Stellar Solopreneurs: How Aby’s Upholstery Does Money

Custom upholstery adds amazing pop and custom flair to any space. This special skill is a great way to add to a space or refresh a furniture piece, and with the right money management techniques, it can also produce a thriving business.

That’s just what founder and CEO Abigail Figueroa-Vera has done through Aby’s Upholstery, the custom upholstery shop in San Jose she founded in 2003. The business provides beautiful custom upholstery services for residential and commercial spaces in the Bay Area of Northern California. Along with excellent craftsmanship, her business has also financially sustained itself for 20 years. She has some great tips to share on her own business money system, and how other small business owners can adopt her successful habits.

What are some financial habits you use in your business that help you stay calm and confident about money?

When business is great, aside from saving, I have worked to maximize my credit to gain access to capital. This way when times are slow we have the necessary cushion to help us ride out the waves. When you are paralyzed in financial fear it really deters you from focusing on what you can control today.

How do you make decisions on what to spend on for your business, and what are some things that help you do that?

We spend on what is needed to facilitate our jobs. If a tool or device allows us to be more efficient we don’t think twice about the purchase.

How do you prepare for taxes in your business?

I think one of the key elements is having the right people on your financial team. Working with a bookkeeper is what has ultimately helped the company stay up to date monthly. Doing so facilitates my CPA in helping me better prepare for tax payments, etc.

 

Are there any tips for financial record-keeping you want to share with other small business owners?

Every business expense is on a company card or corporate account so that we can track every transaction.

What are some financial goals in your personal life that your business income has helped you reach, and how do you make sure that’s happening?

Here are a few: children having a private education, financing club athletics for my kids, driving safe vehicles, purchasing a building for the company and purchasing a home.

My next personal goals are to scale my company in such a way to make these dreams possible for my staff. I also want to own a company that can function without me being at the center of it all in order to create a solid infrastructure. Setting new goals for your company will always assure that your personal goals are met!

What’s something you wish you’d known about the financial side of running your own business when you got started?

The importance of knowing how to create your financial team – the investment is worth its weight in gold and even twenty years later I am still learning – each chapter will lead you into the next!

Want to connect with Aby’s Upholstery? Check out the website to see her menu of services, from pillows and cushions to full custom projects,  and join her mailing list. You can also take a visual tour of La Casita, her showroom, and connect with her on Instagram to see more beautiful images of her work.

If you enjoyed Aby’s thoughts on business finance, you might also like to check out our free resource, Reach Your Life Goals: A Business Owner’s Guide. Click here or below to get your free download.

By |2023-09-27T13:46:49-07:00September 20th, 2023|Categories: Bookkeeping Business, Small Business, solopreneurs, Taxes|Tags: , , , , , , , , , , , , |0 Comments
Read More

Stellar Solopreneurs: How a Digital Marketing Consultant Does Money

Digital marketing is a valuable and sought-after skill, and with more and more businesses trying to reach their audiences online these days, there’s usually plenty of clientele. But how do marketing consultants turn bustling businesses into a money systems that sustain and support their lives?

In our second installment in Stellar Solopreneurs this month, we’re hearing about just that from Tracey Lee Davis of ZingPop Social Media. Not only does Tracey deliver professional excellence (I can personally attest to this as a happy former client), but she also has a lot of wonderful words of wisdom for solopreneurs looking to build confidence around their money systems in their businesses. She is one of my bookkeeping clients, and one whose sterling money habits I continually admire! Check out what she has to say:

What are some financial habits you use in your business that help you stay calm

and confident about money?

VERY early in my career, a cohort in a networking group shared with us that she owed over $10K in taxes that year, and she didn’t have it. That absolutely terrified me. I already had a plan for saving for taxes, but that moment solidified that I would never “fudge the numbers” with that account. So every week, I make sure that I am dividing up my income based on paying me, paying my taxes, and paying my business. I have never had an issue paying my taxes in my almost ten years of business! Whew!

How do you prepare for taxes in your business?

I used to painstakingly create an Excel spreadsheet that was many tabs in total. I would scour through emails and receipts to make sure I got everything listed correctly. And I relied heavily on my calendar to track medical appointments and volunteer miles. It took me hours to do all of this. Now that I am using Angela’s services, it is ridiculously simple to do my taxes every year. I really just need to keep track of my mileage, which compared to what I was doing before, is a breeze!

Are there any tips for financial record-keeping you want to share with other small

business owners?

