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Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a side hustle? How can I add bookkeeping as an additional service as a Virtual Assistant? How can I start an online virtual bookkeeping business? And most importantly, how do I manage my small business finances? Welcome to Mastering Your Small Business Finances where we get straight to the point and answer all these questions and more. Each episode is designed for you to take IMMEDIATE ACTION in your business so that you, as a busy entrepreneur, can gain the CONFIDENCE and CLARITY you need to make a successful impact on your business and GROW YOUR BOTTOM LINE. Each week, host Chris Panek, Certified Public Accountant, Business Strategist and Business Coach, breaks down topics like finances, entrepreneurship, money management, leadership, bookkeeping, tax deductions, growth, side hustle, marketing, mindset and motivation into simple JARGON-FREE episodes. One of her strengths is helping small business owners navigate and really understand these complicated topics for over 25 years. Whether you are just starting your business or have an established business, you are in the right place. If you are a bookkeeper or virtual assistant who wants to learn more about business finances to start, grow or scale your bookkeeping business, you too will benefit from this podcast. Ready to Master Your Small Business Finances? Listen in ~ your time will be well spent here! This podcast is sponsored by Financial Adventure. Visit www.FinancialAdventure.com for additional information and free resources.
Episodes
6 hours ago
6 hours ago
Every business has a chart of accounts, whether they are using a computerized software system or simply recording their income and expenses manually. Even if you simply have a list of accounts you use periodically, this is actually your chart of accounts. You’ll use this chart of accounts every time you are doing the bookkeeping for your business. In today’s podcast episode, I’m jumping into what your chart of accounts is, how you should maintain it, and why it even matters to your small business. We’re breaking down each part of your chart of accounts and discussing what each section means, as well as how you should be recording your transactions. 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; if you struggle with understanding your chart of accounts in your business, I promise after this podcast you will gain more confidence and will find you have one less reason you hold off on doing your bookkeeping on a consistent basis. I want to give you all the tools to make sure you understand your business finances and that they are up to date so that you have accurate information to make smart business decisions. Listen in as we clear all the confusion around your chart of accounts and what each account really means…
Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.
3 days ago
3 days ago
Have you ever looked at someone and thought, “Wow, they’re just so confident. I wish I had that kind of energy.” Maybe it’s a colleague who walks into a room and owns it. Or someone who speaks up in meetings without second-guessing themselves. Or that person at a networking event who seems totally at ease talking to strangers while you’re off in the corner pretending to check your email. Have you ever wondered, How do they do that? Like, what do they know that I don’t? I want you to know that they’re not better than you, they’re not more qualified than you, and they’re not waiting for someone to give them confidence. They’ve learned how to create it, and guess what? You can too. Let’s dive in…
I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:
https://www.financialadventure.com/private
Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.
Wednesday Jun 04, 2025
Wednesday Jun 04, 2025
Whether summer is a peak time for your business or if it tends to get a bit slower for you, if you’re like many business owners, you want to make sure you get to enjoy all that summer has to offer. Being proactive and purposeful with your time this summer will help to ensure you are able to not only reach the goals you want to accomplish for your business this summer but you’ll be able to take time to enjoy your family and friends as well. In today’s podcast episode, I walk you through some of the best practices to help ensure your summer is filled with everything you want to experience. 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; when you are proactive with how you manage your time this summer, you can maintain the work-life balance you’re striving for. The summer will be gone before you know it, but if you follow these tips to get the most out of the time you have, you’ll be able to be proud of your summer accomplishments and create many lasting memories. 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…
Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.
Monday Jun 02, 2025
Monday Jun 02, 2025
If you’re listening to this episode right now, I already know something important about you. You’re someone who cares. You care about your business, your career, your clients, your deadlines, your team, your family, and maybe somewhere in the middle of all of that, you’re trying to care for yourself too. But let’s be honest… that last one? That “you” part? It usually ends up at the bottom of the list. Are you overwhelmed and over it? I get it. I’ve lived it. And after working with countless accountants, business owners, and high-stress professionals, I understand that the weight you’re carrying isn’t just heavy, it’s exhausting. You might be wondering if there’s a way to keep showing up and performing at a high level without feeling like you're constantly teetering on the edge of burnout. Yes, there absolutely is. And that’s exactly what we’re diving into today. How high-stress professionals break free from stress and overwhelm without burning out. Let’s dive in…
I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:
https://www.financialadventure.com/private
Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.
