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What Should a Bookkeeper Be Doing for Your Online Business?

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Manage episode 513716357 series 3032845
Content provided by Evolved Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evolved Finance 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.

Think bookkeeping is just about tracking expenses? In this episode of The Profit Pillars Show, Parker Stevenson (CEO of Evolved Finance and author of Profit Pillars) explains exactly what a professional bookkeeper should be doing each month for your online business.

You'll learn why categorizing transactions requires nuance, why reconciliations are non-negotiable, and which adjustments most bookkeepers miss (like payroll, merchant fees, and refunds). Parker also breaks down what your bookkeeper shouldn't be doing and how to know if your current setup is giving you the clarity you need.

If you've ever wondered whether your bookkeeping is really supporting your business growth, this episode will show you what to expect.

1:42 The essential monthly bookkeeping process explained

4:28 Why proper transaction categorization matters

7:55 Reconciling accounts the right way

11:10 Adjustments most bookkeepers overlook

16:48 Delivering reports you can actually use

20:15 What your bookkeeper shouldn't be doing

23:40 Signs your bookkeeping setup isn't working

β€”-----------------------

SUBSCRIBE to The Profit Pillars Show for new episodes on money, operations, and strategy designed to help you grow your online or modern small business with confidence.

β€”-----------------------

Resources & Links From This Episode

πŸ“˜ Profit Pillars Book β†’ https://evolvedfinance.com/book πŸ’Ό Learn more about Evolved Finance β†’ https://evolvedfinance.com/services πŸ“š Finance Tools & Courses β†’ https://evolvedfinance.com/learn

β€”-----------------------

About the Show

The Profit Pillars Show by Evolved Finance gives entrepreneurs the guidance and clarity they wish they had sooner. Each episode delivers actionable advice based on Parker's years of experience helping business owners grow stronger, more profitable businesses.

β€”-----------------------

Other Ways to Connect with Us

πŸ“Έ Instagram β†’ https://www.instagram.com/evolvedfinance/ πŸ’Ό LinkedIn β†’ https://linkedin.com/company/evolved-finance🎧 Listen on Spotify β†’ https://open.spotify.com/show/6ggjihbD5VfKhhjkth32pZ

  continue reading

242 episodes

Artwork
iconShare
 
Manage episode 513716357 series 3032845
Content provided by Evolved Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evolved Finance 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.

Think bookkeeping is just about tracking expenses? In this episode of The Profit Pillars Show, Parker Stevenson (CEO of Evolved Finance and author of Profit Pillars) explains exactly what a professional bookkeeper should be doing each month for your online business.

You'll learn why categorizing transactions requires nuance, why reconciliations are non-negotiable, and which adjustments most bookkeepers miss (like payroll, merchant fees, and refunds). Parker also breaks down what your bookkeeper shouldn't be doing and how to know if your current setup is giving you the clarity you need.

If you've ever wondered whether your bookkeeping is really supporting your business growth, this episode will show you what to expect.

1:42 The essential monthly bookkeeping process explained

4:28 Why proper transaction categorization matters

7:55 Reconciling accounts the right way

11:10 Adjustments most bookkeepers overlook

16:48 Delivering reports you can actually use

20:15 What your bookkeeper shouldn't be doing

23:40 Signs your bookkeeping setup isn't working

β€”-----------------------

SUBSCRIBE to The Profit Pillars Show for new episodes on money, operations, and strategy designed to help you grow your online or modern small business with confidence.

β€”-----------------------

Resources & Links From This Episode

πŸ“˜ Profit Pillars Book β†’ https://evolvedfinance.com/book πŸ’Ό Learn more about Evolved Finance β†’ https://evolvedfinance.com/services πŸ“š Finance Tools & Courses β†’ https://evolvedfinance.com/learn

β€”-----------------------

About the Show

The Profit Pillars Show by Evolved Finance gives entrepreneurs the guidance and clarity they wish they had sooner. Each episode delivers actionable advice based on Parker's years of experience helping business owners grow stronger, more profitable businesses.

β€”-----------------------

Other Ways to Connect with Us

πŸ“Έ Instagram β†’ https://www.instagram.com/evolvedfinance/ πŸ’Ό LinkedIn β†’ https://linkedin.com/company/evolved-finance🎧 Listen on Spotify β†’ https://open.spotify.com/show/6ggjihbD5VfKhhjkth32pZ

  continue reading

242 episodes

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