Lexi Vance-Service Based Bookkeeper

E20: Check-In: How to access, adjust, and Achieve your goals

SBBadmin — Wed, 26 Mar 2025 17:47:33 +0000

Check in: How to assess, adjust, & achieve your goals

"You cannot grow what you do not measure"

Listen on

Spotify | Apple

Grab your free resource HERE: Respond to Pricing Push back with Confidence

What you need

I’m no stranger to numbers, and you shouldn’t be either. Before you can assess your progress on your goals, you need to gather your metrics. Here is a list of information that will be helpful to you when reevaluating your goals:

Profit and Loss
Client acquisition/sales numbers
Social followers/views, email list, and other quantitative data
Any other metric you track within your business

Book your spot on your own calendar! For real, make an appointment with yourself. Get in a quiet space where you can review your data and be honest with yourself.

Personal VS Business?

It’s not an either/or when it comes to your small business and personal goals. You can have personal goals and business goals. More often then not, they are going to overlap and make you a better person in each avenue of life.

Stop making excuses for not knowing your numbers. Finances are not scary. They will tell you where you have been, and you can analyze and determine where you are going.

Ask yourself these 5 questions

Setting goals is easy, but tracking to your metrics are more important in gauging your success. Your goals may not go as planned, that is why check-ins are important for identifying progress. Find that quiet spot and ask yourself these 5 questions:

What were my 3 biggest wins?
What challenges or obstacles did I work through (what worked vs what didn’t)
What surprised me about my goals?
3 goals for the next quarter.
What will I do different in the next 90 days?

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Grab your free resource: Respond to Pricing Push back with Confidence

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Hey, I'm Lexi!

Small town mom, wife, and biz enthusiast! When I’m not nerding out over small business financials or recording my podcast, you can find me in the passenger seat of our Jeep or talking entrepreneurship over a cup of coffee.

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Ready to have the ultimate biz BFF bookkeeper?

Wanna be featured on the show and share your superpowers with the masses?

Bringing results to your inbox

Screw the junk mail, I’m bringing the good stuff, right to your inbox. Actionable road maps, time-sensitive biz reminders, needle-moving challenges, and smart strategies to turn your vision into reality. You in?

The post E20: Check-In: How to access, adjust, and Achieve your goals first appeared on Lexi Vance-Service Based Bookkeeper.

E19: Metrics to Measure Success

SBBadmin — Wed, 19 Mar 2025 02:00:00 +0000

How to measure success in your business

Define your metric of success

Grab your free resource HERE: Respond to Pricing Push back with Confidence

Listen on

Spotify | Apple

If I asked you about your dream business, what would you tell me? Would you give me a revenue number or maybe even a profit goal? What If I told you there is another way to measure the success of your small business.

Financial Metrics

You have to have income to have a legit business–where the disconnect comes is when we are just talking about revenue. You should focus on your full financial picture. Profit should be the most valuable financial metric to you for your small business. Profit takes into account the expenses that were incurred to actually make your income.

Instead of focusing on chasing a revenue goal we should be asking ourselves: Can my business support me financially?

Time metrics

Learn to appreciate things other than dollars in your business.

Instead of thinking about how much I can make, I have felt a shift to focus on how I can better spend my time. I started my business for a reason a lot of moms do; I wanted flexibility to be with my family when they needed me most–be it doctor appointments or field trips, I wanted the flexibility to work around my families schedule.

Leverage tech and contractors to protect your time. Listen to the episode to hear my wake up call (SPOILER: It was not pretty)!

I challenge you to brainstorm ways to measure success other than money.

Impact on Others Metrics

Instead of focusing on all revenue generating efforts, I have started setting aside time to pour into others. As a small business owner, I thrive on helping entrepreneurs determine their own version of success.

We all have a desire to leave a legacy and create something that we are proud of. How are you leaving an impact on others?

Ask yourself how you can measure your impact on others?

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Grab your free resource: Respond to Pricing Push back with Confidence

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Hey, I'm Lexi!

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Ready to have the ultimate biz BFF bookkeeper?

Wanna be featured on the show and share your superpowers with the masses?

Bringing results to your inbox

The post E19: Metrics to Measure Success first appeared on Lexi Vance-Service Based Bookkeeper.

