Podcasts about Bookkeeping

Our Quarterly Goal Setting Process.

Are you a broke business owner?

Our Strategic Work Trip Agenda.

Aligator Tours and Tax Savings.

The Best Way to Buy a Building for Your Law Firm.

Quick End of Year Law Firm Owner Tax Tip.

Thanks for tuning in to the Mind Your Farm Business podcast! In this episode, host Shaun Haney is joined by Ursina Studhalter, chartered professional accountant, author of Farming Frontiers substack, and sheep farmer, for a practical conversation on the not-so-glamorous — but absolutely essential — task of farm bookkeeping. From managing receipts to choosing accounting... Read More

Quarterly Strategic Business Trips - A Tax Write Off AND Good for Biz!

Don't Mess this Up when Travelling for Business!

2 Signs it is Time to Hire a Bookkeeper

When Kirstin Reeder's first-ever bookkeeping client turned out to be a tour operator, she didn't expect it to change the course of her business. But that relationship revealed how often tour operators are misunderstood by traditional accountants. Today, Kirstin and her teammate Amber Call run Purple Sapphire Business Solutions, a firm focused entirely on the unique financial needs of the tour and activity industry.This episode is packed with real-world guidance on how to set up your books, track profitability, avoid fraud, and prepare for seasonality. Whether you are just getting started or running a multi-day operation, Kirstin and Amber share the habits and systems that help operators build financially healthy businesses and reduce stress at tax time.And if you're attending TourWeek 2025, you can come meet Kirstin in person!Download their free expense audit calculator

Send us a textGuest: Michael Braun, Up Front Consulting - Foundermichael@upfrontconsulting.proMichael Braun LinkedIn.Up Front Consulting Website.Bob Piercy - host- phone - 780-965-2232- email - rhpiercy@me.com - LinkedIn - https://www.linkedin.com/in/robertpiercy/- Website - https://robertpiercy.com- Facebook - https://www.facebook.com/BobPiercyCoTravelPocast

Your business isn't growing and it's frustrating.

Attorneys - Don't Make this IOLTA Mistake!

Lessons Learned from a Challenging Real Estate Flip with Lisa Coleman Welcome to another episode of the Real Estate Investor Growth Network (REIGN) Podcast, hosted by Jen Josey—your go-to resource for real estate investing strategies, house flipping tips, and expert interviews. In this episode, Jen interviews experienced real estate investor Lisa Coleman, who shares her journey through a demanding fix-and-flip project during the early days of COVID-19. Lisa reveals the biggest challenges she faced, including working with hard money lenders, hiring and managing subcontractors, and handling renovation surprises. You'll learn about budgeting, vendor management, and the importance of having the right systems and partnerships in place for successful real estate projects. Whether you're a beginner or a seasoned investor, this episode is packed with actionable advice, real-world lessons, and inspiration to help you succeed in real estate investing. Key topics and timestamps: 00:00 – Introduction to REIGN Podcast and today's topic 01:05 – Understanding hard money lenders (keywords: hard money lending, real estate financing) 03:30 – Guest introduction: Lisa Coleman 04:48 – Lisa's journey into real estate (keywords: real estate career, house flipping) 12:53 – First real estate project: challenges and lessons (keywords: fix and flip, renovation tips) 28:09 – Hiring the right subcontractors (keywords: contractor management, renovation team) 28:22 – Project timeline and unexpected delays (keywords: project management, real estate timeline) 29:11 – Surprises during renovation (keywords: renovation challenges, problem solving) 29:52 – Lessons learned from renovation (keywords: real estate lessons, investor tips) 31:53 – Financial outcomes and challenges (keywords: real estate profits, investment risks) 32:22 – Handling issues post-contract (keywords: contract management, post-sale issues) 34:12 – Importance of budgeting and contingency (keywords: real estate budgeting, contingency planning) 34:47 – Bookkeeping and vendor management (keywords: bookkeeping, vendor relations) 35:30 – Advice for new investors (keywords: beginner investor tips, real estate advice) 36:58 – Personal goals and aspirations 40:51 – The Badass Acronym 49:04 – Conclusion and final thoughts Tune in to discover proven strategies, avoid common mistakes, and take your real estate investing to the next level! Lisa Coleman is a seasoned real estate professional with over 30 years of experience in the vibrant Triangle area of North Carolina. A native of the Tar Heel State—accent and all—Lisa brings both Southern charm and deep industry expertise to everything she does. After earning her degree in Finance from Woodbury University in Los Angeles, Lisa returned to her roots and built a thriving career as a real estate agent and investor. Her investment portfolio includes long-term rentals, short-term vacation properties, and fix-and-flip projects. Most recently, she's been making waves in an emerging niche: purchasing model homes from new home builders with leaseback options—blending smart investing with creative strategy. Beyond the business, Lisa is a proud mom of two—one in college and one nearing graduation—and a devoted pet parent to three beloved fur babies. When she's not working deals or juggling family life, you'll find her soaking up the sun somewhere along the coast, from North Carolina's shores down to the beaches of Florida—her happy place. Lisa joins the podcast to share her journey, insights on building generational wealth through real estate, and tips for navigating an ever-changing market with confidence and heart. To learn more about Jen Josey, visit https://www.therealjenjosey.com/ To join REIGN, visit https://www.reignmastermind.com/ Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby Interested in growing your rental portfolio with Jen as your coach? Check out Rental Property Pro: https://rentalproppro.com/booking?am_id=reign

