EP 058: This week on the podcast, we have Matt Williams, our resident bookkeeper.

We do a deep dive on setting up your reports to match your goals and how to get dialed in with your bookkeeper to get the reports you need.

Consider this a great place to start with improving your financial skills
(and a great tune-up for those who know the basics).


Episode Highlights:
00:00 Welcome to Business & Investing
02:06 Having a quality bookkeeper for your business
03:36 Bookkeeper horror stories
11:22 Getting started with your bookkeeper
18:24 The value of being transparent with your bookkeeper
22:50 How a good financial report should look like
30:43 Choosing the right financial reporting cycle 
37:42 The essence of looking after your cash flow
43:42 Signs that you're not getting good financial reports
47:37 Reach out to Matt and Platinum Financial Services

If you enjoyed this episode, be sure to subscribe, tune in and share this podcast!


Resources:
○ Business and Investing website: https://www.businessandinvesting.com/
○ Business and Investing partners: https://businessandinvesting.com/partners


About the Guest: 
Matt Williams is part of Platinum Financial Services which focuses on providing business owners with the best bookkeeping service across their business, investments and personal income, which allows you to concentrate on more significant aspects of your business.

They completely reconcile all of your financials and help you understand your numbers so you can make the right decision for your business based on evidence, not opinions.

To connect with Matt and his experienced team of bookkeepers, head over to: https://businessandinvesting.com/partners/platinum-financial-services/




Subscribe: 
○ Subscribe on Youtube: https://www.youtube.com/@businessandinvesting
○ Subscribe on Apple Podcast: https://podcasts.apple.com/au/podcast/business-investing/id1607453342


Connect with Business and Investing: 
○ Join the Business and Investing Community: https://www.facebook.com/groups/440140397804480
○ Follow us on Facebook: https://www.facebook.com/businessandinvestingcom
○ Follow us on Instagram: https://www.instagram.com/businessandinvestingcom
○ Follow us on TikTok: https://www.tiktok.com/@businessandinvestingcom
○ Send your enquiries or drop by to say hello: grant@businessandinvesting.com



DISCLAIMER:
All information we share is NOT financial or investment advice and is purely intended for entertainment and educational purposes only. Always seek professional advice before acting on any financial decision.

EP 058: This week on the podcast, we have Matt Williams, our resident bookkeeper. We do a deep dive on setting up your reports to match your goals and how to get dialed in with your bookkeeper to get the reports you need. Consider this a great place to start with improving your financial skills (and a great tune-up for those who know the basics). Episode Highlights: 00:00 Welcome to Business &amp; Investing 02:06 Having a quality bookkeeper for your business 03:36 Bookkeeper horror stories 11:22 Getting started with your bookkeeper 18:24 The value of being transparent with your bookkeeper 22:50 How a good financial report should look like 30:43 Choosing the right financial reporting cycle  37:42 The essence of looking after your cash flow 43:42 Signs that you're not getting good financial reports 47:37 Reach out to Matt and Platinum Financial Services If you enjoyed this episode, be sure to subscribe, tune in and share this podcast! Resources: ○ Business and Investing website: <a href="https://www.businessandinvesting.com/">https://www.businessandinvesting.com/</a> ○ Business and Investing partners: <a href="https://businessandinvesting.com/partners">https://businessandinvesting.com/partners</a> About the Guest:  Matt Williams is part of Platinum Financial Services which focuses on providing business owners with the best bookkeeping service across their business, investments and personal income, which allows you to concentrate on more significant aspects of your business.
They completely reconcile all of your financials and help you understand your numbers so you can make the right decision for your business based on evidence, not opinions. To connect with Matt and his experienced team of bookkeepers, head over to: <a href="https://businessandinvesting.com/partners/platinum-financial-services/">https://businessandinvesting.com/partners/platinum-financial-services/</a> 
Subscribe: ○ Subscribe on Youtube: <a href="https://www.youtube.com/@businessandinvesting">https://www.youtube.com/@businessandinvesting</a> ○ Subscribe on Apple Podcast: <a href="https://podcasts.apple.com/au/podcast/business-investing/id1607453342">https://podcasts.apple.com/au/podcast/business-investing/id1607453342</a>
 Connect with Business and Investing: ○ Join the Business and Investing Community: <a href="https://www.facebook.com/groups/440140397804480">https://www.facebook.com/groups/440140397804480</a> ○ Follow us on Facebook: <a href="https://www.facebook.com/businessandinvestingcom">https://www.facebook.com/businessandinvestingcom</a> ○ Follow us on Instagram:<a href="https://www.instagram.com/businessandinvestingcom"> https://www.instagram.com/businessandinvestingcom</a> ○ Follow us on TikTok: <a href="https://www.tiktok.com/@businessandinvestingcom">https://www.tiktok.com/@businessandinvestingcom</a> ○ Send your enquiries or drop by to say hello: <a href="mailto:grant@businessandinvesting.com">grant@businessandinvesting.com</a>
 DISCLAIMER: All information we share is NOT financial or investment advice and is purely intended for entertainment and educational purposes only. Always seek professional advice before acting on any financial decision.

It’s absolutely possible for a business owner, like you, to have it all. The only limiting factor to success in your business and in your life is you, the business owner!

The Business & Investing podcast exists to help you overcome your limits. Hosted by successful Australian entrepreneurs Grant Merriel and Charley Valher, the show is dedicated to sharing information, insights and tools to help business owners, like yourself, build a stable, thriving business that unlocks your money and life goals.

Grant and Charley both dive into their own experiences with their fellow Australian business owners and trusted professionals to help you become the best Full Stack Business Owner.

*Disclaimer - We are just like you, Australian business owners, and everything we discuss is intended for entertainment and educational purposes only and is not financial advice. Always seek professional advice before making any decision when it comes to wealth creation.

It’s absolutely possible for a business owner, like you, to have it all. The only limiting factor to success in your business and in your life is you, the business owner!
The Business &amp; Investing podcast exists to help you overcome your limits. Hosted by successful Australian entrepreneurs Grant Merriel and Charley Valher, the show is dedicated to sharing information, insights and tools to help business owners, like yourself, build a stable, thriving business that unlocks your money and life goals.
Grant and Charley both dive into their own experiences with their fellow Australian business owners and trusted professionals to help you become the best Full Stack Business Owner.
*Disclaimer - We are just like you, Australian business owners, and everything we discuss is intended for entertainment and educational purposes only and is not financial advice. Always seek professional advice before making any decision when it comes to wealth creation.

Helping business owners generate wealth inside and outside of their business.

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