Bookkeeping and Financial Literacy by Samone J

08/31/2026

I’ve completed a few onboarding sessions this month and clients usually leave feeling like they should have known more than they did. But I try to encourage them not to feel bad because that’s why I’m here. When I complete an onboarding:

We go through a series of questions that uncover your goals and common transactions.

We set up your Quickbooks or ensure that I get added

We make sure that everything on Quickbooks is already set up completely if you j also have one.

We uncover the first step to getting started and getting you organized.

Do you have an accountant for your business? How did you feel leaving the onboarding?

08/31/2026

Accounting Life

08/20/2026

Your Business Deserves Financial Clarity.

Are you confident in the financial side of your business—or are you just hoping the numbers are right?

Join me for a FREE Business & Financial Workshop created for business owners who want to become more confident, intentional, and informed about their business finances.

This is your opportunity to learn, ask questions, gain practical knowledge, and connect with other business owners who are serious about building stronger businesses.

📍 Forward Christian Center
10934 Lem Turner Road
Jacksonville, FL 32218

📅 Saturday, September 19th
⏰ 10:00 AM

OPEN TO ALL — TAILORED FOR BUSINESS OWNERS

Whether you’re just getting started or you’ve been in business for years, come ready to gain knowledge that can help you move forward.

Learn. Plan. Grow. Succeed.

🎟️ FREE EVENT — SAVE THE DATE!

08/19/2026

Business owners are busy. But are you busy doing the RIGHT things?

Yesterday, someone messaged me on another platform, and after hearing about what was going on in their business, I had an opportunity to educate them on some of their needs.

I asked if they had time to meet.

Their response?

They were really busy handling other business things.

So I asked:

“Do you have an assistant?”

And honestly, this is a question more business owners may need to ask themselves.

Sometimes you don’t need to work harder.

You need help.

But here’s the problem…

You may know you need an assistant, bookkeeper, virtual assistant, or another team member—but you don’t know if you can afford one.

That’s where understanding your finances becomes important.

Your numbers can help you determine:

➡️ What you can afford
➡️ How much you can pay
➡️ How many hours you can afford
➡️ Which tasks should be delegated
➡️ Whether the additional help makes financial sense

You can’t make informed staffing decisions if you don’t understand your numbers.

Being busy isn’t necessarily a sign that your business is growing.

Sometimes it’s a sign that you need better systems, better delegation, and better financial clarity.

What is one thing you’re still doing in your business that someone else could be doing?

Share this with a business owner who is doing everything themselves.

08/17/2026

So I’ve developed a routine. A few weeks ago I felt as if I should start creating systems in my business. Even though nothing was actually going on, I just felt like I should get prepared. One thing I’ve started doing doing is having business meetings with myself every Monday where I go over my marketing and tasks. Then every month I go over finances and operations. It’s a way to stay organized and stay on top of how my business is growing.

08/13/2026

08/10/2026

Think creating your QuickBooks account and pressing “Add” means your books are done? Not quite! 👀

If your books aren’t balanced or your Balance Sheet looks off, here are some areas you may need to check:

✅ Bank account registers — Compare the beginning and ending balances for each month to your bank statements.

✅ Customer payments — Make sure payments are matched to the correct invoices.

✅ Reconciliations — Reconcile each bank and credit card account and investigate discrepancies.

✅ Payroll — Make sure payroll is entered correctly and balances each month.

✅ Property assets — If you have properties, make sure the assets are set up correctly and payments are split appropriately between principal, interest, escrow, and other applicable amounts.

✅ Chart of Accounts — Make sure each account is set up correctly and transactions are being categorized appropriately.

But remember:

Don’t just make your books balance. Find out WHY they don’t balance.

A Balance Sheet that looks off could be a sign that something in your bookkeeping needs to be reviewed.

📌 Save this post as a QuickBooks cleanup checklist.

And share it with a business owner who needs to take a closer look at their books!

08/05/2026

You can’t organize your business finances if your business isn’t organized first.

Many business owners say,
“My payroll is too high.”

Maybe it is.

But maybe the real problem is deeper.

Before changing payroll, ask questions like:

✔ How much work actually needs to be completed?
✔ How long should each task take?
✔ How many people are truly needed?
✔ Are employees working efficiently?
✔ Are your prices covering the labor you’re paying for?

Those answers matter.

Because organizing your finances doesn’t start with QuickBooks.

It starts with understanding your business from the ground up.

Every financial problem has a root.

When you identify the root, you stop making emotional decisions and start making wise ones.

That’s stewardship.

Need help organizing your business finances from the foundation? I’d love to help.

📩 Schedule a consultation today.

08/03/2026

Are you so busy running your business that you never have time to look at your numbers?

Here’s the problem…

You’re answering emails.
You’re putting out fires.
You’re managing employees.
You’re serving customers.
You’re handling every little task yourself.

By the end of the day, you’re exhausted—and your Profit & Loss statement still hasn’t been opened.

This reminds me of Moses in Exodus 18.

Moses was trying to do everything alone until Jethro stepped in and said, “This isn’t good. Delegate.”

That advice didn’t make Moses less of a leader.
It made him a better one.

The same is true for business owners.

When you delegate the right tasks to the right people, you finally have time to focus on what only you can do:
✔ Review your finances.
✔ Make wise business decisions.
✔ Plan for growth.
✔ Steward what God has entrusted to you.

Don’t become so busy working in your business that you neglect leading it.

If you’re ready to stop feeling overwhelmed and start understanding your business finances, let’s talk.

👉 Book a consultation with Samone J Financial Services today.