3 Most Common Reasons for Writing Off Travel

Two Reasons Bookkeeping P&L Categories are Critically Important

The Business Credit Cards I Use and Why

How I Write Off a Business Trip Every Quarter Step-by-Step

Unconventional Way to Run S-Corp Payroll

A Huge Bookkeeper Red Flag❗

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 their bookkeeping, and they start to look for ways they can catch up before it is too late.  These feelings of stress and overwhelm can creep up on you as the end of the year and tax season start to draw near.  In today's episode, I am talking about tips for staying up to date with your bookkeeping.  It doesn't matter if you are staying up to date with your bookkeeping or if you've fallen behind; you'll benefit from the information in this podcast.  Now is the time to really look at your financial statements and make sure you end the year exactly how you planned…or at the very least, you can end the year so that you are knowledgeable about your finances, and you can take advantage of any end of the year tax planning.  You can certainly be strategic with tax deductions when you plan ahead, but if you wait until after the end of the year, it's pretty hard to go back and make any changes.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; I want you to know that if you have fallen behind in your bookkeeping, it's not too late to catch up, but don't put it off any longer.  I'm here to help you stay up to date with your bookkeeping starting today…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Should You File Your Taxes Late or Pay Them Late

“You have to keep evolving. We're always evolving. Never stop growing. Never stop learning. If you're not happy with what you're doing, there's always a way to change. And you can lean on great thought leaders like this to help you get there.  ” -Lisa Campbell Lisa Campbell, Founder of Accelerate 2 Advisor, returns for part two of her series about Stephen Covey's 7 Habits of Highly Effective People. She shares practical ways bookkeepers can apply the next four habits to strengthen client relationships, build stronger teams, and sustain long-term success. In this interview, you'll learn: How to create win-win client & team relationships Why discovery calls should focus on understanding, not selling The power of synergy with your team and professional partners To learn more about Lisa, visit her profile on LinkedIn. Sign up for her Masterclass here! Time Stamp 00:00 – Win-win results with accountants through systemized books01:25 – Habit 4: Think win-win 06:57 – Habit 5: Seek first to understand, then to be understood09:55 – Why selling is ongoing & rooted in understanding clients' real needs 12:28 – Listening & trust with clients & team members 15:25 – Habit 6: Synergy 18:20 – Building referral networks & partnerships for growth 21:14 – Niching & connecting with industry vendors & partners for referrals 23:25 – Real-world example: systemized bookkeeping driving strong CPA referrals 25:07 – Habit 7: Sharpen the saw 29:50 – The most transformative habit for bookkeepers 35:00 – How proactive bookkeepers put first things first to reach advisor level 35:56 – Wrap-up & invitation to Lisa's Accelerate to Advisor masterclass This episode is brought to you by our friends at Dext! Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place. Join thousands of bookkeepers and accountants who've already made the switch. If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you! Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!

