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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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154 | QuickBooks Got You Stressed? The Key Questions Every Woman Entrepreneur Should Ask a Bookkeeper
Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality
Manage episode 514698160 series 3573046
Content provided by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, and CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, 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.
Work with Me: (https://tidycal.com/eringray/45-min-call-with-erin)
Hiring a bookkeeper shouldn’t feel like handing your finances to a stranger and hoping for the best. In this episode, I walk through what it really means to find the right bookkeeper for YOU. You want someone who understands your business, speaks QuickBooks fluently, helps you make confident money decisions and someone who you can connect with and enjoy working with.
You’ll learn the exact questions to ask before hiring, what to look for in both an energetic and technical fit, and how to set up clear monthly workflows that actually support you. I also talk about security, CPA collaboration, and how to create a financial partnership that feels grounded, transparent, and aligned with your growth.
Want to learn more or connect with me?
Step 1: Join my Facebook Community.
➡️ Join here
Step 2: Grab your free Human Design chart
Step 3: Work with Me
➡️ Schedule your free clarity call here
From my soul to yours,
Erin
Chapters
1. Why Hiring The Right Bookkeeper Matters (00:00:00)
2. QuickBooks Background And Empathy For Overwhelm (00:00:20)
3. Start With Energetic Fit And Trust (00:02:18)
4. Know Your Books Before You Delegate (00:04:37)
5. Industry Experience And Tools That Match (00:06:47)
6. Payment Processors And Income Breakdown (00:08:35)
7. Communication Cadence, Packages, And Reports (00:11:31)
8. Scope, Security, And Using A Client Portal (00:13:19)
9. CPA Collaboration And Clear Expectations (00:16:42)
10. Accuracy, Access, And Team Backups (00:19:07)
11. Vacation Coverage And Continuity (00:20:46)
12. Recap And Encouragement To Take Action (00:21:36)
154 episodes
