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Why You Need to Schedule A Year End Bookkeeping Review

By |2022-01-12T11:01:03-08:00December 4th, 2019|Categories: Bookkeeping Business, Financial Clarity, solopreneurs|Tags: , , , , , , , , , , , |

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

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Schedule Your Year End Bookkeeping Review

By |2018-11-27T05:46:59-08:00November 27th, 2018|Categories: Bookkeeping Business, Financial Clarity, Small Business, solopreneurs|Tags: , , , , , , , , , |

As the year wraps up, I want to encourage all solopreneurs to engage in a little financial self-care, by reviewing your 2018 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 2018 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 Why You Should Schedule Your Bookkeeping Review Now: At Peace With Moneyfinancial records hold this info. Work with someone willing to help you find it! For more about finding and working with a bookkeeper, check out my post “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 2019 – 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! I offer bookkeeping services along with Profit First strategic advising. If you’re looking for someone to work with, don’t hesitate to schedule a curiosity call with me.

Here’s to tying up your financial loose ends!

☮

Angela

Image Sources: rawpixel,  Ella Jardim

 

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Maximize Your Profits With Bookkeeping: How To Get the Valuable Info Your Financial Records Are Hiding

By |2023-03-13T11:07:19-07:00March 12th, 2023|Categories: Bookkeeping Business, Financial Clarity, Small Business, Taxes|Tags: , , , , , , |

Your financial records hold the key to profitability in your business. Want to know how to find that key? Any time of year, but especially during tax season, this valuable insight is available to you. All you have to do is review your financial records.

Let’s take a look at the steps you need to take to get this information. Good bookkeeping practices can help you unlock profits!

Step 1: Review Your Financial Records

This is something you can do anytime of year, but it may be particularly easy to do during tax season, or at the end of the year when you’re reviewing. Take a look through your past financial records, with an eye to sales.

If you do not have your bookkeeping up to date, this is a good time to pause and get that done first! This will help you move through the rest of the process.

Specifically, it’s important to take a look at two things: which time of year and which offerings bring in the most revenue.

Step 2: Take Note of Time Cycles and Best Offerings

By studying your financial records with an eye to times of the year, you can learn a lot about how your business behaves over time. 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.

For example, let’s say you own a craft business that brings in the most revenue in the spring and early winter. If you look closely at your records and what you’re doing in your business throughout the year, you might realize these spikes in revenue come from particular sources. In a craft business, it might be that there are several public craft fairs you like to attend in the spring. In early winter, perhaps people buy your products as Christmas gifts. (For some advice specifically about craft fairs, please check out this post!)

By analyzing your financial records, it becomes more apparent to you what times of the year and what offerings bring in more revenue. This makes it easier to direct your energy towards maximizing your profits.

Step 3: Using this Info

Now that you’re clear on the products or services that bring you the most revenue, as well as the time of year, events, or other factors that effect this, it’s time to put this info into action. How can you re-create these conditions to bring in more revenue?

For example, perhaps you have one product that’s particularly popular – can you create variations of this product? Maybe it’s especially popular during summer – can you do extra promotions or bring in more stock? How can you expand here?

Ask yourself the questions above, and think about what results you’d like to achieve. Would you like more revenue? More sales of a certain offering? Or perhaps you’re just not clear about what’s working best in your business. Analyzing your financial records can help you figure this out.

Once you’re clear on what your goals are, and what offerings and times of year are the moneymakers in your business, you can put together a strategy based on your findings to create more profitability in your business.

Conclusion

To maximize your profits, focus your business’s energy towards your most profitable offerings and times of year. Reviewing your financial records will help you determine this information.

This is also one of many things a good bookkeeper can help you discern from your records, and something that I regularly do with my clients. If you’d like some support in this process, you are welcome to schedule a curiosity call with me.

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Quickbooks Training

By |2022-09-21T09:45:17-07:00June 6th, 2022|

Get paid by your business
and make confident money decisions

Schedule a call

Ready to keep track of your numbers?

