Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business

Hey bestie! Welcome to the Get Comfy with Numbers podcast! I’m Erika Millard - Founder of Bookkeeping with Erika, Bookkeeping Expert, and your go-to gal for helping you finally feel confident about your business finances. Whether you’re here to set up, clean up, or take bookkeeping completely off your plate, you’re in the right place. And if you’re feeling a little sweaty and nervous just reading this? You’re definitely in the right place. 😉 This podcast is for female business owners who want to stop avoiding their numbers and start understanding them. You don’t need to become a spreadsheet whiz or love math - you just need someone to make it simple (hi 👋, that’s me!). Inside each episode, we’ll break down: - How to set up smart, streamlined bookkeeping systems - What it means to have “clean” books and how to get there - The most common QuickBooks mistakes (and how to fix them) - Real ways to prepare for tax time without tears - And how to use your numbers to make confident business decisions You’ll also hear stories from my clients and guests who have gone from overwhelmed to in control, with just a little help from their bookkeeping bestie. 🎧 Plus, don’t forget to grab my FREE QuickBooks Health Check - a simple way to spot issues fast and feel confident your books are on track. https://erikamillard.com/qbhealthcheck So grab one of the three drinks on your desk (because obviously), hit follow, and let’s take the stress out of your numbers, one episode at a time. Let’s connect: 🌐 www.erikamillard.com 📧 connect@erikamillard.com 📸 Instagram: @erika_millard

111 Stay Visible Without Posting Every Day: Introvert-Friendly Marketing with Madelyn Furlong 03/24/2026

110 QuickBooks Setup, Cleanup, or Monthly Bookkeeping: How to Know What You Need 03/17/2026

110 QuickBooks Setup, Cleanup, or Monthly Bookkeeping: How to Know What You Need Do you need help setting up your books… fixing them… or finally handing them off for good? If you’ve ever opened QuickBooks and immediately felt overwhelmed, you’re not alone. One of the most common questions business owners ask is: “Do I need a fresh start?” “Or are my books just a mess?” “Or honestly… can someone just take this off my plate?” In this episode, we break down the three core types of bookkeeping support—so you can finally understand what you need (and stop second-guessing yourself). Because while these services sound similar, they solve very different problems. 🏗️ Bookkeeping Setup: Starting From Scratch 🧹 Bookkeeping Cleanup: Fixing the Mess 🔄 Monthly Bookkeeping Support: Staying on Track We walk through a real client journey that perfectly illustrates this. She came in thinking she needed monthly bookkeeping support… But first: Her books needed a full cleanup from the previous year Before that, her system needed a proper setup to even begin fixing things Once those were done? Monthly bookkeeping became simple, smooth, and stress-free. 👉 The takeaway: It’s not about which service is better—it’s about where you are right now. 🎯 Quick Self-Check Ask yourself this one question: “When was the last time someone really reviewed my books and confirmed everything is correct?” Never? → You likely need Setup More than 3 months ago (or your CPA raised concerns)? → You need Cleanup Everything is accurate, but you’re still doing it yourself? → You’re ready for Monthly Support Take a second to write down your answer or record a quick voice note—clarity starts here. 🧠 Key Takeaway Setup gets you started right. Cleanup gets you back on track. Monthly support keeps you there. 🎁 Resources & Next Steps ✨ Free QuickBooks Health Check Not sure where you stand? Start here: 👉 erikamillard.com/qbhealthcheck ✨ Book a Free Next Steps Call Ready to hand this off or want expert guidance? Grab a call via the link in the show notes and we’ll figure out exactly what you need. 🔎 Keywords (SEO Boost) quickbooks setup, bookkeeping cleanup, monthly bookkeeping services, small business bookkeeping help, quickbooks help for entrepreneurs, bookkeeping services explained, fix messy books, outsource bookkeeping, small business finances, accounting basics for business owners 📣 Final Thoughts Wherever you are—starting fresh, cleaning things up, or ready to hand it off—you’re not behind. You just need the right next step. Be sure to subscribe and tune in next week for another conversation designed to make your business finances feel simpler and more manageable. Here are the ways we can connect: Happy Bookkeeping! /episode/index/show/cfbf7502-de72-49ca-bcdc-5c54676d7e35/id/40515865

