Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks artwork

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks

192 episodes - English - Latest episode: 1 day ago - ★★★★ - 18 ratings

Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a side hustle? How can I add bookkeeping as an additional service as a Virtual Assistant? How can I start an online virtual bookkeeping business? And most importantly, how do I manage my small business finances?

Welcome to Mastering Your Small Business Finances where we get straight to the point and answer all these questions and more. Each episode is designed for you to take IMMEDIATE ACTION in your business so that you, as a busy entrepreneur, can gain the CONFIDENCE and CLARITY you need to make a successful impact on your business and GROW YOUR BOTTOM LINE.

Each week, host Chris Panek, Certified Public Accountant, Business Strategist and Business Coach, breaks down topics like finances, entrepreneurship, money management, leadership, bookkeeping, tax deductions, growth, side hustle, marketing, mindset and motivation into simple JARGON-FREE episodes. One of her strengths is helping small business owners navigate and really understand these complicated topics for over 25 years.

Whether you are just starting your business or have an established business, you are in the right place. If you are a bookkeeper or virtual assistant who wants to learn more about business finances to start, grow or scale your bookkeeping business, you too will benefit from this podcast.

Ready to Master Your Small Business Finances? Listen in ~ your time will be well spent here!

This podcast is sponsored by Financial Adventure. Visit www.FinancialAdventure.com for additional information and free resources.

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Episodes

192: What Causes Your Frustration Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

April 22, 2024 06:30 - 5 minutes - 8.19 MB

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the seventh episode of a new series I’m doing on this podcast.  My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Small Business Finances podcast episodes, which will continue to help you take control of and understand your business finances...

191: Financial Basics For Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

April 17, 2024 06:30 - 15 minutes - 18.2 MB

Keeping up with your bookkeeping will not only help you with your compliance tasks, such as filing your tax return at the end of the year, but having this financial data will also help you make smart business decisions.  In today’s podcast episode, you’ll learn about the most common financial mistakes and how you can prevent them in your business.  Understanding your financial information is vital to the success of your business, whether you are a self-employed individual, a solopreneur, ent...

190: How Do You Handle Discomfort Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

April 15, 2024 06:30 - 5 minutes - 7.97 MB

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the sixth episode of a new series I’m doing on this podcast.  My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Small Business Finances podcast episodes, which will continue to help you take control of and understand your business finances w...

189: Understanding Your Competition Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

April 10, 2024 06:30 - 21 minutes - 24.5 MB

Learning about your competition will help you gain sales by making sure your product goes above and beyond what your competition has to offer.  Competition isn’t bad; in fact, understanding precisely who your competition is will help you determine if your business is on the right path to success.  In today’s podcast episode, we will cover who your competitors are, why you should stay on top of what your competitors are doing, and how you can create your product or service so much more valuab...

188: Is It Time To Let Something Go Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

April 08, 2024 06:30 - 7 minutes - 10.4 MB

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the fifth episode of a new series I’m doing on this podcast.  My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Small Business Finances podcast episodes, which will continue to help you take control of and understand your business finances w...

187: Make Money Doing What You Love Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

April 03, 2024 06:30 - 22 minutes - 24.7 MB

Using your passion for boosting profits in your business is key to your happiness and success, but you need to know how to propel your passion into your business.  Focusing on what excites you and putting that energy to work for you to create a profitable business takes work, but when you have passion behind your every move, you are able to push through even the biggest challenges in your business.  In today’s podcast episode, I am talking about how to make your passion profitable by discuss...

186: What To Do If You Lack Self Discipline Whether You Are Starting A Business Or Side Hustle, Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed

April 01, 2024 06:30 - 6 minutes - 9.4 MB

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the fourth episode of a new series I’m doing on this podcast.  My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Small Business Finances podcast episodes which will continue to help you take control of and understand your business finances w...