Learn all the tools you need to stay on top of your books and feel clear about your business finances. We will work together in your QuickBooks file so you get the most from your subscription.

  • Learn to categorize your financial data in a way that’s meaningful to you and understand your financial reports
  • Get clear on your goals for bookkeeping in your business
  • Confidently use Quickbooks Online to help your business achieve its financial goals
  • Utilize shortcuts and tips to save you time
Schedule a call

“In just a few months, I was able to separate my personal & business finances, open an IRA, and manage my money better with the Profit First system. Angela has helped give me peace of mind about where my money is going, and I’m not worried about surprise expenses or taxes at the end of the year!”

Bri Crabtree, Independent Performer

“I highly recommend Angela. She is a great ally and resource for entrepreneurs.”

Therese Kollerer, Lexington Capital Management

“I needed an in-depth training on QuickBooks and best practices in bookkeeping. Angela was a patient and skilled teacher. I left our appointment feeling informed and on top of all my accounts.”

Nina Hersher, CEO, Nourishing Habits™, Digital Wellness Collective

“She is very experienced with Quickbooks and has helped me set-up QBO for a business that has multiple lines of revenue and expense classes, as well as 1099 contractors.”

Sue Landaiche, CCC Consulting

“Angela introduced a cash flow system that over the past 3 years, has helped our company revenues grow by 50% while our profits have tripled. But even more importantly, I no longer lose sleep at night worrying about the finances of the business.”

Jeff, Owner, JR Construction

Learn to Trust Your Numbers with QuickBooks Training

For business owners who want to go the DIY route but keep informed about their business finances, QuickBooks trainings are a great option. My live 1-to-1 training process is thorough, easy to understand, and a popular option for many small business owners. You are welcome to record our trainings to review later.

Typically, I recommend QuickBooks training in two sessions. In the first session, we will cover the basics and short-cuts. You will be able to spend some time practicing prior to our second session where we will go over your questions and learn to reconcile.  You’re welcome to schedule further sessions as needed.

Schedule a call

QuickBooks Training Frequently Asked Questions

What’s the purpose of a Financial Self Care call? 

This  is a free conversation to determine if we can work well together and whether my services fit your needs. You can book one at this link if you’re interested in learning more. 

Will I really be able to do my own bookkeeping after this? 

This is one of the reasons we have the discovery call first. We will determine if QuickBooks training and DIY is appropriate for your business, or if there is a better solution for your situation. Your training is recorded and I will include personalized tips for staying on top of your tasks so that with practice, you can be successful.

Why is this better than just watching a YouTube tutorial?

Unlike a YouTube tutorial, this training will be tailored specifically to your business’s needs. Although there are certainly elements of bookkeeping that apply to all businesses, there may also be unique tasks or special circumstances that apply to your business. I can help you navigate those and make sure you’re doing your books accurately. Plus, you get to ask questions and get them answered, live!

What if I have questions after the training? 

With super quick questions, I can typically respond to them via email. If you want an additional appointment for more training, or if you’d like me to review your books, we can arrange for that additional service. 

What if I’ve been using QuickBooks for a while but just have a few questions? 

I am happy to schedule just one session if that is all you need to gain the skills you are missing.  We can determine how many sessions you might need during our initial Financial Self Care Consultation.

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Bookkeeping Services

By |2022-01-12T10:25:40-08:00February 10th, 2021|

Get paid by your business
and make confident money decisions

Schedule a call

Ready to take the next step and learn about how we can work together?

I offer monthly bookkeeping services to small business owners.  We use QuickBooks Online to capture the details of your business finances so that you stay connected to your numbers.  Every business owner may have different needs in terms of the detail or services required, but all will benefit from knowing their numbers accurately reflect the profitability of their business.

For business owners who want to go the DIY route but keep informed about their business finances, I also offer QuickBooks trainings. My live 1-to-1 training process is thorough, easy to understand, and a popular option for many small business owners. You are welcome to record our trainings to review later. Typically, I do Quickbooks trainings in two sessions, to give you time to practice and see what questions come up for you. You’re also welcome to schedule further sessions if needed.

