Most business owners start out doing their own books, and most of them keep doing it long past the point where it makes sense. This week we brought in an actual expert. Lacey Confer of Solutions Group Accounting joins us to talk about when to hand off your numbers, what professional bookkeeping really costs (spoiler: way less than you think), and the money mistakes she sees business owners make on repeat.
What We Cover:
- The real price of professional bookkeeping: closer to $300 a month than the $1,000 everyone fears
- Bookkeeping vs. accounting, explained with a tree and its branches
- The mistakes Lacey sees over and over: asking ChatGPT your tax questions, trusting QuickBooks automation blindly, and mixing personal with business
- The shoebox-of-receipts fix that takes ten seconds on your phone
- Fractional CFOs: six figure financial guidance at a fraction of the cost, and the sign you're ready for one
The One Thing: Your time is money. If you can earn back a month of bookkeeping fees in two hours of doing what you're actually good at, you can afford it. Reach out before you're drowning, not after.
Lacey Confer leads business development at Solutions Group Accounting, an accounting firm helping small businesses with bookkeeping, tax planning, and fractional CFO services.
Craig Brooks is CEO of Clarity Creative Group. Caitlin Smith is a brand designer and strategist. New episodes dropping soon. Follow Vibe Marketing wherever you listen to podcasts.