Feb 12, 2020
Julie loves helping business owners have a better relationship with bookkeeping and their finances. She chose to use “Clarity” in the company name because she hopes to make the numbers clear and easy to understand. Julie has seen over and over how proper bookkeeping can increase profits; and doesn’t need to be viewed as just another expense. Julie has been a bookkeeper most of her adult life. She graduated from Penn State with a B.S. in Finance.
She worked for seven years with a CPA firm as their Quickbooks
expert, trainer, and bookkeeper. She is an advanced
Quickbooks Certified Proadvisor. Those years gave her invaluable
insight in knowing exactly what the CPA wants – especially at tax
time. Julie has also completed the certification process with
Profit First and has multiple clients using the Profit First
system.
Curtis’s motto is that what you learn today and how you position
yourself will determine your future financial well-being 5, 10, 20
years from today. To learn more about how to manage your wealth in
a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Julie Shopa
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Show Notes
- Better relationships with bookkeeping - 0:42
- Julie's story - 3:02
- Working hard and not making money in your business? - 4:20
- Having virtual clients - 5:05
- What is bookkeeping and how can it increase your profits? - 6:09
- You have to know where your money is going - 9:17
- Why some entrepreneurs get into a business - 10:54
- Why bookkeeping is an investment - 13:57
- Take your profit first - 17:59
- Why bookkeeping helps you to have better systems - 23:53
- How you can make more money - 26:26
- Changing behaviors and systems - 29:44
- Working with people that make you grow your business - 33:07
- Branding and generating revenue - 34:08
- Driving a bookkeeper crazy - 34:53
- Paying yourself first is a philosophy - 38:25
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