Balancing Acts: From Bookkeeping Basics to Professional Growth

The Perfect RIA

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24d ago 8:32

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Amber is recapping this week’s episode highlights. On Monday, Matt dove into the world of bookkeeping with Duff Tucker from Belay, uncovering the common pitfalls small business owners face. They emphasized the importance of professional bookkeeping services, not just for taxes, but for making informed business decisions and preparing for future sales. Duff shared valuable tips on when to bring in a bookkeeper and how to establish a smooth working relationship.

Thursday's episode featured Jamie tackling the age-old struggle of balancing professional development with family life. She shared her savvy strategies for mapping out the year, including surge scheduling and strategic conference attendance. The key takeaway? Time is precious, so plan wisely and communicate openly with your loved ones to achieve both personal and professional growth.

Resources in today's episode: - Episode Website - Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274] - I Have No Time

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