Podcasts about FreshBooks

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Latest podcast episodes about FreshBooks

B2B Vault: The Payment Technology Podcast
The Power of Bookkeeping - Unlocking Success For Business Owners | B2B Vault | Episode 162

B2B Vault: The Payment Technology Podcast

Play Episode Listen Later May 17, 2023 40:19


Are you a business owner looking to take your success to the next level? In this episode, we dive deep into the power of bookkeeping and how it can unlock new opportunities for your business. Discover practical strategies, tips, and tools to streamline your financial processes and make informed decisions that drive growth. Don't miss out on harnessing the true potential of bookkeeping! Join us on a journey to unlock the secrets of business success through the power of bookkeeping. We explore the indispensable role of bookkeeping in managing your finances, tracking performance, and optimizing profitability. From setting up a solid bookkeeping system to leveraging technology and data analysis, we provide valuable insights and expert advice to empower you as a business owner. Get ready to unleash your full potential! Welcome to another episode of B2B Vault - The Payment Technology Podcast. , we will delve into the world of business ownership and provide valuable insights to help business owners thrive. While bookkeeping is not the most glorious aspect of running a business is one of the most important things you need for success and growth, and it is crucial when tax time arrives.  What does bookkeeping do for your business? Privies a financial snapshot   Recording transactions   Banking  Credit Cards – paying bills  Writing checks or paying by ACH  Tracks all of your bank accounts  Income   Spending   What tools can you use?  Quickbook  Xero   Freshbooks  Zoho   To name a few   Accurate bookkeeping is important!   You can get a good picture of your business   Profit and loss statement  Balance Sheets  Money owed  When will you need this info?   When you want to get a better merchant account    Lower rates  Loans  Need an investor   If you have a retail store or restaurant – it is good to use a point-of-sale system and track your inventory.   Track your buying and plan  Find out your best-selling items   When are your peak sales days   Payroll is another aspect of bookkeeping.   Pay yourself – many who did not – did not get PPP money.  You can make better business decisions – and understand your cash flow.  Save money on merchant fees – get higher limits on your merchant account.  Attract an investor  Makes it easy to work with a bookkeeper – CPA – Accountants   They will cost you less money – as there will be less for them to do when you have good financial records saving you money and making thing more efficient. 

Sons of CPAs
2023 ABC Tournament OKR Rap-Up Recap (feat. Jason Staats, CPA, Uncat's Brandon Bruce, Jared Smith, & Felonius Slinky Paws) | #TechLabs

Sons of CPAs

Play Episode Listen Later May 16, 2023 67:37


Season 4 Episode 66 **recorded live in front of a YouTube audience** CLASS: #TechLabs FACULTY: Byron Patrick, Jason Staats, Brandon Bruce, Jared Smith TITLE: 2023 ABC Tournament Rap-Up Recap In this episode, Scott and Byron host the final battle between Jason Staats and Brandon and Jared from Uncat for the Accountant Bracket Challenge, ABC Tournament, aka March Appness. The contestants discuss their journey to the finals. Scott and Byron recall the making of the tournament and announce the winners of the Hawaii trip and the ABC tournament. Hear about Scott's exclusive Victory Rap Parody, the leaked Lazanis and Uncat files, while Brandon tells the story of the famous Felonious Slinky Paws picture in this exciting finish to the first-ever ABC March Appness Tournament! Scott Introduces the final contestants Scott and Byron recall how Uncat was the "Undercat" Jared shares his opinions on upcoming Excel features Jason Staats retells his journey to the finals and his interactions with Uncat before the tournament Scott and Byron talk about what the winner gets and how it was decided Jason recalls the nomination phase Jason talks about being a firm owner and content creator Jared lectures about cryptographically secure random numbers Hawaii Trip winner announced Other prize winners announced Winner of the ABC tournament announced Scott performs the Uncat Rap Scott talks about the making of the Uncat Rap Jason talks about the leaked Lezanus and Uncat files Brandon tells the story of the famous Felonious Slinky Paws picture Everyone gives final thoughts Shout Outs: Adam Slack, Ryan Lazanis, Blake, David, Cloud Accounting Podcast, Fin Daily, FreshBooks, Twyla Verhelst, Felonius Slinky Paws --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
136: Issuing Customers Credit In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later May 10, 2023 11:43


Making sure that your customer's balances are correct will not only ensure your financial statements are accurate, but you will have fewer inquiries from customers about their balances as well and less cleanup on your Accounts Receivable Aging Report down the road.  Over the next few weeks, I am going to help you gain a deeper understanding of your Accounts Receivable Aging Report as well as how you can make any adjustments so that your customer's balances are accurate, and we are going to start this week off with how to issue a customer a credit in QuickBooks.  In today's podcast episode, I'm covering what a credit memo is, when you need to issue one, and how you can properly apply a credit memo to an outstanding invoice.  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, understanding when it is appropriate to issue your customers a credit memo and how to do it correctly will help ensure your customers are happy and your books are accurate.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Protect the Hustle
Homebase's Oliver Fisher on leading high-performing teams

