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!

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. 

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!

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

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!

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. 

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!

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.

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!

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. 

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

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?

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.

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!

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. 

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!

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

How to Leverage Pinterest in your Biz with Lexie Dobas

"Pinterest is a marathon, not a sprint."

Listen on

Spotify | Apple

Solo entrepreneurs spinning their wheels playing the social media game, LISTEN UP. I welcome Lexie Dobas to the show to share with us how to implement a successful Pinterest strategy and turn views into paying customers. Pinterest is a gold mine for service providers, and Lexie shares how to create a strategy that will work for almost anyone! 

Lexie is a Pinterest Manager passionate about helping creative female entrepreneurs, particularly photographers elevate their businesses through strategic Pinterest marketing. She supports women who are ready to outsource the Pinterest marketing part of their business and free up time for what they do best. As a human design projector, Lexie thrives on guiding others, providing customized strategies that amplify visibility and drive meaningful engagement on Pinterest. Her approach combines storytelling, keyword optimization, and data-driven tactics to create a Pinterest presence that not only attracts traffic but also turns views into clients. Listen to get all her Pinterst secrets!

Pinterest as a Tool for Your Small Business

The funny thing about Pinterest is, while most people think of it as a social media platform, it is actually a search engine, just like Google! Pinterest offers business owners a unique edge to get in front of their target audience over and over again. Another great perk, pins don’t live and die in the same day, I have pins from a month ago (Pinterest newbie here!) that are STILL getting views! Using Pinterest to get the work out about your business is a total game changer.

Strategies for an Effective Pinterest Management

Having a clear roadmap is a must for any new journey (literally and figuratively!) Lexie shares her take on main topics for your Pinterest, how to effectively get all your pins created and scheduled, and how to use keywords to guarantee your pins are landing in front of your ideal client. 

Keyword Optimization for Entrepreneurs

Don’t sleep on key word analysis! Once you nail down your keywords for Pinterest, you can start sprinkling them in you website copy, social media posts, and any other places pertaining to your business. Lexie shares where to put your keywords to land in your ideal customers feed AND how many you should have!

Content Creation for Service Based Businesses

SPOILER ALERT: You don’t have to have a podcast, blog, or even a YouTube channel to start marketing your business on Pinterest! Lexie shares how we, as service based business owners, can grow our following and start posting on Pinterest. 

LINKS MENTIONED IN THIS EPISODE

Lexie’s Website

Lexie’s Instagram

Lexie’s Pinterest

Service Based Bookkeeper Profit Workbook

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!

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. 

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!

The post E10: How to Leverage Pinterest in your Biz with Lexie Dobas first appeared on Lexi Vance-Service Based Bookkeeper.

Growing Your Small Business Dream Team with Michelle Berkley

"We can do it all [as entrepreneurs], but there is power in owning your zone of genius"

Listen on

Spotify | Apple

Michelle Berkley is the founder of Done By 5, a bookkeeping and business management firm dedicated to helping small business owners simplify their operations and take back their time. With over 20 years of entrepreneurial experience, Michelle specializes in creating streamlined systems that empower women business owners to balance their businesses and their lives. Known for her approachable and fun style, Michelle is passionate about showing entrepreneurs how small, intentional steps can lead to big results. When she’s not helping her clients feel more at ease, Michelle enjoys homeschooling her son, experimenting with self-care routines, and dreaming up her next travel adventure.

Michelle is dishing actionable advice on how to find your perfect next teammate!

Hiring Options for Your Small Business

Michelle shares her story and let’s us in on a little secret.. growing your team is not a one size fits all! Listen to how you can grow your business with added help!

Mindset Shifts to Make Before your Next Hire

I talk about mindset a lot, so it’s refreshing to hear someone else preaching it as well! Listen to how mindset can play an important role in your small business hiring journey.

Outsourcing for Your Small Business

Keep the tasks that you do well and enjoy, and lean on a team or contractors to help with the rest to drive revenue for your small business.

Set up and map everything that you do on a regular basis, review your processes, document your steps, and hand it off to your team. Using a project management system can help streamline the handoff process and aid in your small business growth.

Clear expectations are a must for you and your team to effectively communicate!

LINKS MENTIONED IN THIS EPISODE

Done by 5 Instagram

Done by 5 Facebook

Done by 5 LinkedIn

Done by 5 Website

Not to do List Checklist

Service Based Bookkeeper Profit Workbook

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!

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. 

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!

The post E09: Growing Your Dream Team with Michelle Berkley first appeared on Lexi Vance-Service Based Bookkeeper.

Set and Keep Your Goals Using These 5 Steps with Alicia Ortman

"Any forward momentum is good momentum, because you will learn something along the way."

