Hey friend! Are you someone that is annoyed with inefficiency or wasting time? I am definitely like this in both life & business! Have you been wondering if it’s time to graduate from using a spreadsheet to a bookkeeping platform like QuickBooks? Have you wondered if Quickbooks is better than Google Sheets or Excel? Or have you wondered how to decide between QuickBooks vs Xero vs Wave? If you feel like there could be a better, more efficient way to manage your bookkeeping this year, then tune it to today’s episode where I talk about 3 reasons to start using QuickBooks! Other resources mentioned: Strength Finder Test: https://www.gallup.com/cliftonstrengths/en/254033/strengthsfinder.aspx Other episodes mentioned: https://podcasts.apple.com/us/podcast/004-4-questions-to-consider-before-choosing-a/id1707561040?i=1000630802992 https://podcasts.apple.com/us/podcast/010-frustrated-by-the-amount-you-are-paying-yourself/id1707561040?i=1000635524181 Learn more about QuickBooks training or set up from Erika here: https://erikamillard.com/ Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!
Jan 9, 2024
10 min
Hey friend! Today we are talking about 1099 forms. Did you just groan a little? No worries, I totally get it! We are going to walk through what you need to know about what is a 1099 form, how to file 1099 forms, if you need to hire someone to file the forms, do they need to be mailed out, when is the deadline, what tools to use to file, etc. If you have any of these questions, be sure to tune in! Other resources mentioned in today’s episode: https://www.1099online.com/ Learn more about bookkeeping help from Erika here: https://erikamillard.com/ Don’t forget to download the free Monthly Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!
Jan 2, 2024
13 min
Hey friend! Today we are talking about performing an annual review of your business finances! We walk through questions to ask in order to know how successful your business was & to see if there are changes you need to make. Also, asking these questions will help you prepare for next year too! Which service offerings / packages sold the most or the least? What were my marketing efforts? How much did they cost? Did they produce how I expected? Do I have any unnecessary expenses? What changes do I want to make going into next year? What investments do I want to make going into next year? Other episodes mentioned: https://podcasts.apple.com/us/podcast/003-top-ways-to-save-money-in-your-business-right-now/id1707561040?i=1000630284442 https://podcasts.apple.com/us/podcast/011-streamlining-your-business-utilizing-dubsado-quickbooks/id1707561040?i=1000636758280 https://podcasts.apple.com/us/podcast/006-take-the-boring-out-of-bookkeeping-hacks/id1707561040?i=1000632414398 Learn more about working with Erika here: https://erikamillard.com/ Learn more about the mini course Erika mentions here: https://erikamillard.com/budget Don’t forget to download the free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!
Dec 12, 2023
14 min
Do you struggle with shiny object syndrome? Is it hard to stay focused & on track in business? It’s so easy to get caught up in trends right? And the feelings of overwhelm to do everything right now. Tune in to today’s episode where we talk about practical tips to avoid this like knowing your purpose, having accountability, creating a budget, & more! Need Help with Budgeting for Business? Check out my new mini course here: https://erikamillard.com/budget Don’t forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Connect with Erika on Instagram: https://www.instagram.com/erika_millard/ Happy Bookkeeping!
Dec 5, 2023
15 min
Hey friend! Today I’m chatting with my friend Ashleigh Foy, a business automation, tech & systems expert! We discuss the CRM tool Dubsado & best practices for using it alongside QuickBooks. If you’ve ever wondered which system to use for which features, you don’t want to miss this episode! We talk about if you should use both systems & how they might best work together for you & your business. We discuss the pros & cons of each tool & the features that work best in each platform. Other episodes mentioned: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/4_Questions_to_Consider_BEFORE_Choosing_a_Software_or_Spreadsheet_NEW.mp3 Learn More About Ashleigh Foy Here: Instagram: @ashleighfoy4creatives FREE Process Mapping Blueprint: https://ashleighfoy.com/process-mapping-guide Learn more about a QuickBooks Set Up here: https://erikamillard.com/ Don’t forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!
Nov 28, 2023
17 min
Hey Friends! In this episode, we are talking about paying yourself as a business owner! Do you pay yourself from your business yet? Have you ever felt frustrated by the amount you are paying yourself? Is it consistent or sporadic? This episode will reveal that this can actually be a symptom of another problem - your sales goals! We talk through a few simple steps to creating effective, strategic goals that will help you make smarter decisions as an entrepreneur. In this episode, I’ll help you get started, but my mini course will walk you step by step through everything you need to know in much greater detail! Learn more about the mini course here: https://erikamillard.com/budget Learn more about how to help you get caught up & maintain your bookkeeping here: https://erikamillard.com Also, don't forget to download my FREE Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!
Nov 21, 2023
10 min
Hey Friends! In this episode, we are diving into budgeting for business. Now before you tune me out, a budget can be a really helpful tool when you have all of the pieces working together! We talk about the 101 of business budgeting & why you need a budget to make smart decisions. We discuss how a budget can help you navigate what to spend money on next in your business, as well as setting realistic financial goals. This episode will help you get started, but my new mini course will walk you step by step through everything you need to know! Learn more about the beta launch & the specials we are including with it, here: https://erikamillard.com/budget Hurry! We are only running the beta launch for a short time, so don’t wait! Sign up to be on the waitlist here, so you’ll be the first to know when it’s live: https://erikamillard.com/waitlist Learn more about how to help you get caught up & maintain your bookkeeping here: https://erikamillard.com Don’t forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!
Nov 14, 2023
12 min
Have you ever wondered what the differences are between a bookkeeper vs CPA vs bookkeeping coach vs tax accountant vs CFO? Tune in to this episode where I give a brief explanation of each one, the differences, as well as when it might be time to hire one of these professionals! Other episodes mentioned: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/4_Questions_to_Consider_BEFORE_Choosing_a_Software_or_Spreadsheet_NEW.mp3 Learn more about my services here: https://erikamillard.com/ Don’t forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!
Nov 7, 2023
15 min
Do you worry you’re making huge financial mistakes in your business? Wondering if the decisions you are making could be costly or ultimately destroy your business? Tune in to this episode to learn the most common mistakes I see entrepreneurs make when it comes to their business finances & what to do instead to avoid these errors! Don’t fear because most of these have simple & easy solutions that you can implement asap! Other Episodes Mentioned: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/4_Questions_to_Consider_BEFORE_Choosing_a_Software_or_Spreadsheet_NEW.mp3 Be the First to Know About a New Resource That’s Coming! https://erikamillard.com/waitlist Don’t forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!
Oct 31, 2023
12 min
Do you struggle to actually do your bookkeeping? Does the thought of sitting down to do it just bore you tears & you’d rather do anything else? Hear me out - I can help you make it a little more fun & enjoyable with these hacks, so keep listening! I hear often from clients & in conversations with friends on Instagram that it’s a struggle to consistently do your bookkeeping every month, especially if you are a DIYer. It’s easy to put off & put off, since hey it’s not tax season yet, so it doesn’t feel like there is a deadline per se. But in order to master your finances, you have to know your numbers! So try implementing one of these hacks & let me know which is your favorite! Other episodes mentioned: https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/002_3_Ways_to_Save_Money_in_Your_Business_RIGHT_NOW.mp3 https://traffic.libsyn.com/cfbf7502-de72-49ca-bcdc-5c54676d7e35/5_Bookkeeping_Basics_NEW.mp3 Learn more about Monthly Support Club here: https://erikamillard.com/monthlysupportclub Don’t forget to download my free Bookkeeping Checklist: https://erikamillard.com/bookkeeping-checklist Happy Bookkeeping!
Oct 24, 2023
11 min
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