While I am so happy using QBO for my bookkeeping, I started out using an Excel spreadsheet to keep track of my invoices. That early system really helped me with divvying up my income, and honestly, I couldn’t wrap my brain around how to easily continue to do that without that spreadsheet when I started using QBO. So I still use it, more for making the math easy and keeping track of my invoice numbers rather than for official bookkeeping purposes. Having that redundancy gives me an easy way to keep everything straight; I can leave myself notes, and it makes moving money into different accounts on my weekly money day so simple.

How do you make decisions on what to spend on for your business, and what are some

things that help you do that?

I am a very frugal person by nature, so I generally am very cautious when it comes to spending money. One of the biggest considerations is, “Will this investment ultimately save me time in the long run or make my life easier in some way?” So getting a bookkeeper, getting a VA, getting a CPA, all of these are smart investments for me because they do their job so much better than I can, and they do it faster, too. So it frees up my time to work on the things only I can do and the things I love to do. Also, if I am spending my free time doing something business-related because I don’t want to take away from my time for client work, it is absolutely worth investing in having someone help me with that task. Our free time is so valuable!

Another thing that has made a difference in making decisions on what to spend was getting a business credit card. I functioned for many years in my business without one, and that was fairly limiting if I didn’t have enough cash in the bank for a big purchase. My business credit card has definitely made a difference in that regard!

What are some financial goals in your personal life that your business income has

helped you reach, and how do you make sure that’s happening?

Travel is important to me. I have friends all over the world and seeing them in person is balm for my soul. When I finally took the plunge to get a business credit card, I made sure to get one that gave me travel rewards. This has allowed me to take a number of trips that I wouldn’t have been able to afford otherwise.

What’s something you wish you’d known about the financial side of running your own

business when you got started?

I started my business in December/January. I didn’t think at all that a lot of annual costs would need to be renewed in those months. I also didn’t know they would be the slowest months in my business. So while I wouldn’t change when I started my business, I am glad to be able to let people who are starting to think about opening their own consider when you will have other big expenses in your life and when your business will have natural lulls. There have been a number of years when the holidays, my recurring business costs, and slow business have been a bit uncomfortable, but hallelujah for that business credit card!

Want to connect with Tracey’s wonderful digital marketing services? Check out her website and join her mailing list. You can see a full list of her offerings, from webinars to memberships to 1:1 coaching, right here. I highly recommend her membership – my business benefited greatly when I was in it!

If you enjoyed Tracey’s thoughts on small business finance, you might also like to check out our free resource, The Cashflow Reboot Guide. Download your free copy here or by clicking below.

By |2023-05-25T11:58:26-07:00May 25th, 2023|Categories: Bookkeeping Business, Small Business, solopreneurs, Taxes|Tags: , , , , , , , , , , , |0 Comments
Read More

Stellar Solopreneurs: How an Herbalist Does Money

Have you ever wondered how an herbalist makes money? This month on the blog, I’m running an interview series called “Stellar Solopreneurs!” We’ll hear from a couple different small business owners about their own financial insights and how they set up their money systems for financial success.

Today we’re hearing from Madeleine (aka Magic), who is the Head Content Creator for At Peace With Money, but also the herbalist extraordinaire of Roots in the Cracks Herbal Hub! Magic teaches online and local classes on herbal medicine making and identifying medicinal plants, and also runs an online educational membership, The Autonomous Herbalism Learning Community. Check out what they have to share about the financial side of their business:

Are there any tips for financial record-keeping you want to share with other small business owners?

I run a very simple business that’s service-based, so although I sometimes purchase supplies, I don’t typically have many transactions. I do all my financial record-keeping in a spreadsheet with a couple different tabs. Maybe I’ll outgrow this at some point, but for now, it works really well. I want to share this because I want other people to know you don’t have to overcomplicate things. As long as I stay on top of my record keeping and do it regularly, this very simple spreadsheet system works for me.

How do you prepare for taxes in your business?

My main strategy for this is that I have a tax savings account, very similar to what’s suggested by Profit First. I make sure that I factor in how much I need to save for taxes into my prices. This has been especially helpful when I’m preparing a new class series and figuring out how to price it. I know that a certain percentage will get taken off the top for taxes, so I price with that in mind. It’s really helpful to have the money on hand when it comes time to pay and helps me avoid emergencies.

How do you make decisions on what to spend on for your business, and what are some things that help you do that?

One time Angela gave me the advice to think about spending decisions in my business by asking the question “Will this help me make more money?” It seems like a simple question but it’s really helped me prioritize and think about what to invest in.