Listen on

Spotify | Apple

Alicia Ortman is the founder of Hey, Goal Sister. Alicia coaches women in business and helps them gain clarity on their goals and create a tactical and personalized growth plan so they can live more fulfilled lives. Alicia is also a personal growth fanatic and soon to be author with a goal setting workbook slated to release early next year. 

This episode is filled with actionable tips and advice for any one struggling to make and keep goals. This feel-good episode will have you leaving the chat ready to dream big, and start taking action!

5 Steps to setting goals in your small business

Alica dishes her 5 step approach to setting clear goals in both business and personal life. She tells us why each step is just as important as the next and how we can develop our full goal-setting cycle.

Create milestones to make your goals reachable

Ever have big dreams and unsure how to act on them? Yea, me too. Alicia shares a simple concept that will make all the difference in how you look at your goals and approach reaching them!

Your goals should align with your long-term vision, fit the season of life you’re in, and be broken into manageable steps to ensure progress and sustainability. Whether it’s January or July, it’s never too late to start setting goals that bring you closer to your dreams!

LINKS MENTIONED IN THIS EPISODE

Hey, Goal Sister Instagram

Hey, Goal Sister Facebook

Hey, Goal Sister Website

Free Accountability Discovery Call with Alicia

Free Goal Clarity Checklist

Service Based Bookkeeper Profit Workbook

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!

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. 

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!

The post E08: Set and Keep Your Goals Using These 5 Steps with Alicia Ortman first appeared on Lexi Vance-Service Based Bookkeeper.

6 Ways to Manage Cash Flow in Your Small Business

"Having a cash reserve solves a majority of the SOS financial problems we have as entrepreneurs."

Listen on

Spotify | Apple

Have you ever felt the stress of waiting for payments to come in while your bills are piling up? Or found yourself wondering where all your hard-earned money went? Cash flow crunches are one of the biggest challenges entrepreneurs face—but they don’t have to be! In today’s episode, I’m sharing actionable strategies to help you avoid cash flow headaches, keep your finances steady, and build a business that thrives.

 I want you to understand what I mean by cash flow: and that is this, the movement and timing of money in and out of your business.

1. Build a Cash Reserve for Your Small Business

You can’t deny that at some point the unexpected happens.  Planning for those moments minimizes the effects that that thing has on your business and in your life, because let’s face it, as entrepreneurs, our business almost often has a direct impact on our life, whether it be financial, emotional, or physical. 

Building a savings pot for your business will mitigate the impact when that thing happens. Listen to hear how you can start building a cash reserve!

2. Save for Taxes and Future Expenses as an Entrepreneur

Let me just start by saying this, taxes are NOT fun, but they are required. Working with an accountant, you can minimize your tax impact and discuss strategies to lessen the liabilities, but for the sake of this episode we are going to acknowledge that your small business should be paying some amount in taxes. And let me add this, the more money you make, the more taxes you pay (generally), so more taxes aren’t a bad thing, right? 

Listen to my personal strategy on how I save in my business as a service based entrepreneur! 

3. Automate Invoicing and Require Auto Pay for your Services

This has been a game changer in my business. This year I implemented a CRM, and it has the ability to require auto pay. To make this totally work, you will need to offer package pricing, to hear more on that, listen to episode 2 HERE. 

Having the steady, expected cash flow gives you the opportunity to invest in your business and grow. Think about ways that you could offer recurring services to your clients. Think through opportunities that could yield expected, monthly cash for your business. 

4. Plan for Seasonality in Your Service Based Business

I get it. Some businesses are not built for monthly recurring revenue. 

Knowing this, you have to really plan how to wisely save and budget for those dead months. Because even though you don’t have revenue, expenses are still due, bummer right? Aside from saving like crazy, you can brainstorm what you could do or offer in your off months that could close the gap. Maybe it’s a complementing service, or maybe it’s a digital product.

5. Manage Your Business Expenses Wisely

Watching your spending can be a great way to minimize any cash flow issues. Make sure you are spending just on what you need to run and operate your business.

Expenses are tough and while I don’t think you should spend frivolously, each business is different and their needs are different. Review your cash flow regularly to ensure you are not spending too much of your revenue on tools or expenses. 

6. Paying Yourself as an Entrepreneur

I see it all too often, entrepreneurs pull MORE from their business or treat their business account like a personal account, and have issues paying BUSINESS expenses. 

Listen to hear how I minimize my personal burden on my business.

If you are in a season of slow cash flow, know that it is only temporary but start brainstorming ways you can lessen the financial impact. Cash flow issues are a major debacle faced by many, if not all entrepreneurs.

