最佳QuickBooks播客 (2024)

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262: What Other People Think About You Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 3:39

11h ago3:39

3:39

How much time do you spend thinking about what other people are thinking, specifically what you think they are thinking about you? How often are you doing something just because of what you think the other person is thinking about you? You might be concerned about what your parents are thinking about you, or your partner, or your children, or your …

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QBO Wishlist for 2025 44:30

4d ago44:30

44:30

Alicia and Hector share their top feature requests and improvements they'd love to see in QuickBooks during 2025. From rethinking pop-up notifications to bringing back QuickBooks Labs, they discuss practical changes that would make a significant impact for accounting professionals. The conversation covers both technical requests like improved AI fu…

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261: Year End QuickBooks And Tax Strategies Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Business Owner 19:59

5d ago19:59

19:59

If you have a business or do bookkeeping for business owners, you know now is the time you need to wrap up your year-end financial statements. If you’ve heard the phrase closing the books, this is exactly what it means. You simply make sure you have all your money coming in and money going out of your business recorded and reconciled so that your f…

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260: The Gift Of Being Yourself Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 5:24

7d ago5:24

5:24

Do you know who your true self is? Do you ever think you’ll become who you really are when you reach a certain point in your life? Do you ever feel like you are lying to yourself when you ask who you really are? Do you know how to simply be yourself? Are you ready to give yourself the gift of being yourself? Let’s dive in… Learn about the Under Pre…

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Intuit Connect Floor Report 44:54

11d ago44:54

44:54

Alicia shares her detailed observations from the floor at the Intuit Connect conference, focusing on upcoming QuickBooks Online features and improvements. From customizable dashboards and enhanced payroll capabilities to streamlined sales tax filing and improved bank feed experiences, she breaks down the major changes coming to the platform. Her th…

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259: Believing In Yourself And Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 17:06

12d ago17:06

17:06

There is a lot of talk about belief this time of the year, but I feel like belief is such a vital part of having a side hustle or being a solopreneur. You’ve heard me say dream big, follow your heart, and love what you do before, and we are going to talk about how belief is such an essential aspect of not only dreaming big but also reaching your go…

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258: Is Intuition Driving Your Decisions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 3:49

14d ago3:49

3:49

Have you ever based a decision you were making on intuition? Do you ever let your intuition guide you in life? The basic definition of intuition is to understand something immediately, without the need for conscious reasoning. When you fully understand your wants and needs in life, intuition can be something you rely on. But what happens when you m…

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December 2024 QuickBooks Updates: Training, Tax Forms, and Task Management 21:26

18d ago21:26

21:26

Dive into the major updates announced at November's In The Know webinar. The enhanced 1099 filing system promises to streamline vendor management and state filing requirements, while QuickBooks Online Accountants users can look forward to a more functional Work Center in January 2025. The new Work Center features improved project management tools a…

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257: Are You Aiming Too Low With Your Goals Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 20:18

19d ago20:18

20:18

The great danger for most of us lies not in setting our aim too high and falling short; but in setting our aim too low, and achieving our mark. I love this quote from Michelangelo. It really puts into perspective how important it is to not only set goals but to make sure that you are setting goals that make you reach a little further than you’d nor…

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256: Gain A New Outlook From Your Past Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:12

21d ago5:12

5:12

Is there anything you’ve experienced in your past that is currently influencing how you live your life? How often do you talk to others about things that happened in your past? Do you let your past dictate how you live your life, or how you think your future will be? Did you know that you have the power to change your past? Your past no longer exis…

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Your Complete Guide to ProAdvisor Academy 32:24

26d ago32:24

32:24

Alicia explores the completely revamped ProAdvisor Academy, breaking down the new certification paths, training modules, and enhanced features available to QuickBooks ProAdvisors. She provides a detailed walkthrough of the six available certifications, including the new Intuit Bookkeeping certification, and explains how the point system ties into P…

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255: Get The Help You Need To Succeed Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 17:21

26d ago17:21

17:21

Everyone is looking for the secret to success in their life, business, or both. If you want to be successful, you’re more than likely working towards each of your desired outcomes or goals. You’re looking to find the motivation or simply what you need to do to continue to move forward in the direction to reach your ultimate work-life balance. In th…

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254: How Do You Deal With Regret Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:07

28d ago4:07

4:07

Do you have something in your life that you regret? There are a lot of people who are dealing with regret. How are you dealing with regret in your life? Is it something you feel on a daily basis? Is it something that only comes up for you periodically? When you think about your regrets, do you wish you would have done or maybe not done something in…

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QuickBooks Online Updates November 2024 59:29

1M ago59:29

59:29

Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whet…

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253: Strengthening Your Business Foundation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 19:26

