Making Bookkeeping Simple With Guest Expert, Kelly Christian | Episode 63

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Episode Summary:

Bookkeeping. I tend to see fear come from my retailers when I mention bookkeeping because they either don’t want to hand off the job to someone else, don’t want to spend the money, or they have fear of the HOW to simplify it. There is HUGE ROI in staying up to date with your book. Seeing your balance sheet, profit and loss statements and knowing your numbers in real time – is so crucial. Having your bills paid, being able to adjust and pivot with proper info, and the added bonus of peace of mind!! 

No more lying awake at night worrying about that pile of paperwork!

In this episode, we share common fears: How will we communicate, how will we do this paperless? Even though I was afraid of the process, Kelly breaks it down for us. 

Working with a bookkeeper and using simple tools to stay organized and up to date is key. 

I always teach my Inner Circle members to jump right in with a bookkeeper. They know the rules and the laws that are constantly changing. This will keep your books clean and organized without the pressure of doing it yourself.

So let’s get real and honest about our numbers with Kelly, someone who truly speaks the language of virtual bookkeeping and will help you make this important investment!


Some resources for you…

Kelly has some wonderful FREE resources for you. Check them out HERE.

Automated Online Filing Systems. Receipt Bank (now Dext) and Hubdoc are two big players in this particular area. They will take your documents, pull all of the important data, and organize them accordingly. These platforms also have apps for your phone where you can simply take a picture of your receipts and organize them quickly!

Accounting Systems. Just having a spreadsheet is not going to cut it if you want to grow and see success. Quickbooks is the most well-known way to start.

Kelly Christian – KC & Company
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A quote for you to take away…

When you’re looking for someone to work with you in your business, especially with your finances, you want to find someone that has the heart of a teacher.” – Dave Ramsey


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Hi there! I'm Wendy Batten, and I'm obsessed with helping independent shop owners like you achieve success.

With over 20 years of experience as a small business owner, I've owned several retail businesses along the way including a cafe, two retail shops, and a studio (and even a tae kwon do studio), learning first-hand the art of juggling all the balls.

I now dedicate my time to coaching hundred of retailers all around the world, sharing my expertise to help them organize their businesses and maximize profits, paychecks, and JOY in their day-to-day lives.

I created the support, programs, and community that I wish I'd had.

Whether you've been in business for years or are just starting out with your brick-and-mortar venture, you've come to the right place.

If you're serious about your business and ready to stop winging it, I'm here to inspire and guide you toward success.

I'm so happy you're here, and I can't wait to support you on your journey to thriving in the world of retail!



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