all of your tax deadlines. Conducting a financial review...
2025-01-1412 minGet Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business052 5 Valuable Money Lessons Learned in 2024Let me give you a quick update on BOI Reporting. Just this week there have been some developments in the news and it appears that fines will not be issued for not completing BOI reports. I'll keep you posted as new information is released. OK today I'm sharing the most important money lessons I learned this year: Lesson 1: Don't Be Pressured into Making a Buying Decision Lesson 2: Don't Buy Something Just Because It's on Sale Lesson 3: Always Embrace Delayed Gratification. Purchases that you make for your business wi...
2024-12-1013 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business051 Understanding BOI Requirements: What Small Business Owners Need to KnowBy January 1st 2025 businesses need to submit their Beneficial Ownership Information in the form of a BOI report. This is part of an anti-money laundering effort by the Federal Crime Enforcement Network (FinCEN). Listen in to hear how this applies to you and whether you need to submit a BOI for your business. Basically businesses that are sole proprietorships do not need to file a BOI and businesses that are LLCs or S-corporations do need to file a BOI. Businesses that don't comply by January 1st 2025 are potentially subject to penalties. ...
2024-12-0310 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business050 Essential Business Tools I'm Thankful For (And Why You'll Love Them, Too!)Hey Bookkeeping Besties, 'tis the season to be thankful. Today I'm sharing my favorite money-saving and time-saving tools just in case you're needing to bring in a little more efficiency and peace of mind in your business. I'm talking about how FloDesk has made email marketing less intimidating and more manageable. CODE: https://flodesk.com/c/YYA73L I'm sharing how ClickUp kept things from falling through the cracks. QuickBooks is my go-to for organizing finances, tracking income and expenses, and creating clear financial reports. Voxer is a voice messaging tool...
2024-11-2613 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business049 The Ultimate QuickBooks Clean Up ChecklistNagging feeling that something is off? Today I'll give you a motivational push you need to clean up your books in your business! Why is it important for your books to be accurate? Whether it's for decision making, tax preparation or financial planning purposes you want to base your actions on the truth. Even one small mistake can lead to hours of confusion later so let me help you: Reconcile your books Fix categorization eerros Review open invoices and bills Check for duplicate entries Ensure all reports are accurate and up-to-date If you...
2024-11-1920 minGet Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business048 Yes, You Can Understand Your Numbers Even If You're Not a Numbers PersonDitch the doubt and Embrace Your Inner CFO. Understanding business finances doesn't require complex math. It's more about understanding your story in numbers. Think of how you might check ingredients in a recipe; it's just details that show what's happening. Here are the Basics of What You Need to Know: Revenue & Expenses: In plain terms, we're talking money in and money out. Profit: The reward and growth fuel for their business, which makes tracking it worthwhile. Cash Flow: This is just about knowing you'll have funds when you need them. Practical T...
2024-11-1214 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business047 Make the Most of Black Friday Without Overspending in Your BusinessWant to make the most of Black Friday deals? Make sure you follow this strategy for your purchases. Let me show you what I mean! I want you to start out by making a wishlist. Whether it's a software, a tool, a new hire, a template or a mastermind, write it down. Then, go research what the average price of each of your wishlist items is. Sometimes Black Friday sales aren't really discounts at all so double check! Next, prioritize your list. You can even do this with a friend so you can...
2024-11-0512 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business045 You Have Time with Lissa FigginsLissa Figgins is here with us today to help us get to the heart of our issues around time, scarcity, organization and priorities. We all have 24 hours each day and we all see ourselves as busy. We become reactive with time (and money) instead of acting in charge. Lissa was quite anxious about time, and just life in general, until she had a little wake-up call in a doctors office one day. What shifted? She worked on finding the inner peace around time that she would need to calm her anxiety. If you're...
2024-10-2234 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business044 What Types of Bank Accounts Do I Need for My Business?Quick favor… Can you please leave me a review right here? I would really appreciate it! OK - What bank accounts do you need? I strongly recommend that you open a business checking account that is separate from your personal checking account. Even in you don't have an LLC yet, do this. Now, this is optional: It's a good idea to be able to put some money aside in your business so that's why I'm going to recommend that you also have a savings account for your business. You probably have goals for yo...
