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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.
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

Wednesday Sep 14, 2022
Wednesday Sep 14, 2022
To ensure your coaching business is profitable, you need to make sure you are setting your bookkeeping as a priority. It doesn’t matter if you are a life coach, business coach, sales and marketing coach, financial coach, weight loss or health coach, relationship coach, or any other type of coach. If you want your coaching business to be successful, you know you will need to bring in revenues, make a profit and sustain your profits to stay in business. You started your coaching business to help people better their lives, and to continue to do this successfully, you need to put your bookkeeping and understanding your business financials as a priority. If you don’t, what is the alternative if your business fails? In today’s podcast episode, I walk you through some of the best bookkeeping tips for coaches as well as what you need to do to understand your business finances so that you can have not only timely and accurate financial statements, but you can also see how you can create more money and profits in your coaching business in the future. I understand that as a coach, bookkeeping and numbers may not be one of your strengths or one of your favorite activities, but whether you are 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 is possible for you to do your own bookkeeping successfully, and with the right processes implemented, you might even enjoy doing it. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/work-with-me
Sign up for the Bookkeeping Bootcamp Workshop Today:
https://www.financialadventure.com/workshop
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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 Sep 07, 2022
Wednesday Sep 07, 2022
Do you dread working on your bookkeeping for your business? Have you neglected it, and now it seems like a project you’ll never be able to tackle? We all know how essential it is to have accurate and timely financial statements so that you can make sound business decisions, but your bookkeeping doesn’t have to be dreadful. If you take some pretty simple steps, you can change your bookkeeping to be a much easier task that you can handle and have the knowledge and understanding of your business that you need to be successful. In today’s podcast episode, I’ll help you create a process for doing your own bookkeeping that will help you feel less stress and anxiety while eliminating the dread that many business owners feel when they think about bookkeeping for their business. When you decided to start your own business, bookkeeping may not have been the first thing that excited you, and you are not alone. Most business owners are busy running their businesses and don’t take the time to keep up to date with their bookkeeping. Whether you are 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, you may be thinking that bookkeeping takes up a lot of time. It’s easy to put off, but if you take some time to implement the steps I mention in this episode, you’ll stop dreading your bookkeeping and find that it is possible to simply make your bookkeeping easy. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/work-with-me
Sign up for the Bookkeeping Bootcamp Workshop & Get Your Bookkeeping Up To Date Today:
https://www.financialadventure.com/workshop
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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 Aug 31, 2022
Wednesday Aug 31, 2022
Understanding and having control of your personal finances is extremely important when you have a business. There may be instances in your business when you need to inject personal funds into the business if you are having issues with your business meeting its cash flow and financial needs. You need to know if you can indeed afford to put these funds into the business without negatively impacting your personal finances. On the flip side, you also need to know how much money you need the business to pay you so that you can continue to meet all your personal financial obligations. When you have a clear understanding of your personal finances as well as how your personal finances may impact your business, you can be proactive with your finances so that you can benefit your business in the best ways possible. In today’s podcast episode, I discuss how your personal finances can impact your business. As a business owner, there are many times that your personal finances, credit score, and even personal guarantees are taken into consideration. Knowing your finances and being prepared for the future could help you ensure your business is set up for success rather than the high failure rates we see in many business startups. Whether you are 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, make sure you are aware of how your personal finances could impact your business. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/work-with-me
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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 Aug 24, 2022
Wednesday Aug 24, 2022
When you don’t have a big budget for marketing, like when you are just getting your business started or you’re not bringing in the sales you originally expected, it’s important to take advantage of low-cost marketing options and marketing you can do on your own. The good news is that as a business owner or solopreneur, you know everything about your business. You know all the ins and outs, you have the vision of where you want your business to go, and you are the voice and the brand of your business. By focusing your time and efforts on a few very specific areas, you can market your business effectively, even on a low budget. In today’s podcast episode, I cover some of the best ways you can market your business even if you don’t have a considerable amount of money to spend. You need to market your business to generate new sales, and you need sales to grow your business. Whether you are 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, you can easily make a difference in your marketing by taking advantage of at least one or two of the marketing opportunities I cover today. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/work-with-me
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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 Aug 17, 2022
Wednesday Aug 17, 2022
As a business owner, you want your business to be successful, and that may mean growing your business or maybe even scaling your business. There are many business owners who think that growing and scaling your business are the same, but in fact, there are some pretty significant differences. In today’s podcast episode, I am walking you through the differences between growing and scaling your business, as well as some of the major points you need to consider when you are ready to scale your business. While there is no one specific formula or steps to follow when you scale your business since every business is different, you will want to make sure you are aware of the common things to implement and consider when you are ready to scale. Having these items on your radar as you are running your business, whether you are 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 will help you as you progress your businesses growth and get ready to scale your business. By understanding the difference between growing and scaling your business, you’ll be able to strategically set your business for success. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/contact-us
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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 Aug 10, 2022
Wednesday Aug 10, 2022
We are all given the same amount of time each and every day, and what you do with it is ultimately your decision, but if you are wasting your time on something that isn’t helping you reach your goals or the level of success you are looking for in your business, it’s time to really take a look at where your time is being spent and make some changes. In today’s podcast episode, I will not only point out some of the biggest things that cause us to waste time in businesses but also how you can quickly fix these issues if you find that you are guilty of these in your business. Identifying and being aware of any of these issues is the first step to overcoming the time you may be wasting. Whether you are 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, and you feel like time slips away from you each day, listen in and start making a change. You might be surprised to find where you are wasting time in your business. Most business owners feel that the tasks they are doing are necessary, but this episode will have you taking steps to make sure if the task is indeed necessary, you are performing at your highest potential. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/contact-us