The conversation explores the intricacies of disaster resilience in housing, particularly focusing on modular homes and short-term rental markets like Airbnb. It also delves into the distinctions between various financial professionals, emphasizing the differences between bookkeepers, tax strategists, and cash flow management advisors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Ever look at a bookkeeping quote and think, “Why does this cost so much?”

How I Saved a Client $72 a Year!

Can You Write Off 90% of Your Personal Residence? Find out!

Join us in Clean Biz Network! https://www.cleanbiznetwork.app/Get your Cleaning Business Automated! Visit https://cleanbizuniversity.com/automa...Join this channel to get access to perks:   / @ajsimmonsonline  Schedule a 1 on 1 Consultation: https://calendly.com/ajsimmonsLet my lead generation company to set bid appointments for you! Click here https://www.cleanbizcrm.com/leadgener...Follow: @AjSimmonsOnline on Instagram   / ajsimmonsonline  Need Business Insurance? Click this link https://nextinsurance.sjv.io/Ea23K9Need Business Credit? Apply at this linkhttps://americanexpress.com/en-us/ref...Thank you for watching, subscribing, liking, sharing, and commenting!!!!

Join us in Clean Biz Network! https://www.cleanbiznetwork.app/Get your Cleaning Business Automated! Visit https://cleanbizuniversity.com/automa...Join this channel to get access to perks:   / @ajsimmonsonline  Schedule a 1 on 1 Consultation: https://calendly.com/ajsimmonsLet my lead generation company to set bid appointments for you! Click here https://www.cleanbizcrm.com/leadgener...Follow: @AjSimmonsOnline on Instagram   / ajsimmonsonline  Need Business Insurance? Click this link https://nextinsurance.sjv.io/Ea23K9Need Business Credit? Apply at this linkhttps://americanexpress.com/en-us/ref...Thank you for watching, subscribing, liking, sharing, and commenting!!!!

Common IOLTA Reconciliation Mistakes

For Late Income Taxes Do This Not That

If You Only Do Your Law Firm Books Once a Year You Deserve to Be Poor

How You Know it's Time for a New Law Firm Bookkeeper?

Max Emory shares how real estate investors can simplify bookkeeping, avoid IRS headaches, and create “decision-ready” financials to grow their profits.In this episode of RealDealChat, Jack Hoss sits down with Max Emory, founder of Time Capital Bookkeeping, to discuss how real estate investors can master their numbers, avoid tax-time chaos, and make smarter decisions using clean, actionable financials.Max started as a real estate investor and Marine Corps officer, scaled to 25 units, and then built a bookkeeping firm focused exclusively on investors. His team helps clients eliminate messy books, create clear KPIs, and turn data into better deal decisions.Here's what you'll learn in this conversation:Why most investors fail to track accurate deal performanceHow “decision-ready” financials help you grow faster and smarterThe biggest bookkeeping mistakes investors make (and how to fix them)When creative financing & short-term rentals complicate accountingKPIs every flipper, landlord, and wholesaler should monitorHow to make sense of your data to double profitabilityWhy AI and automation are revolutionizing real estate bookkeepingThe right way to use VAs—and when to hire a trained REI bookkeeperSimple systems to prepare for tax season without stress50% off bookkeeping cleanup before year-end (details below)

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: http://coachcarson.com/rpm