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Streamlined CEO
A podcast for solopreneurs and CEOs with a team to understand how to streamline operations, be more efficient, and create more capacity.
You know you want to do things differently in order to scale and reach your next milestone or goal. Do you feel stuck on what your next move is to make things more streamlined?
This podcast is for you if you desire at least 1 of these things
- streamlined operations
- to be more efficient with your time
- you want to add a team member
- to trust in your team to support you
- you desire bite sized operational solutions
- you desire a more organized, efficient, and simple way to do business
Are you in the right place? Let's dive in!
Streamlined CEO
Conquer Your Bookkeeping Fears with Emily Wise
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!
- Website: emilywisellc.com
- Instagram: https://www.instagram.com/emilywisellc
- Free 1099 Guide: emilywisellc.kit.com/1099guide
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Have a question, want to chat with Karalee?
Send a text to (419) 721-6037 and let's chat!
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