Podcasts about Bookkeeping

What is the real reason 90% of businesses fail? What are some bookkeeping or CFO mistakes most business owners make that can tank your business? On this week's episode of The Crushing Debt Podcast, George and Shawn talk to Emily Handren, owner and founder of Besty Bookkeepers (www.BestyBookkeepers.com).  For over two decades, Emily has helped individuals and businesses improve their financial situations through banking, investing, lending, and insurance guidance. She has owned both life/health and P&C agencies, and has plenty of real-world stories about helping people reduce costs and increase their net worth. Emily recently wrote a book "The Real Reason 90% of Businesses Fail: 101 Bookkeeping and CFO Mistakes You Can't Afford to Make"  that hit #1 in three categories: Small Business Bookkeeping, Entrepreneurship Management, and Business Planning & Forecasting. It focuses on practical money management strategies for businesses that could tie perfectly into debt reduction discussions. Here's the link if you'd like to check it out: https://a.co/d/2JDV3So In this episode, we talk about: Fractional CFO Bookkeepers v. Accountants Tech stacking Financial Forecasting Some of the 101 Mistakes, like: Exponential growth without a plan or foundation Improperty business structure knowing your expenses and your numbers using an outdated accounting system not paying yourself. You can reach Emily at her website www.BestyBookkeepers.com or Emily@BestyBookkeepers.com. Make sure you take the "Need a Better Bookkeeper" quiz on her website! Let us know if you enjoy this episode and, if so, please share it with your friends! Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MyLegacy2026 

Your Law Firm Loan Repayment is Not an Expense

Watch Out for this Hidden P&L Danger

The ONLY Time You Can Write Off Travel from Your Home Office

3 Biggest Law Firm Owner Bookkeeping Mistakes I See

How S-Corps Save $$$

3 Deliverables of a Quality Law Firm Bookkeeper

The Only Type of Law Firm Income That Is Not Taxed

The One Law Firm Income Stream That Does NOT Count as Income

2 Ways to Avoid Vehicle Depreciation Recapture

In Part 2 of the Axis Series, Joey Brannon sits down with JoAnna Kelso, President of Axis Outsourced Accounting, to explore why outsourcing your accounting department delivers more than bookkeeping. From reducing the mental load of hiring and turnover, to leveraging weekly dashboards and cutting-edge tools, JoAnna explains how outsourcing transforms accounting into a strategic advantage. Learn how vendor and customer management, consistent categorization, and real-time clarity give business owners confidence and space to focus on growth.

Ron Nocera/Sync-Up Bookkeeping Sync-Up Bookkeeping provides expert virtual bookkeeping services tailored to the unique needs of small businesses. They handle your financial tasks with accuracy and efficiency, freeing you to focus on what you do best - growing your business.   Nancy Armour/University Bank University Bank Reverse Mortgage division has educated thousands of clients, elder […]

Ron Nocera/Sync-Up Bookkeeping Sync-Up Bookkeeping provides expert virtual bookkeeping services tailored to the unique needs of small businesses. They handle your financial tasks with accuracy and efficiency, freeing you to focus on what you do best - growing your business.   Nancy Armour/University Bank University Bank Reverse Mortgage division has educated thousands of clients, elder […] The post Ron Nocera with Sync-Up Bookkeeping and Nancy Armour with University Bank appeared first on Business RadioX ®.

These Expenses DO NOT Belong on Your P&L!

Does bookkeeping feel scary, confusing, or like something you keep pushing to “later”? You're not alone—and you don't have to keep avoiding it.   This week, I sat down with Sheila Koenig, CPA, former IRS insider, and founder of Checking It Twice Bookkeeping. With 24 years of experience (including 16 in IRS appeals, reviewing over 1,000 small business audits

