Posts in Budgeting & Systems
Why You Need to Ditch the Spreadsheet and Get a Real Bookkeeping System

Why is my spreadsheet not good enough for bookkeeping? This is a very common question I’ve received over that past year of helping entrepreneurs set up their books. It’s completely understandable - why bother with the intricacies and confusion of bookkeeping software when you can use a familiar spreadsheet as a transaction register? There are differing opinions on this, I’ll admit. And it will always ultimately be up to you to decide what’s best for your business. So I’m going to simply share my personal observations of the spreadsheet vs. bookkeeping debate and you can decide for yourself!

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My Monthly CEO Day Routine

Whether you're a service-based business owner or a digital product creator, many entrepreneurs struggle with finding the time to work on your business (versus in). We get caught up in creating products and serving clients and we neglect some of the necessary tasks for nurturing and refining our businesses.

Taking the time to actually be the CEO of your business is critical for long-term growth and success, which is why I recommend designating one day a month to your CEO Day tasks.

Today, I'm going to share with you my 11-step monthly CEO Day routine that I walk through on the first workday of every new month!

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How to Make 2019 Your Most Profitable Year Yet

It’s not enough to just make money! There is absolutely no point in making more money if you don’t have a system in place to PROFIT off of that money. The real power is in your profits. And if you don’t have a plan to make 2019 your most profitable year yet, you’re about to waste a lot of money. Welcome to your guide to making 2019 your most profitable year yet!

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Bookkeeping 101: The Full Process

Part 3 of the Bookkeeping 101 series! Once you conquer the initial learning curve and backlog hurdles, maintaining a clean bookkeeping system can actually become a really low-energy, habitual process. So today, let’s take a look at exactly what a typical monthly bookkeeping routine looks like, so you can check off every box and know that you’ve done your duty this month.

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Bookkeeping 101: Accounting Basics for Solopreneurs

Part 1 in the Bookkeeping 101 Series! Having an understanding of a few accounting concepts can make a world of a difference in how you approach your record-keeping! In this post, we’ll cover the basics of accounting like Accounts, Double-Entry Accounting, Debits and Credits, Cash and Accrual Accounting, Reconciliations, and Financial Statements.

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