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129 5 Signs Your Books Need Help Before Year-End Gets Crazy
129 5 Signs Your Books Need Help Before Year-End Gets Crazy

Episode 129

Do you ever wonder if your books are okay... or do you just kind of hope they are?

Maybe you think everything's fine because nothing feels broken. Ma…

1 day, 13 hours ago

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128 Catch-Up Receipts: What To Do With That Shoebox From 6 Months Ago
128 Catch-Up Receipts: What To Do With That Shoebox From 6 Months Ago

Episode 128

Hey friend! Got a shoebox, junk drawer, or Ziploc bag of receipts you've been avoiding? You're not alone, and that's not a you problem. In this episo…

1 week, 1 day ago

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127 Half the Year Is Gone and You Haven't Touched Your Books (You're Not Alone)
127 Half the Year Is Gone and You Haven't Touched Your Books (You're Not Alone)

Behind on Your Bookkeeping? Here's Your Mid-Year Catch-Up Plan

It's July, and if that mid-year check-in just gave you a pit in your stomach because …

3 months ago

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126 The Boring Secret Behind 3 Clients' Best Revenue Months
126 The Boring Secret Behind 3 Clients' Best Revenue Months

Three of my clients just had their highest revenue month of 2026 (some the highest EVER)! A coach, a therapist, and an interior designer. Totally dif…

3 months, 1 week ago

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125 Summer School Session 4: How Your 3 Reports Actually Work Together
125 Summer School Session 4: How Your 3 Reports Actually Work Together

Welcome to the grand finale of Summer School!  We're wrapping up the series by showing you how the P&L, Balance Sheet, and Cash Flow Statement all wo…

3 months, 2 weeks ago

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124 Summer School Session 3: Cash Flow Statement for Small Business
124 Summer School Session 3: Cash Flow Statement for Small Business

You could be totally profitable on paper... and still feel like you're scraping by every single month. Sound familiar? That's exactly what we're digg…

3 months, 3 weeks ago

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123 Summer School Session 2: Balance Sheet for Small Business
123 Summer School Session 2: Balance Sheet for Small Business

Episode 123

Most small business owners either ignore the balance sheet or have no idea what they're looking at... and honestly? That makes total sense! The termi…

3 months, 4 weeks ago

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122 Summer School Session 1: Let's Talk Profit & Loss
122 Summer School Session 1: Let's Talk Profit & Loss

Hey hey, friend! Welcome to summer school!  All month long we're diving deep into financial statements and the foundations you actually need to under…

4 months ago

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121 Your Books Are Caught Up... Now What? Tax Strategy and Building Wealth with Emily Bowie
121 Your Books Are Caught Up... Now What? Tax Strategy and Building Wealth with Emily Bowie

Today I'm sitting down with Emily Bowie, one of the partners at Thorne Advisors, and y'all... this conversation is SO good. We're talking about what …

4 months, 1 week ago

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120 Avoiding Your QuickBooks? Here's What's Really Going On and What to Do Next
120 Avoiding Your QuickBooks? Here's What's Really Going On and What to Do Next

Do you have QuickBooks open in a tab right now that you haven't actually clicked on in two weeks? This episode is for you.

First things first: you're…

4 months, 2 weeks ago

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