2024-10-1508 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business043 Loved, Not Loved & Learned After One Year of PodcastingCelebrating our one year anniversary at Get Comfy with Numbers! Let me give you all of the highlights from my first year of podcasting. As an accountant I don't get a lot of time to teach about what I do and that's why I've loved sharing this podcast with you. Talking with you each week has helped me hone my signature topics, meet other entrepreneurs and create content that I can use in so many different ways. It's been a lesson in consistency to make the time to record, but it's getting easier. ...
2024-10-0811 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business042 2 Financial Reports Smart Business Owners Review Each MonthTime to push past your fear of bookkeeping reports! Let's do this together. OK, want to learn about balance sheets and income statements? Reviewing both reports gives a complete financial picture — one shows what you have and owe (Balance Sheet), and the other shows how you're earning and spending (Income Statement). Your balance sheet tells what you own, owe, what's left. Key sections of the balance sheet will tell you: Assets: Cash, accounts receivable, inventory, etc. Liabilities: Loans, unpaid bills, etc. Equity: Owner's equity, retained earnings. Why review your balance sheet? We're looking for...
2024-10-0114 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business041 Not Making Much Money? Focus on These Key Areas in Your Business FinancesNot making much money in your business right now? That's okay, we've all been there! But today I want to give you several key areas to focus on in your business finances when business is slow. In this episode, we discuss the importance of money mindset, prioritizing spending, boosting cash & more! You'll also want to use this time to make sure you have a good bookkeeping routine & a simple & easy system in place. This episode on money mindset is mentioned, so check it out if you haven't already! https://podcasts.apple.com/us/podcast/005-money-mindset-makeover-reframing-limiting-beliefs/i...
2024-09-2412 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business040 New to Business? Set Up Your Finances Right from the Start!Congratulations on starting your very own business! Today I'm going to explain the basics of bookkeeping so you can keep things clean and simple right from the start. Business Structure: Identify your business structure. OK, your business is either going to be a sole proprietor, an LLC or an S Corporation. Know this from the beginning so you can pay yourself correctly. Separate Business Accounts: You definitely want to have a checking account that is separate from your personal checking account. And then you might also want to...
2024-09-1711 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business039 Why Smart Female Entrepreneurs Need QuickBooks Training NowI'm a big believer in getting some training on whatever accounting platform you use for bookkeeping. If you are trying to see if QuickBooks is right for you, go back and listen to these 3 episodes: 15 3 Reasons to Start Using QuickBooks This Year, 25 QuickBooks vs. Wave - Which Bookkeeping Platform is Right for You? 31 Prices are up! Is QuickBooks Still Worth the Money? It's easier to keep your books well from the beginning, but if you have things that have gotten messy, and that happens, you can clean it up. Training is so important that you n...
2024-09-1012 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business038 The Simple Trick to Catching Most Bookkeeping ErrorsDo you know the BEST way to double check if you have errors or duplicates in your bookkeeping? We are going to cover that in this episode & demystify a common term that really confuses people so grab a yummy drink & tune in. The best way to get started is to do a Bank Reconciliation. This will help you not only catch duplicates and missing items, but also catch FRAUD. I talked with 2 clients this year who had discovered that a bookkeeper was stealing from them and this is just heartbreaking. Once again, I'm h...
2024-09-0309 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business037 Follow Up with Confidence: Strategies for Consistent Sales with Gwen TinsleyWe are so excited to welcome Gwen Tinsley onto the podcast today! Gwen is the CEO of Grit and Tenacity Consulting and she helps female entrepreneurs sell more confidently. With all of her amazing advice and tricks, this episode is sure to help you learn how to grow your business confidently. Topics we cover: Consistency is important and trumps talent every time Income-producing activities: what they are and how often you should be doing them? How do we gain confidence in our selling and pitches without feeling icky? Authenticity + curiosity + the desire to help = c...
2024-08-2725 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business036 It's Time to Break Free from Staying Stuck as a Business OwnerDo you ever just feel stuck? Especially after doing your mid-year review, it can be easy to feel discouraged or stuck in your business, but today I'm going to be your voice of encouragement to get you unstuck! I lived in the stuck for a while, but after attending a retreat I've finally gotten out of that frustrating place. Since getting out of that stuck place myself, I've found what you need to do to get unstuck and feel passionate about what you are doing again. If you are finding yourself stuck, then I encourage you to...
