Why I Created The System Setup

You see, there’s a lot of uncertainty when it comes to doing your own bookkeeping. And, it’s totally expected because you’re not an accounting professional! Pat yourself on the back for attempting to do it solo, and then find yourself a bookkeeper, accountant, or CPA that you vibe with and get her on your team STAT. I promise that a professional set of eyes on your books will give you confidence in your efforts to maintain your own bookkeeping.

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How to Get and Keep Your Bookkeeping in Order

Do you ever feel like a hamster on a wheel when you’re organizing your finances?  It can be a never-ending process, for sure. Financial transactions happen daily in your business, and getting and keeping your bookkeeping in order requires commitment.  

If you’re like most creatives, just the thought of bookkeeping sends you running for the hills. You’d rather stick to art instead of analytics.  Plus, you just don’t have the time to figure it all out.

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How to Spend Less On Your Next Creative Conference (Part Three: Spending Less)

n Parts 1 and 2 of this series, we discussed the basic and extra costs associated with attending a creative conference.  We covered the absolute necessities, as well as some of the expenses that can crop up unexpectedly and seem pretty minor until we take the time to assess them in total.

If you haven’t already figured it out, attending a creative conference can turn really expensive, really fast.  But, I’ve got a few tips to share that can save you money and reduce your expenses with minimal effort.

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How To Set Up Your Business For Major Financial Success

Do you ever feel like a hamster on a wheel when you’re organizing your finances?  It can be a never ending process since financial transactions happen daily in your business.  

If you’re like most creatives, just the thought of  bookkeeping sends you running for the hills. You’d rather stick to art instead of analytics.  Plus, you just don’t have the time to figure it all out.

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How to Determine Your Sweet Spot for Monthly Revenue (for Service-based Businesses)

You’re great at what you do.  Other people take notice that you’re great at it, and they want to pay you to do it for them, too.  But how do you figure out what you should charge for that special thing you do? And how do you find the sweet spot for your monthly revenue where you’re able to pay yourself, pay taxes, and save in your business?

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Know What It Costs to Run Your Business

So many business owners don’t have a handle on how much they spend in different areas of their business month to month or how much it costs just to stay open for business.

NOT knowing how much you spend is what leads to wasted dollars on expenditures that aren’t producing a return or to uncertainty about whether you can afford to give yourself a pay increase or bring on extra help in your business

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Mid-Year Goals Check-in

It’s time to check in on your goals.  

Looking back on the first half of the year can provide a good indicator of what the next six months could be like in terms of sales and expenses, cash flow, savings, etc.

The mid-year point is also where we decide to either continue along the path we’re on if it’s working or course-correct if we’re not happy with the progress we’re making.

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What Do I Need to Work With an Accountant?

While working with an accountant certainly brings a measure of relief, you should take some time to prepare prior to turning over your books.  So, what does that look like?

Well, the onboarding process is usually the toughest part.  It’s the information gathering phase. While you might have some of these items readily available to you, now‘s a good time to make sure you can put your hands on them quickly.  

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Who’s the Best Accounting Professional for Me?

There’s a misconception that good financial representation, along with client service, is out of reach, and I believe that’s based in part on the hierarchy of roles within the accounting industry.

It can be a mystery to figure out just who to call - bookkeeper, accountant, or certified public accountant (CPA) when the need arises.  Let’s break down the hierarchy, so that you know the players and which ones you need on your team.

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How to Find the Right Accountant + 4 Questions to Ask

You’ve decided that it’s time to hire someone to handle your business finances.  I know it feels like such a load is coming off your shoulders, but I also know there’s some fear and hesitation around what you may find in the process.  I want to share some tips that will help you hire a professional who removes fear and hesitation from the process for you.

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Is It Time to Outsource Your Bookkeeping?

You’re a busy entrepreneur wearing all the hats and doing #allthethings in your business. While you understand just how important knowing your numbers is, you only have so many hours to tackle the tasks behind the scenes of your business.  And, frankly, your bookkeeping just isn’t at the top of your to-do list.

Knowing your numbers doesn’t have to leave you feeling like you’ve piled yet another thing on an already full plate.  

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#1 Thing You Need to Organize Your Finances

You’re familiar with the saying - those who fail to plan, plan to fail.  Well, it’s a very true statement, especially when it comes to organizing your finances. Regardless of whether it’s money coming in or going out, your business has financial activity that, if left unorganized, can cause you some major headaches.

That’s why the number one thing that all creative entrepreneurs need to get their business finances organized is

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