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Episode 017 – Procrastination is Costing Your Money

Episode 017 – Procrastination is Costing Your Money

 There are few things that kill momentum and cost you more money than procrastination. Lack of planning, and lack of productivity don’t exact;y help the cause either. I know because I admit it, I’m a recovering procrastinator. For instance, it took me a week longer...

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Episode 016 – Bank Reconciliations: The What, When, & Why

Episode 016 – Bank Reconciliations: The What, When, & Why

 Bank reconciliations aren’t just for bookkeeping and accounting professionals.   They aren’t some useless report that we like to do for the heck of it… This is a report that can actually save you for losing money… so I bet you’re wondering…  What the heck are bank...

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Episode 012 – Quarter In Review: My Q2 CEO Debrief

Episode 012 – Quarter In Review: My Q2 CEO Debrief

 Wondering if you need a separate bank account as a DBA?  As a sole proprietor? As a solopreneur? When you start a business, there are a lot of things to do.  It’s really easy to be unsure of yourself. What do you NEED to do right now?  What can you save for later? ...

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Episode 011 – Getting Paid:  How To Request Payment

Episode 011 – Getting Paid: How To Request Payment

What is a CEO Debrief?  What does a CFO really do?  I’m so glad you asked! In this episode, I run through a sampling of the questions I ask myself and my clients each and every quarter to get down to what’s working and what’s not working...so that I can help them hit...

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Episode 010 – Getting Paid:  Ways To Transfer Money

Episode 010 – Getting Paid: Ways To Transfer Money

Requesting payment for outstanding invoices doesn't have to be a manual affair.  Chasing invoice payments isn't fun...especially if it leaves you stuck in your inbox when you'd rather be following your purpose and providing extraordinary services to your clients.  ...

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Episode 009 – Bookkeeping Basics You Can’t Ignore

Episode 009 – Bookkeeping Basics You Can’t Ignore

For the record, not everyone is a scammer.  There are way more legitimate businesses out there than those that are out here scamming people.  So imagine how shocked I was when that was the overall sentiment in a recent group discussion. I get it, sometimes we don't...

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007 – Building A Business On Purpose

007 – Building A Business On Purpose

These 3 bad money habits not only drive your CPA crazy… but they're probably killing your productivity AND your profits. In this episode, I’m giving the 3 things that drive me absolutely bonkers about messy money habits… and what you can do to turn it around quickly!...

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006 – The Truth About 6 Figures

006 – The Truth About 6 Figures

 Building a growing, thriving, successful business isn’t a given.  It won’t just fall out of the sky… you can’t just build it and the customers will come. Over the years, I’ve made a few observations, my informal case study, into what makes for a successful business....

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005 – Surviving Tax Time

005 – Surviving Tax Time

For the record, not everyone is a scammer.  There are way more legitimate businesses out there than those that are out here scamming people.  So imagine how shocked I was when that was the overall sentiment in a recent group discussion. I get it, sometimes we don't...

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Episode 004 – Money & Metrics

Episode 004 – Money & Metrics

 Tax time can be stressful for anyone but it really doesn’t have to be.  As a reformed tax preparer, I have a few tips, tricks & hacks that will de-stress tax time for you, your family and your tax person (if you have one). What we’re chatting about in this...

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