1544619896
Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow,

Advertise on podcast: Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow,

Rating
★★★★☆
3.8
from
24 reviews
This podcast has
447 episodes
Language
English
Date created
2020/12/12
Latest episode
2026/10/21
Average duration
12 min.
Release period
5 days

Description

Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a side hustle? How can I add bookkeeping as an additional service as a Virtual Assistant? How can I start an online virtual bookkeeping business? And most importantly, how do I manage my small business finances? Welcome to Mastering Your Small Business Finances where we get straight to the point and answer all these questions and more. Each episode is designed for you to take IMMEDIATE ACTION in your business so that you, as a busy entrepreneur, can gain the CONFIDENCE and CLARITY you need to make a successful impact on your business and GROW YOUR BOTTOM LINE. Each week, host Chris Panek, Certified Public Accountant, Business Strategist and Business Coach, breaks down topics like finances, entrepreneurship, money management, leadership, bookkeeping, tax deductions, growth, side hustle, marketing, mindset and motivation into simple JARGON-FREE episodes. One of her strengths is helping small business owners navigate and really understand these complicated topics for over 25 years. Whether you are just starting your business or have an established business, you are in the right place. If you are a bookkeeper or virtual assistant who wants to learn more about business finances to start, grow or scale your bookkeeping business, you too will benefit from this podcast. Ready to Master Your Small Business Finances? Listen in ~ your time will be well spent here! This podcast is sponsored by Financial Adventure. Visit www.FinancialAdventure.com for additional information and free resources.

Unlock Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, podcast Email contact info,
Listeners & Audience details

Email contact information

Direct podcast contact details

Listeners

Audience numbers & engagement insights

Audience details

Podcast Insights

Podcast episodes

Check latest episodes from Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, podcast


