Welcome back to a new season of The Next Step podcast, where we're all about helping you transition from taking messy action to strategic growth in your business. Kicking things off is my interview with Jackie Easterday, a certified public accountant, who's here to share her practical advice on how to make the daunting world of taxes and bookkeeping not just manageable, but surprisingly straightforward and, dare we say, FUN!
This episode on finance management is more than just a guide for surviving tax season—it’s a blueprint for taking control of your business finances year-round. By applying the strategies Jackie shares, you're not just preparing for tax time; you're laying the groundwork for strategic growth and sustainability.
Topics We Cover:
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Understanding the basics of bookkeeping and its critical role in tax preparation.
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Simple steps to start organizing your finances, even for those intimidated by numbers.
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The importance of separating personal and business finances for clarity and legal protection.
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Practical tools and software recommendations for effective bookkeeping.
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Strategies for accurate tax filing, including handling international contractors.
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Insights on when to seek professional help with your taxes and bookkeeping.
If you've ever felt a pit in your stomach at the thought of sorting your finances come tax season, this episode is a must-listen. Jackie shares some invaluable advice that could transform the way you view your business finances—making them a tool that helps you scale, rather than just the result.
Remember, understanding and organizing your finances is a crucial step towards scaling your business to new heights. So, listen to Jackie’s advice, apply these actionable tips, and move confidently toward a future of financial clarity and business success.
Connect with Jackie:
Website: https://easterdaygroup.com/
Free Resources: https://easterdaygroup.com/education#header.3
Book A Discovery Call HERE
Other links mentioned in this episode:
CRM Tool: Honeybook (this is an affiliate link)
Budgeting Tool: YNAB (YouNeedABudget)
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