Shows
The Build Your Private Practice PodcastBeyond Tax Season: Mastering Private Practice FinancesWhen most therapists think about money, they think about tax time. But your numbers tell a much bigger story and learning how to read them can give you confidence, clarity, and peace of mind all year long. In this episode of The Build Your Private Practice Podcast, I'm joined by Fractional CFO, CPA, and educator Jami Monte, founder of Chillbooks, to explore the simple systems that help solopreneurs take control of their finances. We talk about financial rituals, common bookkeeping mistakes, and how to use QuickBooks without the overwhelm. Plus, Jami shares her free Solopreneur...
2025-12-0130 min
The Smart Downloader - Latest Products Reviews & TipsJami Monte – Chillbooks Small Business Bookkeeping Course – Free DownloadJami Monte – Chillbooks Small Business Bookkeeping Course – Free Download It’s time for you to crush your books so you can make more money and feel more confident …
The post Jami Monte – Chillbooks Small Business Bookkeeping Course – Free Download appeared first on The Smart Downloader - Real Honest Reviews & Exclusive Bonuses For Download.
2025-03-2304 min
The Tax Chick PodcastGetting Paid to Post: The Tax Scoop for Influencers & Creators! (with special guest, Jami Monte!)In this episode, we’re breaking down all the tax essentials for social media influencers, content creators, and anyone monetizing their online presence. From referral codes and affiliate links to brand collaborations and sponsored trips, we cover what counts as income and what you need to report. We’ll also talk about the tricky area of receiving gifts and how to handle barter transactions—yes, those fancy purses and free hotel stays could come with tax implications!Join me and special guest, Jami Monte as we dive into:What counts as income (7:05)Barter transactions and gifts (9:55)Self-a...
2025-03-2033 min
MURDERISHLauren Giddings: “Legally Blonde”丨MURDERISH Ep. 177In June 2011, Mercer law graduate Lauren Giddings went missing. The bubbly 27-year-old blonde was good-natured, intelligent, and fiercely loyal to her many friends. After a grizzly discovery, her loved ones began fearing the worst. As police looked for answers, the truth emerged in a surprising way.Follow Jami on Instagram & TikTok @JamiOnAir and join the Serial Streamers true crime TV club!Subscribe to Jami’s YouTube channel: https://www.youtube.com/@jamionairSponsors:Rosetta Stone: Visit rosettastone.com/murderish for 50% off their li...
2024-12-161h 03
The Business of Thinking BigHow to Pay Less Tax with Jami MonteThe inevitable price of success: once you begin making good money in your business, you start having to pay more in taxes. The first tax season after achieving a six-figure year can leave you reeling, but gaining a deeper understanding of your obligations and benefits can help you reduce your tax burden. In this value-packed episode of The Business of Thinking Big, I’m joined by experienced CPA and Chillbooks founder Jami Monte. Jami is passionate about empowering entrepreneurs with the financial know-how they need to succeed, and mentors CPAs while reshaping traditional firm models for a more balanced li...
2024-09-1938 minThe Business of Thinking BigHow to Pay Less Tax with Jami MonteThe inevitable price of success: once you begin making good money in your business, you start having to pay more in taxes. The first tax season after achieving a six-figure year can leave you reeling, but gaining a deeper understanding of your obligations and benefits can help you reduce your tax burden. In this value-packed episode of The Business of Thinking Big, I’m joined by experienced CPA and Chillbooks founder Jami Monte. Jami is passionate about empowering entrepreneurs with the financial know-how they need to succeed, and mentors CPAs while reshaping traditional firm models for a more balanced li...
2024-09-1938 min
The Small Business School PodcastBusiness Finance: From Confusion to Confidence with Jami MonteWelcome 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 mis...
2024-06-0533 min
The Finance CafeHow You Find MORE CHILL in Your BookkeepingIn this episode of The Finance Cafe Podcast, host Shannon delves into the world of bookkeeping and financial education with special guest Jami Monte. Jami shares her journey from a successful career as a CPA in the Advertising industry to becoming an entrepreneur and launching Chillbooks™, a dynamic financial education platform designed to empower business owners with essential financial skills.
Links:
Website: jamimonte.com
Instagram: @jami.monte
YouTube: @jamimonte
TikTok: @jami.monte
Linked in: https://www.linkedin.com/in/jamimonte
Free GST/HS...