185: Actionable Steps To Increase Revenue Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed

March 27, 2024 06:30 - 23 minutes - 25.8 MB

You can have the most in-depth business plan and create the best strategy for your business, but if you don’t take action, you’ll never reach the dreams you have for your business.  You want to make sure you are taking the right actions in your business and staying consistent with your actions so that you create the momentum you need to propel your business forward.  Many business owners feel overwhelmed or intimidated when they look at everything they need to do to start or grow their busin...

184: When Is What You Are Doing Enough Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

March 25, 2024 06:30 - 6 minutes - 6.94 MB

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the third episode of a new series I’m doing on this podcast.  My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Small Business Finances podcast episodes which will continue to help you take control of and understand your business finances wi...

183: Breaking Down Your Business Plan Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

March 20, 2024 06:30 - 20 minutes - 23 MB

Having a clear business plan and strategy in place so that you know the direction you want your business to go is one step in the process of reaching your goals as a business owner.  When you take these strategies and develop milestones for each of them, you will be crystal clear on your next steps to success.  Creating your business milestones will help you deepen your understanding of the process to reach and take action on each of the strategies in your business plan.  Every milestone you...

182: Put A Stop To Procrastination Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

March 18, 2024 06:30 - 6 minutes - 7.29 MB

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the second episode of a new series I’m doing on this podcast.  My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Small Business Finances podcast episodes which will continue to help you take control of and understand your business finances w...

181: Accounting For Business And Personal Funds Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner

March 13, 2024 06:30 - 21 minutes - 24.3 MB

One of the biggest mistakes business owners make when they are starting their business is to mix their business and personal funds together.  It may seem like this is the easiest and most straightforward way to manage their business finances, but in reality, it creates additional work and complexity for the business owner, which is a costly mistake.  Your time is valuable, and you don’t want to spend hours trying to figure out what was a business transaction versus a personal transaction, an...

180: What Do You Do With Dread Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

March 11, 2024 06:30 - 5 minutes - 5.48 MB

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to the first of a new series I’m doing on this podcast.  My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Small Business Finances podcast episodes which will continue to help you take control of and understand your business finances with topic...

179: Mindset Shifts For Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed

March 06, 2024 06:30 - 21 minutes - 23.6 MB

Much of the success or failure of your business will depend on your business mindset.  The process in which you think about things in your business forms your beliefs.  When you believe that you will succeed, you will create actionable steps to bring those beliefs to reality.  Everything that you think about has an impact on your business, so you want to make sure that you are shifting your mindset and your thoughts toward the outcomes you desire in your business.  In today’s podcast episode...

178: Productive Virtual Teams Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

February 28, 2024 06:30 - 23 minutes - 26.3 MB

Your employees or independent contractor expenses are likely one of your highest expenses in your business and as a smart business owner, you want to make sure you are monitoring these expenses to ensure maximum efficiency.  Over the last few years, your business may have had the need to shift to a more remote or virtual workforce.  Many business owners think this shift to a remote workforce or team causes less productivity and higher expenses, but in fact, many business owners see the exact...

177: Automating QuickBooks To Save Time Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

February 21, 2024 06:30 - 25 minutes - 27.5 MB

As a business owner, you are always looking for ways to save time in your business, but you want to make sure you are not cutting corners in one place and causing additional problems down the road.  This holds true when you are doing your bookkeeping as well.  I always tell my clients when they are setting up their bookkeeping systems to make sure that they are capturing information that will be helpful for them when it comes time to prepare their tax returns.  But tax compliance shouldn’t b...

176: When You Do The Work That Makes A Difference Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Business Owner

February 14, 2024 06:30 - 22 minutes - 24.3 MB

When you think about how far you’ve come in your business, do you feel proud of yourself?  Most business owners will answer this question by thinking not really or talking about where they need to go in their business as they dismiss the question so that they don’t feel like they are being annoying or overconfident with themselves.  It is easy to complete an accomplishment or goal and quickly start to focus on the next goal without taking the time to acknowledge your success.  Being proud of...

