40 min listen
Ep 51 | Ask the Expert: Joselyn Martinez, Bookkeeper
Ep 51 | Ask the Expert: Joselyn Martinez, Bookkeeper
ratings:
Length:
22 minutes
Released:
Mar 30, 2021
Format:
Podcast episode
Description
A skilled bookkeeper not only inputs your transactions, but can help you cut costs, improve cash flow, and unlock opportunities for growth.A bookkeeper with experience in your industry will know the regulations and standards that need to be followed and will actually be able to save you money at tax time. Your tax accountant will charge you a lot of money to fix inaccurate books – often more than it would cost to hire a part-time bookkeeper!Bookkeeper Joselyn Martinez is a self-proclaimed numbers nerd. Four years ago, she started her own company, Balance Financial Solutions, which is dedicated to supporting small businesses and helping them build financial success. She has expertise in private and public accounting and managed an acquisition that converted a private company to a public company. She earned her Masters of Accounting with the distinction of Summa Cum Laude and is an Adjunct Instructor for her alma mater. Her passion led her to open her own business so that she can help small businesses achieve their dreams.As Joselyn points out, an ongoing relationship with a talented bookkeeper is invaluable. Once you’ve worked with your bookkeeper for a while, they’ll understand your business and be able to pinpoint money leaks and unnecessary expenses!“I wanted to help small business owners. I wanted to make a difference. I wanted to help them understand their books.” In this episode, we will cover:What sets bookkeepers apart from accountants and DIY financials – and why they’re a great investment (02:35)Joselyn’s best financial tips for lactation coaching practices – including how to handle multiple streams of income (07:19)What skills does a bookkeeper bring to your business (11:02)Is hiring a bookkeeper worth it? (13:25)How bookkeepers can help you save money at tax time and year-round (15:35) Like this episode? Want more?The LBC podcast is ALWAYS free, thanks to contributions from supporters. Every contributed dollar counts and so do our contributors — as a thank-you gift to our top-tier members, we offer monthly LIVE Deeper Dive sessions with experts and access to all previous Deeper Dive sessions — check out our upcoming Deeper Dives and become a member! All contributions count; join at one of our starter levels here! Links and ResourcesConnect with Joselyn Martinez: https://www.balancefinancial.solutions https://www.facebook.com/balancefinancialconsultingDeeper Dives, memberships & vault https://learn.anniefrisbie.com/lactationbusinesscoaching Join our community! https://www.patreon.com/lactationbusinesscoaching If you like what you heard today, please follow us on Facebook and Instagram and leave us a review on iTunes. You can email us questions and comments at hello@lactationbusinesscoaching.com. About UsLeah Jolly is a private practice IBCLC with Bay Area Breastfeeding in Houston, Texas.Annie Frisbie is a private practice IBCLC serving Queens and Brooklyn in New York City and the creator of the Lactation Consultant Private Practice Toolkit.Many thanks to Stephanie Granade for her production assistance, and to Silas Wade for creating our theme music
Support this podcast at — https://redcircle.com/lactation-business-coaching-with-annie-and-leah/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Support this podcast at — https://redcircle.com/lactation-business-coaching-with-annie-and-leah/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Released:
Mar 30, 2021
Format:
Podcast episode
Titles in the series (100)
Using your website to reach your ideal client: As a private practice IBCLC your website is usually the first contact your prospective clients will have with you and your business. Making your website easy to navigate and quickly get the necessary information is essential for a new and tired parent. In this episode, Leah and Annie share their resources for online scheduling, HIPAA compliance, website design, and more. “You never want people leaving your website while they’re still deciding if they want to work with you” In this episode, we will cover: -How to make an impression - Your website is the first source of contact with your clients. -The importance of mobile compatibility - New moms are tired! Help them by making your website navigable during 3AM feedings. -What do I include on my website? Annie and Leah share tips on what you should and shouldn’t include on your website. -The Final Step - Contact & Booking are the most important parts of your website. Annie and Leah talk ab by Lactation Business Coaching with Annie and Leah