102. My Monthly Accounting Routine with Dr. Amanda Thompson of Rooted Physical Therapy cover art

102. My Monthly Accounting Routine with Dr. Amanda Thompson of Rooted Physical Therapy

102. My Monthly Accounting Routine with Dr. Amanda Thompson of Rooted Physical Therapy

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Dr. Amanda Thompson shares her experience with the monthly accounting membership program and how it has transformed her business finance management from chaotic Excel spreadsheets to organized QuickBooks mastery.

• Starting a business without business education background creates financial management challenges
• Excel spreadsheets work initially but become problematic as businesses grow
• Computer crashes can destroy financial records when not properly backed up
• QuickBooks provides powerful tools but requires guidance to use effectively
• Monthly accounting meetings create accountability for regular bookkeeping
• Regular reconciliation prevents year-end accounting nightmares
• Professional help managing issues like bank fraud can prevent accounting disasters
• Clean books throughout the year make tax season significantly less stressful
• Monthly accounting program often saves businesses more money than it costs
• Confidence in financial management allows business owners to focus on their expertise
• Tax projections help business owners prepare properly for quarterly estimated payments
• Type A business owners benefit from structured financial management systems



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