447: Are You Trying To Make Everyone Happy And Meet All Their Expectations A Podcast For Accountants And High-Stress Professionals
2026/10/21
Not all the pressure we feel as an accountant, CPA, bookkeeper, tax preparer, business owner, or high-stress professional comes from the amount of work we have to do.  It can come from how much responsibility we take for keeping everyone else happy.  Maybe you want to be a good employee, a reliable coworker, a trusted advisor, a supportive partner, and a great parent.  You want your clients to be happy.  You want your boss to be happy.  You don’t want your team to feel let down.  And you certainly don’t want someone thinking you’ve dropped the ball.  So you try to meet every expectation.  You say yes when you want to say no.  You take on one more task.  You rearrange your plans to help someone else.  And even when you’re exhausted, you tell yourself you should be able to handle it all.  But what happens when trying to keep everyone happy means you’re the one who isn’t happy?  That’s what we’re talking about today.  Let’s dive in…  Whether you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, this episode will give you practical ideas you can use to think more clearly, respond more intentionally, and get more out of life.   FREE RESOURCE Feeling The Pressure?  Start here. Get the free 10-Minute Pressure Reset.  A practical resource to help you pause, identify what’s creating the pressure, shift your perspective, and choose your next best step.  Get the free 10-Minute Pressure Reset here:  https://www.financialadventure.com/pressure-reset   LOOKING FOR MORE SUPPORT? If you’re ready to stop simply managing the pressure and start leading yourself through it, learn more about The RE*INVENTION™ Process Private Client Experience here: https://www.financialadventure.com/work-with-me   MORE FROM THIS EPISODE SHOW NOTES: Find the show notes, resources, and additional information from this episode at:  https://www.financialadventure.com   Leading Yourself Under Pressure is hosted by Chris Panek, CPA & Certified Coach, and is part of The RE*INVENTION™ Process, a practical approach to helping accountants and high-stress professionals think more clearly, respond differently, and create a life they truly enjoy.  Visit https://www.financialadventure.com for additional information and free resources.
446: When Good Enough Feels Like Failure And How Perfectionism Creates Pressure A Podcast For Accountants And High-Stress Professionals
2026/10/14
You may not call yourself a perfectionist, but have you ever had a simple thought like I care about doing things right?  You want your work to be accurate.  You want your clients to be happy.  You want to be dependable.  You want to make good decisions.  You want people to be able to count on you.  Don’t get me wrong.  Those are all good things.  But sometimes, that desire to do things well can easily turn into something else.  You start believing that mistakes aren’t acceptable.  You spend way too much time checking and rechecking.  You have trouble letting go of a project because it could always be a little better.  You worry about what someone might think.  You replay conversations after they happen, and sometimes you don’t just want to do a good job. You feel like you need to do a perfect job.  That’s what I want to talk about today.  Because perfectionism can look like excellence but it can often feel like pressure for accountants, CPAs, bookkeepers, tax preparers, business owners, or high stress professionals that never turns off.  Let’s dive in… Whether you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, this episode will give you practical ideas you can use to think more clearly, respond more intentionally, and get more out of life.   FREE RESOURCE Feeling The Pressure?  Start here. Get the free 10-Minute Pressure Reset.  A practical resource to help you pause, identify what’s creating the pressure, shift your perspective, and choose your next best step.  Get the free 10-Minute Pressure Reset here:  https://www.financialadventure.com/pressure-reset   LOOKING FOR MORE SUPPORT? If you’re ready to stop simply managing the pressure and start leading yourself through it, learn more about The RE*INVENTION™ Process Private Client Experience here: https://www.financialadventure.com/work-with-me   MORE FROM THIS EPISODE SHOW NOTES: Find the show notes, resources, and additional information from this episode at:  https://www.financialadventure.com   Leading Yourself Under Pressure is hosted by Chris Panek, CPA & Certified Coach, and is part of The RE*INVENTION™ Process, a practical approach to helping accountants and high-stress professionals think more clearly, respond differently, and create a life they truly enjoy.  Visit https://www.financialadventure.com for additional information and free resources.
445: How Much You Accomplish Does Not Determine How Valuable You Are A Podcast For Accountants And High-Stress Professionals
2026/10/07
If you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, there’s something I know for sure.  Having spent over 20 years in accounting and owning my own business, I know we’re really good at getting things done.  We meet deadlines, we solve problems, we take care of our clients, we answer the emails, we handle emergencies, we make the numbers work.  And when something needs to get done, we’re often the person other people know they can count on.  That’s a good thing, but sometimes there’s a downside to being really good at getting things done.  You can start to believe that how much you accomplish determines how valuable you are.  And when that happens, slowing down can feel uncomfortable for you.  Taking a day off can feel irresponsible. Having an unproductive day can make you feel guilty.  And sometimes, even when you’re doing a great job, you still feel like you’re not doing enough.  So today I want to talk about something that I think is underneath a lot of the pressure high-stress professionals experience.  Let’s dive in…    Whether you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, this episode will give you practical ideas you can use to think more clearly, respond more intentionally, and get more out of life.   FREE RESOURCE Feeling The Pressure?  Start here. Get the free 10-Minute Pressure Reset.  