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86 | Overwhelmed with QuickBooks? Do this instead

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Manage episode 468233448 series 3573046
Content provided by Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO, Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner, and CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO, Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner, and CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Got a question? Send me a text.

Does the thought of using QuickBooks make you cringe?

So many entrepreneurs feel like they should be using it but end up feeling overwhelmed, frustrated, and stuck doing nothing instead.

In this episode, I’m breaking down a simpler way to manage your money—one that doesn’t require complicated software or hours of bookkeeping each week.

In this episode I discuss:
✅ Why QuickBooks can feel so overwhelming
✅ A simple, effective way to track your income and expenses without the overwhelm
✅ How to create a money system you’ll actually stick with
✅ When to outsource your bookkeeping (and what to know before you do)

Managing your money doesn’t have to be hard. Tune in to learn a stress-free approach to staying on top of your finances.

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community.

Connect, share, and learn how to master your money with other women just like you.

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Grab your FREE Human Design chart

Curious what your Human Design chart reveals about how you're uniquely designed to make aligned financial decisions?

➡️ Get your chart here: https://generatealifewelllived.com/receive-your-human-design-chart

Step 3: Ready to transform your relationship with money and build true financial confidence?

Let’s create a strategy that feels aligned, intentional, and empowering—just for you.

➡️ Schedule your 1-hour Money Mastery Call here: https://generatealifewelllived.com/11-support

Money doesn't have to feel overwhelming. Let's create a strategy that feels nurturing and custom to you.

From my soul to yours,

Erin

  continue reading

Chapters

1. Intro: Why QuickBooks Feels Overwhelming (00:00:00)

2. You’re Not Alone: The Struggle with Financial Systems (00:01:15)

3. The Complexity of QuickBooks & Why It’s Not Always Necessary (00:04:10)

4. A Simpler Approach: Tracking Finances Without QuickBooks (00:06:00)

5. When to Outsource Your Bookkeeping (and What to Know Before You Do) (00:10:30)

6. Creating a Weekly Money Habit to Stay on Track (00:14:30)

7. Final Thoughts & Next Steps (00:16:15)

114 episodes

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Manage episode 468233448 series 3573046
Content provided by Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO, Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner, and CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO, Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner, and CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Got a question? Send me a text.

Does the thought of using QuickBooks make you cringe?

So many entrepreneurs feel like they should be using it but end up feeling overwhelmed, frustrated, and stuck doing nothing instead.

In this episode, I’m breaking down a simpler way to manage your money—one that doesn’t require complicated software or hours of bookkeeping each week.

In this episode I discuss:
✅ Why QuickBooks can feel so overwhelming
✅ A simple, effective way to track your income and expenses without the overwhelm
✅ How to create a money system you’ll actually stick with
✅ When to outsource your bookkeeping (and what to know before you do)

Managing your money doesn’t have to be hard. Tune in to learn a stress-free approach to staying on top of your finances.

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community.

Connect, share, and learn how to master your money with other women just like you.

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Grab your FREE Human Design chart

Curious what your Human Design chart reveals about how you're uniquely designed to make aligned financial decisions?

➡️ Get your chart here: https://generatealifewelllived.com/receive-your-human-design-chart

Step 3: Ready to transform your relationship with money and build true financial confidence?

Let’s create a strategy that feels aligned, intentional, and empowering—just for you.

➡️ Schedule your 1-hour Money Mastery Call here: https://generatealifewelllived.com/11-support

Money doesn't have to feel overwhelming. Let's create a strategy that feels nurturing and custom to you.

From my soul to yours,

Erin

  continue reading

Chapters

1. Intro: Why QuickBooks Feels Overwhelming (00:00:00)

2. You’re Not Alone: The Struggle with Financial Systems (00:01:15)

3. The Complexity of QuickBooks & Why It’s Not Always Necessary (00:04:10)

4. A Simpler Approach: Tracking Finances Without QuickBooks (00:06:00)

5. When to Outsource Your Bookkeeping (and What to Know Before You Do) (00:10:30)

6. Creating a Weekly Money Habit to Stay on Track (00:14:30)

7. Final Thoughts & Next Steps (00:16:15)

114 episodes

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