Episode
117 The Bookkeeping Era You're In Right Now (And What It Means for You)
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- May 5, 2026
- Duration seconds
- 474
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Summary
Are you Googling "how to do bookkeeping for my small business" and getting results that are either way too basic or way over your head? You're not alone, friend. In this episode, we're breaking down the three bookkeeping eras so you can figure out exactly where you are right now and what to do next. In this episode, you'll learn: The 3 bookkeeping eras every small business owner moves through How to identify which stage you're in right now The most common mistakes people make at each stage (and how to avoid them) What you actually need to move forward with confidence The 3 Bookkeeping Eras: Era 1: I Just Need to Get Started You're asking questions like: Is a spreadsheet good enough, or do I need QuickBooks? Which QuickBooks subscription do I need? Do I need a separate business bank account? This stage comes with a lot of fear, especially around making the "wrong" decision. The good news? You don't need to learn everything at once. You just need a clear plan to get started. Era 2: Things Got a Little Away from Me You've been doing bookkeeping for a while, but something feels off. Maybe you've been avoiding looking at the numbers, or you've Googled a QuickBooks problem and just... couldn't find the answer. This is super common. Most people are actually doing better than they think, but the overwhelm keeps them from finding out. Era 3: I Am So Done Doing This Myself Your time is better spent in your zone of genius, and bookkeeping just isn't it. If you keep waiting for the "perfect" time to outsource, this era is a sign that it's time to stop waiting and hand it off. Grab your free curated podcast playlist based on your bookkeeping era here: https://erikamillard.com/podcast-playlist-bundles With 115+ episodes in the Get Comfy with Numbers library, the playlists are design…