2024-05-041h 02
More Money PodcastTaxes, Write-Offs and Running a Small Business - CPA, Course Creator & Speaker, Jami MonteIf you're self-employed in Canada, listen up because this episode is for you! Since posting some videos about setting up a small business and figuring out income tax and sales tax on my YouTube channel years ago, I still get questions about write-offs, tax rules, and registering a business on the daily. But I'm not an accountant, so often I have to tell people to seek professional advice from a CPA. Enter my next guest Jami Monte who is a CPA and has a ton of great resources including a course all about how to set up your small...
2024-04-1755 min
Bad On PaperMarch 2024 Three ThingsIt's time for Three Things and we have a lot to cover, so let's dive in! Olivia's things Kate Middleton A game FMKs Our Favorite Substacks Becca's things What you do when you're struggling with procrastination (get the Time Timer Becca mentioned here) The State of Culture 2024 on Substack The Idea Of You Trailer Our favorite Substacks Feed Me by Emily Sundberg After School by Casey Lewis Publishing Confidential by Kathl...
2024-03-201h 00
The New Mason Jar with Cindy RollinsMorning Time for Moms, Part 1, with Jami Marstall The mind is a spiritual octopus, reaching out limbs in every direction to draw in enormous rations of that which under the actions of the mind itself becomes knowledge. Nothing can stale its infinite variety; the heavens and the earth, the past, the present, and future, things great and things minute, nations and men, the universe, all are within the scope of the human intelligence. Charlotte Mason, Toward a Philosophy of Education, p. 330 Show Summary: On The New Mason Jar this week, Cindy and Dawn kick off a new series of the podcast, Morning Time for...
2024-03-1442 min
Narrated237: Looking Forward to 2024As 2024 begins, we discuss some of the audiobooks we are looking forward to in the new year. Round 1: Mark: The Mercy of Gods (Written by: James S.A. Corey / Narrated by: TBA): August 6, 2024 Shachi: Wandering Stars (Written by: Tommy Orange / Narrated by: Shaun Taylor-Corbett, MacLeod Andrews, Alma Cuervo, Curtis Michael Holland, Calvin Joyal, Phil Ava, Emmanuel Chumaceiro, Christian Young, Charley Flyte): February 27, 2024 [Libro.fm] / [OverDrive/Libby] / [Audible] Lisa: Those Beyond the Wall (Written by: Micaiah...
2024-01-0233 min![JUSTIN AND THE [FOOD] ENTREPRENEURS](https://pbcdn1.podbean.com/imglogo/image-logo/4235342/Vintage-16-12-2019_21h13m38s.jpg){kind=logo}
JUSTIN AND THE [FOOD] ENTREPRENEURSEpisode 328: Jami & Craig Joe of Tennessee Cobbler Co. - Nashville, TN. WHAT [THE SMELL] IS A HOT HONEY APPLE COBBLER? Food Truck = Making Your Own Way. The [WIN AT] Kentucky Food Truck Championships.IG: @tncobblerco
Hosted By: Justin Ryan Bizzarro (IG: @justinbizzarro)
Who is Justin Ryan Bizzarro? – Justin Bizzarro is a serial food, restaurant, technology, media and marketing entrepreneur, who helped build a 24-year-old group of food and restaurant related businesses, he created with his father and business partners out of his family’s basement, in 1998. He is a highly desired business management, personal & athlete growth, free market, food diversity, and entrepreneurial leadership speaker. Justin’s expertise are in human growth, motivation, leadership & management development, health foods & beverages, global lean manufacturing facilities, verticall...
2023-11-2945 min
I Just (Blank)! Now What?114: I Just (Need a Mentor or Maybe a Coach)! Now What? with Jessica Stephens and Jami MonteHey Friends, In this episode, I’m thrilled to have Jami Monte back, and this time as our co-host. Previously a guest on our show, Jami has a wealth of knowledge to share alongside me about this topic. Together, we dive deep into the world of mentorship and coaching, exploring the subtle yet impactful differences between the two, and unraveling the key aspects that make these relationships thrive. Discover the art of finding mentors in challenging situations and during various phases of your life journey. We discuss the importance of establishing common ground and rapport in...
2023-10-0448 min
Regenerating Out LoudEp. 9 Jami Monte: Get Your Money In Order - Mula in the Bank and Chillbooks in Your LifeJoin us as Jami Monte, CPA and founder of ChillBooks, demystifies the world of finance for entrepreneurs. Dive deep into the unconscious loops that have shaped Jamie's journey as a business owner and discover actionable tips to take control of your finances. Key insights include:
Whether you're an artist, a seasoned business owner, or just starting out, this episode offers a roadmap to financial empowerment and the confidence to oversee your financial journey.
