Podcasts about Bookkeeping

Which bookkeeping software is best for law firms? Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

#350 Ever thought a “boring” business could be your golden ticket to freedom and flexibility? In this episode hosted by Kirsten Tyrrel, we chat with Kate Johnson, founder of Heritage Business Services, who built a thriving bookkeeping business during preschool pick-up hours. What started as a $0 side hustle turned into a profitable, scalable career — all by tapping into a skill most businesses desperately need but few entrepreneurs want to learn themselves. Kate breaks down the real path to getting started in bookkeeping, the essential skills you need, and how to know if this unglamorous (but wildly rewarding) business could be a fit for you. Whether you're looking for a side hustle or a full-fledged business, this episode is packed with practical steps, honest insights, and encouragement for every aspiring entrepreneur! What we discuss with Kate: + Turning bookkeeping into a business + Starting with $0 and no clients + Essential accounting skills to learn first + Free software certifications to test interest + How to find your first clients + Why niching down can help + Pricing strategies that scale + Subcontracting as a side hustle + Building passive income through bookkeeping + The importance of networking and referrals Thank you, Kate! Check out Heritage Business Services at HeritageBusinessServices.com. Check out Bookkeeping Side Hustle at BookkeepingSideHustle.com. Follow Kate on Substack. Watch the video podcast of this episode! And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Easy way to track venmo, cashapp, and paypal law firm payments. Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

Why I Fired My Awesome Customer Service Rep. Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

Send us a textIn this mini-episode, Serena shares her research on the Fair Tax Act and what it could mean for bookkeepers. She explains how this potential legislation would eliminate income tax and the IRS, replacing them with a national sales tax. Serena offers practical advice for bookkeepers to prepare for this potential shift and future-proof their businesses.In this episode you'll hear:A breakdown of what the Fair Tax Act actually means (goodbye income tax, hello 23-30% national sales tax!)How bookkeeping services would evolve rather than disappear in this new tax landscapeThree actionable steps to prepare your bookkeeping business for this potential changeWhy this shift could actually be an opportunity for ambitious bookkeepers to expand their servicesResources mentioned in this episode:Sales Tax Workshop: ambitiousbookkeeper.com/salestaxElevate Program: ambitiousbookkeeper.com/elevateThe Accounting Podcast (formerly Cloud Accounting Podcast)AvalaraTax JarQBOXeroThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

When is the right time to hire a law firm bookeeper? Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

Business, Business and News - Paul Rosenblum

I wish I had a nickel for every dollar a small business owner wastes on stuff they don't need. If you want a profitable business you need to stop spending money on stuff that really isn't needed.    ______   DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS

Should your law firm use quickbooks or xero? Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

Easy way to account for cash payments to your law firm. Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

How an Associate Attorney can Double Your Output. Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

C-Corps for Law Firm Owners are a Bad Idea. Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

My First Round Hiring Secret Trick. Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

She has thirty years of empirical business experience, most of which was focused on senior management or supervisory positions. She is a Certified Professional Bookkeeper (CPB), she holds a Business Administration Diploma and is a member of the CPB of Canada. She freely admits that her personal capacity to learn everything she wants to know is not as great as how much there is to learn. And if you are like her, that works out nicely, because it means you can keep right on learning and growing, and so will your businesses!You are encouraged to click for a collection of amazing resources (all free) that will make your bookkeeping life easier.B Purser says that the ‘Preparing for Tax Season for Self Employed' course was invaluable for her. Lynn not only effectively covers all the essentials one should know as a solopreneur but also provides tools to organize your numbers. The course is only 3 hours, yet she came out of it with such a better understanding of how to prepare her taxes, and what to pay closer attention to each year. and finally, some confidence in her preparation. Accountants just do not have the time to explain! Take this course. She hopes she can use Lynn for her taxes next year too. https://cbooks.ca/http://www.yourlotandparcel.org

On today's episode we're going to be talking about accounting, bookkeeping, numbers, & finances in your photography business. We often talk on this podcast about how to make money but we don't talk a ton about how to manage it. I want this episode to be as practical as possible because I've never done an episode about this before.