This advice helped me make the decision to hire PedX Courier & Cargo, a local bike courier co-op, to put up flyers for me, because paper flyering seems to be the best way to market my classes. Doing this increased enrollment and also freed up a lot of time for me because I wasn’t the one pasting up flyers all over the county! (I highly recommend PedX for people in the Santa Cruz area, by the way!)

What’s something you wish you’d known about the financial side of running your own business when you got started?

I wish I’d known better how to price my classes and membership. In the last year or so, I’ve had to reconcile with the fact that in some ways, I was running my business at a deficit to myself.

Now I try to ask myself questions like “Ok, how much am I getting paid to teach this class/run this membership? Is that enough for me to sustain myself and not feel scarce or burnt out?” Pricing is a much bigger part of the process of producing each class I teach, because I put a lot more time into thinking about how I can be financially accessible but also sustainable. There’s a lot of math involved, but it’s worth it because I get to still offer classes on a sliding scale, something that’s really important to me.

Want to connect with Magic’s herbalism work? Check out their website and join their mailing list, Herbal Magic Notes, to receive free recordings of the herbal workshops. If you liked their thoughts on small business finances and want some more ideas, check out my eBook, Reach Your Life Goals: A Business Owner’s Guide! Click here or below to download your copy.

By |2023-05-11T12:06:24-07:00May 11th, 2023|Categories: Small Business, solopreneurs, Taxes|Tags: , , , , , , , , , , , |0 Comments
Read More

4 Simple Tips for Keeping Your Small Business Finances Organized

 

In the midst of tax season, a lot of us are looking to do better on our finances. Maybe you got a big tax bill and are now wondering where your earnings went. Perhaps you were a little less organized than you would have liked. Or maybe this time just makes you extra aware of where your business is financially.

Whatever the case, mid-points like this are great times to give your finances a makeover! Here are my 4 simple tips for keeping your small business finances organized and intentional.

Review Your Goals

After a big financial event like tax season, the financial goals you set earlier in the year deserve a revisit. Check in with them and ask yourself if they still fit. If not, give your goals a nice update! Make sure what you’re aiming towards is relevant to you. You can check out my article on doing a mid-year review of your finances right here.

If you don’t have any financial goals, now is the time to set them. Harness whatever financial fervor tax season (or whatever other financial situation brought you to this post) has instilled in you.

What are your ideal financial conditions? Dream them up, write them down, and come up with a plan. If you need some pointers, here’s my article “4 Strategies for Setting Doable Financial Goals.”

Set Up a Weekly Money Check-In

So much of creating the life you want is about habits. One of the best habits to adopt, in my opinion, is regular “money time”. Find time each week to check in with your finances. Start with a short chunk, to make it feel more manageable. Fifteen to thirty minutes should suffice.

Use this time to check in with your expenses, upcoming bills, IOU’s, and more as needed. Here are my suggestions on what to look for during your weekly money check-in.

Make a Plan to Stay on Top of Your Books

Especially if organization was an issue this tax round and you run a business, making a plan to stay organized until next tax time is a great thing to do right now. Ask yourself what you need to be able to do this.

Do you need to work with a bookkeeper? Do you need to get some training on how to do your bookkeeping yourself? Identify your needs and take some steps to set yourself on the right path.

Find a Money Buddy

It’s my personal belief that anything can go better when you have an accountability buddy. Find someone in your circle who has a financial goal they’re working on too, and join forces! This might be a fellow business owner, or someone from your church, or another mom from a play group.

“Why You Need a Money Buddy”

Once you’ve found your money buddy, establish the terms of your accountability partnership. How often do you want to meet? How do you want to do check ins? Do you want to learn about finances together, or just trade tips on goals?

These 4 tips will help set you on the right path. If you’re a small business owner looking for more ideas, you might like my free eBook, the Cash Flow Reboot Guide: A Guide to Thriving in Uncertain Times. Click below and get your free copy.

By |2023-04-11T13:53:14-07:00April 11th, 2023|Categories: Financial Clarity, Money Mindset, Personal Savings, Personal Spending, Small Business|Tags: , , , , , , , , |0 Comments
Read More

How to Reduce Financial Anxiety by Observing Business Patterns

Every business experiences fluctuations in revenue. With good bookkeeping, you start to see the patterns and can begin to leverage them to your advantage. This is a key skill for small business owners. Learning to harness the power of observing business patterns can lead to greater financial security.