A practical resource to help you pause, identify what’s creating the pressure, shift your perspective, and choose your next best step.  Get the free 10-Minute Pressure Reset here:  https://www.financialadventure.com/pressure-reset   LOOKING FOR MORE SUPPORT? If you’re ready to stop simply managing the pressure and start leading yourself through it, learn more about The RE*INVENTION™ Process Private Client Experience here: https://www.financialadventure.com/work-with-me   MORE FROM THIS EPISODE SHOW NOTES: Find the show notes, resources, and additional information from this episode at:  https://www.financialadventure.com   Leading Yourself Under Pressure is hosted by Chris Panek, CPA & Certified Coach, and is part of The RE*INVENTION™ Process, a practical approach to helping accountants and high-stress professionals think more clearly, respond differently, and create a life they truly enjoy.  Visit https://www.financialadventure.com for additional information and free resources.
444: Maintain Self-Leadership Even If You Always Feel Behind A Podcast For Accountants And High-Stress Professionals
2026/09/30
Many high-performing professionals experience feeling behind.  You may be behind on your work, behind on your emails, behind on your projects, your goals, things at home, or even behind on taking care of yourself.  Sometimes, you can even feel behind before the day has really started.  You wake up thinking about everything you didn’t finish yesterday.  You check your email and there are twelve new messages.  You look at your calendar and it’s already full.  Then you look at your to-do list and you think, “I’m already behind.”  If you’ve ever had that thought and you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional I want to offer you a different way to think about it.  Let’s dive in…  Whether you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, this episode will give you practical ideas you can use to think more clearly, respond more intentionally, and get more out of life.   FREE RESOURCE Feeling The Pressure?  Start here. Get the free 10-Minute Pressure Reset.  A practical resource to help you pause, identify what’s creating the pressure, shift your perspective, and choose your next best step.  Get the free 10-Minute Pressure Reset here:  https://www.financialadventure.com/pressure-reset   LOOKING FOR MORE SUPPORT? If you’re ready to stop simply managing the pressure and start leading yourself through it, learn more about The RE*INVENTION™ Process Private Coaching Program here: https://www.financialadventure.com/work-with-me   MORE FROM THIS EPISODE SHOW NOTES: Find the show notes, resources, and additional information from this episode at:  https://www.financialadventure.com   Leading Yourself Under Pressure is hosted by Chris Panek, CPA & Certified Coach, and is part of The RE*INVENTION™ Process, a practical approach to helping accountants and high-stress professionals think more clearly, respond differently, and create a life they truly enjoy.  Visit https://www.financialadventure.com for additional information and free resources.
443: Set Guilt Free Boundaries And Quit Saying Yes To Everything A Podcast For Accountants And High-Stress Professionals
2026/09/23
Something I see over and over again with accountants, CPAs, bookkeepers, tax preparers, business owners, and other high-stress professionals is that they are always saying yes.  Yes to another client request.  Yes to another deadline.  Yes to helping someone on your team.  Yes to answering the email right away.  Yes to taking care of something that really isn't yours to take care of.  Yes to one more responsibility.  Yes to your family.  Yes to your friends.  Yes to everyone who needs something from you.  And sometimes, you say yes so often that you don't even realize you're doing it.  You just keep saying yes.  And then you look at your calendar and wonder, How did I get so busy?  Let’s dive in…    Whether you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, this episode will give you practical ideas you can use to think more clearly, respond more intentionally, and get more out of life.   FREE RESOURCE Feeling The Pressure?  Start here. Get the free 10-Minute Pressure Reset.  A practical resource to help you pause, identify what’s creating the pressure, shift your perspective, and choose your next best step.  Get the free 10-Minute Pressure Reset here:  https://www.financialadventure.com/pressure-reset   LOOKING FOR MORE SUPPORT? If you’re ready to stop simply managing the pressure and start leading yourself through it, learn more about The RE*INVENTION™ Process Private Coaching Program here: https://www.financialadventure.com/work-with-me   MORE FROM THIS EPISODE SHOW NOTES: Find the show notes, resources, and additional information from this episode at:  https://www.financialadventure.com   Leading Yourself Under Pressure is hosted by Chris Panek, CPA & Certified Coach, and is part of The RE*INVENTION™ Process, a practical approach to helping accountants and high-stress professionals think more clearly, respond differently, and create a life they truly enjoy.  Visit https://www.financialadventure.com for additional information and free resources.
442: Stop Feeling Overwhelmed And Make Better Decisions A Podcast For Accountants And High-Stress Professionals
2026/09/16
Have you ever had one of those days where you look at your calendar, your inbox, your to-do list, your text messages, and everything seems to be demanding your attention?  If you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, you’ve probably experienced it.  You’ve got a client who needs something.  You’ve got a deadline coming up.  You’ve got an employee who needs an answer.  You’ve got emails you haven’t responded to.  You’ve got a project that’s already behind.  Maybe you’re trying to grow your business.  Maybe you’re trying to take care of your family.  Maybe you promised yourself you'd finally make time for exercise or something you enjoy.  And then you look at everything and think How am I supposed to get all of this done.  Do you ever wonder how you could stop feeling overwhelmed?  Let’s look at how you can make better decisions when everything feels important.  Let’s dive in… Whether you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, this episode will give you practical ideas you can use to think more clearly, respond more intentionally, and get more out of life.   