175: Good Credit Has Benefits Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

February 07, 2024 06:30 - 21 minutes - 23.5 MB

Obtaining credit for a business is critical so that they can borrow additional funds if needed. Establishing and building business credit is essential for any business owner, whether they are looking to expand and grow their company with financing or even if they don’t intend on utilizing any financing.  By establishing a good credit history with lenders, you can access the capital you need to finance your operations, purchase inventory and supplies, and expand your business. There are sever...

174: Tips For Tax Preparation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

January 31, 2024 06:30 - 19 minutes - 21.6 MB

As a business owner, it is important to stay ahead of the curve when it comes to tax preparation. You want to make sure that you are ready for any unexpected decrease in expenses or increases in income so that you don't have any surprises when it comes time to pay your taxes. The rules and regulations change every year, and if you are not prepared, you could end up paying more taxes than necessary. In today's podcast episode, I'm discussing a few tips for getting ready for your tax preparati...

173: Persevere With Your Resolutions And Goals Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Or Business Owner

January 24, 2024 06:30 - 23 minutes - 25.3 MB

Whether you set goals at the beginning of the year or you have resolutions you have promised yourself you’d do in the new year, now is the time to make sure you are on track so that you can follow through with your goals and resolutions for the remainder of the year.  I’m sure that you’ve heard that most people will quit their resolution after just one week.  When asked why they don’t stick with their resolutions, most people will say that they don’t have the time, resources, or support to k...

172: Developing A Team To Support Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner

January 17, 2024 06:30 - 21 minutes - 23.5 MB

When you own your own business, you are always learning something new.  Making sure that you have a team to support you where you lack skills or lack the time to devote to certain tasks will not only help you sleep at night, but you will also have the confidence knowing that your business is operating at an efficient level.  In today’s podcast episode, I am diving into which areas in your business you need to make sure you are covering and the financial support team members you should have i...

171: Maximize Your Success With Routines Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed

January 10, 2024 06:30 - 22 minutes - 24.4 MB

When you want to be successful, you need to make sure you are taking advantage of every minute of your day.  Some people make their success seem so simple.  Most successful entrepreneurs follow a routine that they know they can stick to on a consistent basis to get the results they ultimately want to achieve in life and in their business.  In today’s podcast episode, I am covering some of the highly effective business routines that will keep you on task and ensure you are able to spend your ...

170: End Of The Year Bookkeeping Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

January 03, 2024 06:30 - 23 minutes - 25.4 MB

If you have a business or do bookkeeping for business owners, you know now is the time you need to wrap up your year-end financial statements.  If you’ve heard the phrase closing the books, this is exactly what it means.  You simply make sure you have all your money coming in and money going out of your business recorded and reconciled so that your financial statements reflect accurate data.  You will use this data to prepare your tax return, so it is extremely important that you do this cor...

169: Stop Feeling Uneasy About Your Finances Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed

December 27, 2023 06:30 - 25 minutes - 27.4 MB

Understanding your numbers and keeping up to date on your finances is key to the success of your business.  When you actively keep a pulse on your business finances, you will certainly make better business decisions.  If you are thinking that you are just not a numbers person, you’re not good when it comes to numbers or math, or you are afraid to make a mistake, I want to help you overcome these fears.  I get it, and I know how numbers or finances are not everybody’s strength or zone of geni...

168: Create A Simple Budget Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

December 20, 2023 06:30 - 22 minutes - 24.2 MB

I’ve been getting quite a few messages from business owners saying that they are struggling to create a budget for their business.  Some are just getting their business up and running, and others have been in business for a few years.  Either way, having a budget for your business will allow you to dictate how you want your money coming in and out of your business to flow.  When you don’t have a budget, it is easy to lose track of your numbers or your goals for the year.  I often hear busine...