Protect the Hustle

Play Episode Listen Later May 9, 2023 44:06


In the heat of the championship game, imagine your favorite sport and the team captain standing at the center of the huddle. Their experience and familiarity with the weight of the trophy make them the leader every team desires to guide them toward victory. Like the world of sports, B2B SaaS thrives on strong leadership, with the ability to navigate software development complexities, manage multiple teams, and keep a keen eye on the evolving market landscape. The guidance of an experienced leader can mean the difference between championship glory and having to rebuild from scratch.Enter Oliver Fisher, the CTO of Homebase, with a rich history at FreshBooks, Microsoft, Google, and Shopify. He may not be the LeBron James or Wayne Gretzky of SaaS, but he knows a thing or two about leading teams of various sizes. In this episode, we'll explore Oliver's valuable advice on successful team leadership in B2B SaaS, discussing the human aspects of leadership, the importance of structure, and fostering an ownership mentality among team members. Join us to learn from a seasoned SaaS veteran who has navigated leadership challenges and emerged victorious time and time again.High Level Overview:Embrace the human aspect: Oliver Fisher emphasizes the importance of understanding and valuing the human element in technology, as it ultimately drives innovation and team cohesion.Encourage ownership mentality: As a leader, cultivating an environment where team members take responsibility for their work empowers them and contributes to overall success.Structure leads to freedom: A well-defined organizational structure, despite initial constraints, can provide a foundation for creativity and flexibility within a team.Emphasize fairness and communication: Addressing compensation disparities and fostering open communication among team members can lead to a more harmonious and productive work environment.Adaptability and learning from failures: Leaders should embrace change, continuously learn from experiences, and not be afraid of taking risks, as even failures can offer valuable lessons for personal and professional growth.Leading High-Performing Teams:The importance of leadership lies in its ability to shape an organization's culture, establish trust, and provide a clear vision for the team. Effective leaders recognize the need to balance depth and distance in their approach, enabling them to delve into the details while maintaining a long-term perspective. Based on our conversation with Oliver here are some thoughts to keep in mind when building a high-performing team:Hiring: Being actively involved in the hiring process ensures the selection of team members who align with the organization's values and culture. This is fundamental in building a strong and capable team that can work towards common objectives and achieve the desired outcomes.Structure: Establishing a well-defined structure within the organization sets clear boundaries and expectations for team members. This structure aids in creating an environment where individuals can grow professionally, contribute their unique skills, and work towards the organization's goals with confidence.Depth: Engaging in the details of the organization and understanding the intricacies of the work being done is crucial for effective leadership. This allows leaders to make well-informed decisions, support their team, and ultimately contribute to the overall success of the organization.Distance: Maintaining a long-term perspective enables leaders to create a clear vision for the future, prioritize goals, and navigate challenges as they arise. It is essential to balance this distance with depth to ensure both the present and future success of the organization.Trust: Cultivating trust within the organization is a cornerstone of effective leadership. By creating a supportive environment, leaders empower individuals to express their ideas, take risks, and learn from their experiences. Trust also encourages collaboration and fosters strong relationships among team members.Further LearningsFollow Oliver on LinkedIn.

Local Small Business Coach | Improve Your Profits & Sales
Why Are You Only Doing Employee Work?

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later May 8, 2023 10:39


While working ON your business vs IN your business is so cliché, the problem is, it is 100% true & the key to your success. If you want to just be an employee for yourself for the rest of your life, keep running your business the way you are now.     Books mentioned in the episode: eMyth Revisited by Michael Gurber   & ATOMIC HABITS by James Clear _____________________  

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
135: Adjusting Journal Entries In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later May 3, 2023 12:32


Now that the tax deadline is behind us unless you filed an extension, it's time for you to make sure that your books match your tax return.  Most of my listeners on this podcast do their own bookkeeping for their business, and this is one of the steps that business owners are normally a little hesitant or unsure about how to handle.  By being proactive and learning the right way to take care of this situation, you'll be able to rely on your financial statements and utilize them in future planning for your business.  In today's podcast episode, I'm digging into how you should be recording any adjusting journal entries that should be made in your bookkeeping software so that your books match your tax return.  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; taking the initiative to ensure your books match your tax return is another way to Master Your Small Business Finances.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Local Small Business Coach | Improve Your Profits & Sales
The Scariest Thing I've Done on This Podcast

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later May 1, 2023 8:57


Being Open to Change is very important when growing our business. Some of it, can be scary, but you must always be open to change. Today I take a step in this business that has been a scary change that I never thought I'd make. _____________________  