If you are interested in bookkeeping services or training, feel free to reach out and schedule a free Financial Self Care call to find out how we can make QuickBooks work best for your business.

Ready to take the next step and learn about how we can work together?

Schedule a call

“In just a few months, I was able to separate my personal & business finances, open an IRA, and manage my money better with the Profit First system. Angela has helped give me peace of mind about where my money is going, and I’m not worried about surprise expenses or taxes at the end of the year!”

Bri Crabtree, Independent Performer

“I highly recommend Angela. She is a great ally and resource for entrepreneurs.”

Therese Kollerer, Lexington Capital Management

“I needed an in-depth training on QuickBooks and best practices in bookkeeping. Angela was a patient and skilled teacher. I left our appointment feeling informed and on top of all my accounts.”

Nina Hersher, CEO, Nourishing Habits™, Digital Wellness Collective

“She is very experienced with Quickbooks and has helped me set-up QBO for a business that has multiple lines of revenue and expense classes, as well as 1099 contractors.”

Sue Landaiche, CCC Consulting

“Angela introduced a cash flow system that over the past 3 years, has helped our company revenues grow by 50% while our profits have tripled. But even more importantly, I no longer lose sleep at night worrying about the finances of the business.”

Jeff, Owner, JR Construction

Bookkeeping Frequently Asked Questions

What’s the purpose of a Financial Self Care call? 

This  is a free conversation to determine if we can work well together and whether my services fit your needs. You can book one at this link if you’re interested in learning more. 

Can I sign up for bookkeeping without coaching? What about coaching without bookkeeping? 

Yes! The two services are separate. People frequently come to me looking for one or the other, so they are separated into two different offerings. 

What’s the difference between the bookkeeping and the coaching? 

Bookkeeping will give you a better understanding of your business finances and the security of having accurate numbers.  You will receive monthly reporting and the ability to recognize trends in your business.  Coaching will define your financial goals, improve your confidence around your money and give you tools for better planning so that your business serves your life by meeting your personal financial goals.

What’s the benefit of having a bookkeeper? 

Having a bookkeeper staying on top of your business finances can help you feel confident in the accuracy of your numbers, save you time, and get you paid. I ensure your numbers are accurate and that you’re capturing all of your expenses and tax savings you’re entitled to. I deliver a monthly review of your finances so that you understand the numbers behind your business. When you are regularly in touch with your numbers and feeling confident, you will likely see an increase in profitability. Lastly, having a bookkeeper makes tax time a breeze. When you think about it, that’s peace of mind. For more of my thoughts, please read “Why Hiring a Bookkeeper Is Worth It.”

How do I know you’re working on my stuff every month?

I provide you with a monthly review of your business financials. That way, we both stay informed and accountable about what’s happening in your business.

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To Find Clarity and Focus, Do a Mid-Year Review Pt. II

By |2019-06-27T20:35:35-07:00June 27th, 2019|Categories: Financial Clarity, Money Mindset, Profit First, Small Business, solopreneurs|Tags: , , , , , , , , , , , , , , , , , , , , , , , , , |

This is part two of a two-part series on doing a mid-year review of your business! You can find part one here. 

So, now that you’ve reviewed your work so far and adapted your strategies and goals appropriately, it’s time for the next few steps. These are intended to really up the feeling of getting a fresh start, while enjoying your business for what it is: a way to meet your life goals.

Refresh

For an extra dash of clarity and focus, include a refresh in your review process! Now is the time to do whatever necessary maintenance you might need to grease the wheels of your business. You might clean your workspace, clear your inbox, or centralize your passwords. Attend to your physical and digital spaces. Check in with your finances, and schedule an appointment with a bookkeeper. 

This is usually my favorite part of the review process, because I make time to do all the little things that have been nagging me, like scheduling lower priority appointments, finding that one piece of paper, and sometimes making a new goal chart for myself. Giving yourself the time and space to get organized can save you time and effort down the road. It can also add ease to your everyday business functions – which is an added bonus!