In this week's episode of Business by The Books, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., breaks down the real journey from entrepreneur to small business owner to finally stepping into the role of CEO.  This isn't about chasing flashy titles or hitting arbitrary revenue goals. It's about clarity, confidence, and understanding your numbers so you can actually lead your business instead of letting it run you. Key Takeaways:  Entrepreneur Stage – Building with Instinct: Many entrepreneurs start with passion and creativity but rely only on income goals and bank balances instead of true financial clarity. Danielle explains how this stage can fuel growth, but also stall it. Small Business Owner Stage – Running the Machine: This is where consistent revenue, vendors, and maybe a team come in. But too many owners still try to do it all themselves, which leads to mistakes and burnout.  CEO Stage – Leading with Vision and Data: The mindset shifts that happens when you step into your CEO role, where you go from reacting and needing to have your hands in every area of the business to delegating and making intentional, future-focused decisions. Real-Life Client Success – Delaney Fischer's Story: Hear how one client shifted from messy spreadsheets and receipts to clarity and balance once she started seeing her numbers monthly. Topics Discussed: (00:00) Intro: Redefining the CEO Role – Why It's About Clarity, Not Business Size (01:11) The Entrepreneur Stage: Passion-Driven But Missing Profitability (03:37) The Small Business Owner Stage: Transitioning to Systems, Responsibility, and Financial Clarity (06:27) The CEO Stage: Leading with Data, Mindset Shifts, and Future-Focused Planning (08:52) Stepping Into Your CEO Role: How to Stop Doing More and Start Gaining Clarity (09:53) Outro: Kickstart's CFO Services, Like, Share and Subscribe!   Resources: CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/   Client Success Story | From Burnout to Balance: Redefining Entrepreneurial Success Through Break-Even Analysis with Delanie Fischer of Self-Helpless Podcast    Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc

In this week's episode of Business by The Books, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., breaks down the real journey from entrepreneur to small business owner to finally stepping into the role of CEO.  This isn't about chasing flashy titles or hitting arbitrary revenue goals. It's about clarity, confidence, and understanding your numbers so you can actually lead your business instead of letting it run you. Key Takeaways:  Entrepreneur Stage – Building with Instinct: Many entrepreneurs start with passion and creativity but rely only on income goals and bank balances instead of true financial clarity. Danielle explains how this stage can fuel growth, but also stall it. Small Business Owner Stage – Running the Machine: This is where consistent revenue, vendors, and maybe a team come in. But too many owners still try to do it all themselves, which leads to mistakes and burnout.  CEO Stage – Leading with Vision and Data: The mindset shifts that happens when you step into your CEO role, where you go from reacting and needing to have your hands in every area of the business to delegating and making intentional, future-focused decisions. Real-Life Client Success – Delaney Fischer's Story: Hear how one client shifted from messy spreadsheets and receipts to clarity and balance once she started seeing her numbers monthly. Topics Discussed: (00:00) Intro: Redefining the CEO Role – Why It's About Clarity, Not Business Size (01:11) The Entrepreneur Stage: Passion-Driven But Missing Profitability (03:37) The Small Business Owner Stage: Transitioning to Systems, Responsibility, and Financial Clarity (06:27) The CEO Stage: Leading with Data, Mindset Shifts, and Future-Focused Planning (08:52) Stepping Into Your CEO Role: How to Stop Doing More and Start Gaining Clarity (09:53) Outro: Kickstart's CFO Services, Like, Share and Subscribe!   Resources: CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/   Client Success Story | From Burnout to Balance: Redefining Entrepreneurial Success Through Break-Even Analysis with Delanie Fischer of Self-Helpless Podcast    Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc

Most small business owners are running their business on gut instinct instead of using the best tool in their toolbelt - the Profit & Loss report. Your P&L isn't just a piece of paper; it's the roadmap to growing your sales and profits. It shows you where your money is really going, reveals trends that help you predict the future, and gives you the insight to make smarter decisions. Ignoring it is like trying to hammer a nail with a wrench or bake a cake without using the oven. You're making things harder than they need to be. Today, we'll break down why your P&L is the ultimate tool to grow your business and how to start using it today. -----------------------------   CONTACT ME:

FPC Knoxville's 9/28/25 Sunday Sermon - “Creative Bookkeeping” - Rev. Mark Curtis (Psalm 34: 1-10/Luke 16:1-13)Hymn Of Response: "God, Whose Giving Knows No Ending" performed by Scott Scheetz and our adult choir.Prayers Of The People and The Lord's Prayer by Rev. Dr. Andy Morgan

I Don't Know If You're Ready to Hear This About Your CPA

Here's What Your CPA Isn't Telling You When It Comes to Your Law Firm Receipts

5 Law Firm Owner Tax Myths That Are Costing You $$$

Don't Make This Law Firm LLC Mistake

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

Send us a textHey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one.In this episode you'll hear:The complete education and experience foundation you needAll the paperwork and compliance stuff nobody talks aboutHow to actually get paidThe exact documents you need to ask every client for during onboardingMy honest take on pricingResources mentioned in this episode:Become a BookkeeperAkadian Accounting EducationRelay BankXeroPricing for ProfitAll Minicourses → StoreFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>For new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper >>For online course creators:Become a client at my firm, Of Course Financial >>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.Get access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

In this special 150th episode, many cottage food industry influencers share some of their best business advice for cottage food entrepreneurs on the topics of mindset, marketing, management, and moneyGet full show notes and transcript here: https://forrager.com/podcast/150

I Know What You're Thinking... Does an S-Corp Make You More Likely to Get Audited?