The Freelance Podclass
The Financial Management Class with Ashley Cline

The Freelance Podclass

Play Episode Listen Later Apr 27, 2023 37:47


Managing your finances is crucial to running and managing a successful freelance business, whether it's full time or a side hustle. But many of us struggle if bookkeeping is not our strength. Today our guest is Ashley Cline, a digital marketing consultant and freelancing expert with more than 15 years experience in the digital marketing space. Join us as she shares effective tips, tools, and strategies that will help you manage and sustain your business finances long term, even if you experience cycles of feast and famine!   Podcast Outline: [0:00] Introduction to Ashley Cline and the topic of managing your finances - Ashley tells her story and how she arrived at her current freelance role. [6:27] The importance of freedom to Ashley - the different types of freedom she values and how they shifted to include time freedom and flexibility. [9:16] How freelancers can become great managers of their finances - the importance of treating your freelance work as an actual business. [12:37] The side hustle culture - how people don't often attribute their side hustle to an entrepreneurial pursuit. Craig explains how we need the mindset of an entrepreneur in order to manage our finances.    Common Mistakes That Freelancers Make with Their Finances  [14:47] #1 Not charging enough - how we need to charge for both time and expenses and have confidence. [17:12] #2 Not keeping track of books or understanding what you can write off - how we might not remember things and could miss little things. [19:20] #3 Not putting enough money away for taxes, opportunities, and expenses that come up - the importance of investing a little bit of money into growing your business.   How to Make Sure You Can Cover Your Expenses During Feast and Famine Cycles [20:50] #1 Focus on networking - Ashley shares tips and examples of networking groups based on her experience. [22:36] #2 Align with “channel partners” - Ashley explains what this concept is and how you can approach agencies that may refer clients to you. [24:36] The importance of always marketing your business during good times - how consistent marketing (“digging the well before you're thirsty”) can offset the months that are not as profitable. [25:59] How to take care of lean months - Ashley explains how “what gets measured matters” and shares tips on healthy financial habits you can adopt. [27:50] How saving and investing need to be balanced - Craig and Ashely share tips for being intentional and strategic with your finances every month. [29:19] Ways freelancers can succeed with their finances - Ashley shares books that can help you address your mindset, get organized, and understand your finances. [30:58] Tools and apps that can be used as practical help for your finances - Ashley recommends her favorite tools and apps for invoicing, time tracking, bookkeeping, and tracking your mileage. [33:13] Craig recommends his favorite all-in-one financial management tool that offers FreeU students a discount - he describes HoneyBook's features and how it creates an automated workflow for client management. [35:44] How to learn more about Ashley [35:58] The value of nurturing relationships - Ashley shares a story that shows how relationships can help grow your business over time. [36:52] How to develop your skills at Freelance University   Resources and tools discussed in this episode: Freelance University The Entrepreneur's Mindset course  Virtual Bookkeeping certification     Learn more about Ashley Cline: AshleyNCline.com  TicketSocket  Ice Cream Social   Resources and tools: Facebook  Facebook Ads  Facebook Groups  Business Network International (BNI)  The Desire Map by Danielle LaPorte  Think and Grow Rich by Napoleon Hill   Profit First by Mike Michalowicz   FreshBooks   Bench Accounting  Everlance mileage tracker  QuickBooks Online HoneyBook

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
134: Self Discipline And Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Apr 26, 2023 15:28


Success doesn't magically happen in business or even in your personal life.  It takes work and lots of self-discipline to achieve your goals.  Take a minute and think about the goals you've set in your business or personal life.  Do you know what it is going to take to achieve them?  Are you ready to be self-disciplined enough so that you can reach them?  Do you know what might get in your way?  In today's podcast episode, I cover what self-discipline is and how you can build your self-discipline muscle so that you can achieve anything you want in your business or your personal life.  It's all about having the ability to do things you know you should do even when you don't want to do them.  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; practicing self-discipline will ultimately lead you to the success you have been wanting for so long, and it will give you the strength to overcome everything that could get in your way of achieving your dreams.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Local Small Business Coach | Improve Your Profits & Sales

Today I share that I, like many of you, can get stuck in my head and not accomplish what I know I need to do in order to make my business the best it could be right now. _____________________  

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
133: Stop Putting Everything Before This Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Apr 19, 2023 14:41


You are setting goals in your business or your personal life; you know what is going to move the needle, but you still find yourself procrastinating.  You are not focusing on the right tasks.  You are looking for the motivation or drive, and once you get the motivation, then you'll get started, but honestly, how long have you been waiting for this right time in your business or even in your personal life?  In today's podcast episode, I'm walking you through a series of questions to find out what one thing you are putting off in your business.  The one thing that you know will help you be successful.  We are going to dig into the reasons behind your actions, and by the end of this episode, you'll have a good understanding of what you need to do next.  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; it's time for you to stop putting everything before what you really need to get done so that you can start seeing the success you want to achieve in your business and your personal life.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Local Small Business Coach | Improve Your Profits & Sales
Can One Small Action Create More Profits?

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later Apr 17, 2023 7:57


Most of us have one thing in our business, that we just know will lead to more sales or more profits, yet we keep putting it off. What would happen if you just action today? What is holding you back? Just Do It! _____________________  

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
132: Drop This Fear Before The Tax Deadline Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Apr 12, 2023 14:36


The April 15th deadline is closing in on us quickly.  As a business owner, you have a lot of things you need to take care of, and filing your tax return is probably one of those things you put at the bottom of your list.  I get it, I understand how hard it can be, and I've talked to many business owners who dread filing their tax returns.  It is something that comes around every year, so you would think it would get easier, but every year the same feelings come up.  There are ways you can prepare for your taxes and avoid all those feelings you have.  Maybe for you, it is anxiety or dread.  For others, it may be confusion or overwhelm.  In today's podcast episode, I'm diving in and talking about a conversation I had last week with an entrepreneur that really surprised me.  I want to bring this situation up so that if you are feeling the same way this entrepreneur was feeling, I'm hoping I can help shift your perspective and help you make sure you are handling your business in the best way possible when it comes to the upcoming tax deadline.  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, the tax deadline will be here before you know it, and I want to make sure to help you avoid any additional stress and find out how you can avoid those negative feelings when preparing for your tax return.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Local Small Business Coach | Improve Your Profits & Sales

When you don't have a plan, you fail to get the results you want. Problem is, you never knew what you wanted in the first place.  If you realize you are just going through the motions in your business, it probably is because you never had a plan in the first place. _____________________  

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
131: Is Consistency Your Key To Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Apr 5, 2023 14:55


Have you ever started something and fizzled out after a few days?  I often hear about this when people are starting a diet or a new exercise program, but it isn't only in our personal lives that we might find we are lacking in consistency.  Creating habits so that you can remain consistent in whatever you are trying to accomplish will be the key to your success in your business or your personal life.  Consistency will keep you on track, and over time, you will see the results no matter what it is that you are aiming to achieve.  In today's podcast episode, I'm helping you build your consistency muscle and incorporating tips that will help you maintain your consistency.  Many of my clients struggle with consistency, and often they have self-doubt creep in, which makes it even harder to stick with their original plans to achieve their results.  We work together to find balance in their lives and incorporate consistency without all the self-doubt.  Are you ready to start being consistent in your business or your personal life so that you can see results like so many of my clients who are consistent are able to see?  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, finding the best action you can take and then taking consistent action on those tasks, will no doubt bring you the success and achievements you are seeking.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Local Small Business Coach | Improve Your Profits & Sales
Successful on the Outside, Crumbling on the Inside

