Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business

Erika Millard
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Hey bestie! Welcome to the Get Comfy with Numbers podcast! I'm Erika Millard - Founder of Bookkeeping with Erika, Bookkeeping Expert, and your go-to gal for helping you finally feel confident about your business finances. Whether you're here to set up, clean up, or take bookkeeping completely off your plate, you're in the right place. And if you're feeling a little sweaty and nervous just reading this? You're definitely in the right place. 😉 This podcast is for female business owners who want to stop avoiding their numbers and start understanding them. You don't need to become a spreadsheet whiz or love math - you just need someone to make it simple (hi 👋, that's me!). Inside each episode, we'll break down: - How to set up smart, streamlined bookkeeping systems - What it means to have "clean" books and how to get there - The most common QuickBooks mistakes (and how to fix them) - Real ways to prepare for tax time without tears - And how to use your numbers to make confident business decisions You'll also hear stories from my clients and guests who have gone from overwhelmed to in control, with just a little help from their bookkeeping bestie. 🎧 Plus, don't forget to grab my FREE QuickBooks Health Check - a simple way to spot issues fast and feel confident your books are on track. https://erikamillard.com/qbhealthcheck So grab one of the three drinks on your desk (because obviously), hit follow, and let's take the stress out of your numbers, one episode at a time. Let's connect: 🌐 www.erikamillard.com 📧 connect@erikamillard.com 📸 Instagram: @erika_millard

  1. 119 Is Doing Your Own Books Actually Working for You?

    4D AGO

    119 Is Doing Your Own Books Actually Working for You?

    Is Doing Your Own Books Actually Working for You? 4 Honest Signs Every Small Business Owner Needs to Hear Be honest with yourself for a second... is your bookkeeping actually working? Not just kind of happening, but really working? There's a big difference between doing your own books and doing them well, and if you're a solopreneur or small business owner managing your own QuickBooks, this episode is for you. Today we're breaking down four honest signs to help you figure out where you actually stand with your bookkeeping, and what to do about it no matter where you land. Grab the free podcast playlist in the show notes — it's a curated starting point no matter where you are in your bookkeeping journey! The 4 Signs We Cover: Sign #1: Your Bookkeeping Isn't Getting Done Consistently Are your books only getting done when things slow down? Or is there a three-month pile of transactions waiting for you in QuickBooks? Consistency is the whole game with bookkeeping for small business owners, and if it's a struggle, it's usually a setup problem, not a you problem. We talk through some practical (and fun!) ways to actually make yourself sit down and do it. Sign #2: You're Not Sure Your QuickBooks Numbers Are Actually Right Your transactions are in QuickBooks... but do you actually trust them? If you have a quiet little voice wondering whether your profit and loss report is accurate, or you've been avoiding your reports altogether, this one's for you. We talk about what to look for and where to get support so you can actually use your numbers to make real business decisions. Sign #3: You've Been Avoiding QuickBooks Completely If QuickBooks is a tab you keep opening and closing without actually doing anything, that pit in your stomach is real information. Avoidance is almost never about laziness. For most small business owners doing their own bookkeeping, it's usually fear, shame, or confusion, and all of it is fixable. Sign #4: Doing Your Own Bookkeeping Might Not Make Sense Anymore Your business is growing. You're good at what you do. And bookkeeping keeps getting pushed to the bottom of the list. There's no shame in reaching the point where DIY bookkeeping just doesn't make sense anymore. Outsourcing your books isn't failure. It's a smart business decision. Resources mentioned: Free Podcast Playlist: https://erikamillard.com/podcast-playlist-bundles  Monthly Support Club (membership): https://erikamillard.com/monthlysupportclub  Happy Bookkeeping!