1M ago19:26

19:26

To have a successful and profitable business, you’ll need to make sure your journey includes having a solid foundation for your business. This foundation is much more than just having an amazing idea for your business; it’s broken down into sections that are important to make sure you are mastering each of them so that you don’t have one area of yo…

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252: Being Proud Of Yourself Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:06

1M ago5:06

5:06

So often, we are looking for other people to be proud of us, but when was the last time you asked yourself how proud you are of yourself? Do you find that you are consistently seeking validation of how proud others are of you? Did you know that feeling proud of yourself is something you can actually create for yourself? Think about how much more po…

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Deconstructing Sasan Goodarzi's Opening Address at Intuit Connect 34:55

1M ago34:55

34:55

Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the pa…

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251: Simple Steps To Create A Business Plan Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 19:02

1M ago19:02

19:02

When you have a business, you most likely have a vision for your business. If you are like many business owners, you think about your business the majority of your time. You think about the products and services you offer or want to offer, you think about your ideal client, you think about how much money you want to make, and you think about how yo…

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250: Clarifying What You Want In Life Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:24

1M ago5:24

5:24

Have you ever taken the time to really think about what you truly want in your life? Our lives are busy, and it’s easy to think about things on the fly, but how often do you take the time to really think about it? When I ask my clients what they want in their lives, there are many times that they say they don’t really know. They haven’t taken the t…

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Reflections on Intuit Connect 2024 51:43

2M ago51:43

51:43

Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business pl…

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Troubleshoot QuickBooks Error 80070057 0:34

2M ago0:34

0:34

Improper firewall and antivirus settings are often behind QuickBooks error 80070057, as these programs may block QuickBooks from accessing certain network resources or files. To prevent this, configure your firewall to allow QuickBooks processes, including QuickBooks Database Server Manager, access to both inbound and outbound network traffic.…

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249: Are Your Business Finances Out Of Control Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 19:38

2M ago19:38

19:38

Whether or not you feel you have control of your business finances, you want to make sure you are doing everything you can so that you can end this year in control. These next few weeks will fly by so quickly, and before you know it, you’ll need to gather all your financial information to prepare your tax return. In today’s podcast episode, I’m tal…

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248: Prioritizing What Matters Most Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:13

2M ago4:13

4:13

How often do you find yourself short on time? Our lives are busy, and when we find ourselves with more things to do and not enough time to get it all done, it forces us to prioritize what matters most to us. Wouldn’t it be great if you had the time to do everything you wanted to do? One of the things I work with my clients on is making sure they ar…

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October QBO Updates: Revenue Share, Cost Allocation & Recurring Payments 30:24

2M ago30:24

30:24

Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains th…

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247: Increasing Your Side Hustle Profits Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 22:32

2M ago22:32

22:32

When you start your business or side hustle, your goal is more than likely to become successful. But what makes your business a success? Do you think that bringing in considerable amounts of sales or revenues determines your business’s success? Is it the number of clients or customers you have? It’s easy to listen to other business owners talk abou…

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246: Does Success Make You Happy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 3:59

2M ago3:59

3:59

We are often led to believe that happiness comes from achieving success. We think that when we get something we think is successful in our life, then we’ll start being happy. Success and happiness are actually two totally separate mindsets. Think about it. There are so many people in this world who are successful, and yet they are so unhappy. The r…

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Modern Reports in QBO Advanced 48:07

2M ago48:07

48:07

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insig…

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245: How To Get Your Side Hustle Started Whether You Are Starting A Business, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 20:48

2M ago20:48

20:48

Starting a side hustle can be overwhelming unless you take the right steps, make sure you are covering all the necessary requirements, and understand what the demand is going to be on not only yourself but your lifestyle as well. There are many points to consider, and the more that you can review these before jumping into you’re your side hustle, t…

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244: Learning How To Fail Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 4:24

2M ago4:24

4:24

So often in our lives, we set goals and strive for success. We want to win at everything we do, but there will be times when things don’t go as originally planned, and we fail. It’s okay to fail, and there are people who will tell you that you need to fail many times before you succeed, so why are so many of us afraid to fail? Why do we put things …

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QuickBooks Online October 2024 Updates 1:04:15

2M ago1:04:15

1:04:15

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share …

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243: Make Money With These Side Hustles Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 17:27

2M ago17:27

17:27

A side hustle or side gig simply means you are taking on additional work outside of your regular job. Having a side hustle can be a great way to earn some extra income, and how much income you make in your side hustle depends on what you put into your side hustle. In today’s podcast episode, I’m covering some of the top side hustles you can jump in…

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242: Managing Negative Emotions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 4:05