2024-08-2008 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business035 Is AI Powered QuickBooks the Key to Effortless Bookkeeping for Business Owners?We are starting to see AI everywhere, even in QuickBooks. So the question is, "Is it time to incorporate AI into our bookkeeping?" So far in bookkeeping we are seeing AI capabilities for categorizations. There's an "Explore" button there and this can be a good way to get our feet wet with automation. Nothing revolutionary yet but give it a try! Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget G...
2024-08-1309 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business034 Mid-Year Financial Review: Steps to Refresh Your Business GoalsWe are now over halfway through the year, so it's the perfect time to revisit and refresh your business financial goals. You might be thinking that you are not ___ (fill in the blank) enough to do this, (ie smart enough, organized enough, etc.) but you totally are! With today's tips, reviewing your business finances will be simple and easy. In this episode we'll be walking through everything you need to review in your business finances. We'll be looking at how to evaluate your goals, income, expenses, and taxes to have the best outcomes possible! If y...
2024-08-0610 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business033 How Do I Pay Myself as a Business OwnerDo you ever have times where you feel like something SHOULD be more complicated than it actually is? I actually see this a lot with bookkeeping and thoughts around business finances. Today's topic is about one of those tasks that seems like it should be more complicated, and it really isn't (with a few exceptions of course). This episode is all about how you pay yourself. I'm talking about the literal steps you take to give yourself a paycheck as a business owner. It really is a simple process, that isn't usually more than just a bank tr...
2024-07-3007 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business032 The Small Business Tax Questions You've Always Wanted Answers to with Bethany Prignano When is it finally going to be time to hire a tax professional for your small business? Well, it depends on: How hands-on you want to be? How strong your background is in understanding taxes in general? And of course, what can you afford? To help you answer these questions I'm excited to introduce you to Bethany Prignano Today we cover: Estimated taxes and how to know if you might need to pay quarterly taxes in advance. This...
2024-07-2329 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business030 What Type of Income is a Payout from Instagram Reels?Let's talk super quickly about how to categorize these Instagram payments! I'm going to walk you through the principal beyind categorizing in the first place and then I'm going to help you know how to categorize your income from Instagram payments. For a lot of us we can categorize them as miscellaneous, and I'll explain why in the episode! Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Learn more about the min...
2024-07-0906 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business029 Messes You Don't Want to Make in QuickBooksSpeaking as someone who cleans up QuickBooks messes I'll be the first to sympathize with you! It can be overwhelming to have to comb through hundreds of entries and straigthen out your finances after the fact so I want to give you a heads up about the kinds of things to avoid if you want to skip the mess this quarter. Watch out for: PayPal duplicates Expense/income category mistakes Getting personal tangled up with business transactions Letting too much time go by before you up...
2024-07-0213 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business028 Elevate Your Sales Calls with Camie WilkeDo you love sales calls? I bet your customers can tell if you do! Camie Wilke loves sales calls. She loves that they make us grow as communicators and leaders. I've brought Camie onto the show today to talk to us about the number one thing we can do to improve our sales calls, the importance of tone, what kinds of guarantees we can include in our offers and how to incorporate visuals into our sales calls. Main take-aways: We're really able to demonstrate to our customers how much we believe in our offer. They can...
2024-05-2841 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business027 If I Have Expenses on My Bank Statement, Do I Still Need a Receipt?YES This is a common misconception so don't feed bad if you haven't saved every receipt up to this point. Better late than never! Let me explain why you're going to want to start saving those receipts from now on. Now, we all hope we're never officially audited by the IRS, but I'm going to walk you through what an IRS auditor would look for. If you need a better way to keep up with receipts check out episode 17: https://podcasts.apple.com/us/podcast/017-still-stuffing-receipts-in-an-envelope-3-ways-to/id1707561040?i=1000642610643
2024-05-2106 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business026 Which Payment Processor is Best for Business Owners?Let's get right into it. What payment processor should you use? You have plenty to choose from: Stripe, PayPal, QuickBooks, Square, etc. So, which is best? I'll spell it all out for you so you can weigh all the factors that matter most to you like easy of use, integration, whether it's in-person or virtual, and of course, fees. Resources mentioned in the episode: Get my Fee Comparison Freebie: https://erikamillard.com/feecomparison Get Comfy with QuickBooks: https://erikamillard.com/get-comfy-with-quickbooks Learn more abo...
