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

102 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 tracking everything on a spreadsheet is fine in the beginning, but as you scale you business, it becomes quite the mental challenge to keep that up. If it's time for you to move to QuickBooks let me help you through it. You won't regret it! Here are the ways we can connect: Learn: www.erikamillard.com [http://www.erikamillard.com/] Email: connect@erikamillard.com [connect@erikamillard.com] Instagram: @erika_millard [https://www.instagram.com/erika_millard/] Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule [https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule] Get on my waitlist: https://erikamillard.com/setuppromo [https://erikamillard.com/setuppromo] Happy Bookkeeping!

101 Your Podcast Can Pay Off Big Even If It Feels Small Right Now with Stefanie Gass

Today 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. Connect with Stefanie: Receive Stef's 5-day Profitable Podcast Bootcamp for free: https://stefaniegass.com/bootcamp [https://stefaniegass.com/bootcamp] Coupon code: ERIKA Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast [https://erikamillard.myflodesk.com/podcast] Reach me: https://erikamillard.com/contact [https://erikamillard.com/contact] Learn: www.erikamillard.com [http://www.erikamillard.com/] Email: connect@erikamillard.com [connect@erikamillard.com] Instagram: @erika_millard [https://www.instagram.com/erika_millard/] Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule [https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule] Take Home Target erikamillard.com/takehometarget [https://erikamillard.com/takehometarget] Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget [https://erikamillard.com/budget] Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks [https://erikamillard.com/get-comfy-with-quickbooks] Don't forget to download the free Monthly Bookkeeping Checklist https://erikamillard.com/bookkeeping-checklist [https://erikamillard.com/bookkeeping-checklist] I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck [https://erikamillard.com/qbhealthcheck] Happy Bookkeeping!

100 We Hit 100 Episodes! Our Most Popular Episodes & Why They Matter

To 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 [https://podcasts.apple.com/us/podcast/002-5-bookkeeping-basics-every-business-owner-needs-to-know/id1707561040?i=1000630284311] 032 The Small Business Tax Questions You've Always Wanted Answers to with Bethany Prignano [https://podcasts.apple.com/us/podcast/032-the-small-business-tax-questions-youve-always/id1707561040?i=1000663082976] 049 The Ultimate QuickBooks Clean Up Checklist [https://podcasts.apple.com/us/podcast/049-the-ultimate-quickbooks-clean-up-checklist/id1707561040?i=1000677451831] 057 How Much Does Your Business REALLY Cost? (And Why You Need to Know!) [https://podcasts.apple.com/us/podcast/057-how-much-does-your-business-really-cost-and-why/id1707561040?i=1000691087457] 075 - Stay Caught Up: The Monthly QuickBooks Routine That Actually Works [https://podcasts.apple.com/us/podcast/075-stay-caught-up-the-monthly-quickbooks-routine/id1707561040?i=1000714345033] I want to offer a listener a little Bookkeeping Bestie desk refresh! How to enter: 1. Leave a review on Apple Podcasts 2. Screenshot it 3. Send it to me on Instagram or reply to the email linked in the show notes Even if you've left a review before, you can update it and still enter. Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast [https://erikamillard.myflodesk.com/podcast] Reach me: https://erikamillard.com/contact [https://erikamillard.com/contact] Learn: www.erikamillard.com [http://www.erikamillard.com/] Email: connect@erikamillard.com [connect@erikamillard.com] Instagram: @erika_millard [https://www.instagram.com/erika_millard/] Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule [https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule] Take Home Target erikamillard.com/takehometarget [https://erikamillard.com/takehometarget] Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget [https://erikamillard.com/budget] Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks [https://erikamillard.com/get-comfy-with-quickbooks] Don't forget to download the free Monthly Bookkeeping Checklist https://erikamillard.com/bookkeeping-checklist [https://erikamillard.com/bookkeeping-checklist] I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck [https://erikamillard.com/qbhealthcheck] Happy Bookkeeping!

099 6 Steps to Understand What This Year's Numbers Mean for Your Business

What 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 [https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule] 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 you are listening in real time, we're gonna take a short break for the holidays with all of our kiddos home. I hope you enjoy the time with your friends and family, and we will be back in the new year celebrating lots of exciting things happening, so thank you again for being here and until next time, happy bookkeeping! Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast [https://erikamillard.myflodesk.com/podcast] Reach me: https://erikamillard.com/contact [https://erikamillard.com/contact] Learn: www.erikamillard.com [http://www.erikamillard.com/] Email: connect@erikamillard.com [connect@erikamillard.com] Instagram: @erika_millard [https://www.instagram.com/erika_millard/] Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule [https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule] Take Home Target erikamillard.com/takehometarget [https://erikamillard.com/takehometarget] Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget [https://erikamillard.com/budget] Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks [https://erikamillard.com/get-comfy-with-quickbooks] Don't forget to download the free Monthly Bookkeeping Checklist https://erikamillard.com/bookkeeping-checklist [https://erikamillard.com/bookkeeping-checklist] I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck [https://erikamillard.com/qbhealthcheck] Happy Bookkeeping!

098 Year-End Bookkeeping Wrap-Up: What to Review Before the Ball Drops

Want 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 Check Estimated Payments + Get Your Final Number Ready Review Your Mileage & Receipts, Your Profit & Loss, and Your Balance Sheet Set Three Simple Financial Intentions for the New Year You're not behind. You're building something real. And I'm so proud of you! Here are the ways we can connect: SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast [https://erikamillard.myflodesk.com/podcast] Reach me: https://erikamillard.com/contact [https://erikamillard.com/contact] Learn: www.erikamillard.com [http://www.erikamillard.com/] Email: connect@erikamillard.com [connect@erikamillard.com] Instagram: @erika_millard [https://www.instagram.com/erika_millard/] Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule [https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule] Take Home Target erikamillard.com/takehometarget [https://erikamillard.com/takehometarget] Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget [https://erikamillard.com/budget] Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks [https://erikamillard.com/get-comfy-with-quickbooks] Don't forget to download the free Monthly Bookkeeping Checklist https://erikamillard.com/bookkeeping-checklist [https://erikamillard.com/bookkeeping-checklist] I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck [https://erikamillard.com/qbhealthcheck] Happy Bookkeeping!