The Boutique Bookkeeper Show | Know Your Numbers & Prepare For Taxes

I just spent three days at my very first mastermind, and I walked in convinced I'd be the dumbest person in the room. The sessions were amazing, but the conversations in the hallways, over supper, and in the hotel lobby taught me just as much. In this episode, I'm sharing the three biggest lessons I brought home: why you need to get in the right room (even when it scares you), why you should grow into your next step instead of jumping into it, and how to stop letting worry steal your peace today. There's no QuickBooks talk this week, just a few lessons for the business owner BEHIND the books. Ready to take your learning a step further?Register for my Free Masterclass, Make Your Money Make Sense! Where you'll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who's not quite ready to invest in a bookkeeping software like Quickbooks? Don't worry - I got you! I've created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode:www.findingfreedomfinancial.com/stop-doing-business-alone Related Episodes & Resources Mentioned:Join the waitlist for the membership here: www.findingfreedomfinancial.com/membership

There are two common bookkeeping mistakes I see boutique owners make over and over when it comes to recording their sales data, and both of them can quietly throw off your entire financial picture. In this episode, I'm breaking down exactly what each mistake looks like, how to check if you're making one of them yourself, and I'm sharing the story of how fixing this exact issue helped one of my clients uncover $21,453.08 she didn't even know was missing. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you'll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do your own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using QuickBooks Online, I walk you through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long, no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who's not quite ready to invest in a bookkeeping software like QuickBooks? Don't worry, I got you! I've created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: https://findingfreedomfinancial.com/common-bookkeeping-mistakes-you-dont-know-youre-making Related Episodes & Resources Mentioned: Boutique Bookkeeping Bootcamp (Sept 14-17): www.findingfreedomfinancial.com/bootcamp Episode 047 | QuickBooks vs Excel Spreadsheet: Which Should You Use? Episode mentioned in this episode, listen if you're still deciding between a spreadsheet and QuickBooks Ready to sign up for QuickBooks Online? Use my link: www.findingfreedomfinancial.com/qbo (I may earn a small commission, at no extra cost to you.)

Ready to shift your mindset about your bookkeeping? In this episode I'm breaking down 3 common beliefs I hear from boutique owners right before they finally get started: not knowing where to begin, having tried QuickBooks before and had it not click, and worrying a real system will mean more work. We're tackling all three, and I'm giving you a real, tactical starting point to begin today. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you'll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do your own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who's not quite ready to invest in a bookkeeping software like Quickbooks? Don't worry - I got you! I've created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: www.findingfreedomfinancial.com/shift-your-mindset-3-bookkeeping-excuses-to-drop Related Episodes & Resources Mentioned: Boutique Bookkeeping Bootcamp (Sept 14-17): www.findingfreedomfinancial.com/bootcamp Sign up for Quickbooks Here (affiliate link): www.findingfreedomfinancial.com/qbo Free Chart of Accounts Template (mentioned in this episode): www.findingfreedomfinancial.com/coa-template Episode 029 | Knowing the Numbers with Lesly Birkland: One Boutique Owner's Bookkeeping Transformation, hear more about a real bookkeeping transformation over time

This week, I'm digging into why Shopify accounting isn't something most CPAs are trained for, and why that's not actually a knock on them. I share some of my own accounting background (including a confession about my own tax returns), and walk through why you don't need your CPA to explain your numbers to you. You can understand them yourself, and even be the one answering THEIR questions at tax time. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you'll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do your own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using QuickBooks Online, I walk you through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long, no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who's not quite ready to invest in a bookkeeping software like QuickBooks? Don't worry, I got you! I've created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: https://www.findingfreedomfinancial.com/cpa-cant-help-with-shopify-accounting Related Episodes & Resources Mentioned: Episode 16: Why You Shouldn't Use Your 1099-K to File Your Taxes

