#29 How do I know when it's time to hire a bookkeeper? (with special guest Stephanie Williams)

Generate a Life Well Lived: Empowering Women to Thrive in Wealth, Business, and Wellbeing

Have a question? Send me a text message.

In this episode, I invited Stephanie Williams on the podcast who is the owner of The Book Belle, a virtual bookkeeping service, to explore the world of business finance, emphasizing the crucial roles of a bookkeeper and CPA. Join us as we unravel the importance of understanding your financials, building a supportive team, and fostering a healthy relationship with money.

I had such a good time chatting with her and although this episode is longer than usual, it's packed with so much experience and knowledge that we wish we both had when we got started.
In this episode we discuss:

• The difference between a bookkeeper and a CPA
• Building a supportive team
• How to hire a bookkeeper and CPA
• Money mindset and behavior
• Business growth and Identity Shifts
• Practical tips for business owners

You can reach out to Stephanie via her email at [e-mail] or her website at www.thebookbelle.com
A couple of books that Stephanie shared or that we mentioned in the podcast if you're interested in reading and learning from the lens of fun:
Profit First by Mike Michalowicz
The Joy of Accounting by Peter Frampton and Mark Robilliard
Small Business Tax Workshop
Regenerative Business by Samantha Garcia
As always, thanks for listening.
From my soul to yours,
Erin
Compassionate financial mentor and guide to female entrepreneurs so that they have peace of mind and fun with their money in order to live life now and in the future.
Generate a Life Well Lived website
New to Human Design? You can receive your Human Design chart here
As always, thanks for listening.
From my soul to yours.
Erin

Chapters

1. The Importance of Bookkeeping and Accounting (00:00:00)

2. Importance of Finding a Good Accountant (00:14:00)

3. Financial Education for Business Owners (00:23:11)

4. Slow Growth and Financial Mindset Importance (00:38:41)

5. The Importance of Hiring a Bookkeeper (00:49:43)

6. Considerations for Starting a Business (00:58:41)

7. Separating Business and Personal Finances (01:03:19)

8. Hire Contractors, Manage Finances (01:13:18)

9. Having a Reliable Accountant Is Important (01:19:48)

10. Accounting and Decision-Making Mysteries (01:28:01)

11. Considerations for Hiring a CPA (01:33:47)

12. Importance of Bookkeeping and Working With CPA (01:38:21)

13. New Job, Money Mindset Importance (01:54:16)

14. Transforming Money Beliefs and Currency (02:05:19)