Law Firm S-Corp Salaries Must have Payroll Taxes Too. Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

 When you're wearing all the hats in your business, it's easy to hit a point where you wonder: Should I be hiring help? Or should I just figure it out myself? That's exactly where Inner Circle member and ceramic artist Sara found herself. In this real-time coaching call, we talk through how to make smart decisions when your budget is tight, your to-do list is long, and everything feels important. If you've ever felt stuck choosing between time and money—this episode is your permission slip to stop spinning and start deciding. What you'll learn: ✔️ How to decide what your business actually needs right now ✔️ The five-question “decision filter” to help you stop spinning your wheels ✔️ What to outsource vs. what to do yourself (and how to know the difference) ✔️ How Sara paid herself instead of hiring a bookkeeper ✔️ Why doing less can help you grow more   RELATED LINKS: Sara's Shop: steapedslow.com  Bookkeeping tools: Paper & Spark Ditch your decision fatigue. I'm giving you my framework https://thesocialsalesgirls.com/ditch-your-decision-fatigue-im-giving-you-my-framework-its-brilliant-episode-186/ The Path To A Full-Time Paycheck From Your Business https://thesocialsalesgirls.com/the-path-to-a-full-time-pay-check-from-your-business-episode-220/ _______________________   Are you constantly asking yourself how to make your website better or questioning your prices? Do you wonder if you're missing something? If you have made sales in person or on a site like Etsy, I know you can sell more on your site. Get my FREE mini-course that will show you our step-by-step process to grow your sales without spending a fortune on risky ad strategies or discounting your products here: https://learn.thesocialsalesgirls.com/conversion-school/   “Insightful, actionable and engaging! I learn so much every single time I listen. I can't believe this information is free - If you feel like this too, I'd love it if you would leave us a review. Reviewing the show will help us reach even more store owners, so we can help them grow their sales.   Click here, scroll down, tap to rate with 5 stars and select “Write a review”. Let us know what you find most helpful about the podcast!   Also, if you haven't already make sure to follow the podcast so you don't miss an episode! Follow now

Don't Believe Everything Your Law Firm Coach Tells You. Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

Secure Your Spot in the next Masterclass - Financial Basics for Business Owners: What You Need to Know to Build a Healthy Financial Framework for Your Business with Jenn Baas hosted by The Conscious Edge Get full show notes at  www.consciousedge.com/ep049  Resources: The Journey from Compliance-based Bookkeeping to Powerful Finance-driven Business Decisions with Accountant Jenn Baas If you've ever wondered whether you need a bookkeeper, an accountant, a CFO, or a CPA, or even what the difference is between all of them, this conversation is going to bring so much clarity. Jenn breaks it all down with such ease, and we even dive into the role you need to play as the CEO of your business when it comes to your numbers. Spoiler alert: it's not about doing it all yourself, it's about building the right team and knowing enough to make powerful, informed decisions. Financial Team Building Info:  Differences Between Financial Roles: Definitions and distinctions between bookkeepers, accountants, CPAs, and CFOs. What they do and when you need each one. When and How to Hire Financial Help: Hear how to know when it's the right time to bring in help and how to check if they're doing a good job. What a Business Owner's Role Really Is: Alecia and Jenn discuss how being the CEO means being connected to your numbers. You don't need to be doing it yourself, but not abdicating responsibility either. Common Mistakes and Fixes: Examples of miscategorized expenses, bad data transfers, and how to catch mistakes (like reviewing P&L detail reports). The Power of Understanding Your Financials: Shifting from a reactive to a proactive financial mindset, Hear how knowing your numbers supports intentional decision-making. Red Flags in Bookkeeping: What to look for when hiring and evaluating bookkeepers, including the importance of referrals and having some oversight. The Myth of the One-Person Financial Unicorn: Why it's unrealistic to expect one person to do everything well, and how assembling the right team is key.  Access to Jenn's Expertise: Announcement of a live workshop with Jenn on May 20th to help business owners better understand their financials and ask questions directly. Looking for additional support?  Learn more about The Exponential Entrepreneur: This is a year-long coaching program for women business owners and real estate investors who don't need more strategy and suspect they themselves are the biggest obstacle in the way.    Disclaimer Connect with Us: Send questions and feedback to hello@consciousedge.com or DM @aleciastg on Instagram.

