Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business14 Heinä

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 your books are months behind... friend, you are not alone. Being behind does not mean you're bad at business! In this episode, I'm walking you through exactly how to catch up your bookkeeping now, so you can actually use your numbers for the rest of the year instead of just surviving until tax time.

In this episode, you'll learn:

Why July is actually the perfect time to catch up (you've got 6 months of runway!)
How to assess how far behind you really are (months, transactions, and accounts)
How to decide if you should DIY your catch-up or get support (and why neither one is failure!)
The month-by-month batching method that makes catch-up so much easier
Simple habits to "stop the bleeding" so this month doesn't become next year's backlog

Remember: avoidance is the real problem, not the backlog. One reconciled month is momentum!

Ready to catch up your books?
Download the free Podcast Cleanup Playlist! It walks you through the steps and red flags to look for as you clean up and catch up: https://erikamillard.com/podcast-playlist-bundles

Come say hi on Instagram @erika_millard

Happy Bookkeeping!

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(128)

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 different businesses, but they all have the same borin...

7 Heinä 15min

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 work together to tell one big story about your busine...

30 Kesä 12min

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 digging into today! In this Summer School session, we'r...

23 Kesä 9min

123 Summer School Session 2: Balance Sheet for Small Business

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 terminology is confusing, and it doesn't feel as urgent ...

16 Kesä 9min

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 understand your business. And we're kicking things off w...

9 Kesä 12min

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 happens AFTER your books are clean, why profit does...

2 Kesä 34min

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 not lazy, you're not bad at business, and you are ...

26 Touko 9min