257: How I Actually Manage Finances of a Course, Coaching + Agency Business (With My Accountant Mum!)
In this episode, I’m pulling back the curtain on the backend of my business... and I’ve brought in a very special guest to help! My mum, Sharon Gleeson, who just happens to be an accountant with 40+ years of experience… and now my bookkeeper.
Seriously in Business: Brand + Design, Marketing and Business · White Deer, Jacqui Naunton
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Show Notes
Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/jacquinaunton_SwitchToXero Terms & Conditions apply.*
Running a business isn’t just about the visible parts… the branding, marketing, and client work.
Behind every growing business is a whole ecosystem of systems, numbers, and processes quietly doing the heavy lifting.
In this episode, I’m pulling back the curtain on the backend of my business... and I’ve brought in a very special guest to help!
My mum, Sharon Gleeson, who just happens to be an accountant with 40+ years of experience… and now my bookkeeper.
We talk about how my business has evolved from designing in my bedroom to growing 500% in the last four years, what systems we use today, and the financial setup that keeps everything running smoothly.
We cover:
- Why spreadsheets eventually stop working for growing businesses
- The systems I use to run my courses, coaching and design agency
- The biggest mistake I made with accounting software
- Why integrations (like Stripe, PayPal and Dubsado) matter so much
- How understanding your numbers helps you make better business decisions
Tools mentioned:
• Xero (accounting software): https://referrals.xero.com/jacquinaunton_SwitchToXero
• Kartra (courses + coaching platform): https://try.kartra.com/urc3ghe3cooh
• Dubsado (client management + invoicing): https://dubsado.com/?c=whitedeer
• Canva (design tool): https://partner.canva.com/whitedeer
Timestamps
Meet my mum (and my bookkeeper) 0:00
Getting to know the guest 1:48
How my business actually works 4:50
PSA 16:00
Why switch to Xero 16:44
Wrapping up 28:30
Watch on YouTube: https://youtu.be/fA-bx14oFYI
Read on the Blog: https://whitedeer.com.au/ep257/
WORK WITH JACQUI:
// DIY Design My Biz: The best course for business owners DIYing their own brand and graphics in Canva. Learn more: https://whitedeer.com.au/diy-dmb
// The Co+Creation Design Club: Design WITH the help of a professional designer in this high-touch coaching space: https://whitedeer.com.au/designclub
// Design Studio: If you’re after fully done-for-you design services my studio team can help! https://whitedeer.com.au/designstudio