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Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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Do you ever catch yourself standing in front of the fridge or pantry, not because you’re hungry, but because you’re bored, stressed, or just want a break from everything going on in your life? Maybe you’ve had this thought: “Why can’t I just eat like a normal person?” I hear this from my clients all the time, especially high-stress professionals li…
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Have you ever wondered why some businesses thrive while others barely survive? Well, it often comes down to one fundamental quality…financial literacy. Understanding your business finances is one of the most critical aspects when running your own business, and overall leads to your growth and prosperity. In today’s podcast episode, I’m diving into …
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Do you ever wonder why it feels so easy to fall off the wagon when you’re chasing a goal? Why you start with excitement, maybe even momentum, but then, somewhere along the way, it starts to feel heavy, exhausting, or just plain hard, and you stop? This isn’t because you lack discipline, and it definitely isn’t because you’ll never change. It’s beca…
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Keeping your business simple doesn’t mean you can’t meet the revenue or profit goals you have for your business. It also doesn’t mean that you can’t create a product or service that will meet the needs of your ideal customer. It’s actually the exact opposite. When you keep your business simple by implementing effective operations, you can obtain gr…
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Do you ever find yourself stuck in a decision loop? Be honest here, how often do you find yourself in a situation like this? You’ve got a choice to make. Maybe it’s about your career, your business, or even something that should feel small, like which project to prioritize today. Instead of feeling confident, you start to spiral into thoughts like,…
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If you listened to my last episode, you know I introduced something really exciting, The RE*INVENTION™ Process Community. It’s a new community designed just for accountants and high-stress professionals like you who want to reduce stress, increase productivity, and finally enjoy life again. In today’s podcast episode, I’m taking a deeper dive into …
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Hey everyone, I’m really excited to share something brand new that I’ve been working on with you today, something I know a lot of you have been asking for. and it’s designed specifically for accountants and high-stress professionals who want to reduce overwhelm, increase productivity, and actually enjoy their lives again. If that sounds like you, I…
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Navigating throughout the lifetime of your business, you’ll be faced with many decisions to make. Most will be quick and easy for you to decide on, but when you are faced with a decision that is causing you stress because you are not sure what to do, it can take a lot out of you and have a pretty significant impact on your personal life as well. In…
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Let me ask you something. How much frustration are you actually willing to tolerate in your life? Really think about it. Because most people don’t set out to live in a state of constant irritation. But over time, without even realizing it, they start treating feeling frustrated like it’s just a normal part of their life. Deadlines are constantly be…
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Business owners often struggle to find the time to do the bookkeeping for their business. This is a topic that I see come up often with many of the business owners I work with. I understand how much this can cause issues in your business, especially when you know how important it is to have your bookkeeping up to date and review the data it shows a…
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Today, I want to talk about a feeling we all know too well. It’s not exactly a sexy topic, but we’ve all felt dread at some point in our lives. You’re probably not scrolling social media and seeing posts like “I can’t wait to tackle that thing I’ve been dreading all week!” Right? Instead, we tend to hide it. We push it down. We think we’re the only…
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Reviewing your financial statements regularly will help you keep a pulse on how your business is doing. I know from experience that when I’m working with many of my smaller business clients, especially those who are solopreneurs, it’s hard for them to find the time to review their financial statements on a monthly basis, so I want to focus on the i…
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Have you ever caught yourself thinking, “If the right opportunity would just come along, everything could finally fall into place?” Maybe you’ve thought that about a career move, a health goal, or a dream you keep putting off because now’s not the right time. Don’t worry, you’re not alone. But today, I want to help you see that the opportunity you’…
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Reconciling credit card transactions in either QuickBooks Desktop or QuickBooks Online is easy to do as long as you have the correct procedures in place to do it accurately. Over the years, I have seen many different ways businesses have recorded their transactions and how quickly their financial reports can reflect inaccurate data. When I walk cli…
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Do you ever feel like your emotions are running your life? Like you're just getting dragged around by stress, worry, or frustration, and all you want is to just feel better? That’s one of the most common things I hear from my clients. They’ll say I just want to feel better. Nothing too irrational, just better. And today, I want to show you how that…
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Trying to squeeze everything you can into the few summer months we have while maintaining your career or business can be a difficult feat, but with a few tools and being aware of everything that is happening this summer, you could not only avoid burnout, but you could enjoy these last few weeks of summer in a way you never thought you could. In tod…
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Have you ever paused and really asked yourself, Who am I? I don’t mean what you do for a living. Or what others expect of you. I mean the real you. The version of you that shows up when no one’s watching. The one that doesn’t pretend, doesn’t shrink, and doesn’t perform. Most of my clients come to me thinking they’ll finally feel like themselves on…