167: Year End Payroll Compliance Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Self-Employed

December 13, 2023 06:30 - 20 minutes - 22.7 MB

With the end of the year coming to a close, you want to make sure that you have everything done correctly in your business, right?  One of the many important year-end tasks is to make sure that you are correctly paying and classifying wages.  There are many different entity types that businesses can be set up as, and depending on how you’re your business is set up will determine how you pay yourself as a business owner, shareholder, or officer, especially if you are considered an S Corporati...

166: Understanding The W9 Form Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

December 06, 2023 06:30 - 20 minutes - 22.3 MB

The W9 form is an important form, and more than likely, you’ve either had a request for this form, or you yourself may be requesting them from your vendors.  This form is used to collect information about others, but knowing in advance that you need to request this information will not only save you valuable time but it will also give you the information you need to file necessary and accurate documents for your business as well.  In today’s podcast episode, I am covering what the W9 form is...

165: The Gap Between Your Bank Balance And Net Income Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner

November 29, 2023 06:30 - 22 minutes - 24.3 MB

There’s often a misconception when it comes to figuring out what you’ll be taxed on in your business.  This is normally referred to as your net income.  Many business owners will take a look at their business bank account and think this is the number they will use for their net income or what they will be paying taxes on, but it isn’t an accurate way to look at it, and it causes a lot of problems, especially if that bank account balance is lower than the actual net income.  I’ve heard many t...

164: Stress Free Holidays Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

November 22, 2023 06:30 - 19 minutes - 22 MB

Navigating the year-end chaos is often top of mind for many business owners, professionals, and accountants during this challenging time when there is so much to do not only in our professional lives but in our personal lives as well.  During this year-end rush, it’s easy to worry about how you’ll manage the stress and ensure you not only get everything done but also find time to enjoy your holidays as well.  In today’s podcast episode, I walk you through some of the steps I work on with my ...

163: Elevate Your Year End Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

November 15, 2023 06:30 - 19 minutes - 21.5 MB

When you think about the end of the year, do you have goals that you’ve set that you still need to achieve?  When you take the time to be intentional about elevating your year-end success, you’ll be sure to end the year with a sense of satisfaction, knowing you’ve done everything you could to wrap up this year not only with achievement but also momentum as you begin the new year.  In today’s podcast episode, I cover what you can do to elevate your year-end success.  By unlocking your fullest...

162: Understanding Payroll In Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Self-Employed

November 08, 2023 06:30 - 20 minutes - 22.4 MB

Payroll might not be the most glamorous topic, but it’s a large part of your business if you have employees.  If you don’t have any employees yet, understanding how to add payroll to your business will be extremely important.  When you have employees, you need to create a process of paying your employees, ensuring they receive their money on time and that you, as the employer, follow through with and fulfill all your obligations.  In today’s podcast episode, I walk you through some of the mo...

161: Becoming A Better Business Owner Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

November 01, 2023 06:30 - 18 minutes - 20.9 MB

As a business owner, you want to maximize your potential, both in your finances and in your personal growth.  Learning how to invest in yourself so that you can become a better business owner is essential to not only your growth but the growth of your business as well.  When you grow as an individual, you not only reap the benefits in your personal life, but you’ll notice that your business will benefit.  In today’s podcast episode, I cover the major areas in your business that you need to i...

160: Ready To Quit Because Of Burnout Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

October 25, 2023 06:30 - 17 minutes - 19 MB

We need to bridge the world of business ownership or your career with your personal development.  Taking the time to navigate the complexities of being a business owner or having a career while finding balance in your life is important, but when we start to add the complications of burnout, it really starts to leave you feeling exhausted, overwhelmed, and ready to throw in the towel.  The question I want to ask you when you start feeling this way is, should you quit at this point, or should ...

159: Discovering Your Entrepreneurial Potential Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA Business Owner Or Self-Employed

October 18, 2023 06:30 - 15 minutes - 17.6 MB

Have you ever wondered if starting a business is right for you?  Starting a business is both an exciting and challenging endeavor, and recognizing the right time to start is crucial.  Determining the right time to start your own business can be a daunting decision.  In today’s episode, I help you determine when you’re truly ready to take the plunge into entrepreneurship.  I’m discussing five signs that indicate you’re prepared for this journey.  Whether you are starting a business or side hu...

