Geraldine Carter with She Thinks Big Coaching
January 29, 2020
Hey there! Lydia here. Welcome back to our She Knows Her Numbers Blog series!
This year, I really want to dive into understanding your numbers. I thought the best way to show you this is to give you examples of real women business owners who are taking imperfect steps to know and understand their numbers.
This week, I’ll be featuring Geraldine with She Thinks Big! We met in a mastermind this year, and I’m so excited for you to get to know her! She has a podcast that is 100% worth listening to. Without further ado, here is Geraldine!
She Thinks Big Coaching is business coaching for CPAs who want to grow their accounting practice.
Big Ideas. Real Math. Custom Plans. For a business you enjoy and a life you love.
What accounting system do you use?
Do you consider yourself a natural numbers girl?
What are you doing to become more comfortable with your numbers?
Already there. I think in numbers.
How often are you checking your numbers?
Monthly or more!
Have you outsourced this? Give your bookkeeper a shout out!
What’s your best advice for someone just starting out in regard to their money?
What’s your Starbucks order? (Just for fun!)
What report is most helpful for you to look at?
P/L (profit and loss) Monthly by comparison, 12 months trailing, Income by customer summary report.
How do you stay organized?
Hah. As if. File folders, and thank God for Google.
How do you make looking at your numbers more fun?
Chocolate chips. By the cupful.