Celebrate

Go back to step one, and take stock again of all you’ve done this year, including this review process. Chances are, you will find you’ve done quite a bit of work towards your goals, no matter how close you might be to completing them! Take some time to celebrate all the work you’ve done. Treat yourself to an afternoon off, a fun or inspiring event, or whatever you’d like to do to celebrate your achievements so far! Being a self-starting solopreneur is hard work. If you’ve done the work, you deserve to cheer yourself on once in a while.

If you busted through this whole review process, congratulations. I’d love to hear from you about how your business functions going forward, or if there are any little things you’ve added to the process. Just leave a comment below or shoot me an email at angela {at} atpeacewithmoney.com. If you think you could benefit from working through this process with an accountability partner, you know where to find me – just check in on my Services page.

☮

Angela

Image Source: Emma Matthews

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Why DIY Business Owners Can Still Use a Bookkeeping Partner

By |2019-03-09T00:08:20-08:00March 8th, 2019|Categories: Bookkeeping Business, Cash Flow, Financial Clarity, Profit First, Small Business, solopreneurs, Taxes|Tags: , , , , , |

Why DIY Businesses Can Still Use a Bookkeeper: At Peace With Money

Recently, several people have reached out to me who prefer to do their bookkeeping on their own, but want to have a second set of eyes on their numbers. I can’t tell you how pleased I’ve been to receive these requests. I think consulting someone else about your books is a great idea, even if you typically keep your records yourself. There are two main reasons why I think occasionally working with a professional bookkeeper, even if you’re a whiz on your own, can greatly benefit your business.

Accountability

Having someone who regularly looks at your books, even if it’s only once every month or so, motivates you to stay on top of them. Regularly scheduled reviews can help you maintain consistency and accuracy in your record keeping, which can streamline your business even further. It’s easy to fall behind on your books if no one’s watching. Having someone else look at them every now and then encourages you to keep up.

Accuracy Check

Your financial records are something you don’t want to mess up. Mistakes can be terribly inconvenient at best, and very costly at worst. Plus, if you are working to learn the skill of bookkeeping, it’s great to have an expert on hand to review your work. That extra pair of eyes can help keep your records orderly.

My Story

When I was running Dolce Beada, I knew how to do my bookkeeping, but I still had someone come in once a month to make sure I stayed on top of all the entries. Having someone look at my records regularly kept me in the habit of recording my numbers and keeping my books from getting messy. I also really benefited from a monthly numbers-check, just to make sure I was doing it right. 

Some business owners may feel that they are not ready to hire a bookkeeper, so they prefer to keep their own records. If this is you, you can still benefit from having a bookkeeper review what you’ve done. Or perhaps you need some training on how to set up and maintain your bookkeeping – an expert can offer this too.  Many solopreneurs also benefit from Profit First Financial Coaching in order to set a revenue goal for their business, fully understand how much they are spending both personally and in their business, and prepare to pay themselves and all taxes as they come due. All of these business concerns require some financial work, and an expert who can coach you through that work can be an invaluable resource. 

If you’re interested and want to learn more about the Profit First and financial services I offer, check out my services page, and book a call with me!

☮

Angela

Image Source: Ashkan Forouzani

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Check In With Your Goals – Time for a Review

By |2018-11-08T20:14:03-08:00August 28th, 2018|Categories: Financial Clarity, Money Mindset, Small Business, solopreneurs|Tags: , , , , , , , , , |

Check In With Your Goals: At Peace With Money

Time to review your goals.  Only four months left in 2018, can you believe it? It’s certainly flown by for me, which is why this week I want us to take some time to reflect on our goals. Many of us set goals at the beginning of each year.  You may have set some goals for your business that you have since been working towards. It’s been a while since January, so now’s the time to check in!

