Streamlined CEO

Conquer Your Bookkeeping Fears with Emily Wise

Karalee Gault Season 2 Episode 48

Is your business bookkeeping a mystery? We're tackling a topic many entrepreneurs dread: bookkeeping! My guest, Emily Wise, is a former corporate accountant turned small business bookkeeper - here to demystify bookkeeping and empower you to take control of your finances. She helps service providers understand their numbers, save time, and make confident decisions with Done-For-You (DFY) bookkeeping. She's here to make sense of the numbers game. I learned so much from her recently, I knew I had to share her wisdom with you!

Key Takeaways:

  • Separate business & personal funds: Crucial for accurate deductions and avoiding tax headaches.   
  • Regular bookkeeping is key: Don't wait until year-end! Monthly bookkeeping provides valuable insights for informed decision-making.   
  • Understand key transactions: Emily simplifies complex topics like merchant fees, owner draws, and tax payments.
  • Prioritize core tasks: Categorize transactions, reconcile accounts, and review reports.
  • Outsourcing can be a game-changer: Free up your time and gain expert financial guidance.   

Connect with Emily to learn more!

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