Small Business Bookkeeping

Small Business Bookkeeping Checklist

If the thought of doing your own bookkeeping is akin to jumping out of a perfectly good airplane or being 10th in line for the in-flight restroom - you’re not alone! But trust us for a few minutes and take the jump into this episode where we chat with our special guest, Dawn Patton who specialized in all the number-crunching stuff. Learn how and when to check your money ‘gauges’ keeping you in the pilot seat of your financial fighter jet.

Key Takeaways from this Episode:

  • The importance of, and the psychology behind, keeping your personal and business money separate
  • Learn the lingo so you can understand the reports your accounting professional sends you
  • Build confidence to interpret your numbers and make better financial decisions
  • Get your money working as hard as you do

About Our Guest:

Dawn PattonDawn Patton is a small businesses CFO who does everything from bookkeeping to tax preparation. Since she works 100% remote, she’s blessed to serve clients all across the US. 

She’s not your typical accountant though! You know the suit wearing, briefcase holding, know-it-all type? Yeah, she’s far from that.

Her friendly personality and ability to break things down into digestible knowledge is what has helped her achieve success and bring diversity to the accounting industry. 

Dawn's Website


Get Dawn’s Small Business Bookkeeping Checklist and that handy ‘Accounting Lingo” cheat sheet she mentioned

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Coach's Copilot: Your Online Business Manager Podcast
Coach's Copilot: Your Online Business Manager Podcast
Virtual A Team

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