Bookkeeping & Accounting
The 4 Most Common QuickBooks Mistakes (and how to fix them)
As a CFO and Wealth Coach, I’ve worked with tons of creative entrepreneurs and healers who sign up for QuickBooks with good intentions…and then find themselves in WAY over their heads. I definitely get why this happens! Because let’s face it. Not everyone is an accountant. Most of us never spent a moment thinking about…
Read More4 Ways AI Will Change Bookkeeping (and how to roll with the changes)
AI is shaping up to be transformative in EVERY aspect of our lives. So it’s probably no big surprise to anyone that the AI revolution is coming for bookkeeping and accounting, too. It’s already happening with QuickBooks, and it’s effects are already being felt by both long-time QuickBooks users (like me) and newcomers alike. So…
Read MoreA super simple way assess your financial health
You know that it’s important to check in with your physical health at least a few times a year. But what about your financial health? Is there a simple “test” to see where you stand with your finances like there is for your vital signs? Turns out that there is a simple financial health assessment…
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