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By increasing your awareness and well-being, you can achieve anything you can imagine in your life. Success stems from awareness and allows you to make decisions that lead to your successful future. If you are unaware of what is happening in your life, you won’t know where you need to make the changes that will bring you more success in your life a…
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Have you ever had a quiet moment, maybe you were standing at the sink or staring at your computer screen, and you wondered, Is this it? Is this really how you’re meant to live your life? I hear this from clients all the time. They’ll come to me burned out and overwhelmed. Everything appears successful from the outside, but inside, they are seeking …
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Being aware of yourself and your surroundings will help you increase your overall well-being. Once you gain awareness of something in your life, you are able to make decisions as to how you want to continue your outcome in this area. We are often so caught up in our day-to-day activities and events that we don’t take the time to really dive into ho…
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If you’ve ever caught yourself thinking, “I just want to feel better,” you’re not alone. When I ask my clients what they want to improve in their lives, no matter how they say it, whether they’re talking about stress, burnout, their business, their time, or their health, it almost always comes down to two things. They either want to be happier or t…
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Developing self-awareness and understanding how you behave in certain situations is an important skill for you to develop so that you can be more proactive in both your business and your personal life. Taking time to dig into the stories you may be telling yourself and what your beliefs are will give you insight into your future behavior and perfor…
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Let’s be honest. Relationships can feel exhausting sometimes. Whether it’s your spouse, your coworker, your boss, a longtime friend, or even that one client who always sends you “urgent” emails at 10:47 p.m. on a Sunday night. What’s really going on in those moments? Why do we find ourselves spinning, analyzing, and trying to “figure out” how to ma…
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Commingling funds in your business is a mistake many business owners make, whether it is intentional or unintentional. There are times when funds may be commingled accidentally and others when it is being done with no knowledge that it has even happened. In today’s podcast episode, I’m breaking down what commingling funds means in your business, st…
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Are you sitting there thinking, “Once I finally get that promotion... once I hit six figures... once I finish this certification... then I'll stop doubting myself?” If so, I want to offer something that might surprise you. That self-doubt, it doesn’t go away. Not at the next level, and not after the next milestone. In fact, the more successful you …
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Every business has a chart of accounts, whether they are using a computerized software system or simply recording their income and expenses manually. Even if you simply have a list of accounts you use periodically, this is actually your chart of accounts. You’ll use this chart of accounts every time you are doing the bookkeeping for your business. …
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Have you ever looked at someone and thought, “Wow, they’re just so confident. I wish I had that kind of energy.” Maybe it’s a colleague who walks into a room and owns it. Or someone who speaks up in meetings without second-guessing themselves. Or that person at a networking event who seems totally at ease talking to strangers while you’re off in th…
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Whether summer is a peak time for your business or if it tends to get a bit slower for you, if you’re like many business owners, you want to make sure you get to enjoy all that summer has to offer. Being proactive and purposeful with your time this summer will help to ensure you are able to not only reach the goals you want to accomplish for your b…
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If you’re listening to this episode right now, I already know something important about you. You’re someone who cares. You care about your business, your career, your clients, your deadlines, your team, your family, and maybe somewhere in the middle of all of that, you’re trying to care for yourself too. But let’s be honest… that last one? That “yo…
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Your accounts receivable balance is an important number to know throughout the course of your business. It will help you when you are projecting how much cash you’ll be receiving in the future, but if you don’t have an accurate accounts receivable number to begin with, you could run into issues with your projections. Your accounts receivable balanc…
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Do you ever have uncomfortable feelings when you are going about your day? When you feel discomfort, it can show up as a slight uncomfortable feeling, where you almost feel like it’s just running in the background of your life, and we often try to outrun it when it feels like this. It can also feel like a tightness in your chest when you’re about t…
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If you have a situation where you need to refund your customer the money they have paid you, you want to make sure that you are doing it correctly so that everything clears out in the customer’s account and they show the correct balance due if they have one, or that their account balance is zero if they no longer owe you any money. Refunding a cust…
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Are you protecting your peace, or avoiding discomfort? We all know that boundaries are healthy, right? They help protect our peace, preserve our energy, and define how we allow others to show up in our lives. But here’s something most people don’t talk about. Sometimes what we think is a boundary is actually us avoiding something. Or someone. Let m…