109 The 5 Bookkeeping Mistakes Beginners Make (And How to Fix Them) 03/10/2026

109 The 5 Bookkeeping Mistakes Beginners Make (And How to Fix Them) In last week’s episode, I talked to all of you who are doing your own bookkeeping without any formal training — because honestly, that’s how most small business owners start. Today I want to walk through the five bookkeeping mistakes I see beginners make all the time, so you know exactly what to watch for (and how to fix them). First, let’s normalize something: every small business makes bookkeeping mistakes. Truly. Even experienced business owners do. So if you’ve ever felt behind or unsure about your numbers, you’re not alone. In this episode I break down the five biggest ones I see: • Mixing business and personal transactions – this is probably the number one stress creator for small business owners. • Not reconciling your accounts monthly – think of this as simply “checking your math.” • Guessing categories or being inconsistent – bookkeeping doesn’t require perfection, but it does need consistency. • Waiting until tax season – which usually creates that familiar panic cycle. • Adding apps and automations before you actually have a workflow. The good news is you don’t need complicated tools to get started. You don’t need fancy dashboards, five connected platforms, or every integration available. What you really need is clarity first. In this episode I share a simple way to pause before adding new tools and ask three helpful questions: Where does the money start? Where does it get recorded? And who checks it each month? You’ll also get one simple fix for each of the five mistakes, so you can make a small improvement right away. Bookkeeping isn’t about being perfect — it’s about staying consistent and supported. And, depending on where you are in your business, that support can look different. Some people stay DIY with a little guidance. Some need help cleaning things up. And some decide they’re ready to fully outsource. All of those paths are valid — the goal is just making your bookkeeping feel a lot less overwhelming. Here are the ways we can connect: Happy Bookkeeping! /episode/index/show/cfbf7502-de72-49ca-bcdc-5c54676d7e35/id/40359730

108 Start Here: New to Small Business Bookkeeping Without Formal Training? 03/03/2026

108 Start Here: New to Small Business Bookkeeping Without Formal Training? If you’re helping with bookkeeping but were never trained for it — you’re not alone. Maybe you’re the spouse, sister, office manager, or the organized one who got handed the finances when the business started growing. One day someone said, “Can you just handle the books?” — and now you’re doing your best, hoping you’re not missing something important. Here’s the truth: you’re not behind. You were never taught. And this is a learnable system. Why So Many People End Up Here Small business bookkeeping rarely starts with a formal job description. It often grows out of trust and necessity: Family businesses where everyone pitches in Admin roles that slowly expand into finances Being “the organized one” who gets promoted to handling money Helping a partner or friend keep things running If you’ve ever thought: What if I mess something up? Will the CPA think I did this wrong? What actually matters here? You’re asking the right questions. Your Role Is Simpler Than You Think You do not need to become an accountant. Your job is to: Keep things organized Track money coming in and out Help the business owner understand reality That’s it. Bookkeeping isn’t about perfection — it’s about clarity. The 5 Things Every Beginner Actually Needs to Know 1. Clean records matter more than perfection Consistency beats complexity every time. 2. Separate business and personal money This single step prevents most problems. 3. Categorizing transactions is not guessing You’re telling the story of the business. 4. Reconciliation is your safety check This is how you know the numbers are real. 5. Reports help with decisions Your Profit & Loss report is your main friend. What Doesn’t Matter Yet (Deep Breath) You do not need: Advanced accounting knowledge To memorize tax rules Perfect books Fancy systems To understand everything immediately You’re learning. That’s allowed. Common Beginner Mistakes (Totally Normal) Most accidental bookkeepers: Wait until tax season to look at the books Avoid reconciliation because it feels intimidating Try to fix everything at once Stay silent when they’re confused These aren’t failures — they’re part of the learning curve. Why Your Work Matters Small businesses run because someone stepped up and helped. You’re helping a real person support their family, employees, and dreams. You’re not “just doing bookkeeping.” You’re protecting the business. You Don’t Have to Figure This Out Alone If this episode felt like someone finally explained things clearly, you’re in the right place. You can: Follow the show for beginner-friendly guidance Listen to the next episode for step-by-step support Reach out when you’re ready for extra help 🎧 Listen Next Next week: The three bookkeeping mistakes beginners make that cause the most stress — and how to avoid them. Here are the ways we can connect: Happy Bookkeeping! /episode/index/show/cfbf7502-de72-49ca-bcdc-5c54676d7e35/id/40286910