2024-05-1407 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business025 Quickbooks vs Wave - Which Bookkeeping Platform is Right for You?Hey friend! Here are the main things that you'll want to consider if you're choosing between Wave and QuickBooks: Who's been around longer? Wave has been open to the public since 2010, but QuickBooks has been around since 1992. Wave is now going to be charging for several of their basic offerings like syncing with your bank. Wave might feel simpler if you've never used a software before and might be a good fit if your business is very small and new. What kind of robust reports could help you in y...
2024-05-0719 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business024 Picking Your Website Type: DIY vs Done-for-You with Kate HejdeHey friend! Enough with the back and forth! Are you ready to finally decide between a DIY and a done-for-You Website? I'm so glad you tuned in today to hear my conversation with Kate Hejde of DearKateBrandStrategy.com because she has so many insights to help business owners plan their websites. So with the question of "Which type of website is right for you?" It comes down to time vs. money. With DIY you're saving money, but spending your time. And, with done-for-you, you spend money and still have...
2024-04-3029 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business023 Do We Pay Ourselves Back for Any Personal Money We Invest in Our Business?I have a quick, bite-sized episode today where I'm giving a concise answer to a specific question about finances in your business. Q: Do we pay ourselves back for any personal money we invest in our business? Great question because lots of clients I work with do this, whether intentionally or not If you use personal funds to pay for things in your business, especially when first starting out, that is technically an investment into the business because you are supporting it. So the answer is: It depends. You can...
2024-04-2304 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business022 6 Reasons to DIY Your BookkeepingHey friend! This may seem unexpected but today we are talking about why sometimes entrepreneurs should DIY their bookkeeping. Listen in to find out if any of these 6 reasons match your situation. Reasons to DIY Your Bookkeeping: So you understand the process, how it works and how long it takes So you learn how to make smart decisions with money So you take ownership of the finances of your business So you don't outsource to the wrong person So you can sav...
2024-04-1611 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business021 Taking a Short Break But Listen to These Episode FavoritesHey friend! Well today on the show I announced that I'm going to be taking a short break to be on maternity leave. Thank you for your amazing support up until now! I talked through my top 5 most popular episodes to date, so make sure to check these out if you haven't already! 1. Top Downloaded Episode https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id1707561040?i=1000630284442 2. Learn More About Me & Hear My Business Story https://podcasts.apple.com/us/podcast/001-empowering-female-business-owners-pivoting-from/id1707561040?i=1000630284443 3...
2024-02-2005 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business020 How to Financially Plan for a Maternity Leave or Any Break as a Small Business OwnerHey friend! Today we are talking about financially planning for maternity leave for small business owners. This could also totally be applied if you take time off during the summer when kids are home, have a medical event like a surgery, or just have slower seasons in business that you need to account for. We dive into what I'm doing to plan financially & make sure everything stays afloat while I'm away! Other related episodes: https://podcasts.apple.com/us/podcast/009-confused-by-how-to-budget-for-business-try-this/id1707561040?i=1000634748410 https://podcasts.apple.com/us/po...
2024-02-1312 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business019 Small Business owner - It's Time to Face Your Fears Around Money!Have you ever been afraid to step on the scale & see what the number actually says? Have you ever been afraid of getting a diagnosis for your child? Have you felt scared to confront a person you love not knowing how they will react? This is also a common trend I'm hearing from small business owners when it comes to managing money, bookkeeping & business finances - you are afraid to look at the numbers & see what they might be telling you! So in this episode, I want to motivate & challenge you that it's time to f...
2024-02-0613 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business018 From Disorganized to Empowered: How Hair & Makeup Artist Morgan Ebright Is Able to Manage Her Own Bookkeeping in 15 Minutes Per Week!Hey friend! I'm excited to introduce you to hair & make up artist Morgan Ebright! She came to me feeling disorganized & lost when it came to looking at the numbers in her business. Listen to her transformation story as she talks about how QuickBooks helped her understand her numbers, be excited about doing her bookkeeping, & create a 15 minute a week routine for maintaining it! Connect with Morgan: Instagram: @morganebright Website: https://willowbeautycollective.com/ Other episodes mentioned: https://podcasts.apple.com/us/podcast/015-3-reasons-to-start-using-quickbooks-this-year/id170...