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later Apr 3, 2023 13:38


While a Business Might Look Successful, In Reality, it Might Be Falling Apart & Bleeding Money Behind the Scenes. It is only a matter of time before the entire thing falls apart and fails. I don't want you to become a statistic. Let's talk about what is often happening behind the curtain of these small businesses.   Here is the link to the book I mentioned: The Millionaire Next Door _____________________  

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
130: What Does Success Mean To You Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 29, 2023 16:48


Have you ever wondered what success is and how you will know when you have reached it?  Understanding what success means to you is the only way you will ever know when you have reached success in your business or your personal life.  In today's podcast episode, I will help you define what achieving success in your business and your personal life will look like.  There isn't a simple answer when it comes to success.  You want to make sure you are thinking about different areas in your business and your personal life, and after today's podcast episode, you'll be able to know exactly when you've reached success.  It doesn't have to be complicated, but with a little planning, you'll be able to see the path you are on that's leading you to the success you have defined for yourself and your business.  My one-on-one clients go through this process, and together, we can pinpoint exactly how they define their success and know exactly when they have reached success in their business and personal life.  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, taking some time to define what success means to you, as well as creating a plan for you to reach that success will help you ensure you are able to celebrate your success instead of being on a path where you consistently desire achieving success but never seem to reach the success you so strongly desire to achieve.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to be entered into a drawing for one of 5 coaching packages: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Local Small Business Coach | Improve Your Profits & Sales
A POWERFUL Tip to Help You Use Your Business Numbers to Grow Your Business

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later Mar 27, 2023 11:33


Most small business owners don't realize that doing this one trick will help them increase their sales and profits. Your business numbers are more than numbers on a page. They hold the key to some powerful insight into your business and how you can create more sales and profits. _____________________  

The Tim Ferriss Show
#662: David Deutsch and Naval Ravikant — The Fabric of Reality, The Importance of Disobedience, The Inevitability of Artificial General Intelligence, Finding Good Problems, Redefining Wealth, Foundations of True Knowledge, Harnessing Optimism, Quantum C

The Tim Ferriss Show

Play Episode Listen Later Mar 23, 2023 108:14


Brought to you by LinkedIn Jobs recruitment platform with 900M+ users, FreshBooks cloud-based small business accounting software, and Athletic Greens's AG1 all-in-one nutritional supplement. David Deutsch (@DavidDeutschOxf) is a visiting professor of physics at the Centre for Quantum Computation, a part of the Clarendon Laboratory at Oxford University, and an honorary fellow of Wolfson College, Oxford. He works on fundamental issues in physics, particularly the quantum theory of computation and information and especially constructor theory, which he is proposing as a new way of formulating laws of nature. He is the author of The Fabric of Reality and The Beginning of Infinity, and he is an advocate of the philosophy of Karl Popper. Naval Ravikant (@naval) is the co-founder of Airchat and AngelList. He has invested in more than 100 companies, including many mega-successes, such as Twitter, Uber, Notion, Opendoor, Postmates, and Wish. You can see his latest musings on Airchat, and subscribe to Naval, his podcast on wealth and happiness, on Apple Podcasts, Spotify, Overcast, or wherever you get your podcasts. You can also find his blog at nav.al.For more Naval-plus-Tim, check out my wildly popular interview with him from 2015 (nominated for “Podcast of the Year”) and our conversation from 2020. Naval also co-piloted the interviews with Ethereum creator Vitalik Buterin and famed investor Chris Dixon. Please enjoy!*This episode is brought to you by LinkedIn Jobs. Whether you are looking to hire now for a critical role or thinking about needs that you may have in the future, LinkedIn Jobs can help. LinkedIn screens candidates for the hard and soft skills you're looking for and puts your job in front of candidates looking for job opportunities that match what you have to offer.Using LinkedIn's active community of more than 900 million professionals worldwide, LinkedIn Jobs can help you find and hire the right person faster. When your business is ready to make that next hire, find the right person with LinkedIn Jobs. And now, you can post a job for free. Just visit LinkedIn.com/Tim.*This episode is also brought to you by FreshBooks. I've been talking about FreshBooks—an all-in-one invoicing + payments + accounting solution—for years now. Many entrepreneurs, as well as the contractors and freelancers that I work with, use it all the time.FreshBooks makes it super easy to track things like expenses, project time, and client info and then merge it all into great-looking invoices. And right now, there's a special offer just for my listeners. Head over to FreshBooks.com/Tim to get 90% off your FreshBooks subscription for 4 months.*This episode is also brought to you by Athletic Greens. I get asked all the time, “If you could use only one supplement, what would it be?” My answer is usually AG1 by Athletic Greens, my all-in-one nutritional insurance. I recommended it in The 4-Hour Body in 2010 and did not get paid to do so. I do my best with nutrient-dense meals, of course, but AG further covers my bases with vitamins, minerals, and whole-food-sourced micronutrients that support gut health and the immune system. Right now, Athletic Greens is offering you their Vitamin D Liquid Formula free with your first subscription purchase—a vital nutrient for a strong immune system and strong bones. Visit AthleticGreens.com/Tim to claim this special offer today and receive the free Vitamin D Liquid Formula (and 5 free travel packs) with your first subscription purchase! That's up to a one-year supply of Vitamin D as added value when you try their delicious and comprehensive all-in-one daily greens product.*[08:03] The impact The Fabric of Reality and The Beginning of Infinity have had on Naval.[10:07] The four strands.[13:04] Dispelling common misconceptions about science.[19:26] How does knowledge grow?[24:26] The benefits of understanding the four strands.[32:47] How quantum computing arose from trying to test a multiverse theory.[37:40] What a good explanation looks like.[42:43] How do conjecture and criticism give us a basis for optimism?[48:38] Translating knowledge into action.[51:20] Artificial intelligence (AI) vs. artificial general intelligence (AGI).[56:54] AGI is people! But how do we ensure it'll be good people?[1:03:03] What's taking AGI so long to get here?[1:08:59] Chemical scum that dream of distant quasars.[1:17:47] Are humans central to the universe, or just a sideshow?[1:20:17] Wealth and resources.[1:25:30] Recommended thinkers.[1:28:05] Taking Children Seriously, ToKCast, Critical Rationalists, and Popper 101.[1:31:55] David's most interesting problems right now.[1:39:24] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