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Making sure that your customers’ balances are correct will not only ensure your financial statements are accurate, but you will have fewer inquiries from customers about their balances as well and less cleanup on your Accounts Receivable Aging Report down the road. Over the next few weeks, I am going to help you gain a deeper understanding of your …
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Every single one of us feels scared or nervous at some point in our lives, and for some of us, it’s probably more often than we’d like to admit. Think about when you felt nervous in the past. You know that fluttery feeling in your stomach, the racing heart, the sweaty palms, yes, that feeling. It usually shows up when you’re about to do something n…
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Now that the tax deadline is behind us, unless you filed an extension, it’s time for you to make sure that your books match your tax return. Most of my listeners on this podcast do their own bookkeeping for their business, and this is one of the steps that business owners are normally a little hesitant or unsure about how to handle. By being proact…
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Have you ever had a moment where you just knew what decision to make without being able to explain why? Maybe you didn’t have all the facts, or you didn’t talk it over with anyone, but deep down, you just knew. This is your intuition at work. Today, we’re going to talk about something that most people don’t spend much time thinking about, but it’s …
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Success doesn’t magically happen in business or even in your personal life. It takes work and lots of self-discipline to achieve your goals. Take a minute and think about the goals you’ve set in your business or personal life. Do you know what it is going to take to achieve them? Are you ready to be self-disciplined enough so that you can reach the…
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Are you ready to start living your life on purpose? If so, it’s time to stop saying I don’t have time and start living by what you truly want in your life. Your priorities. How often do you find yourself saying something like: “Ugh, I just don’t have time for that”? Whether it’s a workout, time with family, starting that dream side hustle, or even …
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You are setting goals in your business or your personal life; you know what is going to move the needle, but you still find yourself procrastinating. You are not focusing on the right tasks. You are looking for the motivation or drive, and once you get the motivation, then you’ll get started, but honestly, how long have you been waiting for this ri…
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Have you ever been in a situation where you felt completely uncertain about how things were going to turn out? Maybe you're in one right now. When you’re in a high-stress profession, uncertainty is something you deal with all the time. Whether it's the unpredictability of the economy or a difficult customer or client, we often find ourselves wishin…
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The April 15th deadline is closing in on us quickly. As a business owner, you have a lot of things you need to take care of, and filing your tax return is probably one of those things you put at the bottom of your list. I get it, I understand how hard it can be, and I’ve talked to many business owners who dread filing their tax returns. It is somet…
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Do you ever feel like you’re constantly putting other people’s needs before your own? Do you say "yes" when you really want to say "no"? Maybe you feel guilty for turning someone down or worry that speaking your truth might upset others. If so, you’re likely caught in the cycle of people-pleasing, a habit that, over time, can drain your energy, inc…
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Have you ever started something and fizzled out after a few days? I often hear about this when people are starting a diet or a new exercise program, but it isn’t only in our personal lives that we might find we are lacking in consistency. Creating habits so that you can remain consistent in whatever you are trying to accomplish will be the key to y…
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Do you ever feel guilty for resting? Like if you’re not constantly working, you’re somehow falling behind or being lazy? If you’re in a high-stress profession, I know how easy it is to push yourself to keep going, even when your body and mind are begging for a break. But I want you to know that rest isn’t a luxury. It’s a necessity. And yet, so man…
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Have you ever wondered what success is and how you will know when you have reached it? Understanding what success means to you is the only way you will ever know when you have reached success in your business or your personal life. In today’s podcast episode, I will help you define what achieving success in your business and your personal life will…
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Have you ever had a stretch of time where you really felt productive? Like you were on top of everything, crossing things off your list, and making real progress? And then there are the other times when it feels like no matter how much you work, you’re still spinning your wheels. What does productivity really mean to you? Do you define it by how mu…
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A common question I receive from clients is how they should be recording their loans in QuickBooks. I often see clients set up their loans the wrong way. They will sometimes appear on a report where they shouldn’t be, which can throw off any tax planning the client is trying to do. I know clients are trying their best and working hard to keep up wi…
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Do you ever wonder if you are experiencing burnout? Burnout seems to be a topic that hits home for so many of us. I’m not talking about just feeling a little tired or having a stressful week. I’m talking about full-on, deep, emotional, mental, and physical exhaustion. You know, the kind of burnout that makes you question everything, from your caree…
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One of the most popular questions I receive throughout the year, and especially during tax season, is which receipts do I need to keep for my business, and the follow-up for this question is typically how I should keep these receipts. Both are great questions, and in today’s podcast episode, I go over which receipts you need to keep in your busines…
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