158: Staying On Top Of Your Bookkeeping Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

October 11, 2023 06:30 - 19 minutes - 21.7 MB

When you stay on top of your bookkeeping, you’ll feel more confident and relieved knowing you have financial information you can count on to make smart business decisions.  When it comes to your business finances and particularly your bookkeeping, I often hear business owners who are feeling overwhelmed and stressed because their bookkeeping has started to pile up, and they feel behind.  I know this is the time of the year when most business owners realize they may have fallen behind in thei...

157: Fourth Quarter Preparation For Business Owners Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed

October 04, 2023 06:30 - 20 minutes - 22.5 MB

Now that we are finding ourselves in the fourth quarter of the year, it’s time to start wrapping up this year on a high note, and I’m here to guide you through the essential steps you should be taking in this last quarter.  If you are anything like me, these last three months of the year go by so quickly, and before I know it, January is here, the holidays are over, and it is back to business as usual again.  I try really hard to be as prepared as I possibly can be between both my personal l...

156: Maximizing Productivity With Workflows Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Business Owner

September 27, 2023 06:30 - 17 minutes - 19.3 MB

Finding insights and strategies for streamlining your business operations and boosting your bottom line will include maximizing productivity with the workflows in your business.  Being efficient will save you time, and since we only have so much time each and every day, you want to make sure you are maximizing all the efficiencies you can in your business.  But have you ever thought that once you master your bookkeeping and other business workflows, you will also be creating a system that wi...

155: Efficiency With QuickBooks Bank Feeds Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper Virtual Assistant Owner Or Self-Employed

September 20, 2023 06:30 - 18 minutes - 20.8 MB

As a business owner, bookkeeper, or accountant, you want to make sure that you are utilizing your time as wisely as possible, which includes processing your bookkeeping in the most efficient way possible.  There are many options for you to do this when you are using a computerized software system for your bookkeeping, but making sure you are utilizing each option to its fullest extent will ensure you are saving the time you are setting out to achieve.  If you are using Quickbooks Desktop or ...

154: Journey To Success With Perseverance Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner Or Self-Employed

September 13, 2023 06:30 - 18 minutes - 20.5 MB

You may hear the word perseverance a lot in the world of entrepreneurship, but what does it really mean for you and your business?  How have you persevered in your business?  How will you stay on course and continue to persevere in your business in the future, no matter what comes up?  Persevering is all about being able to stay committed to your goals despite obstacles, setbacks, or failures.  In today’s podcast episode, I’m exploring this concept further so that you can see how many entrep...

153: Financial Growth Strategies Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Business Owner Or Self-Employed

September 06, 2023 06:30 - 16 minutes - 18.2 MB

Financial growth usually is part of the goals set for many business owners.  You can obtain financial growth by letting the strategies and lessons you experience in your business guide you toward not only the growth you want but also prosperity in your business.  It takes intention to transform your business aspirations into financial realities, and when you incorporate the strategies I talk about today in your business, you’ll pave the way for greater financial success.  In today’s podcast ...

152: Productivity Hacks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

August 30, 2023 06:30 - 18 minutes - 20.9 MB

Owning a business, especially as a solopreneur, makes it hard to stay in control of all the tasks you are in charge of within your business.  When you lean into boosting your productivity with a few of the productivity hacks I talk about today, you’ll find you can be more productive when you are juggling the many different tasks in your business and even in your personal life.  You may be managing a team, handling clients, or one of a hundred different other tasks, all while trying to find a...

151: Financial Foundations Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

August 23, 2023 06:30 - 17 minutes - 19 MB

Have you ever wondered why some businesses thrive while others barely survive?  Well, it often comes down to one fundamental quality…financial literacy.  Understanding your business finances is one of the most critical aspects when running your own business and overall leads to your growth and prosperity.  In today’s podcast episode, I’m diving into a topic that’s absolutely a cornerstone for every business out there.  Taking the time to understand and build your financial literacy as well a...