spotify head ai reality entrepreneurship startups uber wealth lebron james productivity oxford foundations mark zuckerberg optimism tony robbins artificial arnold schwarzenegger quantum infinity kevin hart ethereum richard branson oxford university jordan peterson recommended vitamin d matthew mcconaughey harnessing tim ferriss chemical hugh jackman seth godin jamie foxx neil gaiman fabric malcolm gladwell bren brown sia jerry seinfeld disobedience open door naval notion bill burr translating neil degrasse tyson bob iger parting peter thiel margaret atwood sam harris terry crews elizabeth gilbert ray dalio michael phelps vince vaughn jocko willink ken burns dispelling edward norton jim collins yuval noah harari arianna huffington darren aronofsky jane goodall athletic greens postmates sarah silverman michael lewis michael pollan popper esther perel rick rubin agi eric schmidt reid hoffman dax shepard freshbooks ramit sethi naval ravikant dan harris whitney cummings lifestyle design chuck palahniuk gabor mat anne lamott cheryl strayed vitalik buterin inevitability amanda palmer madeleine albright andrew huberman angellist marc andreessen maria sharapova kelly slater karl popper tim ferriss show vivek murthy howard marks daniel ek neil strauss timothy ferriss doris kearns goodwin peter attia brian koppelman hour body artificial general intelligence chris dixon mary karr 900m elizabeth lesser true knowledge david deutsch maria popova redefining wealth wolfson college joe gebbia tools of titans jim dethmer katie haun discover tim timferrissfacebook tokcast longform interviews
Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
129: Recording Loans In QuickBooks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 22, 2023 16:59


A common question I receive from clients is how they should be recording their loans in QuickBooks.  I often see clients set up their loans the wrong way.  They will sometimes appear on a report where they shouldn't be, which can throw off any tax planning the client is trying to do.  I know clients are trying their best and working hard to keep up with their bookkeeping, but every month when they record their loan payments, they know they are not doing it correctly, and it lowers their confidence when it comes to relying on their financial statements to make sound business decisions.  In today's podcast episode, I'm covering all the steps you should take when you have a loan in QuickBooks.  Once you have this process in place, it really makes recording your transactions easy, and you'll gain the confidence you need so that you can start relying on your financial statements again.  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; most businesses will have a loan at some point in time, and knowing how you should be recording all the transactions involved with your loan will help you create accurate financial reports that you can use not only in your business but for filing your tax return as well.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to be entered into a drawing for one of 5 coaching packages: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Business Wars Daily
QuickBooks Launches Quirky Social Campaign

Business Wars Daily

Play Episode Listen Later Mar 21, 2023 3:25


Today is Tuesday, March 21, and we're looking at Intuit Quickbooks vs. FreshBooks.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Local Small Business Coach | Improve Your Profits & Sales
Did You Raise Your Prices too High?

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later Mar 20, 2023 10:13


Have you raised your prices and now worry you might have gone too high? Maybe you have been losing customers left and right and think it might be your prices? Let's talk about what might have happened. _____________________  

Sons of CPAs
Using Graf Paper in Staats Class (feat. Logan Graf, CPA) | #ChatTeleGraf Vol. 2

Sons of CPAs

Play Episode Listen Later Mar 16, 2023 120:50


Season 4 Episode 31 | Recorded January 25, 2023 Automate your Simple Tasks! AppStream powered by The GrowthLab Simple Tasks! Music Video Scott and Logan Graf, CPA are back to have another laid-back chat talking about everything from accounting to making music videos. As they catch up, they reminisce about how Scott once saved Logan's life. This conversation is about delegation, treating everyone with respect, and the potential for AI and automation in the profession. Scott saved Logan's life Updates at Accounting High Getting older Race to 10k Firm Hard Numbers How did Scott do it? Outsourcing The unlock: an integrator Tracking personal productivity You need to measure to improve Limiting app usage Spending time with family Giving props to the wives Learning more on Twitter Graf paper in Staats class Complementary duo Loud on Twitter, quiet in real life OKR, OK Rapper Graf Paper & Chat GPT Tech in the olden days Learning tax return Accounting High on Youtube Accountants making content What's all this for? How to be happy and grow Inspiration Accounting High, public and private ABC March Appness Delegation is Trust Treat everyone like your dad or grandma AI and execution AppStream All the Shoutouts: Xero, QuickBooks, Ron Baker, Chad Davis, Karbon, Jasper, Blake Oliver, CPA, Jason Staats, CPA, Expensify, Relay, FreshBooks, LiveFlow, Byron Patrick, CPA.CITP I CGMA, Botkeeper, Nikole Mackenzie, Daniel Gertrudes, GrowthLab, AppStream, Dropbox, Slack, Gusto, ADP, Digits, Earmark, Paul Glantz, CPA --- Send in a voice message: https://anchor.fm/accountinghigh/message