While we often view bookkeepers as the magicians of our business finances, appreciating their attention to detail, their ability to categorize and match debits and credits, and for keeping our finances organized, there also exists the perception of a gap between the business owner's and the bookkeeper's knowledge of how money works. This lack of understanding can lead to miscommunications and underappreciation for the work that therapists or bookkeepers do. Sara Walls has seen both sides of the coin, having experienced being the therapist who needed help managing the business finances to becoming the bookkeeper who now helps therapists with their money. She actually left private practice for a few years until she discovered additional tools like Profit First by Mike Michalowicz and Linzy's course, “Money Skills for Therapists” (links below). In fact, one of her biggest realizations that helped push her to pursue help is summarized nicely with this quote: (00:06:17) "It became clear the more I got into it that what I didn't know was how much I could actually afford to pay myself, when I could pay myself, how consistently I could pay myself, exactly how much I should be saving for taxes." - Sara Walls Learn about her journey from therapist to bookkeeper for therapists, some financial management tips for neurodivergent private practice owners, ways to develop good financial habits to reduce stress about money and gain a deeper understanding of what a good bookkeeper can do for your business. Reducing Stress and Enhancing Financial Management with Accountability (00:02:45) Bookkeepers' Unrecognized Complexity in Accounting Profession (00:08:45) Therapist turned Bookkeeper shares financial insights (00:19:10) Bookkeepers: Undervalued and Underpaid Professionals (00:20:58) Routine Financial Engagement for Reduced Money Stress (00:28:44) Financial Co-Regulation for Enhanced Accountability (00:30:37) Financial Literacy Training for Therapists Establishing Open Lines of Communication & Good Financial Habits for Long-Term Success Finding an aligned service provider when it comes to your business finances may require an interview or other setting where you can determine their level of transparency, their defensiveness or openness when you ask questions, and their expectation of your two roles in the business relationship. Some bookkeepers may gatekeep as their defensive reaction to “protecting” their value. Similarly, some practice owners may not recognize the complexity of the work required to keep the business finances straight. Here are immediate ways to improve your bookkeeping and financial management skills in your therapy practice: Establish a financial routine: Regularly approach your finances, whether it's checking your bank app, updating spreadsheets, or using accounting software like QuickBooks. Systemize & organize: Keep track of your income and expenses systematically to avoid falling behind, implementing some automation and delegation to help along the way. Learn basic accounting: Seek basic understanding of financial concepts like debits and credits. This knowledge can empower you to manage your finances more effectively. Find assistance & accountability: Work with a qualified bookkeeper who understands the specific needs of therapists and small business owners and who openly answers your questions and provides transparency. Avoid the “it's a write-off!” trap: While deductions are beneficial, ensure you have enough cash flow to pay yourself and set aside funds for...

Megan chats with Amy Northard about how to treat your blog like a business, what expenses you can write off, and how to finally feel confident about finances as a food blogger. Amy Northard is the Accountant for Creatives®. She is a Certified Public Accountant (CPA) who specializes in working with creative small business owners to make taxes and bookkeeping less stressful. She has a passion for helping small business owners navigate the financial aspects of starting and operating a business so they can focus on their craft. Money can feel overwhelming, but the right systems and mindset will save you stress, time, and money. This episode covers the essential steps to separate hobby from business, make smart financial decisions, and prepare for tax season without panic. Key points discussed include: - Start with separation: Why opening a business bank account is the easiest first step. - Bookkeeping basics: How to track income and expenses without overcomplicating it. - Avoid hobby status: What the IRS looks at when deciding if you're really running a business. - LLC vs. S Corp: When it makes sense to take the leap and what benefits each structure offers. - Top deductions to claim: From groceries and mileage to courses, masterminds, and retreats. - Quarterly taxes explained: How to set aside the right amount without stress. - Documentation made simple: The easiest way to track receipts and stay audit-ready. - Hiring help wisely: What you need to know about contractors and 1099s. If You Loved This Episode… You'll love Episode 632: How to Survive an IRS Audit and Which Red Flags to Look Out For with Ansley Beutler. Connect with Amy Northard Website | Instagram