This week, Megan shares the real story behind a scary business decision she sat on for months this year, scaling back her client list and letting go of her employees. More than the decision itself, she walks through what actually helped her move forward with clarity instead of fear: knowing her numbers. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you'll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do your own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using QuickBooks Online, I walk you through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long, no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who's not quite ready to invest in a bookkeeping software like QuickBooks? Don't worry, I got you! I've created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: www.findingfreedomfinancial.com/business-decision Related Episodes & Resources Mentioned: Episode 040 | 5 Business Lessons for Boutique Owners (From My First 5 Years), last week's episode if you want more of my story Episode 029 | Knowing the Numbers with Lesly Birkland: One Boutique Owner's Bookkeeping Transformation, hear more about how finally knowing her numbers helped Lesly run her boutique better Want to reach out? Send me a DM on Instagram

Ever feel like you're making plenty of sales but you still can't say whether your boutique is actually profitable? In this episode, I'm walking you through how to find the break-even point for your boutique, which is the exact number of net product sales you need to cover all your costs. Then I show you how to turn that number into a SMART sales goal built on YOUR real numbers, including one extra step most boutique owners miss when they've got a business loan. Grab a notebook, a pen, and your calculator for this one. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you'll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who's not quite ready to invest in a bookkeeping software like Quickbooks? Don't worry - I got you! I've created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: http://findingfreedomfinancial.com/calculating-your-break-even-point/ Related Episodes & Resources Mentioned: Episode 31: The Inventory and COGS Mistake That's Hiding Your Real Profit Episode 8: Understanding the Income Statement for Your Boutique

Most boutique owners don't avoid their bookkeeping because they're lazy. They avoid it because nobody ever handed them a roadmap. In this episode, I'm walking you through six free bookkeeping resources that meet you wherever you're stuck right now, in the exact order you'd actually use them. We start with the most common bookkeeping questions answered in plain English, move into knowing what you can deduct on your taxes, avoiding the most common bookkeeping mistakes, building a solid foundation with a boutique-specific chart of accounts, learning to actually READ your financial reports, and finally getting a handle on your cash flow with Profit First. You don't have to grab all six today. You just need to know which one matches where you are. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you'll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who's not quite ready to invest in a bookkeeping software like Quickbooks? Don't worry - I got you! I've created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: https://findingfreedomfinancial.com/bookkeeping-resources/ Related Episodes & Resources Mentioned: Boutique Bookkeeping Guide: www.findingfreedomfinancial.com/guide Tax Deduction Guide for Boutique Owners: www.findingfreedomfinancial.com/deductions 5 Mistakes to Avoid in Your Boutique Bookkeeping: www.findingfreedomfinancial.com/mistakes Chart of Accounts Template: www.findingfreedomfinancial.com/coa-template Make Your Money Make Sense Masterclass: www.findingfreedomfinancial.com/masterclass Profit First Template: www.findingfreedomfinancial.com/profit-first-template

Whether you should be hiring a bookkeeper or doing your own bookkeeping is one of the biggest decisions you'll make as a boutique owner. In this episode, Megan breaks down both sides honestly so you can figure out what's actually right for your business right now. Spoiler: hiring a bookkeeper isn't always the magic fix you think it is. Ready to take your learning a step further?Register for my Free Masterclass, Make Your Money Make Sense! Where you'll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do your own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who's not quite ready to invest in a bookkeeping software like Quickbooks? Don't worry - I got you! I've created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode:https://www.findingfreedomfinancial.com/pros-and-cons-of-diy-bookkeeping/ Related Episodes & Resources Mentioned:Episode 29 — Lesly's Bookkeeping TransformationQuickbooks Cleanup Bootcamp kicks off June 22nd - join us inside the membership

