QuickBooks Mastery for Small Business Success
Running a business is hard. QuickBooks shouldn’t make it harder. Welcome to QuickBooks Mastery for Small Business Success—the podcast for growth-minded small business owners who are ready to stop drowning in financial confusion and start making confident, data-driven decisions. Hosted by Lee Davis & Erica Northrup, the father-daughter duo behind Lee Davis & Company, each episode delivers practical advice, proven systems, and real-world strategies to help you clean up your QuickBooks, simplify your bookkeeping, and grow your business with clarity. Whether you’re stuck in a bookkeeping mess, unsure how to read your reports, or ready to finally outsource your financial chaos, this show gives you the tools and insight to move from overwhelm to control—one episode at a time. Because your time should be spent on your craft and building your business—not buried in spreadsheets and reconciliations. ⸻ Perfect for: • Service-based small businesses • Business owners making $750K–$2.5M annually • Entrepreneurs tired of trying to “figure out” QuickBooks on their own • Leaders who want to spend less time managing their books and more time growing Subscribe today and take the guesswork out of your numbers.
Episodes
Episode 47: How Much Can You Pay Yourself? What Your Business Can Actually Afford
Your business is making money. Your bank account looks healthy. But how much of that money can you actually afford to pay yourself?
In this episode of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis tackle one of the most personal financial decisions small business owners face: how to pay yourself consistently withou...
Episode 46: Are You Actually Making Money? What Your P&L Should Be Telling You
Your QuickBooks Profit and Loss statement says your business is making money. But are you actually as profitable as you think?
Increasing revenue doesn’t always mean increasing profitability. In fact, your business could be bringing in more customers, generating more sales, and working harder than ever—while your profit margins qui...
Episode 45: Where Did the Money Go? Why Profit and Cash Aren't the Same Thing
Your QuickBooks Profit & Loss report says your business made money. So why doesn't your bank account agree?
It's one of the most frustrating questions small business owners face. Your business looks profitable on paper, but you're still worrying about payroll, upcoming bills, or whether there's enough money to cover next month's expenses.
The pr...
Episode 44: Stop Guessing: How to Build a Business Budget in QuickBooks You’ll Actually Use
Can your business afford to hire, buy equipment or expand next year? A useful budget helps you answer those questions with a plan you can actually use.
In this episode of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis explain how to build a realistic business budget in QuickBooks—and how to use it throu...
Episode 43: Can You Actually Write That Off? Practical Tax Planning in QuickBooks
“Can I write this off?” may be one of the most common questions business owners ask—but the answer does not begin with the card used to make the purchase or the account selected in QuickBooks.
In this episode of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis explain how to think more clearly about ...
Episode 42: Is Your QuickBooks Ready for Tax Season? Start Now, Not in January
Tax season may feel months away, but waiting until January to examine your QuickBooks can leave you trying to untangle an entire year under deadline pressure.
In this episode of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis explain why tax readiness is a year-round process—and why September and October are valua...
Episode 41: Can You Trust Your QuickBooks? The Monthly Health Check Every Business Owner Should Do
Before you hire an employee, buy equipment, or decide how much you can pay yourself, can you trust the numbers behind that decision?
In this episode of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis walk through a practical monthly QuickBooks health check for small business owners. The goal is not p...
Episode 40: Where Is Your Profit Going? How to Use QuickBooks to Find Cost Creep
Your business can be growing while your profit is quietly getting smaller.
A vendor raises a price. A discount expires. A software subscription renews at a higher rate. Material costs increase. Payroll or overtime creeps up. None of those changes may seem significant on their own — but together, they can slowly eat away at the profit you w...
Episode 39: QuickBooks Payroll: Why the Bank Feed Isn’t Enough
Payroll can be one of the most confusing areas of QuickBooks because what you see leaving the bank does not necessarily tell you what actually happened with payroll.
An employee may earn one amount in gross pay, receive a smaller amount in net pay, and have several deductions and withholdings moving to completely different...
Episode 38: The QuickBooks Adjustment Toolbox: Credit Memos, Vendor Credits, and Journal Entries
Episode Overview
Something looks wrong in QuickBooks.
Maybe a customer owes you less than the invoice says. Maybe a vendor gave you a credit. Maybe a customer's check bounced. Or perhaps your accountant handed you a list of year-end journal entries and you have no idea what any of them mean.
The temptation is to start clic...
Episode 37: Does Your QuickBooks Actually Match Your Bank? Why Reconciliation Matters
Episode Overview
Your bank account is connected to QuickBooks. Transactions are flowing into the bank feed. Expenses are being categorized. Everything looks pretty good.
But does that mean your QuickBooks numbers are actually correct?
Not necessarily.
In this episode of QuickBooks Mastery for Small B...
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...
Episode Title
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...
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