E18: 3 Things you should budget for your small biz [THAT NO ONE TALKS ABOUT]

SBBadmin — Wed, 12 Mar 2025 02:00:00 +0000

3 things you should be budgeting for in your small biz [THAT NO ONE TALKS ABOUT]

these can make or break your business

Listen on

Spotify | Apple

Most business owners know to budget for software, supplies, and marketing—but what about the hidden costs that truly sustain your business? In this episode, I’m diving into three overlooked business expenses that can make a huge impact on your financial success.

You deserve payment

If your business is operating, and you are not able to pay yourself–you have a cash problem. You wouldn’t show up to a job and work for free, so don’t let your business take advantage of you. I share how much you should be making from your business, and how to make it happen.

The dreaded taxes

I get it. No one likes taxes, they are just a way of life. If you are not saving for taxes and paying estimated taxes for your small business, you are digging a financial hole that you will be hard pressed to get out of come April. Listen to how much you should save, and my foolproof strategy for saving.

Grow your skills to increase your revenue

This last one may surprise you. But you should be budgeting for continuing education either for you or for your employees. If you are able to grow your skills, you can grow your revenue, too. I share 3 ways you can grow in the episode.

If you’ve ever struggled with cash flow, tax season panic, or undercharging for your services, this episode will help you shift your mindset and get your budget in check so you can build a profitable and sustainable business.

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Hey, I'm Lexi!

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Ready to have the ultimate biz BFF bookkeeper?

Wanna be featured on the show and share your superpowers with the masses?

Bringing results to your inbox

The post E18: 3 Things you should budget for your small biz [THAT NO ONE TALKS ABOUT] first appeared on Lexi Vance-Service Based Bookkeeper.

E17: The Power of Community: How to build your biz & avoid burnout

SBBadmin — Wed, 05 Mar 2025 02:00:00 +0000

The Power of community: How to build your biz & Avoid burnout

"Community over Competition"

Listen on

Spotify | Apple

Ever wonder how those entrepreneurs have lasted years or decades creating and working in their business? While you are months in, wondering if this was the right path for you? I am going to share a tool that you need to be using. And it is this simple: Community.

Having a network of like-minded business owners can be the difference between burnout and sustainable success for you and your business.

Entrepreneurship can be lonely

Entrepreneurship can be isolating if you let it be. Stop letting your laptop and to-do list be your only biz friend!

Community helps you grow your business

Building a strong community is a business growth strategy. Finding genuine connections take time, but once established you will be amazed at the support, collaboration, and knowledge that will be exchanged between you and your new biz bestie(s).

Where to find your new biz friends!

Networking is not rocket science! Hang out where you like to be, talk about yourself and your business, and you will be surprised at how may connections are made that way.

Don’t be afraid to be vulnerable and share business struggles with other entrepreneurs, that may be the birth of a beautiful connection!

Check out local events, virtual events, or online communities to find your tribe and begin serving one another.

Success does not happen in isolation. Surround yourself with the right people and watch how it transforms your business and mindset.

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Hey, I'm Lexi!

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Ready to have the ultimate biz BFF bookkeeper?

Wanna be featured on the show and share your superpowers with the masses?

Bringing results to your inbox

The post E17: The Power of Community: How to build your biz & avoid burnout first appeared on Lexi Vance-Service Based Bookkeeper.

E16: From Chaos to Clarity: 6 Steps to Get Your Finances in Order with Rachel Baker

SBBadmin — Wed, 26 Feb 2025 02:00:00 +0000

From Chaos to Clarity: 6 Steps to Get Your Finances in Order with Rachel Baker

"Sometimes you have to get off of the merry-go-round of life. Step back and get a new perspective." -Rachel Baker

Listen on

Spotify | Apple

If your finances feel overwhelming and out of control, this episode is for you! I’m joined by Rachel Baker, who shares her journey from financial chaos to clarity and the six essential steps to getting your business finances in order. Rachel’s story is scrapy and inspiring. Learn how just 5 years ago she turned $20 into a magnificent toy store. We talk about finding your why, facing your numbers, and creating a sustainable plan that supports your business growth and a whole lot of mindset shifts that happened along the way for Rachel.

Redefining your success

How Rachel found her WHY and how she used it to redefine success for herself and her family. Your passion is what drives results, so becoming clear on your underlying mission is crucial to success (SPOILER ALERT: We spill some unconventional thoughts on the evolution of your WHY.)

Start where you are

There is no shame in your current situation. The shame comes from knowing better, but choosing not to do better. Ouch. Read that sentence one more time.