The Review

Review your goals and begin to reflect on your progress for each one. Now, here’s the tricky part: don’t get caught up in what you still need to do. Instead, it’s important to spend a good chunk of time reviewing what you’ve already done to reach your goals. If you feel like you can’t remember everything, try going back month by month. If you use a day planner, flip through it and scan your old to-do lists. Chances are, you will find you’ve done quite a bit of work towards your goals, no matter how close you might be to completing them! Take some time to reflect on the work you’ve done, and congratulate yourself on this work. Celebrate your achievements so far! Being a self-starting solopreneur is hard work. If you’ve done the work, you deserve to cheer yourself on once in a while.

While you’re having this victory party for yourself, now may also be a good time to map out what you hope to get done during these last three months of 2018. By reflecting on what you’ve done up to this point first, you are able to clearly see the pace you work at. With this in mind, you can set realistic expectations for the next three months, rather than trying to cram in too much work.

My Check-In

You may remember that I set a goal earlier this year to be mindful by enjoying what’s right in front of me. I want to share a little check-in of my own on this goal. That way, you can see how it’s going and be inspired to reflect on your own goals.

I’ve been doing a couple things throughout this year to stick with this goal. Every weekday, for 10-15 minutes each morning, I’ve been writing in my little gratitude journal. During my morning walk, when I reach the top of our road, I cross the street to take in the view of the Monterey Bay for a few minutes. In this way I’ve been able to appreciate the place I live more fully. I also notice changes in the season and the forest, and even the subtleties of the fog cover.

Check In With Your Goals: At Peace With MoneyI’ve also been trying to practice a technique for grounding my memories. The way this works is, when having a good experience, you try to capture the memory by taking in all the sensory details. Notice how your surroundings smell, feel, sound, and taste. Paying attention to these details has helped me appreciate them more. I learned this technique from Lucky Bitch by Denise Duffield-Thomas. It’s a great read, and I hope to do a book review on it soon!

For more resources on reviewing your goals, I recommend this video series by Muchelle B. on Youtube. I hope this post inspires you to check in with your goals, celebrate your hard work, and be mindful of your capacity as you finish out the year. Remember to enjoy your business, and your life! If you find you need some help setting goals, especially for your business, check out my services page or set up a discovery call with me!

☮

Angela

Image Sources: Brooke Lark, Amy Shamblen

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How Oversaving and Underearning Can Affect Your Business

By |2023-06-22T09:59:13-07:00June 22nd, 2023|Categories: Financial Clarity, Money Mindset, Small Business, solopreneurs|Tags: , , , , , |

Have you ever considered how your personal money behaviors affect your business? Oversaving and underearning can have drastic effects on your personal finances, but they can also affect your business. 

If you are a solopreneur or small business owner, it’s important to consider the ways these behaviors might transfer into how you interact with your business finances. Let’s take a look at some possible ways your business can be affected, and what you can do about it:

Restriction 

Underearning and oversaving can deeply limit your business from growing. Both can limit the amount of cash on hand to work with, which on its own can have challenging effects on a business. 

With both underearning and oversaving there is often a deep sense of financial anxiety. This anxiety can bring an edge of fear into the way you handle your business. This fear can be deeply restricting, and limit what you feel comfortable doing in your business, while also taking a toll on your mental health. If you identify with this, I encourage you to read my piece on reducing money stress in your business and my article on working with affirmations to influence your mindset. 

Missed Opportunities 

The restriction and anxiety that come along with underearning and oversaving can cause you to miss key opportunities in your business. Web designer and business mentor Yarrow Magdalena often talks about how perfectionism could be costing you money, and my observation is that the same anxiety underlying perfectionism often dovetails with anxious financial patterns. When we block ourselves from trying something new, taking a chance, or accepting a new project in our business, we can miss valuable opportunities to grow and find success. 

One key to overcoming these behaviors can be to think about the opportunities that spending can help you open up to. In my interview with digital marketing consultant Tracey Lee Davis of ZingPop Social Media, she shared that the way she makes spending decisions in her business is by considering the question “Will this investment ultimately save me time in the long run or make my life easier in some way?” She reported that making changes in her business by hiring a bookkeeper, VA, and CPA have all made a huge difference in her business because they’ve freed her up to do client work. This type of investment also gives business owners time to work on their businesses, not just in them. This can create space for strategic decision making and more opportunities for growth, change, and fulfillment in your work life. 

