218.9K
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Episodes
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
2 days ago
2 days ago
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…
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.
4 days ago
4 days ago
Have you ever been in a situation where you felt completely uncertain about how things were going to turn out? Maybe you're in one right now. When you’re in a high-stress profession, uncertainty is something you deal with all the time. Whether it's the unpredictability of the economy or a difficult customer or client, we often find ourselves wishing we had more control. What if I told you that you can create certainty even in an uncertain world? 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 Apr 09, 2025
Wednesday Apr 09, 2025
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…
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 Apr 07, 2025
Monday Apr 07, 2025
Do you ever feel like you’re constantly putting other people’s needs before your own? Do you say "yes" when you really want to say "no"? Maybe you feel guilty for turning someone down or worry that speaking your truth might upset others. If so, you’re likely caught in the cycle of people-pleasing, a habit that, over time, can drain your energy, increase stress, and leave you feeling resentful. Do you wish you could break free from people-pleasing? Are you ready to start prioritizing yourself without feeling guilty? 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 Apr 02, 2025
Wednesday Apr 02, 2025
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…
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 Mar 31, 2025
Monday Mar 31, 2025
Do you ever feel guilty for resting? Like if you’re not constantly working, you’re somehow falling behind or being lazy? If you’re in a high-stress profession, I know how easy it is to push yourself to keep going, even when your body and mind are begging for a break. But I want you to know that rest isn’t a luxury. It’s a necessity. And yet, so many of my clients tell me they don’t take breaks because they don’t want to be seen as lazy. They equate resting with slacking off. But is that really true? Today, we’re going to break down the difference between laziness and intentional rest. I’ll show you how to schedule rest into your life in a way that actually makes you more productive, not less. 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 Mar 26, 2025
Wednesday Mar 26, 2025
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 lives. 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…
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 Mar 24, 2025
Monday Mar 24, 2025
Have you ever had a stretch of time where you really felt productive? Like you were on top of everything, crossing things off your list, and making real progress? And then there are the other times when it feels like no matter how much you work, you’re still spinning your wheels. What does productivity really mean to you? Do you define it by how much you’re doing, how much effort you’re putting in, or is it about the actual results you’re achieving? Today, we’re going to dig into what productivity really is, why so many high-achievers struggle with it, and how you can start being more efficient with your time, without adding more stress to your life. I’ll also share some practical, actionable steps you can start implementing right away to maximize your productivity. 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 Mar 19, 2025
Wednesday Mar 19, 2025
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…
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:
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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:
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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:
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If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here:
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Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping:
https://www.financialadventure.com/5essentials
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The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
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Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here:
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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 Mar 17, 2025
Monday Mar 17, 2025
Do you ever wonder if you are experiencing burnout? Burnout seems to be a topic that hits home for so many of us. I’m not talking about just feeling a little tired or having a stressful week. I’m talking about full-on, deep, emotional, mental, and physical exhaustion. You know, the kind of burnout that makes you question everything, from your career to your purpose to whether you’ll ever feel like yourself again. 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.