Manage episode 513716357 series 3032845
Think bookkeeping is just about tracking expenses? In this episode of The Profit Pillars Show, Parker Stevenson (CEO of Evolved Finance and author of Profit Pillars) explains exactly what a professional bookkeeper should be doing each month for your online business.
You’ll learn why categorizing transactions requires nuance, why reconciliations are non-negotiable, and which adjustments most bookkeepers miss (like payroll, merchant fees, and refunds). Parker also breaks down what your bookkeeper shouldn’t be doing and how to know if your current setup is giving you the clarity you need.
If you’ve ever wondered whether your bookkeeping is really supporting your business growth, this episode will show you what to expect.
1:42 The essential monthly bookkeeping process explained
4:28 Why proper transaction categorization matters
7:55 Reconciling accounts the right way
11:10 Adjustments most bookkeepers overlook
16:48 Delivering reports you can actually use
20:15 What your bookkeeper shouldn’t be doing
23:40 Signs your bookkeeping setup isn’t working
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Resources & Links From This Episode
📘 Profit Pillars Book → https://evolvedfinance.com/book 💼 Learn more about Evolved Finance → https://evolvedfinance.com/services 📚 Finance Tools & Courses → https://evolvedfinance.com/learn
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About the Show
The Profit Pillars Show by Evolved Finance gives entrepreneurs the guidance and clarity they wish they had sooner. Each episode delivers actionable advice based on Parker’s years of experience helping business owners grow stronger, more profitable businesses.
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Other Ways to Connect with Us
📸 Instagram → https://www.instagram.com/evolvedfinance/ 💼 LinkedIn → https://linkedin.com/company/evolved-finance🎧 Listen on Spotify → https://open.spotify.com/show/6ggjihbD5VfKhhjkth32pZ
239 episodes