Embrace the Flow

I’d like to share my own personal experiences with oversaving and underearning. My childhood consisted of a fair amount of financial instability, so anxiety around money became something that felt natural to carry around. I would often feel guilty spending money on things that felt “frivolous,” but through the years with all my work around finances, I have been able to neutralize those fears. 

I noticed this one day when booking a massage with Liz Di Guilio of Myomotive (who I highly recommend if you are in the San Jose Area). I realized that instead of feeling guilty and scared because I was spending money, I was thinking, “I’m grateful to be able to support this business owner.”

This thought immediately brought me back to Lynne Twist’s book Soul of Money and the ideas she shares about embracing the flow of money. If you’re curious about her ideas, read my book review here! Embracing the flow can be a great antidote to the fear and insecurity that mark oversaving and underearning.  

If you enjoyed this blog post, you’ll probably really like my free e-Book, 9 Secrets for Financial Self Care. Click here or below to grab your copy today. 

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Is Your Money Affecting Your Relationships?: 3 Tips to Cultivate A Healthier Money Relationship

By |2023-02-08T15:40:28-08:00February 8th, 2023|Categories: Financial Clarity, Money Mindset, Personal Savings, Personal Spending|Tags: , , , , , , , , , |

How we interact with our money can affect how we interact with others, and ourselves. So it’s important to tend to our relationship with money, in order to keep things clear in our other relationships! Today, I’m talking about three different ways that money may be affecting your relationships, and how you can begin to cultivate a healthier relationships with your money. I’ll be referencing The Soul of Money, an amazing book by Lynne Twist, throughout. Check out my book review if you’d like to learn more!

1. Dissolve the Competition

“Money has become a playing field where we measure our competence and worth as people. We worry that if we stop striving for more, we’ll… lose our advantage.” – Lynne Twist, The Soul of Money

As this quote highlights, money in our society is a high-stakes game. The competition and the need to always be getting more, buying more, earning more, and doing more can creep in and take over our lives. This can and does affect our social relationships. The phrase “keeping up with Joneses” is direct proof of how competition around money can affect how we interact with our neighbors, friends, and community members. At the same time, it’s also evidence of how we tend to measure ourselves and our efforts – against our earnings.

To cultivate a healthier relationship with money, and in turn, healthier social relationships, I suggest beginning by removing this element of competition. Work with affirmations or turn to mindset work or journal prompts to find ways to uproot this tendency. Talk openly with other people about your money. That’s a perfect segue into my next point!

2. Practice Transparency

“Our behavior around money has damaged relationships when money has been used as an instrument of control or punishment, emotional escape or manipulation, or as a replacement for love.” – Lynne Twist, The Soul of Money

Find some people who you can really trust to talk to about money. I call this process building a Money Team. In particular, it’s great to have a friend or two who you can open up to about finances.

 

Having a Money Buddy can give you a space to practice financial transparency, and get more comfortable bringing up money in your social relationships. This can be a great way to work on the feelings that come up around money in this arena. Eventually, you might find yourself feeling more comfortable sharing about your financial situation in general!

3. Create a Spiritual Connection to Your Money

“Your relationship with money can be a place where you bring your strengths and skills, your highest aspirations, and your deepest and most profound qualities.”  – Lynne Twist, The Soul of Money

The Soul of Money is definitely an excellent resource in this area. Lynne Twist writes about how money is like water, it’s a resource that’s meant to flow. She encourages us to recognize that money itself is not problematic, and that it is instead the interpretation of money that brings up so many issues.

Doing some personal work around our connections with money can be a great way to prevent it from interrupting our connections with ourselves and others. If you’d like some resources for this pursuit, I have a couple suggestions:

If you enjoyed this article, you’ll probably like being on my newsletter! Click here to subscribe and receive my monthly tailored newsletter full of important financial conversations, and my weekly blog updates.

This post was originally published in 2022. 

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