Recently I was talking with someone who mentioned that she felt guilty taking a salary from her business, because she hadn’t actually made any money last month. The cyclical nature of her business meant that she made a lot of money during one part of the year, and not very much during the rest. The way I see it, there are several ways to approach a situation like this:

Notice the Pattern

This woman had already taken the first step, which is to notice what revenue patterns are coming up in your business. If you aren’t aware of your own business patterns yet, now’s the time to go back through your records (or get them up to date!) so that you can figure them out. Whether your business is product- or service-based, it is likely subject to fluctuations. It’s likely that these fluctuations are seasonal, or else focused on specific events.

Once you’ve learned where your revenue is coming from, it’s time to make some decisions. To ensure your financial security, it’s best to either focus your business more heavily on your best revenue sources. Sometimes that is either not possible or not preferable – perhaps you want to expand your business beyond a certain season or event. In this case, it’s time to think about how you can adjust your business and move out of that revenue pattern.

Make Adjustments

If you’ve decided you want to alter your business to be less cyclical, it’s time to find ways to avoid sharp drops in revenue during some parts of the year. Oftentimes, this can mean changing your offerings up to be less seasonal/event-focused.

It might also mean broadening the function of your business to more products or services, or more events over a wider range of time. Adjusting your business in these was is also called “diversifying” your business. Here’s an informative read on some ideas for doing this.

Capitalize on Your Patterns

If you are comfortable with the cyclical revenue patterns in your business and are not interested in diversifying, your other option for increasing your financial security is capitalizing on existing patterns. Take a look at what positively impacts your revenue. What are the products are services that do best, and when, where, and why is that happening?

Once you have that information, the next question is, how can you amplify those conditions to bring in more revenue? Can you create variations on a popular product or service? Are there events similar to the one where you always sell out that you can get your business involved in? How can you spend the “downtimes” in your business prepping for the upswings?

Solopreneur Paycheck

No matter which path you pick, creating a Solopreneur Paycheck for yourself will do wonders to ease financial anxiety. A Solopreneur Paycheck smooths out the rollercoaster ride of fluctuating revenue, by giving you a steady income amount each month. This can help take away the guilt of withdrawing money from your business even when you’re in the “off season”. Read more about creating one for yourself here.

If you liked this article, that might be a sign that some expert help with a year-end bookkeeping review could be just the ticket for you! Click below or right here to schedule a free Financial Self Care Consultation to see if a bookkeeping review can help you allay your anxieties and lay the groundwork for financial success.

By |2022-11-08T12:08:36-08:00November 8th, 2022|Categories: Bookkeeping Business, Small Business, solopreneurs|Tags: , , , , , , , , |0 Comments
Read More

4 Quick Tips to Get Your Finances Back on Track

Post tax-season, a lot of us are looking to do better on our finances. Maybe you got a big tax bill and are now wondering where your earnings went. Perhaps you were a little less organized than you would have liked.

Whatever the case, mid-points like this are great times to give your finances a makeover! Here are my top 4 tips for getting your finances on track again, whether that’s in your business, or your personal finances.

Review Your Goals

After a big financial event like tax season, the financial goals you set earlier in the year deserve a revisit. Check in with them and ask yourself if they still fit. If not, give your goals a nice update! Make sure what you’re aiming towards is relevant to you. You can check out my article on doing a mid-year review of your finances right here.

If you don’t have any financial goals, now is the time to set them. Harness whatever financial fervor tax season (or whatever other financial situation brought you to this post) has instilled in you.

What are your ideal financial conditions? Dream them up, write them down, and come up with a plan. If you need some pointers, here’s my article “4 Strategies for Setting Doable Financial Goals.”

Set Up a Weekly Money Check-In

So much of creating the life you want is about habits. One of the best habits to adopt, in my opinion, is regular “money time”. Find time each week to check in with your finances. Start with a short chunk, to make it feel more manageable. Fifteen to thirty minutes should suffice.

Use this time to check in with your expenses, upcoming bills, IOU’s, and more as needed. Here are my suggestions on what to look for during your weekly money check-in.

Make a Plan to Stay on Top of Your Books

Especially if organization was an issue this tax round and you run a business, making a plan to stay organized until next tax time is a great thing to do right now. Ask yourself what you need to be able to do this.

Do you need to work with a bookkeeper? Do you need to get some training on how to do your bookkeeping yourself? Identify your needs and take some steps to set yourself on the right path.

Find a Money Buddy

It’s my personal belief that anything can go better when you have an accountability buddy. Find someone in your circle who has a financial goal they’re working on too, and join forces! This might be a fellow business owner, or someone from your church, or another mom from a play group.

