257: How I Actually Manage Finances of a Course, Coaching + Agency Business (With My Accountant Mum!)

Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/jacquinaunton_SwitchToXero Terms & Conditions apply.*

Running a business isn’t just about the visible parts… the branding, marketing, and client work.

Behind every growing business is a whole ecosystem of systems, numbers, and processes quietly doing the heavy lifting.

In this episode, I’m pulling back the curtain on the backend of my business... and I’ve brought in a very special guest to help!

My mum, Sharon Gleeson, who just happens to be an accountant with 40+ years of experience… and now my bookkeeper.

We talk about how my business has evolved from designing in my bedroom to growing 500% in the last four years, what systems we use today, and the financial setup that keeps everything running smoothly.

We cover:

• Why spreadsheets eventually stop working for growing businesses
• The systems I use to run my courses, coaching and design agency
• The biggest mistake I made with accounting software
• Why integrations (like Stripe, PayPal and Dubsado) matter so much
• How understanding your numbers helps you make better business decisions

Tools mentioned:
• Xero (accounting software): https://referrals.xero.com/jacquinaunton_SwitchToXero
• Kartra (courses + coaching platform): https://try.kartra.com/urc3ghe3cooh
• Dubsado (client management + invoicing): https://dubsado.com/?c=whitedeer
• Canva (design tool): https://partner.canva.com/whitedeer

Timestamps
Meet my mum (and my bookkeeper) 0:00
Getting to know the guest 1:48
How my business actually works 4:50
PSA 16:00
Why switch to Xero 16:44
Wrapping up 28:30

Watch on YouTube: https://youtu.be/fA-bx14oFYI
Read on the Blog: https://whitedeer.com.au/ep257/

WORK WITH JACQUI:
// DIY Design My Biz: The best course for business owners DIYing their own brand and graphics in Canva. Learn more: https://whitedeer.com.au/diy-dmb
// The Co+Creation Design Club: Design WITH the help of a professional designer in this high-touch coaching space: https://whitedeer.com.au/designclub
// Design Studio: If you’re after fully done-for-you design services my studio team can help! https://whitedeer.com.au/designstudio