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Ep 25: Making Better Biz Decision Based on FACTS | Bookkeeping Coach Jami Monte
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In today's episode of Mind Your Biz Podcast we are joined by Jami Monte - CPA, bookkeeping coach and owner of Monte CPA. Jami empowers small business owners by coaching them on how to manage their own bookkeeping and how to leverage the financial data. We discuss how having a clear understanding of your business's finances can help owners make strategic business decisions. We also get real about write-offs and P/L reports.
Tune in to this high-energy episode! Be empowered and learn wholesome information and advice to take your business to the next level!
Highlights:
[1:55] What made her decide to become a CPA?
[05:10] How she ends up as a yoga teacher
[08:25] What was her stepping stone to entrepreneurialism?
[10:22] How long has she been doing yoga?
[14:17] Her reason for using her CPA license
[17:38] Bookkeeping: All You Need to Know
[20:50] What are some of the ways that business owners can find or have more money now?
[21:30] What is a Tax Write-Off?
[33:09] Why you should DO your own bookkeeping
[39:25] The Basics for Bookkeeping
[42:10] Why would you need a separate account for your business?
[45:15] What is reconciling for business owners?
[59:00] When should you outsource your bookkeeping?
Link:
LinkedIn: https://www.linkedin.com/in/jamimonte/
Website: jamimonte.com
Chillbooks (formerly Bookkeeping Bootcamp as referred to in podcast): https://jamimonte.com/chillbooks/
Instagram: https://www.instagram.com/jami.monte/
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