2M ago4:05

4:05

How often do you find yourself feeling a negative emotion? What do you find that you do whenever you have these negative feelings? Do you find yourself negotiating with yourself when you feel a negative emotion? Do you do something to resist your negative feelings that don’t ultimately get you what you want in your life? You can manage these negati…

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A New Dawn 23:00

2M ago23:00

23:00

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maint…

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241: Should You Start A Side Hustle Whether You Are Starting A Business, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 16:53

3M ago16:53

16:53

People start side hustles for many reasons, but one of the top reasons is so they can make additional money. With the cost of living rising, many people are looking for additional ways to make ends meet since the income they are getting from their job isn’t meeting all of their needs. On average, one in three people has a side hustle. In today’s po…

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240: Controlling How You Can Feel Better Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 5:01

3M ago5:01

5:01

When I ask my clients what they want to improve in their lives, I often hear that they want to be happier or feel better. There may be other things they say, but all in all, almost everything leads to them wanting to live a happier life. Take a second and ask yourself what you’d like to see improved in your life. Does it ultimately make you feel ha…

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End of an Era 30:42

3M ago30:42

30:42

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact fo…

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239: Should You Outsource Your Bookkeeping Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed 19:01

3M ago19:01

19:01

There’s nothing wrong with wanting to do everything in your business. When you finish each project, you love that feeling of accomplishment. But when you start to fall behind or know you are not doing something as well as you should, you may start wondering if it is something you should continue doing. This is true when you are doing your own bookk…

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238: Creating Certainty In An Uncertain Situation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Business Owner 5:01

3M ago5:01

5:01

Have you ever had a situation when you felt uncertain about how it was going to go? Maybe you are in a situation similar to this right now. Whenever there is a circumstance in our lives that we think is causing us to feel uncertain, it is possible to bring a sense of certainty to the situation, even if you are currently feeling uncertain about it. …

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Intuit Enterprise Suite - What We Know 56:56

3M ago56:56

56:56

Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also specula…

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237: Asking For Bookkeeping Help Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 19:00

3M ago19:00

19:00

Most business owners typically do their own bookkeeping when they first start their business, but a question I often receive is when should I be getting help with my bookkeeping. The help that a business owner can get from a bookkeeper, accountant, CPA, or tax preparer can vary, and the level of expertise and amount of time required varies as well.…

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236: Why You Do Not Take Action Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 5:01

3M ago5:01

5:01

Are there things you’d like to accomplish in your life, but you find you are just not taking the action you need to achieve these goals? I understand how frustrating this can be. I hear my clients tell me all the time that they wish they could just follow through with the actions they need to take. They know what they need to do to accomplish what …

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Exactly What to Say to Accountants 34:05

3M ago34:05

34:05

Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world exampl…

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235: Best Bookkeeping Software Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 20:18

3M ago20:18

20:18

When you own a business, you know you need to have your bookkeeping under control. There are many options available to have up-to-date bookkeeping, but you may be wondering which solution is best for you and your business. In today’s podcast episode, I am covering what you should be looking for in a bookkeeping solution and if QuickBooks is the bes…

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234: Creating Opportunities When Solving Problems Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner 5:05

3M ago5:05

5:05

Is there a problem you are dealing with in your life and you are just not sure how you can create a solution for it? Do you find that you think it is too hard to problem solve so you live your life with this problem every day? We all have the ability to solve our problems and when we do, it can actually create opportunities that will help us live t…

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Misc. Musings on QuickBooks | Sept 2024 58:33

3M ago58:33

58:33

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accou…

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233: Should I Do My Own Bookkeeping Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 17:51

3M ago17:51

17:51

There are many things to consider when you are thinking about doing your own bookkeeping for your business. The main things to consider are your knowledge and your interest in bookkeeping. If you’ve been debating about whether you should do your own bookkeeping for your business, or outsource it to someone else, right now is the time that you need …

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232: Saying No Can Be Easy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:02

4M ago5:02

5:02

Whether you are making a plan, trying to manage your time, or simply honoring what you want in your life, saying no often seems as if it is hard to do, but what if you were able to start saying no to others, and it was easy? If something doesn't work with what you originally wanted in your life, it’s okay to say no, and you can actually say no in a…

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Intuit Dome Is the Future 38:11

4M ago38:11

38:11

This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand. Sponsors Fishbowl - https://uqb.promo/fishbowl Melio - https://uqb.promo/melio …

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231: Handling Uncleared Bookkeeping Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Business Owner, Or Self-Employed 24:09

4M ago24:09

24:09

Reconciling your accounts will make sure you have all your transactions accounted for each month, but when you have transactions that have not cleared the bank, you need to make sure you are taking care of these as well so that you don’t have incorrect data in your financial statements. It’s important to clean these items up in a timely manner so t…

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230: Relationships In Your Life Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 6:32

4M ago6:32

6:32

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

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