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

095 First 3 Things to Do After Signing Up for QuickBooks

You'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 settings control how everything looks and works behind the scenes Step 3: Review Your Chart of Accounts * Your chart of accounts is just your list of categories — where every dollar gets filed * You don't need a million categories. Keep it clean, keep it clear — you'll thank yourself later when it's time for reports And remember — if you'd rather we handle this setup for you, make sure you're on my email list. There's a fun promo coming soon just for you! Check out these helpful, related podcast episodes: Ep 067 - The #1 QuickBooks Setting Most Business Owners Overlook [https://open.spotify.com/episode/7AOu5CijCHsId1yQhhgBr9] Ep 072 - Is Your QuickBooks Set Up for Success? [https://open.spotify.com/episode/6vFiZO4ylo9SP1WkFfowQH] And special thanks to Feedspot [https://podcast.feedspot.com/women_entrepreneur_podcasts/?feedid=7591376&_src=f2_featured_email] for recognizing this podcast as one of The Top 100 Female Entrepreneur Podcasts! 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!

094 Business Bank Accounts 101 - How to Set Yours Up the Smart Way

Hey 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 [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!

093 Your Books are Messy But You're Not a Mess: How to Rebuild Confidence in Your Numbers

If 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, come hang out with me inside the membership — I'll walk you through it one step at a time. 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!

092 How to Hire the Right Bookkeeper or Accountant & Work Together Smoothly

Hey, 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 do choose to hire. 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!

091 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're worried you've been doing it wrong—I offer free Next Step Sessions [https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule]. It's a quick chat where I can point you in the right direction for your business. 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!