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
128: Receipts You Need For Taxes Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 15, 2023 19:00


One of the most popular questions I receive throughout the year, and especially during tax season, is which receipts do I need to keep for my business, and the follow-up for this question is typically how I should keep these receipts.  Both are great questions, and in today's podcast episode, I go over which receipts you need to keep in your business as well as the best ways that my clients have found to keep these receipts so that they are able to find them easily.  When I'm working with my clients, the overall goal is to ensure that whatever option they decide to use when maintaining their receipts, it is easy for them to do, and they are able to find the receipts when they need them.  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; knowing which receipts you need to keep for your business and how you are going to maintain a system for managing those receipts is pretty important if you want to be able to take the deductions for those expenses on your tax return.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to be entered into a drawing for one of 5 coaching packages: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Sons of CPAs
ABC Tournament LIVE Selection Sunday Special | #AHTimes Vol. 7

Sons of CPAs

Play Episode Listen Later Mar 14, 2023 82:26


Season 4 Episode 30 | Recorded LIVE March 12, 2023 follow along with the full brackets here After receiving thousands of nominations for the Accountant Bracket Challenge "ABC March Appness" aka ABC Tournament, we compiled all the results and split everyone up into 2 major categories, Accountant Applications and Accountant Education. From there, we continued to categorize the top nominated platforms into 4 Regions, 8 Brackets with 8 teams all competing for best in class in their respective brackets to advance to the Sweet Sixteen, plus a bonus 8 team Tax Bracket Here's a list of all the categories, regions, and brackets!! Accounting Applications Business Money Plooto, Expensify, Bill, Divvy, Gusto, Dext, Rippling, Relay Business Bridge Liveflow, Slack, Tallyfor, Once Accounting, Appstream, Zapier, G-Accon, Reach Reporting Accounting Practice Ignition, Rewind, Liscio, TOA, Karbon, TaxDome, Financial Cents, Practice Protect Accounting Books Keeper, Saasant, Intuit QuickBooks, FreshBooks, RightTool, Uncat, Xero, Excel BONUS Tax Bracket Avalara, Intuit TurboTax, UltraTax, CCH, Intuit Proconnect, Drake, SafeSend, SmartVault Accounting Education Learning School Earmark, CPA Academy, Rock the Books, Taking Your Firm Virtual, The Grove, Bookkeeper Launch, Tanya's Bookkeeper Bootcamp, AICPA Town Halls Learning Community FutureFirm, Bookkeeping Buds, Roundtable Labs, Workflow Wateringhole, Accounting Salon, Dark Horse CPAs, Realize, #TaxTwitter Media Podcasts Cloud Accounting Podcast, Drink While You Think, FAAS Evolution, Ambitious Bookkeeper, Accounting High, Oh My Fraud, Unique CPA, AutomationTown Media Influential Roman Villard, Heather Smith, Jason Staats, Ron Baker, Tax TeleGraf, Radical CPA, Bookkeeping Side Hustle, Appy Hour --- Send in a voice message: https://anchor.fm/accountinghigh/message

Local Small Business Coach | Improve Your Profits & Sales

Small Business Owners will spend hundreds if not thousands of dollars with companies to grow their sales, yet, make this one little mistake that is costing them the ability to get potential customers to take action and give them a call.   _____________________  

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
127: Bringing Joy Into Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 8, 2023 16:22


As a solopreneur or business owner, you know how hard you work each and every day.  When working day in and day out, you can easily fall into a regular grind and realize you aren't as happy as you used to be.  It's essential to include things in your day that bring you joy so that you don't develop burnout and so that you can continue to enjoy your business.  In today's podcast episode, I am diving into the top ways you can start or continue to bring joy into your business.  Owning a business can be demanding and stressful, but by incorporating a few things into your business day, you can continue to enjoy your business just like you did when you first decided you wanted to start your business.  It may take a little work, especially if you have created a business that you haven't been enjoying for a while, but I promise that by opening your mind and implementing at least one of the items I cover today, you'll see a little more joy in your business.  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; it is important to continue to have joy and happiness in your business, so let's find out what you can start doing today to bring joy into your business.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to be entered into a drawing for one of 5 coaching packages: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Sons of CPAs
#TaxTwitter is a Decentralized Water Cooler (feat. Brian Streig, CPA) | #FreshBooksMeetups Vol. 4

Sons of CPAs

Play Episode Listen Later Mar 8, 2023 70:16


Season 4 Episode 28 | Recorded December 4, 2022 Thank you to FreshBooks for making all of this possible, we love you. In today's episode, Scott sat down with Brian Streig, CPA for a lively conversation about his backstory and how he got into the accounting space. They talk about the super firms and navigated the peculiarities of Texas laws and discussed the differences between bookkeepers, accountants, and CPAs. They also discussed bleeding-edge tech, focusing on employees over clients, and how to "wow" clients with a great client experience. They also dove into the world of Tax Twitter and the shifting demographics of the industry. Lastly, Brian shared some valuable advice for firm owners and, to cap it all off, Scott even drops a rap so be sure not to miss this one. Brian gets into the accounting mess Brian's Backstory Condensing the Super Firms Austin during the great recession Bleeding edge tech Texas laws and peculiarities; Bookkeeper VS Accountant VS CPA All tax, all day, everyday Firm hard numbers BDO alliance The insurance niche Structure of the firm Vision and goals Focusing on employees rather than clients Twitter Tax Twitter: The decentralized water cooler Being popular on #TaxTwitter Big egos Being gay in the industry Shifting diversity and demographics in the industry Outsourcing Tax Software FreshBooks and change FreshBooks is so fresh, so easy FreshBooks is for small businesses Complexity in business nowadays Most important aspects of running a firm It's the people AI Tax Client experience in the firm Wow-ing the client Shoutout to the listeners and advice to firm owners FreshBooks rap All the Shoutouts: The Digital CPA conference, FreshBooks Partner Meetups, PwC, Chase, Indeed, BDO Alliance, Jody Padar, Byron Patrick, CPA.CITP I CGMA, CCH Axcess, UltraTax, Ghost Systems, Trello, Notion, Blake Oliver, CPA, Eakmark, Xero, QuickBooks, Twyla Verhelst, CPA, Sage, TurboTax --- Send in a voice message: https://anchor.fm/accountinghigh/message