Important takeaway messages:
Acceptance: No matter where you are in your financial journey, it's essential to accept your current position. M...
2023-09-1144 min
In Her Wallet43. 3 Steps to Build a Strong Financial Foundation as an Entrepreneur with Jami Monte, CPAWelcome to Episode 28 of Season 2! Today we’re talking about business finances. Specifically, the 3 key things you need to do to build a strong financial foundation for your business. Joining our host Sofiia today is Jami Monte, CPA and Creator of Chillbooks, a self-study course that will teach you the ins and outs of QuickBooks™ and give you an optimized set-up to automatically track your sales and expenses (goodbye, unnecessary spreadsheets).*Watch this episode in video format on YouTube**S...
2023-07-2640 min
The Being Method PodcastTaking charge of your finances with Jami MonteSend us a textJami is a Chartered Professional Accountant (CPA) and the founder of Chillbooks™. She educates entrepreneurs on the basics of bookkeeping and tax, helping them to feel empowered and excited about their finances. Jami also mentors other CPAs to bring education into their practice via the Chillbooks™️-Certification program.Website: jamimonte.comInstagram: @jami.monte[Free Guide] What the HST Am I Doing?: https://jamimonte.ck.page/hstguide Being Method InstagramThe Being Method CourseHey Sero (code lovemj...
2023-06-231h 12
Deliciously Alive040: Embracing Reinvention: Recognizing When It's Time for Change with Jami MonteAre you ready for a change? Craving a new and exciting opportunity or feeling misaligned with what you're doing now?In this thought-provoking episode, Jami and I discuss the signs that indicate you're ready for change and the challenges ambitious individuals face when navigating new paths. Jami shares her own experience as a service-based entrepreneur, highlighting the shift in energy and craving for change that led her to embrace evolution. Join us as we explore the struggle of justifying change and the internal conflicts that arise when pursuing growth. Throughout the conversation, we chat about...
2023-05-2448 min
Results ClubHave Fun & Chill With Your Finances With Jami MonteSince the first time I spoke with Jami Monte - I was drawn to her energy and the amazing work she's doing!In this episode, Jami, who is a CPA and the Founder of Chillbooks, shares how to nurture a healthy money mindset as well as the specifics of your business and personal finances.Whether you are a new business owner, a seasoned entrepreneur, or you want to sharpen your personal finances, Jami is sharing essential tips we ALL need to learn and implement!Sign up for Chillbooks using coupon code LIAT50 to get $50 o...
2023-03-1527 minThe Tax Chick PodcastHow to tackle "vintage" tax debtHi! Me again, for another bite-sized solo episode of The Tax Chick Podcast!In today's episode, I am chatting about "vintage" tax debt... a.k.a. income tax debt from many years ago. How do you find out what you owe? How do you tackle payments? How do you figure out what portion of the debt is tax versus interest? Is there a statute of limitations?I am sharing my tips and tricks for how to get your arms around the issue, and some potential solutions to the problem! RESOURCES DISCUSSED IN THIS EPISODEJami...
2023-02-0516 min
NOT An Inspirational Business PodcastEp 026 Jami Monte | CPA & Educator𝚃𝚊𝚡𝚎𝚜, 𝙴𝚖𝚙𝚘𝚠𝚎𝚛𝚖𝚎𝚗𝚝 & 𝙴𝚗𝚓𝚘𝚢𝚖𝚎𝚗𝚝
Jami is a Canadian-based CPA who specialises in teaching small business owners how to manage their finances using QuickBooks.
We spoke about:
The many misconceptions about accountants,
How small business owners should handle bookkeeping,
Challenges Jami faced in her first year of business and the biggest lesson she learnt.
Resources mentioned
Quickbooks
Chillbooks™️ Course (Formerly Bookkeeping Bootcamp)
What the HST am I doing? (Free Canadian Sales Tax guide)
Connect with Jami Monte
Website
Jami Monte Instagram
Jami Monte Facebook
2023-02-0548 min
More Than Social Podcast064: How to Organize Your Bookkeeping for a More Productive Year With Jami MonteHow do you organize your bookkeeping for a more productive year? Contrary to what entrepreneurs may believe about bookkeeping, you don't have to wait until the end of the year to get organized. We can do many things throughout the year to set ourselves up for success, and my guest Jami Monte is a wealth of knowledge in getting entrepreneurs on track. Jami is a Chartered Professional Accountant (CPA) and the founder of Bookkeeping Bootcamp. She helps self-employed people crush their bookkeeping, maximize profits, and stop stressing about tax season. She has over 10 years of experience in the finance realm ac...
