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EP 44B Becky Nelson: SOPs, Stress-Free Finances, and No-BS Bookkeeping

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Manage episode 512651068 series 3637393
Content provided by Bonnie Schutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bonnie Schutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Bonnie sits down with Becky Nelson, founder of Balanced Office Solutions, a bookkeeping and business advisory firm for entrepreneurs who’d rather not live buried in spreadsheets. With nearly 30 years in finance and ops, Becky brings a no-BS, judgment-free approach to helping business owners actually understand their numbers, create systems that save their sanity, and make smarter decisions without the stress.
They talk about:
Why bookkeeping is almost always the first (and smartest) thing to delegate
The magic of SOPs — and why even an imperfect one can save you hours
The difference between bookkeepers, CPAs, and EAs (and who you actually need)
Creative, budget-friendly ways to start outsourcing your books
Why trust is everything when letting someone into your financial world
Whether you’re bootstrapping, scaling, or just sick of the bookkeeping back-burner shame, this conversation will leave you with practical steps and a new perspective on your numbers.
https://a.slack-edge.com/production-standard-emoji-assets/14.0/google-medium/[email protected]
Takeaway: Baby steps work. Just do one thing today to make your business run smoother — and if that one thing is delegating your books, even better.
LinkedIn: https://www.linkedin.com/in/beckienelson/
Company Website: Bookkeeping Services in Hudson MA | Balanced Office Solutions
#Productivity #Entrepreneurship #Bookkeeping
#BusinessGrowth #OutsourceSmart #MoneyMatters
#TimeFreedom
Delegation, Bookkeeping, BabySteps, SOPs, SmallBusinessFinance, EntrepreneurTips, MoneyMindset, BusinessStrategy, GetShitDone, NoBS, FinancialConfidence, BusinessAdvisory, ServiceBasedBusiness, Productivity

  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 512651068 series 3637393
Content provided by Bonnie Schutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bonnie Schutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Bonnie sits down with Becky Nelson, founder of Balanced Office Solutions, a bookkeeping and business advisory firm for entrepreneurs who’d rather not live buried in spreadsheets. With nearly 30 years in finance and ops, Becky brings a no-BS, judgment-free approach to helping business owners actually understand their numbers, create systems that save their sanity, and make smarter decisions without the stress.
They talk about:
Why bookkeeping is almost always the first (and smartest) thing to delegate
The magic of SOPs — and why even an imperfect one can save you hours
The difference between bookkeepers, CPAs, and EAs (and who you actually need)
Creative, budget-friendly ways to start outsourcing your books
Why trust is everything when letting someone into your financial world
Whether you’re bootstrapping, scaling, or just sick of the bookkeeping back-burner shame, this conversation will leave you with practical steps and a new perspective on your numbers.
https://a.slack-edge.com/production-standard-emoji-assets/14.0/google-medium/[email protected]
Takeaway: Baby steps work. Just do one thing today to make your business run smoother — and if that one thing is delegating your books, even better.
LinkedIn: https://www.linkedin.com/in/beckienelson/
Company Website: Bookkeeping Services in Hudson MA | Balanced Office Solutions
#Productivity #Entrepreneurship #Bookkeeping
#BusinessGrowth #OutsourceSmart #MoneyMatters
#TimeFreedom
Delegation, Bookkeeping, BabySteps, SOPs, SmallBusinessFinance, EntrepreneurTips, MoneyMindset, BusinessStrategy, GetShitDone, NoBS, FinancialConfidence, BusinessAdvisory, ServiceBasedBusiness, Productivity

  continue reading

47 episodes

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