Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

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 reports. The good news is that it's fixable and very common. You are not alone if you've ever been told this about your financials. So let's just run through some most common signs of messy books in this 7-minute long episode! I offer a clean-up and catch-up service that's done for you, and it'll get things back on track. No judgment, no shame. I've worked on 80 different sets of QuickBooks at this point, so I've seen it all. I'll show you how to keep moving forward with your nice cleaned-up, caught-up books. If you're ready to hand off the mess that you have created or the issues that you're having, just send me a message and say, "Help, I think my books are messy" and we'll take it from there!   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/]   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!

Falling 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 do that alone. My clean-up service is a done-for-you solution to get your QuickBooks caught up, cleaned up, and back on track. We will dive into your files, clean things up behind the scenes, and then send you custom video tutorials, walking you through what we did, what you need to do moving forward, and exactly where your books stand. And then from there we'll give you clear options to either keep doing your bookkeeping on your own and other levels of support so that you can feel really good about keeping your books. So if the thought of catching up your bookkeeping is stressing you out and overwhelming you, let me take that off your plate. Check out the link in the show notes to learn more.   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/]   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!

I 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 [https://www.instagram.com/ryanne_reimagined/] 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_reimagined/ [https://www.instagram.com/ryanne_reimagined/]   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/]   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!

You 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, when tax time or decision time comes you’re stuck untangling a mess that didn’t have to be a mess. So in today’s episode, I’m giving you a super simple monthly routine to keep your QuickBooks smooth, organized, and totally untangled. We’ll walk through a 5-step flow—categorize, reconcile, review your numbers, and two things people always forget: tracking mileage and uploading receipts.   If you’re ready for a QuickBooks system that actually works and keeps you caught up in under an hour a month, this one’s for you!   “Each month, run through this checklist:” 1. Categorize your transactions 2. Reconcile your accounts 3. Review your reports 4. Track your mileage 5. Upload those receipts → “Put this on your calendar—it can be a date with your numbers. Light a candle. Turn on a playlist. Make it part of your CEO routine.”   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/]   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!

When 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. And, if you're not sure how much you should be taking home or what your sales goal should be to support that, I've got a resource that'll help you. It's called Take Home Target [https://erikamillard.com/takehometarget], and I'll tell you more about it in just a bit, but let's jump in!   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]    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/]   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]    Happy Bookkeeping!