“Why You Need a Money Buddy”

Once you’ve found your money buddy, establish the terms of your accountability partnership. How often do you want to meet? How do you want to do check ins? Do you want to learn about finances together, or just trade tips on goals?

These 4 tips will help set you on the right path. If you’re a small business owner looking for more ideas, you might like my free eBook, the Cash Flow Reboot Guide: A Guide to Thriving in Uncertain Times. Click below and get your free copy.

By |2022-05-12T14:30:34-07:00May 12th, 2022|Categories: Financial Clarity, Money Mindset, Personal Savings, Personal Spending, Small Business|Tags: , , , , , , , , |0 Comments
Read More

Use Clear Record-Keeping To Amplify Your Business Profits: Here’s How

You’ve probably heard the saying, “Where attention goes, energy flows.” This quote, which I first heard from Michael Bernard Beckwith, perfectly describes the relationship between you and your finances. The more you pay attention to them, the more you will see growth and change. I’ve seen this happen with clients over and over.

This is especially the case with record-keeping. Regularly tending to an organized bookkeeping system for your business will have a positive impact on your bottom line. This is something you see the best results with if you stick with it long-term. It requires effort on the front end to set up a system that works for you. And, it’s absolutely worth it. Let’s talk about the how and the why of clear record-keeping.

How Do I Keep Clear Records?

First, separate your business finances from your personal finances. There are many excellent reasons to do this, and two different methods that I recommend to clients based on the size of their business. You can read all about that here.

Next, set up a system. You might think this just means finding some record-keeping software, but we’ll get to that in a minute. Your software is just one part of your larger money system. What you want to do at this stage is set up a money map to help you visualize where money goes in your business. You can read my full series on money mapping here.

Once you’ve visualized and established an overall flow of money in your business, get into the nitty gritty and set up your software. My top two recommendations for business tracking are MoneyGrit.(R) and QuickBooks Online. I wrote a longer post comparing softwares that you can read here to get more info about both.

Finally, I highly recommend consulting with a professional to review your system and make sure everything is set up properly. Reviewing your books with a bookkeeper a few times a year can also be beneficial. You can read my article on working with a bookkeeper to learn more.

Now that we’re clear on the how, let’s talk about why prioritizing clear record-keeping can benefit your business.

Analyze Your Data

Your financial record-keeping is a data source in your business. By having clear records, you can start to trace the revenue trends in your business. You can use this data to analyze what offerings are the most profitable, and what expenses bring you the best returns. If you want to know more about this, read my article on how to focus your offerings to create more revenue.

Reduce Stress at Tax Time

Besides offering you key insights that can help you create a more profitable business, clear record-keeping also makes all your necessary tax-time info readily available. This can be a time- and money-saver, because you don’t have to hire someone else to untangle your mess at the last minute. Besides those obvious savings, the value of reducing your stress is also not to be underestimated!

If you appreciated learning about clear-record keeping and want to take the next step in setting up your system, you might consider working with me to do a Quickbooks training. I love working with solopreneurs to make sure they are set up for success. Schedule a free Financial Self Care Consultation here!

☮

Angela

By |2022-01-12T10:32:45-08:00September 17th, 2021|Categories: Bookkeeping Business, Small Business|Tags: , , , , , , |0 Comments
Read More

Why Your Business’s Financials Might Not Be As Bad As You Think

Your numbers might not be as bad as you think. Many solopreneurs tend to avoid their numbers out of a feeling that if they really look at them, they’ll find financial troubles. While excusing yourself from looking at your numbers might put the problem on hold in the short term, that low-level stress and uncertainty doesn’t go away. In fact, it piles up into a sense of dread. I’m here to tell you that dread is needless. Here’s why:

No More Perpetual Vague-ness

Currently, I’m reading a book by Karen McCall called Financial Recovery. One of my favorite quotes so far is how she talks about the way people treat their finances, when she says “most people live in a state of perpetual vagueness.” Getting familiar with your numbers can actually be a comfort, because it can lift you out of this state of perpetual guesswork! Many people find that when they actually take the time to really assess where they’re at financially, it’s better than their previous emotional perception. So that’s why I say your numbers are better than you think – it’s likely true!