    12 min
  2. 118 3 Real Conversations About QuickBooks... And What I Actually Said

    MAY 12

    118 3 Real Conversations About QuickBooks... And What I Actually Said

    Not everyone needs QuickBooks right now. And some people who already have it? They're using it wrong. In this episode, I'm walking you through three real conversations I had with business owners all asking the same question: Is QuickBooks right for me? Each one got a different answer, and here's why. What you'll hear in this episode: The Spreadsheet Girly -- She had a perfectly fine system, low transaction volume, and zero urgency to switch. So why did I still nudge her toward QuickBooks? Because setting up your foundation before the busy season hits can save you from learning too many new things at once. Plus, if you don't have a way to invoice clients yet, you might as well have it all in one place. The Guy Who Wasn't Sure It Was Set Up Right -- He had QuickBooks. He clicked through all the setup prompts. But something felt off. Sound familiar? Having QuickBooks and having QuickBooks set up correctly are two very different things. We did a full review of his chart of accounts, settings, and categorization, and now he's working through the course with a lot more confidence. The Paper Ledger Lady -- She had discipline, she had a system, and she had been doing her own books for years. The problem wasn't her capability; it was the language barrier. QuickBooks uses accounting terminology that can feel like a foreign language if you don't have a background in it. The good news? You don't need an accounting degree. You just need someone to show you what to do. The thing all three had in common? They weren't lost. They just needed someone to point them toward what actually made sense for their situation. If you heard yourself in any of these stories, your next step is the free podcast playlist. It will help you figure out exactly where you are in your bookkeeping journey and which episodes to start with, so you're not sifting through 100+ episodes wondering where to begin. Grab the free playlist here: https://erikamillard.com/podcast-playlist-bundles  Topics covered: When a spreadsheet is actually fine (and when it's not) Signs your QuickBooks setup might have gaps Why the language of accounting feels so overwhelming How to go from "I don't know what I don't know" to feeling confident The mindset shift that helps you stop overthinking and start taking action

    10 min
  3. 117 The Bookkeeping Era You're In Right Now (And What It Means for You)

    MAY 5

    117 The Bookkeeping Era You're In Right Now (And What It Means for You)

    Are you Googling "how to do bookkeeping for my small business" and getting results that are either way too basic or way over your head? You're not alone, friend. In this episode, we're breaking down the three bookkeeping eras so you can figure out exactly where you are right now and what to do next. In this episode, you'll learn: The 3 bookkeeping eras every small business owner moves through How to identify which stage you're in right now The most common mistakes people make at each stage (and how to avoid them) What you actually need to move forward with confidence The 3 Bookkeeping Eras: Era 1: I Just Need to Get Started You're asking questions like: Is a spreadsheet good enough, or do I need QuickBooks? Which QuickBooks subscription do I need? Do I need a separate business bank account? This stage comes with a lot of fear, especially around making the "wrong" decision. The good news? You don't need to learn everything at once. You just need a clear plan to get started. Era 2: Things Got a Little Away from Me You've been doing bookkeeping for a while, but something feels off. Maybe you've been avoiding looking at the numbers, or you've Googled a QuickBooks problem and just... couldn't find the answer. This is super common. Most people are actually doing better than they think, but the overwhelm keeps them from finding out. Era 3: I Am So Done Doing This Myself Your time is better spent in your zone of genius, and bookkeeping just isn't it. If you keep waiting for the "perfect" time to outsource, this era is a sign that it's time to stop waiting and hand it off. Grab your free curated podcast playlist based on your bookkeeping era here:https://erikamillard.com/podcast-playlist-bundles  With 115+ episodes in the Get Comfy with Numbers library, the playlists are designed to cut through the overwhelm and give you the exact episodes you need for where you are right now.

    8 min
  4. 116 Starting or Running a Nonprofit? Listen to This with Lisa Avila

    APR 28

    116 Starting or Running a Nonprofit? Listen to This with Lisa Avila

    Today I'm sharing the mic with Lisa Avila a Non-Profit Strategist so we can cover everything you'd need to know if you wanted to start a non-profit business. The big vision, the money, the organization, avoiding burnout and everything in between!   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

    43 min
  5. 115 Waiting Until You Feel Ready Is Keeping You Stuck

    APR 21

    115 Waiting Until You Feel Ready Is Keeping You Stuck

    Women Podcasters Awards Vote Here!   https://www.womenpodcasters.com/erika-millard    Most people think they need to feel ready before they start. But what if that's the very thing keeping you stuck? In this episode, I share a personal moment—how I almost didn't start this podcast because I didn't feel "ready"… and why that had nothing to do with readiness and everything to do with fear. We talk about: The real reason you keep putting things off How "waiting until you're ready" shows up in your business (especially your bookkeeping) Why confidence doesn't come before action A simple, doable way to start—without overwhelm If you've been avoiding something because you don't feel ready yet, this episode will help you take that first step. Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

