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Coaches, Consultants, and Money

Coaches, Consultants, and Money

By: Erica Goode CPA
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 "Did you Google your tax advice this year?" Perhaps, but that's not really the best idea - and you don't need to do that anymore! Erica Goode, CPA, is a former director of finance with a Fortune 50 company and auditor at a Big Four company. Today, she's into YOUR business! Speaking to coaches and consultants who are business owners, her goal is to be a free resource for reliable money advice so they can make smart decisions with their finances. She'll be addressing some personal money matters, too - because we're more than just business owners, right?! Each Tuesday, she'll be talking business money basics, taxes, planning profit, and more...so you can put your money on the right track. May your week be filled with love...and profit!2024 Economics Leadership Management & Leadership
Episodes
  • 103. Forecasting for Real Life: How to Plan for Paychecks, Hiring, and Dry Spells

    103. Forecasting for Real Life: How to Plan for Paychecks, Hiring, and Dry Spells
    Oct 14 2025

    Erica explains the importance of financial forecasting for solo consultants and small businesses. She covers how forecasting can help in stabilizing income, planning for hires, and managing cash flow during slow periods. Erica provides practical steps to start forecasting, such as listing current revenue, fixed monthly costs, owner distributions, and upcoming expenses.

    00:00 Intro

    01:15 Understanding Forecasting

    03:18 The Importance of Forecasting for Business Owners

    06:09 Steps to Start Forecasting

    07:35 Practical Exercise for Forecasting

    09:07 Client Case Study on Forecasting

    11:12 Final Thoughts on Forecasting

    EricaGoode.com

    ____________________

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    12 mins
  • 102. What Clean Books Actually Look Like (And Why Yours Might Not Be as Clean as You Think)

    102. What Clean Books Actually Look Like (And Why Yours Might Not Be as Clean as You Think)
    Sep 30 2025

    In this episode, Erica talks through into the fundamentals of maintaining 'clean' business books. She explains what clean books should look like, the common issues that can arise, and how these issues can affect financial planning and tax reporting. Erica provides tips on identifying and rectifying issues such as inconsistent categorization, unreconciled balance sheets, uncategorized expenses, misreported owner distributions, and mixing personal and business expenses. She also offers actionable steps for consultants to take to ensure their books are accurate and useful.

    00:00 Introduction to Consultants and Money

    00:52 Understanding Clean Books

    01:53 Signs Your Books Aren't Clean

    04:38 Common Bookkeeping Mistakes

    06:06 What Clean Books Look Like

    07:20 Key Financial Reports

    08:02 Steps to Fix Your Books

    09:06 Conclusion and Final Tips

    www.EricaGoode.com

    ____________________


    Connect with Erica     | LinkedIn | Website | Newsletter
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    9 mins
  • 101. Retiring Often with Jillian Johnsrud

    101. Retiring Often with Jillian Johnsrud
    Sep 16 2025

    In this episode of the Consultants and Money Podcast, Erica welcomes Jillian Johnsrud, author of Retire Often. At 40, Jillian has taken over a dozen mini retirements, allowing her to live abroad, travel to 27 countries, adopt four kids, invest in real estate, and more. She discusses the concept, planning, and benefits of mini retirements, outlining steps for simplifying, automating, documenting, and delegating tasks to prepare a business for a mini retirement. Jillian offers practical advice for entrepreneurs, addressing financial concerns and demystifying common fears about taking time off. Her book, 'Retire Often', further explores these ideas. The episode is filled with actionable insights and inspiration for solo consultants looking to achieve a better work-life balance.

    00:00 Introduction to Consultants and Money Podcast

    00:52 Meet Jillian Johnsrud: author of Retire Often

    03:14 Understanding Mini Retirements

    04:18 Personal Stories and Practical Advice

    13:18 Planning for Mini Retirements as an Entrepreneur

    21:34 Social Media Addiction and Uninstalling Apps

    21:52 Preparing Clients for Your Absence

    22:51 Handling Client Emergencies During Leave

    25:22 Self-Selecting Better Clients Through Mini Retirements

    25:57 The Benefits of Mini Retirements for Self-Employed Individuals

    28:56 Financial Planning for Mini Retirements

    31:52 Making Mini Retirements Affordable

    39:53 Overcoming Fears and Objections to Mini Retirements

    40:53 Book Release and Final Thoughts

    ____________________

    Resources Referenced:

    Get a copy of Retire Often here

    RetireOften.com

    EricaGoode.com

    ____________________

    Connect with Jillian Johnsrud | Website | LinkedIn | Buy the Book


    Connect with Erica     | LinkedIn | Website | Newsletter
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    42 mins
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