Posts tagged bookkeeping
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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The Financial Wellness Framework for Digital Entrepreneurs

You could say that you’re financially healthy as long as you’re able to pay the bills and keep a roof over your head… But why not dream of MORE?! Why not dream of abundance and prosperity? Why not dream of eliminating financial stress and not leaving room for the unexpected to create disasters in your wallet? In this post, I’m going to share with you my Financial Wellness Framework that I teach across my platform. It’s a system that was originally designed with small business in mind, but you’ll also see adaptations for personal finances in each section!

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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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Do I Need to Invest in a CPA?

How do you know when your business is ready for a CPA? The answer depends entirely on you, but today, I'm going to help you make that decision. Because I'm helpful like that. There are so many reasons you may need a CPA, and plenty of reasons why one is unnecessary for your current stage of business. Take some time to assess your business’ needs so you can make the best decision moving forward!

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