Local Small Business Coach | Improve Your Profits & Sales
Your Team Isn't Letting You Down, You Are Letting Them Down

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later Mar 6, 2023 11:25


Employees, don't wake up each day asking how they can make your life miserable. The reality is, we cause most of our employee problems without even realizing it. What if there were things you could do to help ensure you have the best employees? There is! _____________________  

The Tim Ferriss Show
#658: CEO Coach Matt Mochary — Live Coaching with Tim, Why Fear and Anger Give Bad Advice, How to Perform Personal Energy Audits, The Power of Accountability Partners, Delegation Tips, Strategies for Hiring the Right People, and More

The Tim Ferriss Show

Play Episode Listen Later Mar 1, 2023 145:09 Very Popular


Brought to you by Athletic Greens's AG1 all-in-one nutritional supplement, Helix Sleep premium mattresses, and FreshBooks cloud-based small business accounting software. Matt Mochary (@mattmochary) coaches the heads of top Silicon Valley tech investment firms and companies on how to be the best leaders and build the best organizations possible. His philosophy and method are captured in both the Mochary Coaching Methodology (which is available as a free Google Doc) and in his book The Great CEO Within, which is available on Amazon and online (also as a free Google Doc).As a former founder, CEO, and investor, Matt knows firsthand the challenges of those roles as well as solutions to the most commonly encountered problems. His coaching is not questions-only; there is real guidance. Matt specializes in helping CEOs and their companies (or investment firms) transition from freewheeling startups to dominant enterprises.Please enjoy!This episode is brought to you by FreshBooks. I've been talking about FreshBooks—an all-in-one invoicing + payments + accounting solution—for years now. Many entrepreneurs, as well as the contractors and freelancers that I work with, use it all the time.FreshBooks makes it super easy to track things like expenses, project time, and client info and then merge it all into great-looking invoices. And right now, there's a special offer just for my listeners. Head over to FreshBooks.com/Tim to get 90% off your FreshBooks subscription for 4 months.*This episode is also brought to you by Athletic Greens. I get asked all the time, “If you could use only one supplement, what would it be?” My answer is usually AG1 by Athletic Greens, my all-in-one nutritional insurance. I recommended it in The 4-Hour Body in 2010 and did not get paid to do so. I do my best with nutrient-dense meals, of course, but AG further covers my bases with vitamins, minerals, and whole-food-sourced micronutrients that support gut health and the immune system. Right now, Athletic Greens is offering you their Vitamin D Liquid Formula free with your first subscription purchase—a vital nutrient for a strong immune system and strong bones. Visit AthleticGreens.com/Tim to claim this special offer today and receive the free Vitamin D Liquid Formula (and 5 free travel packs) with your first subscription purchase! That's up to a one-year supply of Vitamin D as added value when you try their delicious and comprehensive all-in-one daily greens product.*This episode is also brought to you by Helix Sleep! Helix was selected as the #1 overall mattress of 2020 by GQ magazine, Wired, Apartment Therapy, and many others. With Helix, there's a specific mattress to meet each and every body's unique comfort needs. Just take their quiz—only two minutes to complete—that matches your body type and sleep preferences to the perfect mattress for you. They have a 10-year warranty, and you get to try it out for a hundred nights, risk-free. They'll even pick it up from you if you don't love it. And now, Helix is offering 20% off all mattress orders plus two free pillows at HelixSleep.com/Tim.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
126: Get More Done With Free Tech Tools Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Mar 1, 2023 16:18


Technology can help you move your business forward, but when you are already pressed for time, and your budget doesn't allow for too many additional expenditures, you may not know where you should turn next.  There are many options when you start to look into technology, but knowing what the top performers are can help you narrow down your search for the perfect fit for your business.  In today's podcast episode, I am covering the top free tech tools that you can use in your business to increase your productivity.  Taking the time to invest in technology that will move your business forward and free up additional time in your calendar so that you can focus on other areas might be hard to do at first, but you need to look at the overall impact it will have on your business.  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, having the right tech tools in your business to ensure your business is running smoothly is crucial for not only your business growth but to help prevent overwhelm and stress on yourself as a business owner.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Local Small Business Coach | Improve Your Profits & Sales
How Atomic Habits Can Help Small Business Owners Like You

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later Feb 27, 2023 14:21


Habits Can Make or Break You. Not just you. Your business, your life, your relationships. One of the most powerful books a small business owner can read (or listen to) is Atomic Habits by James Clear. The concept of using small, 5 min habits to change your life is something that all of us can do. Grab ATOMIC HABITS by James Clear - https://amzn.to/3kpXs1m _____________________  

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol
125: Excuses And Fears Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed

Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Payroll, Accounting, Cash Flow, Sol

