QuickBooks Mastery for Small Business Success

By Erica Northrup & Lee Davis

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Category: Entrepreneurship

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Episodes: 43

Description

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.

Episode Date
Episode 43: Can You Actually Write That Off? Practical Tax Planning in QuickBooks
Sep 23, 2026
Episode 42: Is Your QuickBooks Ready for Tax Season? Start Now, Not in January
Sep 17, 2026
Episode 41: Can You Trust Your QuickBooks? The Monthly Health Check Every Business Owner Should Do
Sep 09, 2026
Episode 40: Where Is Your Profit Going? How to Use QuickBooks to Find Cost Creep
Sep 04, 2026
Episode 39: QuickBooks Payroll: Why the Bank Feed Isn’t Enough
Aug 26, 2026
Episode 38: The QuickBooks Adjustment Toolbox: Credit Memos, Vendor Credits, and Journal Entries
Aug 19, 2026
Episode 37: Does Your QuickBooks Actually Match Your Bank? Why Reconciliation Matters
Aug 12, 2026
Episode 36: Is Your Chart of Accounts Telling the Truth? Part Two Common Mistakes, Warning Signs, and What to Review
Aug 05, 2026
Episode 35: Is Your Chart of Accounts Telling the Truth? Part 1: The Six Questions Every Business Owner Should Ask
Jul 29, 2026
Episode 34: When QuickBooks Invoicing Is Not Enough for Your Service Business
Jul 21, 2026
Episode 33: QuickBooks in a Ditch? How to Clean Up Messy Books
Jul 14, 2026
Episode 32: Vendor Payments vs. Contractor Payments — A Safer Way to Set Up ACH in QuickBooks
Jun 30, 2026
Episode 31: The Small Business Tools We Use Behind the Scenes
Jun 24, 2026
Episode 30: A Real QuickBooks Payments Story — Duplicate Charges, ACH Confusion, and Lessons Learned
Jun 17, 2026
Episode 29: When QuickBooks Starts Touching Real Money: Payments, Invoices, and Bank Feeds
Jun 10, 2026
Episode 28: How QuickBooks Turns Everyday Transactions Into Financial Reports — Part 2
Jun 03, 2026
Episode 27: How QuickBooks Turns Everyday Transactions Into Financial Reports, Part 1
May 27, 2026
Episode 26: Accounting 101 for Business Owners, Part 3: Where the Foundations Show Up in QuickBooks
May 20, 2026
Episode 25: Accounting 101 for Business Owners, Part Two: Where the Foundations Show Up in QuickBooks
May 13, 2026
Episode 24: Accounting 101 for Business Owners: The Simple Terms Every Owner Needs to Know
May 06, 2026
Episode 23: The 3 QuickBooks Workflows Every Business Owner Needs to Get Right
Apr 28, 2026
Episode 22: Bill, Check, or Expense? Choosing the Right Form in QuickBooks
Apr 21, 2026
Episode 21: What to Fix First in Your QuickBooks (If Your Numbers Feel Off)
Apr 14, 2026
Episode 20: Why QuickBooks Feels Confusing (And It’s Not Your Fault)
Apr 07, 2026
Episode 19: How Clean Books Change the Way You Run Your Business
Mar 31, 2026
Episode 18: The 5 Financial Numbers Every Business Owner Should Know
Mar 24, 2026
Episode 17: Why Your QuickBooks Profit & Loss Report Is Wrong
Mar 10, 2026
Episode 16: Why Most Business Owners Don’t Trust Their Financial Reports
Mar 03, 2026
Episode 15 – The Hidden Cost of “Good Enough” QuickBooks
Feb 19, 2026
Episode 14 – Why QuickBooks Gets Messy (Even When You’re Doing Everything Right)
Feb 13, 2026
Episode 13: The Top 8 QuickBooks Mistakes (And How to Fix Them)
Feb 04, 2026
Episode 12: Why QuickBooks Training Pays for Itself
Jan 30, 2026
Episode 11 – What You Need to Do to Get Ready for Your Accountant
Jan 23, 2026
Episode 10: Which QuickBooks Plan Is Right for Your Business?
Jan 16, 2026
Episode 9: How to Pay Yourself as a Business Owner (QuickBooks + Taxes)
Jan 08, 2026
Episode 8: QuickBooks Reports You Should Check Every Month
Dec 23, 2025
Episode 7: Outsourcing Bookkeeping: When & How to Hand Off QuickBooks
Dec 18, 2025
Episode 6: How to Create a Budget in QuickBooks
Dec 08, 2025
Episode 5: How to Create a Simple Business Plan (That Actually Works)
Dec 01, 2025
Episode 2: Common QuickBooks Challenges and How to Fix Them
Nov 22, 2025
Episode 3: Leveraging QuickBooks for Effective Cash Flow Management
Nov 22, 2025
Episode 4 – Integrating QuickBooks with Other Business Systems
Nov 22, 2025
Episode 1: Meet Lee & Erica: A Father-Daughter Team Helping Small Businesses Master QuickBooks
Nov 21, 2025