• 55. The TOP Bookkeeping Tips and Strategies with Melissa San Roman

  • Jul 1 2024
  • Length: 59 mins
  • Podcast

55. The TOP Bookkeeping Tips and Strategies with Melissa San Roman

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  • Summary

  • This week Shane and Jesse welcome the Melissa San Roman, a seasoned bookkeeper and entrepreneur, who reveals the secrets to mastering business finances, especially for real estate professionals. Listeners will explore the most common financial pitfalls, such as the co-mingling of personal and business funds, and learn actionable strategies for maintaining clean, accurate books using tools like QuickBooks. Melissa emphasizes the importance of strategic financial planning and discusses how leveraging social media platforms can amplify your financial strategies and grow your business.

    Melissa delves into the emotional and practical aspects of financial transparency, sharing success stories of using social media to build trust and drive business inquiries, with TikTok alone contributing to 40% of her leads. She also discusses the benefits of remote bookkeeping and the pivotal role of a supportive, non-judgmental bookkeeper in enhancing a client's financial confidence.

    By tuning in, listeners will gain invaluable insights into managing finances with confidence and clarity, equipping themselves with the knowledge to reduce tax liabilities and optimize financial operations for long-term success. Whether you are an entrepreneur or a business owner, this episode is a treasure trove of expert advice and practical tips for achieving financial clarity and confidence.

    Connect with Melissa: https://www.instagram.com/melissa.san.roman/

    Connect with Jesse:
    Instagram: https://www.instagram.com/jesserottinghaus/
    Website: https://linktr.ee/jesserottinghaus

    Connect with Shane:
    Instagram: https://www.instagram.com/shaneburgman/
    Website: https://linktr.ee/Shaneburgman

    Connect with Impractical Brokers:
    Instagram: https://www.instagram.com/theimpracticalbrokers/
    Website: https://www.impracticalbrokerspodcast.com/
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