The Small Business School Podcast
Ready to leave the small business struggle behind? The “School for Small Business” podcast supports small business owners in scaling a business that is profitable, purposeful, and doesn’t leave you burnt out. No matter whether you run your business online or you own a brick-and-mortar, you can expect our world class experts to support you with mindset, tactics, and everything in between so you can have the business you dreamed of. Based on our lived experience, we know that small business CAN be easy and we are here to show you how.The “School for Small Business” is hosted by Staci Millard, a CPA by trade with over 15 years of experience seeing the behind the scenes of thousands of small businesses. After growing and selling her first 7 figure business, Staci has been on the ground running - mentoring small businesses and working to increase success rates. Staci strongly believes you don’t need to have gone to business school to be successful so you can expect nothing but simple, impactful advice. Tune in each Tuesday for a new 30 minute or less episode of nothing but valuable advice to help you grow your small business. We are so excited for you to be on this journey with us!
The Small Business School Podcast
Business Finance: From Confusion to Confidence with Jami Monte
Welcome back to Small Business School! Today I am so excited to be joined by fellow Accountant and CPA Jami Monte! After a 7 year career in the Advertising industry, Jami transitioned to entrepreneurship and launched Chillbooks™, a fun, approachable financial education course that offers bookkeeping and QuickBooks training, along with essential financial education for entrepreneurs. As TurboTax Canada's spokesperson for 2023 and 2024, she has been featured across multiple new outlets including CP24, CTV, and BNN Bloomberg. She is passionate about empowering entrepreneurs with financial know-how so they can navigate their business journey with confidence. I feel so aligned with Jami’s mission, so I am so excited to share our conversation with you!
Topics Covered:
- Jami shares her journey of realizing the lack of financial literacy among small business owners and the pivotal moment that led her to prioritize education in her entrepreneurial endeavors.
- Why Jamie recommends QuickBooks Online as the go-to system for small business owners.
- The Three Phases of Financial Management: Jamie breaks down her systematic approach to financial management, guiding business owners through efficient setup, monthly processes, and advanced financial analysis.
- The value of financial education in empowering entrepreneurs to take control of their finances, make strategic decisions, and achieve long-term success.
- Analyzing profit and loss reports by month to comprehend the seasonal fluctuations in your business.
- DIY vs. Outsourcing, when to handle your bookkeeping yourself and when it might be beneficial to outsource.
- Financial management as an ongoing process! I hope this conversation removes shame from the learning curve and helps you to take a step towards taking control of your finances! Want to learn more? Connect with Jami and check out Chillbooks™️!
Jami’s Links:
Instagram: https://www.instagram.com/jami.monte/
Free GST/HST Tracker: https://pages.jamimonte.com/hstguide
Solopreneur Write Off Guide: https://pages.jamimonte.com/writeoff
Chillbooks™️ Info: https://jamimonte.com/chillbooks/?affiliate=stacimillard
Staci's Links:
Instagram. Website.
The School for Small Business Podcast is a proud member of the Female Alliance Media.
To learn more about Female Alliance Media and how they are elevating female voices or how they can support your show, visit femalealliancemedia.ca.
Head over to my website https://www.stacimillard.com/ to grab your FREE copy of my Profit Playbook and receive 30 innovative ways you can add more profit to your business AND the first step towards implementing these ideas in your business!
