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More Than Social Podcast

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  2. 064: How to Organize Your Bookkeeping for a More Productive Year With Jami Monte

064: How to Organize Your Bookkeeping for a More Productive Year With Jami Monte

Dec 15, 2022

How do you organize your bookkeeping for a more productive year?

Contrary to what entrepreneurs may believe about bookkeeping, you don't have to wait until the end of the year to get organized.

We can do many things throughout the year to set ourselves up for success, and my guest Jami Monte is a wealth of knowledge in getting entrepreneurs on track.

Jami is a Chartered Professional Accountant (CPA) and the founder of Bookkeeping Bootcamp.  

She helps self-employed people crush their bookkeeping, maximize profits, and stop stressing about tax season.  

She has over 10 years of experience in the finance realm across multiple industries and specializes in working with coaches, consultants and creatives.
 
We talk about: 
  • [1:20] How Jami became a CPA and why she likes working with entrepreneurs 
  • [6:20] Accounting mistakes entrepreneurs make with their businesses
  • [11:00] How to invoice in USD if you're a Canadian entrepreneur
  • [13:15] How to manage your finances and stay organized throughout the year
  • [16:00] How much should you put aside for taxes
  • [17:35]  What you can write off as a business owner
  • [22:00] Tips for managing cash flow
  • [26:20] Getting ready for the new year and planning for growth
  • [32:00] Jami's biggest tip for fellow entrepreneurs

Resources mentioned in this episode:

Connect with Jami

Connect with me