2022-12-1534 minI Just (Blank)! Now What?050: I Just (Wrapped Up Season 2)! Now What? With Jessica StephensIn this episode, I wrap up Season 2 of the I Just (Blank)! Now What? Podcast, and what an amazing journey it has been. Thank you so much to all of our listeners for helping to grow the show over the last year. I am so excited to come back for Season 3 with incredible guests and conversations that will help you navigate life’s most challenging moments. Do you love the show? I would appreciate your support in keeping the show growing. You can do so by joining my new Patreon here.
2022-06-2225 minThe Tax Chick PodcastThree gifts that only bookkeeping can give you! (with Jami Monte)Quickbooks. Credits and Debits. Profit and Loss statements. Receipts. Cash Flow. Did any of those words make the hair on the back of your neck stand up? In today's episode of the podcast, we are going to tackle these words head on - take back the power! Bookkeeping and document organization come up so often with my clients. It seems like this is the universal stressor for most business owners. So, it felt appropriate to have another episode on the topic! Don't fear - this is not a technical episode. Instead, I am chatting with my fabulous...
2022-05-2650 min
Mind Your Biz PodcastEp 25: Making Better Biz Decision Based on FACTS | Bookkeeping Coach Jami MonteIn today's episode of Mind Your Biz Podcast we are joined by Jami Monte - CPA, bookkeeping coach and owner of Monte CPA. Jami empowers small business owners by coaching them on how to manage their own bookkeeping and how to leverage the financial data. We discuss how having a clear understanding of your business's finances can help owners make strategic business decisions. We also get real about write-offs and P/L reports. Tune in to this high-energy episode! Be empowered and learn wholesome information and advice to take your business to the ne...
2022-04-0455 minI Just (Blank)! Now What?028: I Just (Moved Back in with Mom and Dad)! Now What? with Jami MonteHave you had to move back home with Mom and Dad? Maybe you finished school and needed a safe place to regroup before venturing off on your own, for real! Or maybe you were on your own and plans didn’t really go your way and you’ve found yourself back in your childhood bedroom! Well that’s what happened to Jami Monte and shares how moving back in her parents helped to regroup and refocus. Which led her to do some amazing things! Listen in as we talk about: What sparked Jamie t...
2022-01-1945 min
Currently ReadingSeason 4, Episode 4: Reader Whiplash + Literary Hall PassesOn this week's episode of Currently Reading, Meredith and Kaytee are discussing: Bookish Moments: a readerly realization and a new library card Current Reads: weird books and wheelhouse books and a highlight of the Indie Press List Deep Dive: our literary hall passes - the characters and authors that make our hearts beat faster Book Presses: one of my favorite moments in our recording history. Welcome to press whiplash, we are glad you are here. As per usual, time-stamped show notes are below with references to every book and...
2021-08-2355 min
What The Business?!S02Ep14 - Jami Monte - Owner of Monte CPA - Bookkeeping and budgeting educator for business owners - What The Business?!Today on the podcast we have Jami Monte, owner of Monte CPA, a business based in helping you, a business owner, master your own bookkeeping, budgeting and more for tax season. The first part of the interview is exclusively about Jamis' business. We talk about networking and the value of joining online groups. Jami talks a lot about building a course online and how to she did that with her Bookkeeping Bootcamp. At around 38 minutes we switch and get into her expert advice when it comes to all things finance.Jami Monte / Monte CPA...
2021-03-251h 15
UnapologeticEPISODE 8 • JAMI MONTEIn this episode of Unapologetic, we interview the outstanding entrepreneur, accountant, and CPA Emerging Leader, Jami Monte. After 8+ years working as an accountant across multiple industries, Jami founded her own company, Monte CPA. In addition to discussing her journey of becoming an entrepreneur and a Chartered Professional Accountant, Jami utilizes her experiences to showcase the importance of communication, confidence, and consistently speaking up. If you want to get more information about WIB or you want to keep the conversation going, follow us on our social platforms. Instagram: brockuwib, Facebook: brockuwib, LinkedIn: Brock Women in Business.
2020-09-2536 min