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Bonnie sits down with Becky Nelson, founder of Balanced Office Solutions, a bookkeeping and business advisory firm for entrepreneurs who’d rather not live buried in spreadsheets. With nearly 30 years in finance and ops, Becky brings a no-BS, judgment-free approach to helping business owners actually understand their numbers, create systems that save their sanity, and make smarter decisions without the stress.
They talk about:
Why bookkeeping is almost always the first (and smartest) thing to delegate
The magic of SOPs — and why even an imperfect one can save you hours
The difference between bookkeepers, CPAs, and EAs (and who you actually need)
Creative, budget-friendly ways to start outsourcing your books
Why trust is everything when letting someone into your financial world
Whether you’re bootstrapping, scaling, or just sick of the bookkeeping back-burner shame, this conversation will leave you with practical steps and a new perspective on your numbers.
https://a.slack-edge.com/production-standard-emoji-assets/14.0/google-medium/[email protected]
Takeaway: Baby steps work. Just do one thing today to make your business run smoother — and if that one thing is delegating your books, even better.
LinkedIn: https://www.linkedin.com/in/beckienelson/
Company Website: Bookkeeping Services in Hudson MA | Balanced Office Solutions
#Productivity #Entrepreneurship #Bookkeeping
#BusinessGrowth #OutsourceSmart #MoneyMatters
#TimeFreedom
Delegation, Bookkeeping, BabySteps, SOPs, SmallBusinessFinance, EntrepreneurTips, MoneyMindset, BusinessStrategy, GetShitDone, NoBS, FinancialConfidence, BusinessAdvisory, ServiceBasedBusiness, Productivity

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48 episodes