2024-01-3018 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business017 Still Stuffing Receipts in an Envelope? 3 Ways to Manage Receipts Instead!Hey friend! Are you still stuffing envelopes with your business receipts? Let me just tell you, there are several ways to manage receipts better than this! So listen in to this episode where I'll give you all the ideas for how to manage receipts instead! We talk about what receipts & records you need to keep as a small business owner, if you need to print and/or keep hard copies of receipts, how to organize your business receipts, & more! Other episodes mentioned: https://podcasts.apple.com/us/podcast/015-3-reas...
2024-01-2312 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business015 3 Reasons to Start Using QuickBooks This YearHey friend! Are you someone that is annoyed with inefficiency or wasting time? I am definitely like this in both life & business! Have you been wondering if it's time to graduate from using a spreadsheet to a bookkeeping platform like QuickBooks? Have you wondered if Quickbooks is better than Google Sheets or Excel? Or have you wondered how to decide between QuickBooks vs Xero vs Wave? If you feel like there could be a better, more efficient way to manage your bookkeeping this year, then tune it to today's episode where I talk a...
2024-01-0910 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business014 What is a 1099 form & do you need to file it? Answering your questions!Hey friend! Today we are talking about 1099 forms. Did you just groan a little? No worries, I totally get it! We are going to walk through what you need to know about what is a 1099 form, how to file 1099 forms, if you need to hire someone to file the forms, do they need to be mailed out, when is the deadline, what tools to use to file, etc. If you have any of these questions, be sure to tune in! Other resources mentioned in today's episode: https://www.1099online.com/ Learn m...
2024-01-0213 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business013 5 Must-Ask Questions for Your Annual Small Business Finance CheckupHey friend! Today we are talking about performing an annual review of your business finances! We walk through questions to ask in order to know how successful your business was & to see if there are changes you need to make. Also, asking these questions will help you prepare for next year too! Which service offerings / packages sold the most or the least? What were my marketing efforts? How much did they cost? Did they produce how I expected? Do I have any unnecessary expenses? What changes do I want t...
2023-12-1214 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business012 9 Practical Ways to Avoid Shiny Object Syndrome in BusinessDo you struggle with shiny object syndrome? Is it hard to stay focused & on track in business? It's so easy to get caught up in trends right? And the feelings of overwhelm to do everything right now. Tune in to today's episode where we talk about practical tips to avoid this like knowing your purpose, having accountability, creating a budget, & more! Need Help with Budgeting for Business? Check out my new mini course here: https://erikamillard.com/budget Don't forget to download my free Bookkeeping Checklist: https://eri...
2023-12-0515 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business011 Streamlining Your Business: Utilizing Dubsado & QuickBooks for Business Success with Ashleigh FoyHey friend! Today I'm chatting with my friend Ashleigh Foy, a business automation, tech & systems expert! We discuss the CRM tool Dubsado & best practices for using it alongside QuickBooks. If you've ever wondered which system to use for which features, you don't want to miss this episode! We talk about if you should use both systems & how they might best work together for you & your business. We discuss the pros & cons of each tool & the features that work best in each platform. Other episodes mentioned: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c...
2023-11-2817 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business010 Frustrated By the Amount You Are Paying Yourself as an Entrepreneur? Try these simple steps!Hey Friends! In this episode, we are talking about paying yourself as a business owner! Do you pay yourself from your business yet? Have you ever felt frustrated by the amount you are paying yourself? Is it consistent or sporadic? This episode will reveal that this can actually be a symptom of another problem - your sales goals! We talk through a few simple steps to creating effective, strategic goals that will help you make smarter decisions as an entrepreneur. In this episode, I'll help you get started, but my mini cou...
2023-11-2110 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business009 Confused By How to Budget for Business? Try This!Hey Friends! In this episode, we are diving into budgeting for business. Now before you tune me out, a budget can be a really helpful tool when you have all of the pieces working together! We talk about the 101 of business budgeting & why you need a budget to make smart decisions. We discuss how a budget can help you navigate what to spend money on next in your business, as well as setting realistic financial goals. This episode will help you get started, but my new mini course will walk you step by st...
2023-11-1412 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business008 Who Should You Hire to Help with Your Business Finances?Have you ever wondered what the differences are between a bookkeeper vs CPA vs bookkeeping coach vs tax accountant vs CFO? Tune in to this episode where I give a brief explanation of each one, the differences, as well as when it might be time to hire one of these professionals! Other episodes mentioned: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/4_Questions_to_Consider_BEFORE_Choosing_a_Software_or_Spreadsheet_NEW.mp3 Learn more about my services here: https://erikamillard.com/ Don't forget to...