    7 min
  6. 114 She Knew Her QuickBooks Was Off…But YouTube Wasn't Helping (Real Client Case Study)

    APR 14

    114 She Knew Her QuickBooks Was Off…But YouTube Wasn't Helping (Real Client Case Study)

    When you're hunting on YouTube for an answer to your bookkeeping question or problem, minutes can turn to hours. It seems the clarity you need is burried and hidden deep somewhere in these videos, it's just hard to know how to find it. Today we're talking about a real life example of this so I can teach you how to get the help you're looking for!   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

    10 min
  7. 113 My Business Card Got Hacked…Here's What I'm Doing Differently

    APR 7

    113 My Business Card Got Hacked…Here's What I'm Doing Differently

    Welp… it happened to me. My business card got hacked. And before you panic…everything is okay. But it definitely made me realize there were a few things I thought were 'fine'…that maybe weren't as safe as I thought. And honestly? It helped me tighten up a few things on the security side that I probably wouldn't have thought twice about before. I already had a lot of the right things in place, but this was one of those moments that made me want to make sure everything is as solid as possible.  We're covering public wifi, Quickbooks, card protection, email, and passwords. Let's go over these security steps together!   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

    10 min
  8. 112 Which QuickBooks Plan Do You Actually Need? (Simple Guide for Business Owners)

    MAR 31

    112 Which QuickBooks Plan Do You Actually Need? (Simple Guide for Business Owners)

    Feeling overwhelmed by all the QuickBooks options? You're not alone. In this episode, we break it all down in a simple, no-stress way so you can confidently choose the right plan—without overpaying or overcomplicating your bookkeeping. ✨ What You'll Learn: The real first decision: QuickBooks Online vs Desktop Why QuickBooks Online is the best choice for most small business owners When Desktop actually makes sense (and when it doesn't) 🚫 Why you should avoid QuickBooks Self-Employed A simple breakdown of each QuickBooks Online plan: Simple Start (best place to begin) Essentials (when you need bill tracking) Plus (for deeper insights + budgeting) Advanced (for larger teams) 💡 The truth about recurring invoices (and why you probably don't need to upgrade for them anymore) 💡 The truth about budgeting features (and when they actually matter) 🎯 Key Takeaways: Start simpler than you think More features ≠ easier bookkeeping Most service-based businesses will do great with Simple Start Upgrade only when your business actually needs it—not "just in case" ⚠️ Common Mistakes to Avoid: Choosing a higher plan too soon Starting with Self-Employed Sticking with Desktop just because it feels familiar Expecting software to fix messy books 💗 Bestie Truth: QuickBooks has made its lower-tier plans more powerful—don't let all the options pressure you into overcomplicating things. 📩 Next Steps: Not sure which plan fits your business? That's exactly what I help with. Send me a DM or book a free "Next Steps" session to get personalized guidance.   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!

    15 min
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About

Hey bestie! Welcome to the Get Comfy with Numbers podcast! I'm Erika Millard - Founder of Bookkeeping with Erika, Bookkeeping Expert, and your go-to gal for helping you finally feel confident about your business finances. Whether you're here to set up, clean up, or take bookkeeping completely off your plate, you're in the right place. And if you're feeling a little sweaty and nervous just reading this? You're definitely in the right place. 😉 This podcast is for female business owners who want to stop avoiding their numbers and start understanding them. You don't need to become a spreadsheet whiz or love math - you just need someone to make it simple (hi 👋, that's me!). Inside each episode, we'll break down: - How to set up smart, streamlined bookkeeping systems - What it means to have "clean" books and how to get there - The most common QuickBooks mistakes (and how to fix them) - Real ways to prepare for tax time without tears - And how to use your numbers to make confident business decisions You'll also hear stories from my clients and guests who have gone from overwhelmed to in control, with just a little help from their bookkeeping bestie. 🎧 Plus, don't forget to grab my FREE QuickBooks Health Check - a simple way to spot issues fast and feel confident your books are on track. https://erikamillard.com/qbhealthcheck So grab one of the three drinks on your desk (because obviously), hit follow, and let's take the stress out of your numbers, one episode at a time. Let's connect: 🌐 www.erikamillard.com 📧 connect@erikamillard.com 📸 Instagram: @erika_millard

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