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

Increase your biz profit with this freebie

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. 

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!

The post E07: 6 Ways to Manage Cashflow in Your Small Business first appeared on Lexi Vance-Service Based Bookkeeper.

3 Nontraditional ways to grow your business

"Think less about the logistics of growing a business and more about the habits that can influence your mindset, productivity, and innovation. "

Listen on

Spotify | Apple

I am sharing a hot-take that I have when it comes to growing your business.  I want to flip this script and share three nontraditional, yet very powerful, ways that you can grow your business. I want to challenge you to think less about the logistics of growing up business, and more about the habits that you can use to influence your mindset, productivity, and innovation.

Journaling as an entrepreneur

 Journaling can help unlock your vision and creativity for your business. But it’s not looked at like a business building experience when it comes to growing your revenue. Journaling is an activity that helps clarify my thoughts, track my progress, and also spark creativity in my life and business. Journaling is a tool to help you self-reflect and can directly impact decision-making and goal setting in your business. You don’t need anything fancy, hear how I go started and what I use now that makes this process so easy! 

I have unlocked so many thoughts and provoking questions, that once I get them out on paper, I can quickly identify the solution or I can begin formulating a path to overcoming the problem. Journaling has helped unlock the next level in my business and life. I have been able to sit with difficult questions for myself, put ease to the thoughts that keep me up at night, and influence the way I think and I make decisions in my business. Journaling is a timestamp in your business and life to look back on what was working, what we were struggling with, and what our deepest, darkest goals were at that point in your life.

Reading to grow your business

I went from being someone that hadn’t picked up a book since college, to someone that starts my quiet morning with a hot cup of coffee and a book cuddled up on the couch. You can learn from the best minds and really powerful and influential people when you pick up their book. It’s a way to learn from others that have successes and that have walked the path before you.  Reading exposes you to new ideas, strategies, and perspectives that you might not have. Listen to hear some of my favorite reads over this year!

Prioritize yourself for biz growth

I’m not talking about going to the gym everyday for hours, or countless hours of cardio. Instead, I am talking about simple, daily routines that you can add to your busy life to elevate your health. Think about how our physical and mental health is directly tied to our business. When you really think about it, your health determines your energy levels, which determines your decision-making, which determines the HEALTH of your business, see the correlation? By prioritizing your health, you make sure you’re operating at your highest level for your business.

By using one, or a combination of the three, you can create lasting results for your business and yourself. Try to incorporate these tasks throughout your day where it makes sense. I challenge you to pick one of these three areas to start this week.  Remember,  small changes lead to big results.

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

Grow your biz profit with this free guide

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. 

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!

The post E06: 3 Non-traditional ways to grow your business first appeared on Lexi Vance-Service Based Bookkeeper.

Catch up on your small business finances without feeling the overwhelm

Do your finances feel like a dumpster fire?

Listen on

Spotify | Apple

Do your small business finances ever feel like a dumpster fire? This episode is going to be filled with simple and actionable steps to get your books cleaned up and back on track, and share ideas on how to keep you on track once you have done the work. These lessons and tactics can be used at any time in the year when you realize your bookkeeping has fallen to the wayside and needs a little TLC.

Schedule a free consultation call HERE

Get your biz checklist here!

Asses where you are in your small biz fianances

Do this FIRST: review your reports, get a feel of how many months are backlogged, and create a game plan for how you are going to tackle moving forward. 

Here is what you need to do to have a successful business audit: 

1. Make sure you have access to your accounting software or spreadsheet
2. Gather all the documents and statements need
3. Grab my checklist to ensure you have remembered it all!

Break down each action into manageable steps for your small business

Think of catching up your books to cleaning your house. First, you need to pick everything up off the floor, then you need to dust, clean the kitchen and bathrooms, and finally vacuum the floors. Tackle one task at a time to avoid overwhelming yourself. 

Spend time categorizing transactions, reconciling, and confirming all expenses and income are recorded.

Depending on how backlogged your bookkeeping has become, you may be able to get caught up in a day, or it may take you several weeks. Know that you are not in a race, and any step forward you take to getting your finances back on track is a step in the right direction.

Build a system that works for you + your small business

Go on, have a little party! Bask in this moment and remember how great it feels, not only to have the financial clarity, but also to have the burden of bookkeeping caught up!

Finances are not one size fits all, so the frequency of time will be different for everyone. Whatever you have to do, make it as enjoyable and as easy as possible.

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

Grab the free Path to Profit Guide

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. 

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!

The post E05: Catch up your business finances without overwhelm first appeared on Lexi Vance-Service Based Bookkeeper.