FREE RESOURCE Feeling The Pressure?  Start here. Get the free 10-Minute Pressure Reset.  A practical resource to help you pause, identify what’s creating the pressure, shift your perspective, and choose your next best step.  Get the free 10-Minute Pressure Reset here:  https://www.financialadventure.com/pressure-reset   LOOKING FOR MORE SUPPORT? If you’re ready to stop simply managing the pressure and start leading yourself through it, learn more about The RE*INVENTION™ Process Private Coaching Program here: https://www.financialadventure.com/work-with-me   MORE FROM THIS EPISODE SHOW NOTES: Find the show notes, resources, and additional information from this episode at:  https://www.financialadventure.com   Leading Yourself Under Pressure is hosted by Chris Panek, CPA & Certified Coach, and is part of The RE*INVENTION™ Process, a practical approach to helping accountants and high-stress professionals think more clearly, respond differently, and create a life they truly enjoy.  Visit https://www.financialadventure.com for additional information and free resources.
441: You Are Good At Managing Your Work But Who Is Managing You A Podcast For Accountants And High-Stress Professionals
2026/09/09
You’re good at managing your work.  But who’s managing you?  If you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, you’re probably used to managing deadlines, clients, responsibilities, and an endless list of things that need to get done.  But managing your work and leading yourself under pressure are two different things.  You probably have calendars, task lists, deadlines, reminders, spreadsheets, systems, processes, and maybe even a color-coded system for keeping everything organized.  You know how to manage a client.  You know how to manage a project.  You know how to manage a deadline.  You know how to manage a business.  But here’s the question I want you to think about today.  Who’s managing you?  Let’s dive in…   Whether you’re an accountant, CPA, bookkeeper, tax preparer, business owner, or other high-stress professional, this episode will give you practical ideas you can use to think more clearly, respond more intentionally, and get more out of life.   FREE RESOURCE Feeling The Pressure?  Start here. Get the free 10-Minute Pressure Reset.  A practical resource to help you pause, identify what’s creating the pressure, shift your perspective, and choose your next best step.  Get the free 10-Minute Pressure Reset here:  https://www.financialadventure.com/pressure-reset   LOOKING FOR MORE SUPPORT? If you’re ready to stop simply managing the pressure and start leading yourself through it, learn more about The RE*INVENTION™ Process Private Coaching Program here: https://www.financialadventure.com/work-with-me   MORE FROM THIS EPISODE SHOW NOTES: Find the show notes, resources, and additional information from this episode at:  https://www.financialadventure.com   Leading Yourself Under Pressure is hosted by Chris Panek, CPA & Certified Coach, and is part of The RE*INVENTION™ Process, a practical approach to helping accountants and high-stress professionals think more clearly, respond differently, and create a life they truly enjoy.  Visit https://www.financialadventure.com for additional information and free resources.
440: Why The Podcast Is Changing And How It Will Continue To Help You Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur Freelancer Accountant Bookkeeper Or Self-Employed
2026/09/02
If you've been listening to Mastering Your Small Business Finances for a while, you may notice that things are going to look a little different around here, and I want to explain why.  I've spent more than 20 years as a CPA, and I've spent years talking with accountants and business owners about money, business, productivity, and success.  But over time, I realized something.  Knowing how to manage a business doesn't necessarily teach you how to manage yourself when you're under pressure.  And that's something I've experienced personally and something I've seen repeatedly with accountants and other high-stress professionals.  So I'm evolving this podcast into something that reflects the work I'm doing today.  Let’s dive in… Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
439: How High-Stress Professionals Achieve Impossible Goals Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer Accountant Bookkeeper VA Owner Or Self-Employed
2026/08/31
Setting a goal you want to achieve that feels impossible is one thing, but taking the steps to achieve it is what will ultimately keep you on track and help you reach it.  So many people have big dreams and set impossible goals, but all too quickly fail and give up on something that could have not only been possible but also a reality.  So what is the key to setting those impossible goals and making sure you can attain them?  It's easier than you think.  Let’s dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
438: When Being Smart Is Not Enough Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
2026/08/28
Hey there, I’m Chris Panek, Certified Public Accountant and Certified Coach, and I have something that will definitely make a difference in your life within the first 30 days of joining.  I know if you’re listening to this podcast, you’re someone who makes big decisions and solves hard problems, and I have a resource that I’m excited to share with you. If today’s topic about when being smart is not enough resonates with you, I’d love for you to join me in The RE*INVENTION™ Process Private Coaching Program.  This is your next step toward feeling more in control, less overwhelmed, and finally enjoying a more integrated and balanced lifestyle again, and you can join today for just $297 per month.  Email [email protected] and I’ll personally answer any questions you have and send you all the details.  Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
437: Recording Owner Contributions In QuickBooks Or Xero Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper, VA Owner Or Self-Employed
2026/08/26