Growth comes from being uncomfortable. So it’s time to bust out a bank statement, come to terms with your piles or receipts, and take a look at those account balances. Knowing your numbers is the first step to clarity.

6 step framework to your financial success

Start with your why-Define your purpose in this life and what motivates you.
get clear on where you are-assess your current financial situation. Every vacation starts with a plan, you don’t just drive aimlessly and assume you will end up in your end destination.
Create a savings-build a cushion for those unexpected expenses. This number can be determined by you and what would make you feel secure.
Pay off debt-Reduce financial stress quick by paying off the smallest debt first, and using the compound method mentioned in the show to amass quick wins.
Create a budget-Align your spending with your goals and desires. You want to grab a coffee every day, go for it. Budget accordingly on what brings you happiness. Budgeting is telling your money where to go, not wondering where it went.
Follow a plan and check in monthly-Consistency is KEY. Track and adjust to what suites you and your family best.

Listen now and start applying these steps to take control of your personal or business finances today.

LINKS MENTIONED IN THE SHOW

Find Rachel on Facebook

Find Rachel on Insta

Find Rachel on TikTok

Grab your Ultimate Biz Growth Guide for free!

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Hey, I'm Lexi!

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Ready to have the ultimate biz BFF bookkeeper?

Wanna be featured on the show and share your superpowers with the masses?

Bringing results to your inbox

The post E16: From Chaos to Clarity: 6 Steps to Get Your Finances in Order with Rachel Baker first appeared on Lexi Vance-Service Based Bookkeeper.

E15:[REAL TALK] Prioritizing health, self-care, and Boundaries in business & life

SBBadmin — Wed, 19 Feb 2025 02:00:00 +0000

[REAL TALK] Prioritizing health, self-care, and Boundaries in business & life

Listen on

Spotify | Apple

CAUTION: I am trying something new on this episode and sharing what’s happening in my life. Get ready for a raw, unedited conversation of what I am working towards and what I am prioritizing right now. This episode is not just about me, I am sharing lessons and mindset shifts I have stumbled upon along the way.

As entrepreneurs, we’re constantly balancing multiple roles—business owner, parent, partner, friend, and everything in between. It’s easy to let our own well-being take a backseat to the demands of work and life. But lately, I’ve been focusing on two things that are making a huge difference in both my personal and professional life: prioritizing my health & self-care and setting boundaries to stay present with my family and focused in my business.

Prioritizing my health & self-care in small pockets of the day

For a long time, I convinced myself that I didn’t have time to focus on my health. There were always emails to send, clients to serve, or something more “urgent” that took priority. But here’s what I’ve learned—you don’t find time, you make time. And even small actions can add up to big changes.

Here’s what’s been working for me:

1. Small Steps Add Up

Instead of focusing on drastic changes, I’ve been making small, sustainable shifts in my daily routine. Whether it’s getting in a quick 15-minute walk, making healthier food choices, or drinking more water, I’ve realized that progress is more important than perfection.

2. Self-Care Doesn’t Have to Be Complicated

Self-care doesn’t have to be an elaborate spa day or a full morning routine (though those are nice too!). Lately, I’ve been finding self-care in the small moments—a quick evening and morning face routine.

3. Shifting My Mindset Around Health & Wellness

Instead of thinking, “I don’t have time for this,” I’ve started asking, “How can I make time for this?” The shift from seeing health as an inconvenience to seeing it as a necessity has changed everything. When I show up for myself first, I can show up better for my business and family.

4. Balancing Business & Health Priorities

One of the biggest struggles I’ve had is making time for movement. I let go of the rigid schedule and instead focus on moving my body with what feels right each day. It could be a trip to the mailbox, a dance session with my girls, or a full on cardio workout. It’s also helped to batch meal prep on Sundays so I have healthy options ready to go when things get busy.

5. How Prioritizing Myself is Making Me a Better Business Owner

Since focusing on my health and self-care, I’ve noticed a huge difference in my energy, productivity, and overall mindset. I’m more present, more creative, and less drained by the end of the day. It’s proof that taking care of yourself is one of the best business strategies out there.

Setting Boundaries to stay present in whatever job you are doing

In addition to focusing on my health, I’ve also been working on setting better boundaries—both in my personal life and in my business. It’s easy to feel like we need to be “on” all the time, but without boundaries, burnout is inevitable.