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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 Aug 03, 2022
Wednesday Aug 03, 2022
Starting your own business and making sure you are profitable is a dream many of us have. Determining whether you will be an entrepreneur or a solopreneur is one of the first things you should consider when starting your business. Many people believe these two are the same, but there are some pretty major differences between the two. In today’s podcast episode, I will walk you through not only these significant differences but also what some of the main benefits are when you are a solopreneur. Currently, there are over 59 million Americans who are either freelancers or solopreneurs, and that number is expected to grow to over 90 million by 2028. If you are thinking about becoming a solopreneur and are tired of working at your traditional job where you are generating profits for someone else, this episode is for you. Whether you are 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 the difference between a solopreneur and an entrepreneur will help you with the decisions you have moving forward in your business. If you are ready to take the plunge and start your own business, starting out as a solopreneur may be just what you are looking for. Make sure you are following the tips I reveal in this episode so that you have a much higher success rate. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/contact-us
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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 Jul 27, 2022
Wednesday Jul 27, 2022
When you are utilizing a computerized software system to do your bookkeeping, it will save you time if you are taking advantage of all the bells and whistles it has to offer, but how do you know that everything is getting classified in the proper accounts? One of the tradeoffs you have when you are using functions such as bank feeds and automatic data entry is that you need to make sure you are reviewing all of your transactions for accuracy. In today’s podcast episode, I cover one of the most important reports you can review to ensure all the transactions you have going into your financial statements are categorized in the right accounts. This is a simple report to generate, and it won’t take you too much time to review, especially if you are able to work on your bookkeeping on a monthly basis so that you have accurate financial statements to review. You know I always recommend you keep up with your bookkeeping and reconcile your accounts on at least a monthly basis. When you do this, you are able to make smart business decisions in real-time for your business rather than having this information months after the tax year has ended, and you no longer have the ability to be proactive about your business decisions. Whether you are 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, having the knowledge of this easy-to-generate report and understanding how simple it is to spot errors will give you even more confidence that you are doing your bookkeeping accurately. To celebrate my upcoming 100th podcast episode, I am giving away a four-week business strategy and coaching package to one of my lucky podcast listeners. If you’d like to be entered in the drawing, you need to sign up for one of my free consultation sessions by September 3rd, 2022. You can go to https://www.FinancialAdventure.com/contact-us to schedule your session today. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/contact-us
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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 Jul 20, 2022
Wednesday Jul 20, 2022
A leader is someone who has a strong vision and leads a group of people or a team towards that common goal through inspiration and motivation. Knowing what motivates you as a leader, as well as where your strengths and weaknesses are within your leadership skills so that you can continue to learn and improve these skills, will ultimately help you become the successful leader you aspire to be. There are many skills that you should be aware of so that you can portray these leadership skills in not only your business but your personal life as well. In today’s podcast episode, I walk you through the leadership skills that the most successful leaders have mastered so that they can lead their business, team, and employees to reach their overall vision as well as each individual goal while maintaining happy and healthy relationships. Whether you are 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, you can always look for ways to keep learning, improving yourself and increasing your personal development by embracing these leadership skills. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/contact-us
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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 Jul 13, 2022
Wednesday Jul 13, 2022
Focusing on your customer’s experience will not only help you increase sales in your business, but many businesses thrive on referrals from happy customers as well. By understanding exactly how your customer is experiencing your product or service, you’ll be able to capitalize on what you are doing right and improve what you could do better. In today’s podcast episode, I’m covering the major points for not only developing a customer satisfaction and feedback program but also how you can act on the information you receive so that you are able to reap the benefits by increasing the positive experience your customers have with your business. Don’t let the fear of failure hold you back from getting customer feedback. The best way to change, level up, and improve your business is to dig deeper into why your customers are unhappy. When you understand how your customers are experiencing your products and services, you’ll be able to focus many of your efforts on tasks that will directly increase your sales. This information will help you fine-tune your marketing by letting you know exactly who your most satisfied customers are and why you should be marketing directly to other potential customers like them. Understanding your customer’s satisfaction and experience with your business and developing a plan to follow through with this information will help you make good decisions for your customers and, in turn, will benefit your business by increasing sales as well. Whether you are 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, now is the time for you to start collecting feedback so that you have a baseline to gauge your customer’s experiences on in the future. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…
The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here:
https://www.financialadventure.com/sba
Schedule a free consultation, and we’ll work together to dive into where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan including which action steps you need to take to get you started on the path to success:
https://www.financialadventure.com/contact-us
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
Apply to join the Mastering Your Small Business Finances CEO Mastermind or the Elevate Your Bookkeeping Business GROW Mastermind group:
https://www.financialadventure.com/mastermind
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
Looking for an extremely beneficial online bookkeeping resource? Join us in our Mastering Your Small Business Finances Membership, where you can ask questions and get answers regarding your specific business. We dive deeper into the topics on this podcast and provide additional resources and accountability:
https://www.financialadventure.com/mysbf
Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you:
https://www.financialadventure.com/discovery
Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique
Are you a bookkeeper looking to start, grow or scale your bookkeeping business? Join our FREE bookkeeper community here:
https://www.financialadventure.com/bookkeepercommunity
QuickBooks Online - Save 30% Your First 6 Months:
https://www.financialadventure.com/quickbooks
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.