150: Keep Your Business Simple Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

August 16, 2023 06:30 - 18 minutes - 21 MB

Keeping your business simple doesn’t mean you can’t meet the revenue or profit goals you have for your business.  It also doesn’t mean that you can’t create a product or service that will meet the needs your ideal customer is looking for.  It’s actually the exact opposite.  When you keep your business simple by implementing effective operations, you can obtain greater efficiency and success.  This impacts not only how you are doing business and the results you see in your financial statement...

149: Making Decisions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

August 09, 2023 06:30 - 18 minutes - 19.8 MB

Navigating throughout the lifetime of your business, you’ll be faced with many decisions to make.  Most will be quick and easy for you to decide on, but when you are faced with a decision that is causing you stress because you are not sure what to do can take a lot out of you and have a pretty significant impact on your personal life as well.  In today’s podcast episode, I am doing a deep dive into making decisions so that you can make your decisions quicker with less stress.  I’m sharing pr...

148: Finding Time To Do Your Bookkeeping Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed

August 02, 2023 06:30 - 17 minutes - 19.7 MB

Business owners often struggle to find the time to do the bookkeeping for their business.  This is a topic that I see come up often with many of the business owners I work with.  I understand how much this can cause issues in your business, especially when you know how important it is to have your bookkeeping up to date and review the data it shows about your business so that you know exactly how your business is doing.  Managing finances is often the last thing business owners want to do un...

147: Business Growth With Mid Year Financial Insights Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner

July 26, 2023 06:30 - 17 minutes - 19.5 MB

Reviewing your financial statements regularly will help you keep a pulse on how your business is doing.  I know from experience that when I’m working with many of my smaller business clients, especially those who are solopreneurs, it’s hard for them to find the time to review their financial statements on a monthly basis, so I want to focus on the importance of a mid-year review of your financial statements to help your business grow.  In today’s podcast episode, I am talking about what you ...

146: Reconciling Credit Cards In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Self-Employed

July 19, 2023 06:30 - 19 minutes - 21.7 MB

Reconciling credit card transactions in either QuickBooks Desktop or QuickBooks Online is easy to do as long as you have the correct procedures in place to do it accurately.  Over the years, I have seen many different ways businesses have recorded their transactions and how quickly their financial reports can reflect inaccurate data.  When I walk clients through the correct way to record these credit card transactions, they are amazed at how simple and accurate it can be.  In today’s episode...

145: Avoiding Burnout This Summer Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Self-Employed

July 12, 2023 06:30 - 17 minutes - 19.4 MB

Trying to squeeze everything you can into the few summer months we have while maintaining your career or business can be a difficult feat, but with a few tools and being aware of everything that is happening this summer, you could not only avoid burnout, but you could enjoy these last few weeks of summer in a way you never thought you could.  In today’s podcast episode, I cover the top reasons most people get burnt out as well as how you can make sure that you are maintaining a work-life bal...

144: Success From Awareness Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

July 05, 2023 06:30 - 15 minutes - 17.6 MB

By increasing your awareness and well-being, you can achieve anything you can imagine in your life.  Success stems from awareness and allows you to make decisions that lead to your successful future.  If you are unaware of what is happening in your life, you won’t know where you need to make the changes that will bring you more success in your life and your business.  In today’s podcast episode, I’m diving deeper into helping you increase your awareness and uncover where you need to make cha...

143: Increasing Awareness And Well Being Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed

June 28, 2023 06:30 - 15 minutes - 17.6 MB

Being aware of yourself and your surroundings will help you increase your overall well-being.  Once you gain awareness of something in your life, you are able to make decisions as to how you want to continue your outcome in this area.  We are often so caught up in our day-to-day activities and events that we don’t take the time to really dive into how we are doing, and we just keep moving forward with no intent or awareness that there could be a better way to increase our well-being.  In tod...