107 From Bookkeeping to Bigger Decisions: When to Bring in CFO Support with Geily Romero 02/24/2026

106 Break Up with These Money Habits (Before They Cost You) 02/17/2026

105 QuickBooks Red Flags: 5 Signs Your Books Are Quietly Falling Apart 02/10/2026

104 The Monthly Money Date for CEOs: A Simple Routine to Stay Connected to Your Numbers 02/03/2026

103 Set Realistic Money Goals for the New Year (That You'll Actually Hit) 01/27/2026

102 Is It Time to Switch to QuickBooks? Signs You’ve Outgrown Spreadsheets 01/20/2026

101 Your Podcast Can Pay Off Big Even If It Feels Small Right Now with Stefanie Gass 01/13/2026

100 We Hit 100 Episodes! Our Most Popular Episodes & Why They Matter 01/06/2026

099 6 Steps to Understand What This Year’s Numbers Mean for Your Business 12/16/2025

099 6 Steps to Understand What This Year’s Numbers Mean for Your Business What even is a money reflection? Okay, we just want to take a simple look back at the financial story of your business from this year. Reflection can actually help you build confidence in your business. It can also help you improve pricing decisions and reassess how much you are paying yourself. No anxiety, no judgement, just reflection. As always you can book a if you want support starting in the new year with clean and clear books. I am here for you and I love being here with you on this show. If you are listening in real time, we're gonna take a short break for the holidays with all of our kiddos home. I hope you enjoy the time with your friends and family, and we will be back in the new year celebrating lots of exciting things happening, so thank you again for being here and until next time, happy bookkeeping! Here are the ways we can connect: SIGN UP FOR EMAILS: Reach me: Learn: Email: Instagram: Free QuickBooks Next Steps Session call Take Home Target Mini Course- Get Comfy with Budgeting Get Comfy with QuickBooks Don’t forget to download the free Monthly Bookkeeping Checklist I'm so excited to share my new freebie that will help you keep making smart decisions in your business : Happy Bookkeeping! /episode/index/show/cfbf7502-de72-49ca-bcdc-5c54676d7e35/id/39361865

098 Year-End Bookkeeping Wrap-Up: What to Review Before the Ball Drops 12/09/2025

097 Feel Confident in Your Website with Makena Delaney 12/02/2025

097 Feel Confident in Your Website with Makena Delaney It's hard to see your own business when you're on the inside. It's like color matching your own face instead of going to Ulta. Today I'm talking to Makena Delaney about brands, logos and websites that capture all the aspects of you and your business that your clients really love! Have you noticed any repeating themes that come up during market research when you're talking to your clients about why they chose you, how they found you or what they love about you? Do you you have your title in mind? Do you have your packages worked out? Are you ready to go pro? Working with Makena you get that reflection time to journal about who you are and then you get the collaboration time to see the outside perspective on what makes you the right choice for your clients. A lot of elements of the branding process ARE the transformation to leveling up your brand. Check out Makena Delaney: Here are the ways we can connect: SIGN UP FOR EMAILS: Reach me: Learn: Email: Instagram: Free QuickBooks Next Steps Session call Take Home Target Mini Course- Get Comfy with Budgeting Get Comfy with QuickBooks Don’t forget to download the free Monthly Bookkeeping Checklist I'm so excited to share my new freebie that will help you keep making smart decisions in your business : Happy Bookkeeping! /episode/index/show/cfbf7502-de72-49ca-bcdc-5c54676d7e35/id/39127435

096 Money Lessons from Spark Conference: Confidence, Pricing and Serving Clients 11/18/2025

096 Money Lessons from Spark Conference: Confidence, Pricing and Serving Clients I'm about helping women get comfy with numbers, not just in QuickBooks but in conversations about value. Talking about money is awkward for so many, even creatives who run amazing businesses. You might feel uneasy when quoting prices or raising your rates. Here's what you just might need to hear: "It's not greedy to want to be paid fairly - it's responsible." Honestly, if your bookkeeping is really solid you'll feel much more confident knowing what's coming in and what's going out, which will empower your spending and pricing decisions alike. I can help you with these decisions, by the way! Today I'm going over some adjustments to your money mindset so that you can serve your clients better. You offer a product or service they need. Be proud of that! You're the answer to someone's problem, but you need to make your offerings clear and you need to rest in the knowledge that you're worth what you charge. Here are the ways we can connect: SIGN UP FOR EMAILS: Reach me: Learn: Email: Instagram: Free QuickBooks Next Steps Session call Take Home Target Mini Course- Get Comfy with Budgeting Get Comfy with QuickBooks Don’t forget to download the free Monthly Bookkeeping Checklist I'm so excited to share my new freebie that will help you keep making smart decisions in your business : Thanks to for recognizing this podcast as one of the Top 100 Female Entrepreneur Podcasts! Happy Bookkeeping! /episode/index/show/cfbf7502-de72-49ca-bcdc-5c54676d7e35/id/39060185