If you’ve been recording your Shopify deposits in Quickbooks Online as straight sales, your financial reports aren’t as accurate as they could be. In this episode, we’re covering the simple system for recording Shopify deposits correctly in QBO so your books are clean, your reports are trustworthy, and you’re not overpaying in taxes. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we’ll get your books up to date and ready to hand off. Need some support as you do your own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long — no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry — I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: https://findingfreedomfinancial.com/shopify-deposits/ Related Episodes & Resources Mentioned: Listen to last week's episode to learn more about the 6 components that make up your Shopify Deposits, and why it's important that they be recorded separately - Listen here Worried you're making mistakes in your own bookkeeping? Check out my free resource, "5 Mistakes to Avoid in Your Boutique Bookkeeping" to learn about the most common mistakes I see boutique owners make (and what to do instead): www.findingfreedomfinancial.com/mistakes

Ever paid for a business expense with your personal card and had no idea how to get it into your books? Recording business expenses paid with personal funds is something almost every boutique owner runs into, and in this episode I'm walking you through exactly what to do. Whether you paid for things out of pocket before you had a business bank account, or you just accidentally swiped the wrong card, those expenses still belong in your bookkeeping. I'm covering how to record them in QuickBooks, what your reimbursement options look like, and why your business entity structure matters when it comes to paying yourself back. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you'll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: http://findingfreedomfinancial.com/business-expenses-paid-with-personal/

Not sure which QuickBooks subscription level is right for your boutique? In this episode, I’m breaking down each QuickBooks Online plan so you know exactly which one fits your needs as a boutique owner - and which ones are a total waste of money. Spoiler: Simple Start is probably all you need. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: www.findingfreedomfinancial.com/quickbooks-subscription-comparison Related Episodes & Resources Mentioned: How to Get Started With Quickbooks Online 3 Quickbooks Online Features That Will Save You HOURS Each Month (PLUS 1 Feature to Avoid)

In this episode, I’m pulling back the curtain and sharing the story of how the Bookkeeping Made Simple for Boutiques membership came to be - from my corporate accounting career, to betting on myself with a newborn at home, to the pivotal moment I realized a generic QuickBooks course wasn’t going to cut it. If you’ve ever wondered why I do what I do and why this membership was built specifically for boutique owners and independent retailers, this episode is for you. Plus - today is launch day! Hear all about the founding member opportunity and how you can lock in $24/month FOR LIFE. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: https://www.findingfreedomfinancial.com/accounting-for-retailers Related Episodes & Resources Mentioned: Join the membership now through April 30th, 2026 to lock in your spot as a founding member: https://www.findingfreedomfinancial.com/membership

As a virtual bookkeeper, one of the hardest things for us to accurately track is the physical cash that is being used in our clients’ stores. That’s because there’s no statements for us to review, or account for us to connect to. It 100% relies on the internal processes that our clients have set up. Because of that, these internal processes are SUPER important (whether you’ve hired a bookkeeper or you ARE the bookkeeper), so in today’s episode, I’m going to share my recommended process with you, and encourage you to implement something like this in your own businesses. Ready to take your learning a step further? Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system. Sign up now: www.findingfreedomfinancial.com/masterclass Other Ways to Work With Me: Need to get your bookkeeping caught up or cleaned up? Sometimes you just need a clean starting point so you can take it over yourself. Apply to work with us at www.findingfreedomfinancial.com/contact and we'll get your books up to date and ready to hand off. Need some support as you do you own bookkeeping? Then I wanna invite you to join me inside of the Bookkeeping Made Simple for Boutiques Membership, where you can get trainings & support to help you feel confident as you manage the money-stuff yourself. Using Quickbooks Online, I walk you through through the exact setup & process you need to implement everything for accurate and EASY bookkeeping all year long - no more tax time scramble! Join us at www.findingfreedomfinancial.com/membership Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet Prefer to learn while you read? Check out the blog post for this episode: https://www.findingfreedomfinancial.com/cash-management-in-retail Related Episodes & Resources Mentioned: Need a simple cash log example? Grab our free template here (no opt-in needed!) Want support as you learn to better track all the money in your boutique? Then I wanna invite you to join us inside of Bookkeeping Made Simple for Boutiques.