Here’s how I’ve been improving my work-life balance:

1. Why Boundaries Matter

For a while, I felt like I had to always be available—for clients, social media, and even family. But I realized that without clear boundaries, I was constantly switching between work and life, never fully present in either. Now, I see boundaries as a form of self-respect and business strategy.

2. Staying Present with Family

One thing I’ve been working on is creating phone-free zones when spending time with family. Whether it’s turning off notifications during the weekend or leaving my phone in another room during quality time, these small changes have made a big impact. Being fully present in those moments makes them more meaningful.

3. Staying Focused in Business

On the flip side, when I’m working, I’m working. Instead of getting distracted by personal tasks or checking messages throughout the day, I’ve started time-blocking—setting dedicated focus times for deep work so I can be more productive in less time.

4. Letting Go of Guilt Around Boundaries

Saying “no” used to feel uncomfortable. Whether it was declining a project that didn’t align with my goals or not responding to emails immediately, I felt guilty. But I’ve learned that boundaries aren’t about shutting people out—they’re about protecting my energy so I can show up better in every area of life.

5. How Boundaries Have Improved My Business & Personal Life

Since setting stronger boundaries, I’ve noticed:
More mental clarity—I’m not constantly switching between work and personal life.
Less stress—I’m not overcommitting or stretching myself too thin.
Better relationships—I’m present when I need to be and not distracted by work.

Small shifts = big impact

The biggest lesson I’ve learned? You don’t have to overhaul your entire life overnight. Small, intentional changes can make a huge difference.

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Hey, I'm Lexi!

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Ready to have the ultimate biz BFF bookkeeper?

Wanna be featured on the show and share your superpowers with the masses?

Bringing results to your inbox

The post E15:[REAL TALK] Prioritizing health, self-care, and Boundaries in business & life first appeared on Lexi Vance-Service Based Bookkeeper.

E14: grow your small business with these 3 tools

SBBadmin — Wed, 12 Feb 2025 02:00:00 +0000

grow your small business with THESE 3 tools

move from chaos to consistency and grow without the burnout.

Listen on

Spotify | Apple

Running a small business can feel overwhelming with all the moving pieces—client work, admin tasks, marketing, and finances. If you’re juggling it all and feeling stretched thin, it might be time to upgrade your systems. The right tools can help you stay organized, increase your income, and set the foundation for long-term success.

Listen in to hear the three essential tools that will help you scale your business without hitting burnout.

Implement a CRM to Impress Your Clients from the Start

First impressions matter! A Customer Relationship Management (CRM) system keeps you from getting lost in the chaos of onboarding, client communication, and follow-ups.

Manage client interactions: Automate emails, schedule reminders, and track leads effortlessly.
Streamline the sales process: Move clients smoothly through the pipeline without missing a step.
Simplify onboarding: A CRM ensures a seamless experience for both you and your clients, letting them focus on their zone of genius while you stay organized.

How my CRM changed my business: Listen in as I share how using a CRM transformed my workflow and gave me back time!

The Power of a Task Management System

No matter what stage of business you’re in, a task management system is a must. Scaling requires more structure, and this tool helps systemize your workload so nothing falls through the cracks.

Eliminate human error: Stop relying on memory and let automation do the heavy lifting.
Increase productivity: Create workflows that maximize efficiency and help you work smarter, not harder.
Enhance team communication: As your business grows, so will your team—this system ensures clarity on roles and responsibilities.

Your to-do list will only grow as your business scales, so having a system in place allows you to focus on what really moves the needle.

Use an Accounting System to Grow Your Business

Whether you’re working toward your first $1,000 month or scaling to six and seven figures, tracking your numbers is non-negotiable.

Know your income & expenses: Make strategic financial decisions based on actual data.
Client retention = long-term growth: Keep clients happy and engaged, so they stay with you for the long haul.
Regular financial reviews: Set up a schedule to check in on your numbers and ensure they align with your business goals.
Spending check: Before making purchases, ask: Is this a need or a want?

A solid accounting system ensures you’re making money moves that align with your vision instead of just reacting to what’s happening in your business.

Which Tool Should You Start With?

If you don’t have all three of these systems in place, start with the one that will give you the greatest return on your time and money. Each tool will help you go from chaos to consistency so you can scale without burning out.

LINKS MENTIONED IN THE SHOW

Small business accounting worksheet

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Hey, I'm Lexi!

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Ready to have the ultimate biz BFF bookkeeper?

Wanna be featured on the show and share your superpowers with the masses?

