Experience Briana through book, radio, podcast, and video interviews:
What Businesses Need To Know Right Now: Lessons Learned From Interviewing Businesses During a Pandemic
“It’s really common that [our clients] just don’t know if one of their service lines is not turning a profit. And it’s okay if you’re doing some kind of loss leader, where you’re having to take a hit on this and make money on the back end. But you need to know whether that’s true and whether that back end is making money.” — Briana Cavanaugh interviewed with Nettie Owen for the book What Businesses Need To Know Right Now: Lessons Learned From Interviewing Businesses During a Pandemic.
“There’s always going to be something that you’re going to have to learn and grow to be profitable. If you want more, if you’re going to employ people, you want to move to the next level and continue to want to grow.” — Briana Cavanaugh
with Karen Hager on Out of the Fog. If you ever struggle with money or committing to change, have a listen to help get you on track.
Your banking institution's website or app!
Your bank or credit union may already provide useful tools, so check there first! For example, some banks allow you to create an accountant login so that your bookkeeper or CPA can get your data without making unauthorized changes.
Receipts management tool. Send off your receipts in the Magic Blue Envelope and have them scanned, categorized and possibly even integrated with your accounting system! Fabulous and super cost-effective! (QuickBooks now has its own way of receiving scanned receipts, so you may not need Shoeboxed if you’re using QuickBooks.)
Not sure where to start with bookkeeping? This online tool will download your transactions across institutions and give you a more in depth look than you could do alone. It’s not as robust as QuickBooks or another full double-entry accounting system, but it’s the place to start if you’re moving away from avoidance and towards having your eyes wide open.
A great way to use QuickBooks across computers without having to move files. I get a discount on QuickBooks Online and various discounts on other products, so get in touch if you’re getting started or making a change and we’d be happy to help.
Timesheet integration for QuickBooks Online and Desktop. As QuickBooks Pro Advisors we can get you a discount on this, too.
by Sendhil Mullainathan. “In this provocative book based on cutting-edge research, Sendhil Mullainathan and Eldar Shafir show that scarcity creates a distinct psychology for everyone struggling to manage with less than they need.”
by Thomas Lewis. “This original and lucid account of the complexities of love and its essential role in human well-being draws on the latest scientific research. Three eminent psychiatrists tackle the difficult task of reconciling what artists and thinkers have known for thousands of years about the human heart with what has only recently been learned about the primitive functions of the human brain.”
by Barbara Stanney. Underearners are not living up to their earnings potential. Underearners tend to live paycheck to paycheck. They rarely balance their checkbooks and are often in debt. Ironically, many work incredibly hard. Yet they are ashamed to admit that money matters to them. If you’re not making the money you want, read this book first.
by Brene Brown. For perfectionists. It’s ok to make mistakes and it’s critical that we do and learn from those mistakes to keep loving ourselves into being our brightest, honest, most authentic selves.
by Frederick W. Daily, J.D. This is a Nolo Press Book – a resource that talks about many of the things small business owners need to know about filling taxes. Nolo Press books are typically amazing and thorough.