If you aren't getting paid, you might as well be working for free. When was the last time you followed up on past due invoices? Do you even know how much money your business is owed?    ______   DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS

All law firm owner should extend their taxes - here's why. Law firm owner looking for bookkeeping and tax strategy help? We'd love to help. Click the link to set up a free call - https://bigbirdaccounting.com

Key Takeaways: Keep Financial Records Organized – Keeping track of income and expenses throughout the year makes tax time easy and stress-free. No scrambling for receipts at the last minute! Bookkeeping is More Than Just Taxes – Good record-keeping isn't just for tax season—it helps businesses understand their profits and plan for future growth. Be Strategic with Tax Deductions – While tax write-offs can lower your tax bill, they should fit into your bigger financial goals. Some deductions may not be worth it if they hurt your long-term plans. Sometimes Less Deductions = More Wealth – Taking fewer deductions can make a business look stronger on paper, which helps when applying for loans or attracting investors. It's not always about paying the least in taxes! Smart Borrowing and Investing Can Build Wealth – Instead of just focusing on saving money through taxes, business owners can use strategic borrowing and investments to grow their wealth without taking on huge tax burdens. Chapters: Timestamp Summary 0:00 Making Tax Season Stress-Free and Enjoyable 1:35 The Importance of Organized Bookkeeping for Tax Efficiency 4:02 Strategic Borrowing for Wealth Building in Cyberspace 4:53 Strategic Tax Planning and Investment Decisions 7:11 Leveraging Loans and Assets to Minimize Tax Liabilities   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

In this episode of Loral's Real Money Talks, I welcome Niki Stehlik from Legacy Accounting and Consulting, LLC to talk about one of the most overlooked — yet critical — parts of building wealth: bookkeeping.Good bookkeeping isn't just data entry — it's strategy, forecasting, and ultimately, a cornerstone of your wealth plan.Whether you're just starting a business, a seasoned entrepreneur, or still doing your own books, this episode will open your eyes to costly mistakes and the real benefits of living the “corporate life.”Loral's Takeaways:Niki's Background and Introduction (02:47)Importance of Accurate Bookkeeping (03:46)Common Bookkeeping Mistakes (07:06)Technology and Documentation (14:30)Hiring a Bookkeeper (16:54)Advanced Bookkeeping Strategies (17:08)Cleaning Up Financial Records (18:59)Meet Niki Stehlik:Niki is a highly skilled CPA with over 10 years of experience in public accounting and financial auditing. Now, as the owner of Legacy Accounting and Consulting, LLC, she specializes in accounting and bookkeeping services, helping business owners stay organized, stress-free, and in control of their finances. Niki knows firsthand how overwhelming accounting and finances can be, and she's passionate about making numbers easy to understand so business owners can focus on growing their companies. She's here to share expert insights on managing business finances, avoiding common pitfalls, and setting yourself up for long-term success. Links Mentioned In The Episode:Legacy AccountingThe Millionaire Intensive Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on...