Take the Plunge: Look at Your Numbers

There are a number of ways to take this plunge. First, you can look through everything yourself. Especially if your books are not that complicated, or you have a rough system going already, taking a look on your own is a good idea. You can also get a good picture of whether you’re able to hire or consult with a bookkeeper. A good bookkeeper will be able to deliver a lot of important financial insights. This will certainly help you get out of that vague place. Even if your financials are indicating some unfortunate things, a good bookkeeper can soften this blow by helping you come up with strategies to surmount any difficulties.

If you were waiting for that extra push to really look at your business’s financial situation, here it is. And if you’d like to seek some assistance, with bookkeeping or profit strategy, feel free to book a curiosity call with me to see if that’s right for you!

☮

Angela

Image by bruce mars 

By |2020-07-16T14:20:29-07:00July 16th, 2020|Categories: Bookkeeping Business, Financial Clarity, Money Mindset|Tags: , , , , , , , |0 Comments
Read More

Why Hiring a Bookkeeper is Worth It

Hiring a bookkeeper can seem like an expense up front, but the payoff is worth it. I’d be remiss if I didn’t mention on my blog how hiring a bookkeeper can not only save you money in the long run, but actually allow you to increase your revenue. I encourage business owners to think of consulting with a bookkeeper as an investment in your business.

The Investment

When you hire or consult with a bookkeeper, their job is to clean up and create financial systems. They can help you set up your record keeping so that you’re tracking what’s needed for taxes. They can also help you do 1099’s correctly, particularly because they’re responsible for knowing and following 1099 regulations. Similarly, they can help point out and correct errors, discrepancies, and duplications in your records.

Right now, I’m cleaning up a lot of messy QuickBooks files. QuickBooks markets this idea that everyone can do their books on their own. This is true, with a small caveat. While it’s totally possible to do your books on your own, there is a vast amount of technical knowledge involved in bookkeeping that you may not have the time nor interest to learn. You records are going to benefit you far more if someone knowledgeable is looking after them.

The Gains

So, what do you gain when your records are well-kept? Errors are corrected, which can potentially save you money right out the gate. You incur no late fees on taxes because everything is organized and filed on time. You can use your reliable records to glean insights into when and how money is made in your business. You have less stress about finances because you know everything is being tracked correctly. And finally, you have more time to do the things in your business that you actually enjoy. Should you be spending your time doing bookkeeping when you’re actually really fabulous at making art, building cabinets, providing live entertainment, etc?

A bookkeeper is an important part of your money team. I hope this article inspires you to look into hiring or consulting with a bookkeeper to improve your record keeping. You can check out more of my thoughts on the subject at “Why DIY Businesses Still Need a Bookkeeper” and “How to Get the Most Value From Your Bookkeeper.”

☮

Angela

By |2022-01-12T10:56:41-08:00February 27th, 2020|Categories: Bookkeeping Business|Tags: , , , , , , , , |0 Comments
Read More

Why You Need to Schedule A Year End Bookkeeping Review

As the year wraps up, I encourage all solopreneurs to engage in a little financial self-care, by reviewing your 2019 books! There are several reasons to review your books at this time of year, and they would benefit from the eye of an expert. If you don’t already have a bookkeeper and feel like you could benefit from some oversight, schedule a review with someone. The financial insight will go a long way for your business. Here are my top two reasons for reviewing your books now.

Tax Prep

First of all, straightening out your 2019 books to prep for tax season simply makes sense. Hiring an expert to help you do this can ensure that your books are accurate. That extra bit of readiness will feel so good come tax season, I promise! It will save you some stress and last minute rushing come tax time. Think of it as a holiday gift to yourself!

Where Did You Make Your Money?

My second reason for scheduling a bookkeeping review with a professional is so that someone with a trained eye can go over your books and help you discern where, when, and from what you made the most money. This kind of insight is invaluable to any small business, especially if your goal is growth. Your financial records hold this info. Work with someone willing to help you find it! For more about finding and working with a bookkeeper, check out “How to Get the Most Value From Your Bookkeeper”. The insights you gain from a good bookkeeping review could help shape your plan for your business in 2020. All the more reason to review them now!

Going over your books with a professional will save you a lot of stress and provide you with knowledge needed to run a successful business. Please consider scheduling a year-end review – you’ll thank yourself later! If you’d like to work with me, check out my Bookkeeping Services and schedule a free Financial Self Care Consultation.

Here’s to tying up your financial loose ends!

☮

Angela

By |2022-01-12T11:01:03-08:00December 4th, 2019|Categories: Bookkeeping Business, Financial Clarity, solopreneurs|Tags: , , , , , , , , , , , |0 Comments
Read More
Go to Top