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 boring secret in common: how they handle their bookkeeping.

In this episode:

  • Where all three started: overwhelmed and confused by QuickBooks
  • Each of their stories, from setup and training to the support level that fits their season
  • The pattern they share: support early, a simple routine (hello, Finance Fridays!), and actually looking at their numbers
  • Why I believe this played a real part in their growth

The magic ingredients? Get set up right, get support early, build a simple routine, and actually look at your numbers.

Curious what stage YOU'RE in? Download the free podcast playlist made just for your season, whether you're setting up, catching up, or ready to outsource.

https://erikamillard.com/podcast-playlist-bundles

If you're the confused and overwhelmed one right now, you don't have to stay there!

Book a discovery call and we'll find the right support for your season.

Discovery call link: https://portal.erikamillard.com/public/appointment-scheduler/6138d4116063a033a5d47857/schedule

Happy Bookkeeping!

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Avsnitt(128)

127 Half the Year Is Gone and You Haven't Touched Your Books (You're Not Alone)

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 ...

14 Juli 8min

125 Summer School Session 4: How Your 3 Reports Actually Work Together

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 Juni 12min

124 Summer School Session 3: Cash Flow Statement for Small Business

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 Juni 9min

123 Summer School Session 2: Balance Sheet for Small Business

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 Juni 9min

122 Summer School Session 1: Let's Talk Profit & Loss

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 Juni 12min

121 Your Books Are Caught Up... Now What? Tax Strategy and Building Wealth with Emily Bowie

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 Juni 34min

120 Avoiding Your QuickBooks? Here's What's Really Going On and What to Do Next

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 Maj 9min

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