Send us a textWe tackle the critical but often overlooked task of proper bookkeeping for business owners and share how avoiding common mistakes can save you thousands of dollars and countless headaches. • Bad bookkeeping comes in many forms—from procrastination to incorrect QuickBooks entries• Cleaning up messy books often costs more than starting from scratch• Hiring an inexperienced bookkeeper can be more costly than doing it yourself or contracting an external accountant• Monthly bookkeeping creates visibility into your finances and helps avoid tax surprises• Regular review of financial reports is essential to catch errors before tax filing• Separate business bank accounts are crucial even for simple businesses using spreadsheet accounting• Setting regular calendar appointments for bookkeeping helps maintain financial clarity year-roundCreate a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page

“Define your customer first. I only want to work with people who understand that accounting is important to their business.” -Debra Kilsheimer Debra Kilsheimer, owner of Behind the Scenes Financial Services, shares her journey from growing up in an accounting household to running a modern, client-focused bookkeeping business. She discusses the power of flat-rate pricing, building strong client relationships and how embracing technology can transform your business plus much more! Connect with her on LinkedIn and Facebook. To listen to The Bookkeepers on Fire podcast, click here. Check out her YouTube channel at this link. Time Stamp 01:05 - Debra's journey into accounting 04:31 - Early career struggles & leaving CPA firms 08:51 - Building a thriving firm with a focus on forward-looking financial strategies12:06 - Becoming a QuickBooks Pro Advisor 19:31 - Defining the ideal client & pricing strategies 25:46 - Embracing technology & efficiency30:05 - Work-Life balance & boundaries42:00 - Where to find Debra This episode is brought to you by our friends at BILL! BILL is the smarter way to create and pay bills, send invoices, manage expenses and control budgets, and access the credit your business needs to grow — all on one platform and they're designed to help bookkeepers succeed and grow, whether you have your own bookkeeping firm or you're a bookkeeper at an accounting firm. To find out more, check out BILL.com/successfulbookkeeper TODAY!

Ever feel like taxes are the ultimate entrepreneurial riddle you're never quite sure you've solved?Every form you have to complete and every deduction you have to consider can leave you wondering if you're doing everything correctly. Taxes and bookkeeping are hard to understand, especially when you're busy running the rest of your business.That's why we invited on Melissa and Eric Broughton of Busy Bee Advisors. With over 20 years of combined bookkeeping and tax experience, this duo helps solopreneurs and small businesses gain more financial clarity and pay less in taxes.We were shocked throughout this episode and our jaws hit the floor a couple of times. We learned some valuable information we had never heard before that is so beneficial to one-person business owners.During the episode, we discussed things like:Melissa and Eric's New Business Start-up Checklist for Bookkeeping & TaxesThe $12,000 Tax LoopholeWhy the Tax System is Rigged & What You Can Do About It5 Essential Questions You Should Be Asking Your Tax PreparerPlus so much more! Be sure to tune in.Being a solopreneur is awesome but it's not easy. It's hard to get noticed. Most business advice is for bigger companies, and you're all alone...until now. LifeStarr Intro gives you free education, community, and tools to build a thriving one-person business.  So, if you are lacking direction, having a hard time generating leads, or are having trouble keeping up with everything you have to do, or even just lonely running a company of one, be sure to check out LifeStarr Intro!Access LifeStarr Intro

Randy Crabtree concludes his conversation on community with Nancy McClelland, The Dancing Accountant, on Episode 205 of The Unique CPA. They focus particularly on the vital role bookkeepers play in the accounting world, and the importance of collaboration between them and tax professionals. This, along with creating effective systems, are keys to building a culture of shared resources, proper communication, and continuous learning—essentially, forming stronger bonds within the community will lead to better results for service provider and client alike. Nancy highlights practical steps to educate small business owners, bookkeepers, and tax pros to foster better working relationships, underscoring the need to transform accounting's landscape through enhanced cooperation and training. Get the full show notes and more resources at TheUniqueCPA.com  

Wondering where all the money in your business is going and why you have no profit? Be profitable is much easier if you understand some key things about what creates your profit and then what "jobs" your profit has.    ______   DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS

Brandon Pierpont and Daniel Honan, the Founder of Bookkeeping for Painters, discuss their many learnings from Paint Boss Live 2025. Paint Boss Live was a 9-hour digital mastermind featuring over 20 leading experts in the painting space. Tune in for some incredible takeaways on how to profitably and sustainably scale your painting business!