Wednesday May 21, 2025
Wednesday May 21, 2025
Your accounts receivable balance is an important number to know throughout the course of your business. It will help you when you are projecting how much cash you’ll be receiving in the future, but if you don’t have an accurate accounts receivable number to begin with, you could run into issues with your projections. Your accounts receivable balance is also included on your balance sheet in the asset section. When you get familiar with your accounts receivable report and understand how you should take care of items that are inaccurate, you’ll definitely help ensure your financial reports are accurate. In today’s podcast episode, I’m covering how you can clean up your accounts receivable balances so that you can feel confident in the amount of money you’ll be receiving from your customers. 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; there are many instances where you may need to clean up your accounts receivable accounts, and when you stay on top of any adjustments that need to be made, it will make cleaning up your accounts receivable report easier for you. 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…
Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.
Monday May 19, 2025
Monday May 19, 2025
Do you ever have uncomfortable feelings when you are going about your day? When you feel discomfort, it can show up as a slight uncomfortable feeling, where you almost feel like it’s just running in the background of your life, and we often try to outrun it when it feels like this. It can also feel like a tightness in your chest when you’re about to speak up or a lump in your throat when you’re walking into a meeting. It could be a pit in your stomach when you’re deciding whether or not to go after something big you’ve been dreaming about. I want you to know that feeling uncomfortable, or discomfort, is not a problem. It’s not a red flag. It doesn’t mean something’s wrong. In fact, I’m going to argue that discomfort might just be the compass that leads you straight to the life you’ve been working so hard for. Today, we’re going to talk about what discomfort really means, why it’s worth leaning into, and how embracing it can be the secret to finally creating the changes you’ve been craving in both your professional and your personal life. Let’s dive in…
I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:
https://www.financialadventure.com/private
Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.
Wednesday May 14, 2025
Wednesday May 14, 2025
If you have a situation where you need to refund your customer the money they have paid you, you want to make sure that you are doing it correctly so that everything clears out in the customer’s account and they show the correct balance due if they have one, or that their account balance is zero if they no longer owe you any money. Refunding a customer seems so simple, but many of my clients struggle with how to record the transactions in their bookkeeping system. Most will issue a check for the balance they want to refund, but the confusion normally comes when they need to record the refund in QuickBooks. You may be having the same issues if you are using another bookkeeping software system, but as long as you follow a few key steps, your refund will be recorded correctly. In today’s podcast episode, I’m diving into how you should be correctly recording how you refund your customers in QuickBooks so that their balance is not only correct but everything is linked correctly in your bookkeeping system as well. 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, keeping your customers satisfied by refunding any amounts owed to them and recording it correctly in your bookkeeping software will help eliminate any clean up in the future and ensure your financial statements 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…
Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.
Monday May 12, 2025
Monday May 12, 2025
Are you protecting your peace, or avoiding discomfort? We all know that boundaries are healthy, right? They help protect our peace, preserve our energy, and define how we allow others to show up in our lives. But here’s something most people don’t talk about. Sometimes what we think is a boundary is actually us avoiding something. Or someone. Let me ask you this. Have you ever told yourself, “I’m just setting a boundary,” but deep down, if you're being honest, you were really just dodging an uncomfortable situation? I know I have, and chances are you have too. Please know that if you have, you’re not alone. There’s a substantial difference between a boundary that protects your peace and avoidance that masks resentment. And that difference is the main thread of today’s episode. Let’s dive in…
I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:
https://www.financialadventure.com/private
Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.
Wednesday May 07, 2025
Wednesday May 07, 2025
Making sure that your customers’ 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…
Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.
Monday May 05, 2025
Monday May 05, 2025
Every single one of us feels scared or nervous at some point in our lives, and for some of us, it’s probably more often than we’d like to admit. Think about when you felt nervous in the past. You know that fluttery feeling in your stomach, the racing heart, the sweaty palms, yes, that feeling. It usually shows up when you’re about to do something new, something uncomfortable, something that stretches you just beyond what feels safe or predictable. I get it, feeling nervous isn’t fun. It doesn’t feel safe. Our brains treat nervousness like something’s gone wrong. But what if I told you that feeling nervous isn’t a problem? What if it’s actually a good thing? What if those feelings of nervousness are the exact sign that you’re headed in the right direction? Let’s talk about how to use being scared or nervous as fuel to build confidence, take bold action, and start living into that next version of you. Let’s dive in…
I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals:
https://www.financialadventure.com/private
Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about:
https://www.financialadventure.com/work-with-me
Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here:
https://www.financialadventure.com/accountant
Ready to set up your business? I have a program 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 see how you like coaching with an Introductory Coaching Session:
https://www.financialadventure.com/intro
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.