Play Episode Listen Later Feb 22, 2023 19:09


Whether you are thinking about starting a new business or you currently have a business, you may be experiencing excuses and fears that are holding you back from moving forward.  Starting a business or expanding your existing business can be scary.  There are many risks that you, as a business owner, take on, but no matter where you are in your business journey, you need to be aware of when you are using excuses and fear to hold you back.  In today's podcast episode, I talk about the most common excuses and fears that business owners have and how you can deal with them as they appear in your business.  I'm also working on a program that will help take you from the level you are at in your business, whether that is the initial phases in getting your business set up and started, making your first 5k, 50k, 100k, or more each year.  When you are aware of the excuses and fears you have in your business, you can start taking action to move past them and watch your business succeed.  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, moving past these excuses and fears will ultimately help you grow as a business owner which will, in turn, help your business grow and succeed as well.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Ready to set up your business?  I have a program I'm creating 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 dip your toes in and see how you like coaching with an affordable Introductory Coaching Session.  I'll spend the whole time coaching you on anything you'd like coaching on in your business or your personal life: https://www.financialadventure.com/intro Schedule a free consultation, and we'll work together to dive into where you'd like to see yourself and your business in the future.  We'll create a laser-focused plan, including which action steps you need to take to get started on the path to success: https://www.financialadventure.com/work-with-me 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.

Negotiate Anything: Negotiation | Persuasion | Influence | Sales | Leadership | Conflict Management
How to Collect Late Payments without Destroying the Relationship with Sunni DiNicola Esq.

Negotiate Anything: Negotiation | Persuasion | Influence | Sales | Leadership | Conflict Management

Play Episode Listen Later Feb 21, 2023 26:44


Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ What do you do when they won't pay? How do we collect when accounts are past due? How do you position yourself persuasively to make this less likely to happen? You'll discover the answers to these questions and more with our guest, Sunni DiNicola Esq. Click here to access Sunni's Website http://lawyerscolumbusohio.com/our-firm/sunni-dinicola/ Click here to Get a FREE 30 DAY TRIAL of FreshBooks https://www.freshbooks.com/pages/negotiate?ref=12559&utm_source=americannegotiationinstitute&utm_medium=podcast&utm_campaign=2017/ Follow Kwame Christian on LinkedIn: https://www.linkedin.com/in/kwamechristian/ The Ultimate Negotiation Guide: https://www.americannegotiationinstitute.com/guides/ultimate-negotiation-guide/ Click here to buy your copy of How To Have Difficult Conversations About Race!: https://www.amazon.com/Have-Difficult-Conversations-About-Race/dp/1637741308/ref=pd_%5B%E2%80%A6%5Df0bc9774-7975-448b-bde1-094cab455adb&pd_rd_i=1637741308&psc=1 Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life!: https://www.amazon.com/Finding-Confidence-Conflict-Negotiate-Anything/dp/0578413736/ref=sr_1_1?crid=2PSW69L6ABTK&keywords=finding+confidence+in+conflict&qid=1667317257&qu=eyJxc2MiOiIwLjQyIiwicXNhIjoiMC4xNCIsInFzcCI6IjAuMjMifQ%3D%3D&sprefix=finding+confidence+in+conflic%2Caps%2C69&sr=8-1

Sons of CPAs
Ideas having S3X in the Principal's Office (feat. Ron Baker)

Sons of CPAs

Play Episode Listen Later Feb 21, 2023 70:46


Season 4 Episode 21 | Recorded December 30, 2022 Thank you to our Booster Partners! AppStream powered by the GrowthLab Automate your firm. Save time. Add value. https://www.growthlabfinancial.com/automations-for-accountants Greetings Accounting High! Scotty's in the principal's office, and while he was in there he had an epic 3-hour conversation with Mr. Ron Baker. This conversation was broken up into two episodes for your listening enjoyment. In the 2nd part of our Principal's Office series, After a delightful performance from our rapping custodian to break up the conversation, we go deeper into the mind of Principal Baker. Scott and Ron take us on a journey through a range of topics that challenge the traditional view of education in accounting. They both reflect on how podcasting has transformed their lives and inspire you to find your own voice. They also discuss how rule-breakers are changing the future of the industry. Throughout the episode, they share their insights and lessons learned to help you become better accounting professionals. And as always, sit back, relax, and open your mind, because we're in the principal's office with Ron Baker. Previously in the Principal's Office Simple Tasks Giving up firms Licensing and Certifications Rule breakers Accounting High concept and Scott's pivot High school never ends Podcasting transforms the host Types of podcasting Podcast length Podcast updates Book reports Muppets in Moscow Villians heroes and art Authors, Rappers, and Lil Dicky Earmark and AH Faculty Helping others and Influence of Illegal Enterprises Helping the whole faculty with Earmark Getting others on the show CPE issues and alternatives Ron's podcast Disney Pixar, “I was wrong”, Changing your mind It's not all about Money Walking and getting inspiration Publishing Dr. House and music Philosopher by other names and positioning All the Shoutouts: Ron Baker's Times Up, Russ Roberts, Earmark, David Barrett, FreshBooks, Twyla Verhelst, CPA, Brené Brown, Intuit, The Soul of Enterprise, Mike Michalowicz --- Send in a voice message: https://anchor.fm/accountinghigh/message

Local Small Business Coach | Improve Your Profits & Sales
Is it a Sales Game or a Profit Game?

Local Small Business Coach | Improve Your Profits & Sales

Play Episode Listen Later Feb 20, 2023 10:40


Yes. You need sales to make money. But not all sales are profitable. It is about chasing the right sales. Sales that create a profit. Way too many people only chase sales without ensuring those sales will be profitable. It is a huge mistake that can crush your business.   _______________________________