Episode E112 – In this episode of What Counts?, Maura and Lee unpack foundational financial management strategies and practical tips that every entrepreneur should know. From separating business and personal finances to choosing the right accounting software, this conversation is your guide to staying organized, building credibility, and planning for long-term success.
Listeners will learn:
-Why keeping business finances separate matters: Better organization, smoother tax reporting, and enhanced professional credibility.
-How to open a business account: Choosing the right bank, preparing your documents, and selecting account features like checks and debit/credit cards for financial flexibility.
-Selecting accounting software: QuickBooks is highlighted as a top choice for automating income and expense tracking, managing invoices, categorizing transactions, and staying compliant with tax regulations.
-Best practices for financial success: Weekly transaction reconciliation, leveraging reports for decision-making, and setting up automated reminders for payments and tax deadlines.
-Whether you’re launching your first venture or fine-tuning your financial systems, this episode offers actionable insights designed to simplify your processes and empower your business journey.
Episode length 00:17:10
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This is What Counts, by TrailBlazer Consulting, LLC. In this podcast, we highlight proven solutions we have developed through our experience working with companies across various industries and we talk about how you can apply them to your company. We share our experience working with companies to
solve their information and data management challenges. We tackle records retention schedules, program implementation and training, and more complex challenges like asset data management.
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Additionally, please visit https://mauradunn.substack.com/ to learn more about what counts by Maura Dunn, President of TrailBlazer Consulting, LLC. The information is provided by TrailBlazer Consulting, LLC. We make no representations or warranties of any kind, expressed or implied, about the completeness or suitability with respect to the information contained in this podcast for any unintended or unstated purpose, outside of a specific contract with TrailBlazer Consulting, LLC. Any reliance you place on such information is therefore strictly at your own risk and does not result in any viewer or listener being considered a client or customer of TrailBlazer Consulting, LLC. In no event will TrailBlazer Consulting, LLC, be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of or in connection with the use of this podcast information. Unless specifically stated otherwise, TrailBlazer Consulting, LLC, does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned throughout this podcast, and any reference to any person or organization is strictly used anonymously.
Special thanks to Jason Blake who created our background music.