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תוכן מסופק על ידי Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business, Chris Panek - CPA, Business Strategist, and Business Coach For Entrepreneurs Growing Their Business. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business, Chris Panek - CPA, Business Strategist, and Business Coach For Entrepreneurs Growing Their Business או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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177: Automating QuickBooks To Save Time Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed

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Manage episode 402082076 series 2840137
תוכן מסופק על ידי Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business, Chris Panek - CPA, Business Strategist, and Business Coach For Entrepreneurs Growing Their Business. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business, Chris Panek - CPA, Business Strategist, and Business Coach For Entrepreneurs Growing Their Business או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

As a business owner, you are always looking for ways to save time in your business, but you want to make sure you are not cutting corners in one place and causing additional problems down the road. This holds true when you are doing your bookkeeping as well. I always tell my clients when they are setting up their bookkeeping systems to make sure that they are capturing information that will be helpful for them when it comes time to prepare their tax returns. But tax compliance shouldn’t be your only concern when you are doing your bookkeeping. If there are certain items you want to track in your bookkeeping, you need to set those processes up in the beginning so that you can see the results at the end of the month, quarter, or year. Remember the saying garbage in is garbage out? This is true in your bookkeeping as well. When you are utilizing a computerized software system to track your bookkeeping, I’m sure you’ve noticed how easy it is to have your banking transactions automatically feed into your bookkeeping system. There are also ways that you can have them automatically categorized for you by using bank rules. In theory, this is a great system, but it can cause problems in your bookkeeping if you are not careful about how everything is set up from the beginning. In today’s podcast episode, I am going over what bank feeds and bank rules are and how to ensure you have everything set up appropriately so that you can have accurate financial statements that allow you to make sound business decisions. It doesn’t matter if you are just getting started with your business, you are a self-employed individual, a solopreneur, entrepreneur, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, you want to make sure you are utilizing the processes available to you in a way that you are truly saving time and not creating another task that will take even more time to straighten out in the end. I’ve seen how easily this can happen to business owners when they think they have everything recorded correctly only to find that their financial statements are a mess, and their tax preparer won’t prepare their return. I’ve had lots of projects like this come through my business just in the last month, so I want to help you avoid this costly mistake. Listen in, as I walk you through steps you can take today to ensure your bookkeeping is on the right track. It doesn’t matter if you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, this episode will be helpful for you…

Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week. Find out where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan, including which action steps you need to take to get started on the path to success:

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 I’m creating 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 dip your toes in and see how you like coaching with an Introductory Coaching Session. I’ll spend the whole time coaching you on anything you’d like coaching on in your business or your personal life:

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.

  continue reading

191 פרקים

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Manage episode 402082076 series 2840137
תוכן מסופק על ידי Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business, Chris Panek - CPA, Business Strategist, and Business Coach For Entrepreneurs Growing Their Business. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business, Chris Panek - CPA, Business Strategist, and Business Coach For Entrepreneurs Growing Their Business או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

As a business owner, you are always looking for ways to save time in your business, but you want to make sure you are not cutting corners in one place and causing additional problems down the road. This holds true when you are doing your bookkeeping as well. I always tell my clients when they are setting up their bookkeeping systems to make sure that they are capturing information that will be helpful for them when it comes time to prepare their tax returns. But tax compliance shouldn’t be your only concern when you are doing your bookkeeping. If there are certain items you want to track in your bookkeeping, you need to set those processes up in the beginning so that you can see the results at the end of the month, quarter, or year. Remember the saying garbage in is garbage out? This is true in your bookkeeping as well. When you are utilizing a computerized software system to track your bookkeeping, I’m sure you’ve noticed how easy it is to have your banking transactions automatically feed into your bookkeeping system. There are also ways that you can have them automatically categorized for you by using bank rules. In theory, this is a great system, but it can cause problems in your bookkeeping if you are not careful about how everything is set up from the beginning. In today’s podcast episode, I am going over what bank feeds and bank rules are and how to ensure you have everything set up appropriately so that you can have accurate financial statements that allow you to make sound business decisions. It doesn’t matter if you are just getting started with your business, you are a self-employed individual, a solopreneur, entrepreneur, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, you want to make sure you are utilizing the processes available to you in a way that you are truly saving time and not creating another task that will take even more time to straighten out in the end. I’ve seen how easily this can happen to business owners when they think they have everything recorded correctly only to find that their financial statements are a mess, and their tax preparer won’t prepare their return. I’ve had lots of projects like this come through my business just in the last month, so I want to help you avoid this costly mistake. Listen in, as I walk you through steps you can take today to ensure your bookkeeping is on the right track. It doesn’t matter if you are using a computerized software system like QuickBooks, Xero, Wave, or FreshBooks for your business finances, or if you are doing your bookkeeping manually with an Excel spreadsheet or even a Google Document, this episode will be helpful for you…

Find out how you can work with me by either scheduling a free consultation or signing up for the BALANCE Life Coaching program, where you can get private one-on-one coaching every week. Find out where you’d like to see yourself and your business in the future. We’ll create a laser-focused plan, including which action steps you need to take to get started on the path to success:

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 I’m creating 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 dip your toes in and see how you like coaching with an Introductory Coaching Session. I’ll spend the whole time coaching you on anything you’d like coaching on in your business or your personal life:

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.

  continue reading

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