What if I told you there's a single bookkeeping secret that could save your bar thousands of dollars in lost revenue every month?Many bar owners struggle with financial tracking and end up losing money through inventory discrepancies, mismanaged cash flow, and overlooked expenses. This episode reveals the fundamental bookkeeping practice that can transform your financial control.In today's episode:Master the most crucial bookkeeping practice that successful bars consistently use Learn how to spot and prevent profit leaks before they damage your bottom line Discover a simple system to maintain accurate financial records without spending hours on paperworkListen now to unlock the number one bookkeeping secret that will help you take control of your bar's finances and boost your profits starting today.Learn More:Email ChrisSchedule a Strategy SessionBar Business Nation Facebook GroupThe Bar Business Podcast WebsiteChris' Book 'How to Make Top-Shelf Profits in the Bar Business'Thank you to our show sponsors, SpotOn and Starfish. SpotOn's modern, cloud-based POS system allows bars to increase team productivity and provides the reporting you need to make smart financial decisions. Starfish works with your bookkeeping software using AI to help you make data-driven decisions and maximize your profits while giving you benchmarking data to understand how you compare to the industry at large. **We are a SpotOn affiliate and earn commissions from the link above.A podcast for bar, pub, tavern, nightclub, and restaurant owners, managers, and hospitality professionals, covering essential topics like bar inventory, marketing strategies, restaurant financials, and hospitality profits to help increase b...

In this week's Follow Up Friday, Amber Kuhn highlights the impact of delegating your bookkeeping. On Monday, Matt and Duff Tucker from BELAY kicked off with a reality check every advisor needs—your books might be messier than you think, and that could mean big trouble. However, delegation isn't just to stay compliant but to also save time, money, and sanity. Doing your own books is probably costing you way more than you think so the math is simple: if outsourcing bookkeeping gives you back precious time to focus on revenue-generating work, why are you still DIY-ing it? Resources in today's episode: - Episode Website - Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]

Writing a check to yourself does equal running a payroll. Law firm owner with a trust account? Want to know an EASY way to reconcile your account and avoid the big bad bar association? Check out my new guide - Trust Account Reconciliation Made Easy: 3 Simple Steps + a Cheatsheet to Keep You Compliant - https://bigbirdaccounting.com/trustaccount

The goal of a law firm is profit not fame. Law firm owner with a trust account? Want to know an EASY way to reconcile your account and avoid the big bad bar association? Check out my new guide - Trust Account Reconciliation Made Easy: 3 Simple Steps a Cheatsheet to Keep You Compliant - https://bigbirdaccounting.com/trustaccount

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren't just about avoiding audit headaches but are fundamental to running a thriving practice. The conversation reveals the psychological tug-of-war many advisors experience—feeling they should handle their own books while simultaneously drowning in tasks that pull them away from revenue-generating activities. Duff expertly dismantles common objections around security concerns and the "I can do it myself" mentality that keeps advisors chained to QuickBooks instead of meeting with clients. From the initial investment in training to the exponential returns of reclaimed time and reduced stress, Matt and Duff make a compelling case that professional bookkeeping isn't just an expense—it's a strategic growth decision. As they note, once advisors taste the freedom of delegation, they rarely turn back. Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucke [Episode 301] Resources in today's episode: - Matt Jarvis: LinkedIn | Website - Duff Tucker: LinkedIn | Website - Text RIA to 55123 to access BELAY's resources on delegation and to connect for your free delegation consultation.

You know what you need to do, but just can't seem to get the motivation to do it. The problem is probably due to not knowing your WHY. Or your WHY just isn't big enough. Happens to me, all of the time.    This book is great to learn more on finding your WHY: Start with WHY by Simon Sinek: ​https://amzn.to/4kR7P8V ______   DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS