『QuickBooks Mastery for Small Business Success』のカバーアート

QuickBooks Mastery for Small Business Success

QuickBooks Mastery for Small Business Success

著者： Erica Northrup & Lee Davis
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Running a business is hard. QuickBooks shouldn’t make it harder. Welcome to QuickBooks Mastery for Small Business Success—the podcast for growth-minded small business owners who are ready to stop drowning in financial confusion and start making confident, data-driven decisions. Hosted by Lee Davis & Erica Northrup, the father-daughter duo behind Lee Davis & Company, each episode delivers practical advice, proven systems, and real-world strategies to help you clean up your QuickBooks, simplify your bookkeeping, and grow your business with clarity. Whether you’re stuck in a bookkeeping mess, unsure how to read your reports, or ready to finally outsource your financial chaos, this show gives you the tools and insight to move from overwhelm to control—one episode at a time. Because your time should be spent on your craft and building your business—not buried in spreadsheets and reconciliations. ⸻ Perfect for: • Service-based small businesses • Business owners making $750K–$2.5M annually • Entrepreneurs tired of trying to “figure out” QuickBooks on their own • Leaders who want to spend less time managing their books and more time growing Subscribe today and take the guesswork out of your numbers.Copyright 2026 Erica Northrup & Lee Davis マネジメント・リーダーシップ リーダーシップ 経済学
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  • Episode 20: Why QuickBooks Feels Confusing (And It’s Not Your Fault)

    Episode 20: Why QuickBooks Feels Confusing (And It’s Not Your Fault)
    2026/04/07
    Episode 20: Why QuickBooks Feels Confusing (And It’s Not Your Fault)

    In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down why QuickBooks can feel so overwhelming for small business owners.

    They explain why QuickBooks often feels more like a foreign language than a helpful tool, why so many business owners rely on trial and error, and why that approach usually creates more confusion over time. Erica and Lee also talk about what is really underneath the overwhelm: lack of structure, unclear workflows, and trying to fix problems one at a time without a system.

    If you have ever felt like you should know QuickBooks better by now, this episode is for you. You will walk away with a clearer understanding of why this happens, why it is not a personal failure, and what first steps to take if your QuickBooks setup feels messy, disconnected, or hard to trust.

    Key Takeaways
    • QuickBooks is a powerful accounting tool, but it is not designed to teach business owners how to use it.
    • Most QuickBooks confusion comes from missing structure, not from lack of effort or intelligence.
    • Trial and error can waste hours and often creates bookkeeping problems that show up later.
    • Small QuickBooks mistakes compound over time and usually become obvious during tax season.
    • The first step is not fixing everything at once. It is identifying what needs to be fixed and in what order.

    Questions to Reflect On
    • Where does QuickBooks feel most confusing in my business right now?
    • Am I relying on random fixes instead of a consistent bookkeeping system?
    • What are the first one to three QuickBooks issues I need to address for better financial clarity?

    Mentioned in This Episode

    Free QuickBooks Clarity Scorecard

    Download at: https://lee-davis-and-company.aweb.page/unlock-clarity-free-scorecard

    Send Us Your Questions

    support@leedavisandcompany.com

    Related Episode

    Episode 5: How to Create a Simple Business Plan

    Recommended Resources
    • QuickBooks Clarity Scorecard
    • Lee Davis & Company website
    • Related episode on building a simple business plan

    Timestamps

    01:00 – Why QuickBooks Feels Confusing for Business Owners

    03:00 – QuickBooks Is a Tool, Not a System

    05:00 – How Business Owners Try to Figure Out QuickBooks

    08:30 – Why Trial and Error Fails Long Term

    11:40 – What’s Really Causing the Confusion

    15:50 – The First Step to Fixing QuickBooks

    Call to Action

    If you enjoyed this episode, hit subscribe and stay connected with us at leedavisandcompany.com.

    Download our free QuickBooks Clarity Scorecard to see whether your QuickBooks setup is giving you the financial insight you need.

    Have a QuickBooks question? Send it to support@leedavisandcompany.com — your question may be featured in a future episode.
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    21 分
  • Episode 19: How Clean Books Change the Way You Run Your Business

    Episode 19: How Clean Books Change the Way You Run Your Business
    2026/03/31
    Episode 19: How Clean Books Change the Way You Run Your Business

    In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down what actually changes once your books are clean.

    They explore why clean financials go far beyond bookkeeping, the common mistakes that keep business owners stuck in reactive mode, and the practical shifts that happen when your numbers are finally clear.

    This episode connects everything we’ve been building over the last few episodes—and shows you what real clarity actually looks like inside a business.

    Key Takeaways
    • Clean books eliminate guessing and replace it with confident decision-making
    • Pricing improves when you understand true costs and margins
    • Hiring becomes strategic instead of reactive
    • Tax season becomes predictable instead of stressful
    • A clear system—not more effort—is what creates long-term clarity

    Questions to Reflect On
    • Am I making decisions based on real data or gut feeling?
    • Do I actually understand my margins and profitability?
    • Would I feel confident showing my numbers to a banker or advisor?

    Mentioned in This Episode

    Free QuickBooks Clarity Scorecard

    Download at: https://lee-davis-and-company.aweb.page/unlock-clarity-free-scorecard

    Send Us Your Questions:

    support@leedavisandcompany.com

    Timestamps

    00:00 - Intro

    01:00 - What changes when books are clean

    02:40 - First improvements businesses see

    04:20 - Why clarity eliminates guessing

    06:00 - How clean books impact pricing

    08:30 - Hiring decisions with real data

    12:30 - Tax planning vs tax surprises

    16:50 - Stress and uncertainty in business

    19:00 - Why systems matter more than effort

    23:10 - Closing + Scorecard

    Call to Action

    If you enjoyed this episode, hit subscribe and stay connected with us at leedavisandcompany.com.

    Download our free QuickBooks Clarity Scorecard to see whether your QuickBooks setup is giving you the financial insight you need.

    Have a QuickBooks question? Send it to support@leedavisandcompany.com — your question may be featured in a future episode.
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    25 分
  • Episode 18: The 5 Financial Numbers Every Business Owner Should Know

    Episode 18: The 5 Financial Numbers Every Business Owner Should Know
    2026/03/24
    Episode 18: The 5 Financial Numbers Every Business Owner Should KnowIn this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down five of the most important financial numbers every business owner should understand.Most owners know their revenue, but beyond that, the full financial picture often gets blurry. In this conversation, Erica and Lee walk through the numbers that reveal whether a business is actually healthy, profitable, positioned for growth, and able to support the owner long term.They explain why revenue is only the starting point, how margins and profit affect real financial stability, why cash flow can feel tight even when a business looks profitable on paper, and why debt-to-income ratio matters more than many owners realize. They also close with a practical conversation around owner pay and why it needs to be part of a real financial plan.If you’ve ever felt unsure about what numbers actually matter most, this episode will help you cut through the noise and focus on what really drives clarity.Key TakeawaysRevenue tells you how big your business is, but not how healthy it isGross margin helps you understand pricing, costs, and scalabilityNet profit is what supports reinvestment, taxes, and owner wealthCash flow explains why profitable businesses can still feel cash-strappedDebt-to-income ratio affects financial flexibility and future borrowingOwner pay should be planned, not randomQuestions to Reflect OnDo I know more than just my revenue?Can I clearly explain where my cash is going each month?Is my business actually set up to support me financially?Mentioned in This EpisodeFree QuickBooks Clarity ScorecardDownload at: https://lee-davis-and-company.aweb.page/unlock-clarity-free-scorecardSend Us Your Questions:support@leedavisandcompany.comRecommended ResourcesQuickBooks Clarity Scorecard: https://lee-davis-and-company.aweb.page/unlock-clarity-free-scorecardLee Davis & Company: https://leedavisandcompany.comTimestamps00:54.000 - Episode introduction: the 5 financial numbers every business owner should know02:48.000 - Number 1: Revenue and why it’s only the starting point04:45.000 - Number 2: Gross margin and what it says about pricing and cost control07:38.000 - Number 3: Net profit and why profit has to support the business10:54.000 - Number 4: Cash flow and why profit does not equal cash13:38.000 - Number 5: Debt-to-income ratio and why banks care about it15:33.000 - Why business owners should track debt-to-income even before applying for financing18:08.000 - Owner pay and why it needs to be part of the financial plan20:17.000 - What to do if your numbers are not clear right now22:00.000 - QuickBooks Clarity Scorecard and why clarity changes how you run your business23:05.000 - Celebrating 1,500+ podcast downloads23:33.000 - Final outro and next stepsCall to ActionIf you enjoyed this episode, hit subscribe and stay connected with us at leedavisandcompany.com.Download our free QuickBooks Clarity Scorecard to see whether your QuickBooks setup is giving you the financial insight you need.Have a QuickBooks question? Send it to support@leedavisandcompany.com — your question may be featured in a future episode.
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    24 分
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