Episode 36: Is Your Chart of Accounts Telling the Truth? Part Two

Common Mistakes, Warning Signs, and What to Review

Your Chart of Accounts in QuickBooks is the foundation of your entire accounting system. It determines how transactions are organized, where they appear on your financial reports, and whether those reports accurately reflect what is happening inside your business.

In Part One of this series, we discuss...

Episode 35: Is Your Chart of Accounts Telling the Truth? Part 1: The Six Questions Every Business Owner Should Ask

Your QuickBooks transactions may contain the correct dollar amounts and still produce financial reports that tell the wrong story.

The reason may be hiding inside your Chart of Accounts.

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis explain why...

Episode 34: When QuickBooks Invoicing Is Not Enough for Your Service Business

QuickBooks is an essential accounting system, but it may not be the best place to manage every part of a busy service business.

For contractors, trade businesses, and field-service professionals, the work is often happening away from a desk. Employees are completing jobs, recording labour, using materials, taking photographs, communicating with cus...

Episode 33: QuickBooks in a Ditch? How to Clean Up Messy Books

What happens when a banker, lender, accountant, or business partner asks for financial statements—and you suddenly realize you do not trust the numbers in QuickBooks?

First, do not panic.

You are not the first business owner to end up with messy QuickBooks records, and the problem can be fixed. The key is to stop randomly c...

Episode 32: Vendor Payments vs. Contractor Payments — A Safer Way to Set Up ACH in QuickBooks

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down the difference between vendor payments and contractor payments inside QuickBooks.

This conversation started with a real client situation: a business wanted to move aw...

Episode 31: The Small Business Tools We Use Behind the Scenes

In this episode of QuickBooks Mastery for Small Business Success, Erica Northrup pulls back the curtain on the small business tools Lee Davis & Company uses behind the scenes to stay organized, communicate with clients, manage projects, produce the podcast, and support better QuickBooks workflows.

With Lee away on a much-need...

Episode 30: A Real QuickBooks Payments Story — Duplicate Charges, ACH Confusion, and Lessons Learned

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis are joined by Jon Buschbaum of EnviroSpec Land Services, LLC for a real-world QuickBooks Payments story.

This conversation follows Episode 29, where Erica and Lee explained what happens when QuickBooks sta...

Episode 29: When QuickBooks Starts Touching Real Money: Payments, Invoices, and Bank Feeds

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis talk about what happens when QuickBooks becomes more than a place to organize your books.

Once you start using QuickBooks Payments, invoice payment links, ACH payments, bank feeds, and b...

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Episode 28: How QuickBooks Turns Everyday Transactions Into Financial Reports — Part 2

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis continue their conversation on how everyday QuickBooks transactions become the financial reports business owners rely on.

Part 1 focused on QuickBooks forms like invoices, sales receipts, bills, checks, and...

Episode 27: How QuickBooks Turns Everyday Transactions Into Financial Reports, Part 1

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis begin Part 1 of a two-part series on how everyday activity inside QuickBooks turns into the financial reports business owners rely on.

Your Profit & Loss, Balance Sheet, Accounts Receivab...

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Episode 26: Accounting 101 for Business Owners, Part 3: Where the Foundations Show Up in QuickBooks

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis wrap up their Accounting 101 series by showing how accounting foundations actually show up inside QuickBooks.

This conversation picks up where last week’...

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Episode 25: Accounting 101 for Business Owners, Part Two: Where the Foundations Show Up in QuickBooks

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis continue their Accounting 101 conversation by showing where the basic accounting foundations actually appear inside QuickBooks.

Last week, Erica and Lee covered the core accounting terms every busi...

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Episode 24: Accounting 101 for Business Owners: The Simple Terms Every Owner Needs to Know

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis go back to the basics with a plain-English Accounting 101 conversation for business owners.

This episode is not about turning you into an accountant. It is about helping...

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Episode 23: The 3 QuickBooks Workflows Every Business Owner Needs to Get Right

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down the three core QuickBooks workflows every small business owner needs to understand: money in, money out, and month-end.

They explain why messy QuickBooks files are often not caused by one big mistake,...

Episode 22: Bill, Check, or Expense? Choosing the Right Form in QuickBooks

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down one of the most misunderstood foundational concepts in QuickBooks.

They explain why bills, checks, and expenses are not interchangeable—and how using the wrong one can quietly create messy books, inaccurate reports, and ...

Episode 21: What to Fix First in Your QuickBooks (If Your Numbers Feel Off)

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down what small business owners should fix first when their QuickBooks numbers do not look right.

If you have ever looked at your books and thought, “Something feels off, but I do not know ...

Episode 20: Why QuickBooks Feels Confusing (And It’s Not Your Fault)

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down why QuickBooks can feel so overwhelming for small business owners.

They explain why QuickBooks often feels more like a foreign language than a helpful tool, why so many business owners rely o...

Episode 19: How Clean Books Change the Way You Run Your Business

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down what actually changes once your books are clean.

They explore why clean financials go far beyond bookkeeping, the common mistakes that keep business owners stuck in reactive mode, and the practical shifts t...

Episode 18: The 5 Financial Numbers Every Business Owner Should Know

In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down five of the most important financial numbers every business owner should understand.

Most owners know their revenue, but beyond that, the full financial picture often gets blurry. In this conversation, ...