This episode is for every military spouse and veteran who's ever wondered how to earn income on your own terms around military life. My guest, Melissa Broughton, is the creator of The 1-Hour Bookkeeper and founder of Busy Bee Advisors. She's on a mission to help military spouses launch bookkeeping businesses that fit their lives —flexible hours, work from anywhere, and with the potential for a six-figure income. Melissa shares her personal story of walking away from corporate burnout, why bookkeeping is a hidden gem of a business, and how anyone, even with zero experience, can learn the skills in just weeks. We'll talk about freedom, flexibility, and building a business that works around your life, not the other way around. https://milmo.co/podcast/side-hustle-bookkeeping For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook

Here's What Your Tax Extension Status Says About You

SEP IRA or Solo 401k?

5 Things Your CPA isn't Telling You

All-In-One Tax Solutions are Terrible

SponsorsDigits - https://uqb.promo/digitsBluebook - https://uqb.promo/bluebookMakersHub - https://uqb.promo/makershubAFWA - https://uqb.promo/AFWAQuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit's direct sales pressure and how these programs can generate new revenue streams for accounting professionals.ResourcesJeff Siegel, Siegel Solutions: www.siegelsolutions.comQSP: QuickBooks OnlineYouTube Tips and Tricks: Siegel Solutions - YouTubeNew Quickbooks FREE Webinar Registration: Meeting Registration - ZoomCarrie Kahn, Complete Business Group: Learn more about the free CBG QSP Partner program: https://completebusinessgroup.com/complete-business-partners/Dan DeLong, School of Bookkeeping:https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Schoolofbookkeeping Blog on Intuit QB Rev Share Options: https://snip.ly/PAIncomeUQA QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907RightTool.app - mention ROYALWISE for 20% off the Pro versionReframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:57) - Defining QSP and Its Evolution (02:48) - Benefits and Requirements of the QSP Program (06:05) - Challenges and Changes in the QSP Program (09:42) - QSP's Role in Client Solutions (18:38) - Vendor Partnerships and Commissions (31:29) - Collaborative Community and Support (36:05) - Direct Relationships with Intuit Reps (37:14) - Leveraging QSPs for Complex Migrations (38:00) - Understanding QuickBooks Pricing Programs (39:49) - Benefits of Partnering with CBG (41:19) - Changes in Merchant Services and Preferred Pricing (49:15) - Choosing the Right QSP for Your Needs (57:08) - Exploring Acumatica as an ERP Solution (01:02:09) - Wrap-Up and Future Plans

Send us a textEver wondered how to turn financial expertise into a thriving remote business that creates both freedom and wealth? Sherrel T. Martin, founder and CEO of Nitrum Financial Solutions, pulls back the curtain on building a successful virtual bookkeeping practice that serves entrepreneurs while allowing her to be present for her family.Contrary to popular belief, Sherrel reveals that bookkeeping success hinges more on problem-solving abilities than mathematical prowess. "Math is the smallest part," she explains, dispelling the myth that you need complex calculation skills to excel in this field. What truly matters is understanding compliance, creating systems, and helping clients navigate financial decisions with confidence.The conversation takes a fascinating turn as Sherrel shares her methodology for helping business owners actually pay themselves consistently—a struggle for many entrepreneurs. Through implementing cash management systems based on the "Profit First" approach, she's transformed how clients view their money, leading to greater personal and business wealth. Her mission goes beyond accurate books; she's passionate about creating a financial legacy for herself and those she serves.For aspiring bookkeepers, Sherrel offers practical wisdom on avoiding common pitfalls: pricing services appropriately (hint: bundle packages instead of hourly billing), finding your industry niche, and being intentional about client selection. Her candid admission about leaving her corporate job too quickly resonates with anyone contemplating their own entrepreneurial leap.Whether you're considering a bookkeeping business or simply want to better understand your company's finances, this episode delivers actionable insights on creating profitability, maintaining proper financial boundaries, and building a business that serves your life rather than consuming it. Discover why "pricing for profit" might be the mindset shift that transforms your financial future.

Law Firm Owners - If You're Doing this You're Throwing Away Money

6 Rules for Paying Your Kids and Beating the IRS

If you've ever wondered “What should I be doing right now to grow?” — this episode is your roadmap.  Bookkeeping headaches. Social media that doesn't convert. Wondering if you should start a podcast or not. Every agent struggles with these at some point—and in this Q&A episode of Stay Paid, we break it all down.