Bringing results to your inbox

The post E14: grow your small business with these 3 tools first appeared on Lexi Vance-Service Based Bookkeeper.

E13: 3 Mindset shifts to make today for yourself and your business

SBBadmin — Wed, 05 Feb 2025 02:00:00 +0000

3 mindset shifts to make today for yourself & your business

"It's not the metric that's important, it's the lesson that comes after"

Listen on

Spotify | Apple

Ready to hear the most candid thing I’ve has to say since starting this podcast? Listen up because these ideas were laid on my heart, and within a matter of minutes I hit record. Maybe in that moment I needed to hear these most, but I am guaranteeing that this message is for you, too.

I am spilling easy ways to kick the limiting believes and embrace positive mindset shifts in your life and your business. Let’s talk about mindset changes you can put in place today to move toward success.

the power of "Yet" in your small business

This mindset shift came to me through the book, “How Are You, Really,” by Jenna Kutcher. Simply adding the word “yet” to your goals, visions, and declarations takes the pressure away of not being at the end goal yet. Instead it implies that you are working toward something, and striving for growth. This small tweak is a reminder to set audacious goals, focus on the positive, and craft a game plan to get you to your desired outcome.

A small word with a big impact

Ashley Aubuchon Shared this lesson on the Small Business Mom’s podcast and it has shifted my mindset enormously.

Go from >> Why me?

To >> Why NOT me?

We can’t control every outcome in our universe. Instead, use this mindset shift to appreciate the opportunities placed in our lives and make the best of each of them.

Opportunities in your life & business

Learning to embrace failure has been a struggle for me in my personal life and in my business. For the longest time, I valued what others thought of me MORE than what I though of myself (anyone else feel that tough love in their core?). I have worked on, and perfected this practice over the last year and work each day to continue implementing and growing as a human. I’m talking about living through failure and the mindset shifts that is takes to keep it from derailing you and your business.

Listen to the episode and learn how I linked a 7th grade science experiment to failure. This tactic will turn traditional failure on its head and reinvent what “failure” really means.

Mindset shifts don’t have to be huge or hard to be effective. These 3 easy shifts have pushed me to embrace a happier, and more fulfilling life while navigating the inevitable ups and downs of life and business.

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Hey, I'm Lexi!

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Ready to have the ultimate biz BFF bookkeeper?

Wanna be featured on the show and share your superpowers with the masses?

Bringing results to your inbox

Looking for more? Here
is where you can go next:

Socials

Let’s connect! Follow me on Instagram, Facebook, or Pinterest for tips, strategies, and behind-the-scenes moments.

The Latest Must-Reads

The post E13: 3 Mindset shifts to make today for yourself and your business first appeared on Lexi Vance-Service Based Bookkeeper.

E12: THIS is the secret to predictable cash flow & growth in your biz

SBBadmin — Wed, 29 Jan 2025 02:00:00 +0000

THIS is the secret to predictable cash flow and growth in your business

Take the financial stress away and create better plans for your small business

Listen on

Spotify | Apple

Let’s not over complicate this thing for your business-reoccurring revenue is simple: It is income in you business that you can count on regularly, whether it be weekly, monthly, quarterly or any other schedule dictated by you. Using reoccurring revenue strategically in your small business lends itself to rapid growth and cyclical patterns. Plain and simple? You know when to expect your money all. the. time.

Here is what all entrepreneurs need to know about reoccurring revenue

Here’s the deal, this could be a game changer for your small business. Don’t believe me? Here’s why:

Predictable cash flow – I don’t know about you, but I like knowing when I will be paid and how much. The predictability takes the stress out of finances for your business.
Budgeting – Hello, If you know what is coming in/when, you can prepare for seasons of growth, asset purchases, and any other initiatives you have in mind for your business!
Ease of automation – Using reoccurring revenue you can cut down your admin expenses and responsibilities! Who doesn’t love working less and using automation for the heavy lifting?!

Create a value ladder for your small business

Picture a ladder. At the bottom, on the first row, is your lowest offer. The next row, a bit more of an investment, and so on and so forth up the ladder.

Think of ways you can mimic that ladder to create services or packages to meet your clients where they are right now.

Determine what services your clients need on a reoccurring basis. Here’s some thoughts to get you thinking: think through the projects you have completed, the services that your clients have requested, or complementing services you are great at; all of these could be a reoccurring offer to your client base.