2023-11-0715 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business007 Don't Make These Scary Mistakes with Your Business Finances!Do you worry you're making huge financial mistakes in your business? Wondering if the decisions you are making could be costly or ultimately destroy your business? Tune in to this episode to learn the most common mistakes I see entrepreneurs make when it comes to their business finances & what to do instead to avoid these errors! Don't fear because most of these have simple & easy solutions that you can implement asap! Other Episodes Mentioned: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/4_Questions_to_Consider_BEFORE_Choosing_a_Sof...
2023-10-3112 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business006 Take the Boring Out of Bookkeeping: Hacks to Consistently DO Your Bookkeeping Every Month Do you struggle to actually do your bookkeeping? Does the thought of sitting down to do it just bore you tears & you'd rather do anything else? Hear me out - I can help you make it a little more fun & enjoyable with these hacks, so keep listening! I hear often from clients & in conversations with friends on Instagram that it's a struggle to consistently do your bookkeeping every month, especially if you are a DIYer. It's easy to put off & put off, since hey it's not tax season yet, so it doesn't feel like there is...
2023-10-2411 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business005 Money Mindset Makeover: Reframing Limiting Beliefs Around Money with Claudia McDivittHey friend! In this episode, we talk about money mindset for business owners & common limiting beliefs that are holding us back. We discuss ways to remove these limiting beliefs about money & how to overcome these thoughts! If you know that your beliefs around money are holding you back, tune in to this conversation with my amazing guest Claudia McDivitt, health & mindset coach! In case you missed it, check out these episodes we mention briefly during this conversation: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/5_Bookkeeping_Basics_NEW.mp3 ...
2023-10-1727 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business004 4 Questions to Consider Before Choosing a Bookkeeping Software or SpreadsheetHey friend! Today we are talking about how to decide if you should use a spreadsheet or bookkeeping software & when it's time to graduate! We also discuss the major bookkeeping softwares & I give my recommendation on my favorite choice. If you've ever felt confused by the choices when it comes to QuickBooks vs. Wave vs. Xero vs. a spreadsheet or something else, or if you've ever wondered if it's time to switch from a spreadsheet to QuickBooks, listen in! Other episodes mentioned: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/002_3...
2023-10-1019 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business003 Top Ways to Save Money in Your Business RIGHT NOWHey friend! Today we are talking about 3 ways you can save money in your business RIGHT NOW! The economy can feel a little unsettling right now, & as business owners, we want to make wise decisions with how we spend money in our businesses. So this episode will give you 3 ideas on how to save money! In case you missed it, check out last week's episode where we talked about bookkeeping 101 here: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/5_Bookkeeping_Basics_NEW.mp3 Here are links to the it...
2023-10-0512 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business002 5 Bookkeeping Basics Every Business Owner Needs to KnowHey friend! Today we are talking about 5 Bookkeeping Basics Every Female Business Owner Should Know! We go through the what, who, when, why, & how of bookkeeping for entrepreneurs & you'll hear one of my unpopular opinions. If you've ever wondered if you have bookkeeping 101 down, tune in to find out! If you missed the welcome episode, check it out here! https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/001_Empowering_Female_Business_Owners_Pivoting_from_Bookkeeper_to_Coach.mp3 Learn more about my services here: https://erikamillard.c...
2023-10-0512 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business001 Empowering Female Business Owners: Pivoting from Bookkeeper to CoachHey friend! Today I'm sharing just a little bit about myself, my story, how I became a Bookkeeping Coach & what you can expect from the podcast! I hope you'll tune in & let me know if we share any similarities! :) Email me with podcast episode recommendations and/or questions: connect@erikamillard.com Learn more about my services here: https://erikamillard.com/ Don't forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Other mentions: Society of Women Business Owners (SOWBO) was such a help...
2023-10-0514 min
Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small BusinessGet Comfy with Numbers TrailerHey Friends! Welcome to the Get Comfy With Numbers Podcast! I'm Erika Millard, a Bookkeeping Coach who LOVES teaching female business owners how to get COMFORTABLE talking about numbers. If you are a little sweaty & nervous reading this, you're in the right place! Does the thought of doing your own bookkeeping make you feel super nervous? Have you ever wanted to cry when you talked to a financial professional, like a CPA, tax expert, or advisor? Are you sticking your head in the sand when it comes to the numbers in yo...
2023-09-1501 min