095 First 3 Things to Do After Signing Up for QuickBooks 11/11/2025

095 First 3 Things to Do After Signing Up for QuickBooks You’ve finally hit ‘subscribe’ on QuickBooks, you’re logged in, and… now what? You want to build a good foundation, so hear me out, no pressure, no guesswork; I'm telling you the three things you need to do right after signing up for Quickbooks. Step 1: Connect Your Bank & Credit Card Accounts Automation saves time and reduces errors Common newbie mistakes: manually entering all transactions instead of connecting, connecting PayPal or Venmo too soon before separating business use Step 2: Customize Your Settings Walk through key areas in Gear Icon → Account & Settings Don’t skip this — these settings control how everything looks and works behind the scenes Step 3: Review Your Chart of Accounts Your chart of accounts is just your list of categories — where every dollar gets filed You don’t need a million categories. Keep it clean, keep it clear — you’ll thank yourself later when it’s time for reports And remember — if you’d rather we handle this setup for you, make sure you’re on my email list. There’s a fun promo coming soon just for you! Check out these helpful, related podcast episodes: And special thanks to for recognizing this podcast as one of The Top 100 Female Entrepreneur Podcasts! Here are the ways we can connect: SIGN UP FOR EMAILS: Reach me: Learn: Email: Instagram: Free QuickBooks Next Steps Session call Take Home Target Mini Course- Get Comfy with Budgeting Get Comfy with QuickBooks Don’t forget to download the free Monthly Bookkeeping Checklist I'm so excited to share my new freebie that will help you keep making smart decisions in your business : Happy Bookkeeping! /episode/index/show/cfbf7502-de72-49ca-bcdc-5c54676d7e35/id/38982780

094 Business Bank Accounts 101 - How to Set Yours Up the Smart Way 11/04/2025

093 Your Books are Messy But You're Not a Mess: How to Rebuild Confidence in Your Numbers 10/28/2025

092 How to Hire the Right Bookkeeper or Accountant & Work Together Smoothly 10/21/2025

091 3 Numbers to Review Every Quarter in QuickBooks (and Why They Matter) 10/14/2025

090 QuickBooks Expense Categories Explained: Where Does This Expense Go? 10/07/2025

089 Celebrate the Wins: Boost Confidence by Tracking Progress in Your Business Finances 09/30/2025

088 Catch Up QuickBooks Fast: What to Do If You're Behind on Bookkeeping 09/23/2025

088 Catch Up QuickBooks Fast: What to Do If You're Behind on Bookkeeping Hey, hey, bookkeeping bestie! Well, it's that time of the year again. Can you feel that seasonal panic setting in? This is when I often see anxiety pop up when it comes to bookkeeping because most business owners fall behind at some point, especially during their busy seasons. If you have not kept up with your bookkeeping, rest assured - you don't need to spend your days chained to your desk just to catch up. You just need a simple and easy plan. Hit play because we're gonna walk through some tips to get you caught up! If you need help doing any of these steps, reach out and book a . We will look at your files, and I will give you a customized plan so that you are ready for the end of the year. You can go from being months behind to getting back on track in just a few short sessions. I would love to hear from you. Send me a DM on Instagram and tell me how it's going! I would love to chat. As always, I love being here with you each week. Thank you so much for being here, and until next time, happy bookkeeping! Here are the ways we can connect: SIGN UP FOR EMAILS: Reach me: Learn: Email: Instagram: Free QuickBooks Next Steps Session call Take Home Target Mini Course- Get Comfy with Budgeting Get Comfy with QuickBooks Don’t forget to download the free Monthly Bookkeeping Checklist I'm so excited to share my new freebie that will help you keep making smart decisions in your business : Happy Bookkeeping! /episode/index/show/cfbf7502-de72-49ca-bcdc-5c54676d7e35/id/38281785

087 Why Your QuickBooks Doesn’t Match Your Bank (and How to Fix It) 09/16/2025

086 Sales Tax 101 for Small Businesses with Tax Cloud 09/09/2025

085 The QuickBooks Set-Up Mistakes Most Businesses Make 09/02/2025

084 Behind the Scenes Why I Rebranded My Business & Podcast 08/26/2025

083 Honeybook vs. QuickBooks: Do You Really Need Both for Your Business? 08/19/2025

082 You’re Not Saving Money if Bookkeeping is Slowing You Down 08/12/2025

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business

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