7 Ways to Ensure Your Biz' Finances & Quickbooks are Set Up For Success in 2024 with Crystalynn Shelton

Crystalynn Shelton, a QuickBooks expert and CPA, shares valuable insights on using QuickBooks effectively for small businesses. She emphasizes the importance of proper training and avoiding common mistakes in QuickBooks. Crystalynn also provides tips for overcoming the fear of numbers and offers advice for DIY bookkeeping. She highlights the significance of staying on track with QuickBooks and setting up for success in the new year. Additionally, Crystalynn discusses how e-commerce businesses can leverage QuickBooks and provides information on where to find her and her services.   Takeaways   Proper training is essential for using QuickBooks effectively. Seek guidance from someone knowledgeable in the software to avoid common mistakes. Don't be afraid of numbers. Understanding your business's financials is crucial for success. Simplify bookkeeping terminology to make it more accessible. If you're not comfortable with bookkeeping, consider outsourcing to a professional. They can handle the tasks and provide valuable insights into your business's financial health. Automate your bookkeeping as much as possible by connecting your bank and credit card accounts to QuickBooks. Use the QuickBooks app to easily track and categorize receipts. Schedule regular time to review and reconcile your QuickBooks data. This will help you stay on top of your business's financials and make informed decisions. Meet with a tax planner to ensure you're taking advantage of all available deductions and tax advantages for your business.   Chapters   00:00 Introduction and Background 03:00 The Importance of Proper Training in QuickBooks 06:00 Common Mistakes in QuickBooks 10:00 Overcoming the Fear of Numbers 13:00 Tips for DIY Bookkeeping 16:00 Keeping on Track with QuickBooks 19:00 Setting Up for Success in the New Year 29:00 Leveraging QuickBooks for E-commerce Businesses 32:00 Where to Find Crystalynn Shelton and Her Services 36:00 Conclusion Follow Crystalynn https://www.crystalynnshelton.com/podcasts  [email protected]  https://www.crystalynnshelton.com /Facebook: https://www.facebook.com/crystalynn.shelton.5/  Linked In: https://www.linkedin.com/in/crystalynn-shelton-cpa-0943699 5/  Twitter: @CrystalynnPens  Instagram: @Crystalynn Shelton     Work With Me: Grab my new book, Customer Obsession  1. Sign Up For A Website Redesign Website for you- done in a day! Learn more and to book your spot. Life’s too short for an ugly website https://www.kerriefitzgerald.com/websiteVIP    2.  Join waitlist for Cultish Product A 4-month group coaching program to help product-based brands reach cult-like status, increased visibility, more sales & gain die-hard loyal customers without an ounce of social media. Mentorship, Guest Experts, Trainings, Live Calls and so much more! Join waitlist Learn More   Free Guides & Resources For The Win: {Free Private Podcast} Create Your Cult Like Brand “Private Podcast” An 8-part audio series that walks you through how to create your cult brand Sign Up     Let’s Be Friends Follow Kerrie on Instagram Follow Ecommerce Society  on Instagram www.kerriefitzgerald.com