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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
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.
Wednesday Apr 30, 2025
Wednesday Apr 30, 2025
Now that the tax deadline is behind us, unless you filed an extension, it’s time for you to make sure that your books match your tax return. Most of my listeners on this podcast do their own bookkeeping for their business, and this is one of the steps that business owners are normally a little hesitant or unsure about how to handle. By being proactive and learning the right way to take care of this situation, you’ll be able to rely on your financial statements and utilize them in future planning for your business. In today’s podcast episode, I’m digging into how you should be recording any adjusting journal entries that should be made in your bookkeeping software so that your books match your tax return. 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 the initiative to ensure your books match your tax return is another way to Master Your Small Business Finances. 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 28, 2025
Monday Apr 28, 2025
Have you ever had a moment where you just knew what decision to make without being able to explain why? Maybe you didn’t have all the facts, or you didn’t talk it over with anyone, but deep down, you just knew. This is your intuition at work. Today, we’re going to talk about something that most people don’t spend much time thinking about, but it’s something that can really shape your life when you understand how to use it well. It’s intuition. Sometimes that feeling you get in your gut is spot on, and other times, well, maybe it’s not actually your instincts or intuition, it’s fear in disguise. So, how do you know the difference? 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 23, 2025
Wednesday Apr 23, 2025
Success doesn’t magically happen in business or even in your personal life. It takes work and lots of self-discipline to achieve your goals. Take a minute and think about the goals you’ve set in your business or personal life. Do you know what it is going to take to achieve them? Are you ready to be self-disciplined enough so that you can reach them? Do you know what might get in your way? In today’s podcast episode, I cover what self-discipline is and how you can build your self-discipline muscle so that you can achieve anything you want in your business or your personal life. It’s all about having the ability to do things you know you should do even when you don’t want to do them. 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; practicing self-discipline will ultimately lead you to the success you have been wanting for so long, and it will give you the strength to overcome everything that could get in your way of achieving your dreams. 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 21, 2025
Monday Apr 21, 2025
Are you ready to start living your life on purpose? If so, it’s time to stop saying I don’t have time and start living by what you truly want in your life. Your priorities. How often do you find yourself saying something like: “Ugh, I just don’t have time for that”? Whether it’s a workout, time with family, starting that dream side hustle, or even something as simple as reading a book. It’s so easy to fall into this habit of believing we don’t have time, but what I’ve learned, especially working with high-stress professionals like accountants, CPAs, tax preparers, bookkeepers, and business owners, is that time isn’t really the issue. It’s what we’re prioritizing within that time that’s either creating alignment or pulling us further away from what really matters. I want to dig a little deeper into this idea of priorities. We’re going to go deeper than just surface-level time management hacks. Because when you know your true priorities, and you get brutally honest about how you’re actually spending your time, you’ll start seeing how quickly everything can shift in your 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 Apr 16, 2025
Wednesday Apr 16, 2025
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.