Even though you know you shouldn’t be mixing your personal and business funds together, we know it happens, and I totally understand that there are times when this may be happening in your business.  I have seen many times when cash falls short, and the business owner needs to inject additional funds into the business.  Where does this money come from?  Well, to be honest, most often, it is the business owner using their personal funds to help increase the cash needed in the business.  In today’s episode, I am going to cover how you should be recording these personal funds you may be depositing into your business.  It doesn’t matter if you are using a computerized bookkeeping system like QuickBooks, Wave, Xero, or FreshBooks, or a manual system such as an Excel spreadsheet; you’ll know exactly how to record these deposits you make into your business from your personal funds.  Whether you are just getting ready to start your small business, you’re a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant, making sure you are correctly recording any personal funds you put into your business will be extremely important.  These amounts are not considered income or sales and should not be recorded as additional income in your business, so listen in so that you make sure you don’t overstate the income in your business by recording these funds incorrectly…        Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
436: Gaining A Better Understanding Of Your Relationships Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper VA Owner Or Self-Employed
2026/08/24
I get a lot of questions about relationships from my clients.  These may be relationships between a friend, partner, colleague, or business relationship.  Whatever relationship you have, there are three components, and when you have a full understanding of these components, you’ll ultimately see your relationships improve.  Often, the problems my clients run into are the same types of problems others have, so today I wanted to help you understand these concepts so they can help you improve any relationship.  You may want to apply these tools to a relationship you are struggling with right now or keep them in mind so that you can utilize them in the future.  Let’s dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
435: What Could Your Life Look Like in A Year Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper, VA, Business Owner, Or Self-Employed
2026/08/21
Hey there, I’m Chris Panek, Certified Public Accountant and Certified Coach, and I have something that will definitely make a difference in your life within the first 30 days of joining.  I know if you’re listening to this podcast, you’re someone who makes big decisions and solves hard problems, and I have a resource that I’m excited to share with you. If today’s topic about what your life could look like in a year resonates with you, I’d love for you to join me in The RE*INVENTION™ Process Private Coaching Program.  This is your next step toward feeling more in control, less overwhelmed, and finally enjoying a more integrated and balanced lifestyle again, and you can join today for just $297 per month.  Email [email protected] and I’ll personally answer any questions you have and send you all the details.  Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
434: Your Accountant As Your Business Advisor Not Just Taxes Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer Accountant Bookkeeper Owner Or Self-Employed
2026/08/19
When most business owners are asked what their accountant or bookkeeper helps them with, you’ll most likely hear that they do their financial statements, which include their balance sheet and income statement or profit and loss report, and they probably file their tax returns for them.  Most accountants, bookkeepers, CPAs, and Virtual CFOs provide way more services than this.  Knowing what additional services your accountant or bookkeeper can perform for you could help your business grow and alleviate the stress you encounter when you try to do it yourself.  When your accountant or bookkeeper provides additional advisory services, they are available if you have a situation that comes up in your business you are unfamiliar with and need professional advice.  Accountants and bookkeepers work with a variety of businesses, and this provides a great deal of knowledge and experience with past business situations.  They not only have these experiences under their belts, but they can then tie in your financial information and really collaborate with you to make sure your business goals are met, or even exceeded.  In today’s episode, I am going to go over a few of the most popular advisory services your accountant or bookkeeper can help you with in your business whether you are just getting ready to start your small business, you’re a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant knowing you have these additional advisory services available to you can help you manage your business when you feel like you are struggling and all alone, not to mention the headaches and stress they can help you avoid…  Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we’ll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
433: Embracing Your Authentic Self Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed
2026/08/17
Do you know who your true self is?  Do you ever think you’ll become who you really are when you reach a certain point in your life?  Do you ever feel like you are lying to yourself when you ask who you really are?  Do you know how to simply be yourself?  Are you ready to give yourself the gift of being yourself?  Let’s dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You’ll receive support, accountability, and a community that understands what you’re going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I’m inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we’ll work together to create a clear and focused plan for you to move forward so you’ll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You’ll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Podcast reviews

Read Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, podcast reviews


3.8 out of 5
24 reviews
★★★★★
Amber Glus 2020/12/19
Making the Complicated, Simple
This podcast is so valuable! I love the topics Chris shares because they are so important for my business and my bottom line. She has a way of explain...
check all reviews on apple podcasts

Podcast sponsorship advertising

Start advertising on Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, relevant audience podcasts


What do you want to promote?