Tips for transitioning to a reoccurring revenue structure:

Ensure that your deliverables are clear. We don’t want any emergencies popping up because your contract or service agreement was vague!
Price your services for profit! Take into consideration the time and resources needed to complete each package or service. If you are struggling with pricing and determining your ideal client number, go listen to THIS episode! Know your worth, and stick to it!

Scale your business with reoccurring revenue

The possibilities are endless when it comes to scaling using this income model!

Client retention – It is a whole lot easier to keep a client than it is to recruit a new one. Use your reoccurring service to stay front and center of your clients mind, always giving them exactly what is expected on the timeline specified.
Leverage automation – it’s no secret that I am a firm believer in working smarter, not harder! Let your processes work on auto pilot.
Pitch reoccurring services or packages to past clients. You may be surprised just how excited they are to hear from you again!
Leverage your connections – Let others know you have new offers! We as humans LOVE referring other to services and products that we swear by!

This episode is full of ideas to get your creativity flowing and your mind in the right headspace to fully comprehend the power of reoccurring revenue and what it can mean for your business.

LINKS MENTIONED IN THE SHOW

Episode 2: How many clients do you REALLY need

Episode 7: 6 ways to manage cashflow in your small biz

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Hey, I’m Lexi!

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Get my guide!

Ready to have the ultimate biz BFF bookkeeper?

Book a free consult now!

Wanna be featured on the show and share your superpowers with the masses?

I want to be a guest!

Bringing results to your inbox

I want in!

The post E12: THIS is the secret to predictable cash flow & growth in your biz first appeared on Lexi Vance-Service Based Bookkeeper.

E11: Start Your Business in 3 Steps

SBBadmin — Wed, 22 Jan 2025 02:00:00 +0000

Start your Business in 3 Easy Steps

"Determine the business structure that is right for you, right now"

Listen on

Spotify | Apple

No more excuses in 2025—this is your year to finally launch your business with confidence! In today’s episode, I’m breaking down three simple but powerful steps to help you set up your business the right way from day one. Whether you’re just starting out or need to revisit your business foundation, these steps will give you the clarity and structure you need to avoid legal headaches, stay IRS compliant, and build momentum toward your business goals.

determine Your business name

Choose a business name that feels authentic to you and reflects your brand’s mission. Your business name is more than just a title—it’s a powerful part of your identity and can shape how potential clients perceive your services. I share tips on picking a name you’re proud to represent, how to ensure it aligns with your products and services, and why securing your digital presence is just as important as your physical one.

Accounting & Legal Set up for your small business

Now its time to tackle the important (but often intimidating) legal setup. I’ll walk you through how to choose the right business structure for your goals, from sole proprietorships to LLCs, and explain the essentials of registering with your home state and the IRS. While these decisions may feel overwhelming, I’ll remind you that nothing is set in stone—you can make adjustments as your business grows. The key is to take action and avoid letting perfection delay your progress.

Operations for your small business

Listen as I break down the remaining essential steps to set yourself up for long-term success. We’ll cover how to open a business bank account, set up a bookkeeping system that makes sense for your business, obtain any required licenses or permits, and secure the right insurance policy for your industry. I’ll also touch on the importance of establishing a basic online presence to attract clients and share a simple way to manage your tasks so you stay organized and productive from day one.

**Don't miss out on the end-of-episode bonus!

Stick around until the end, where I’ll share a special bonus tip on how you can start landing clients fast once your business foundation is in place. Whether you’re starting from scratch or tightening up your current operations, this episode will give you the clarity and motivation you need to take the next step.

THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS

Get your annual planning road map here

Snag 30% off my fav accounting software, Quickbooks Online

Grab 30% the CRM that has changed my life, HoneyBook

No more searching for your passwords when you use LastPass, listeners get 20% off

Get 50% off your first year of Flodesk

Unlock your biz goals with the Ultimate Business Planning Guide

Hey, I'm Lexi!

My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!

Tried-and-true

favorites

01. HoneyBook

save 30% when you subscribe using THIS code

02. Quickbooks Online

Grab 30% off your first 3 months HERE

03. LastPass

Get 20% off with this LINK

04. Flodesk

Get 50% off your first year HERE

Want my free step-by-step process to grow your profit? Start increasing cash in your business TODAY.

Ready to have the ultimate biz BFF bookkeeper?

Wanna be featured on the show and share your superpowers with the masses?

Bringing results to your inbox

The post E11: Start Your Business in 3 Steps first appeared on Lexi Vance-Service Based Bookkeeper.