The Boutique Bookkeeper Show | Know Your Numbers & Prepare For Taxes Titelbild

The Boutique Bookkeeper Show | Know Your Numbers & Prepare For Taxes

The Boutique Bookkeeper Show | Know Your Numbers & Prepare For Taxes

Von: Megan Schmitke | Bookkeeper & Bookkeeping Coach for Boutique Retailers
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 Are you making sales in your boutique but still wondering where all your money is going?

Do you panic at tax time because your books are a mess—or worse, nonexistent?

Are you tired of feeling like you should understand your numbers, but no one ever taught you how?

If you’ve ever felt confused, overwhelmed, or straight-up anxious about the money side of your boutique business, you are not alone. Running a retail business—especially online through platforms like Shopify—is no small feat. You’re juggling inventory, marketing, customer service, and social media… and somehow, you’re also supposed to be your own bookkeeper?

Let’s be real: finances can feel intimidating. Maybe you’ve tried spreadsheets, downloaded bookkeeping software, or even hired someone—only to still feel totally in the dark. You just want to understand your business’s money and feel confident making decisions. You want freedom, not fear.

I get it—because I’ve been there.

Hi, I’m Megan Schmitke, host of The Boutique Bookkeeper Show. I have my Bachelor’s in Accounting and spent over seven years working in corporate accounting. But when I became a mom, I knew I wanted more flexibility—and I still had a passion for helping others with their finances. That’s when I started Finding Freedom Financial Services. What I discovered? So many boutique owners were struggling with their numbers—not because they didn’t care, but because no one had ever taught them how to manage their books.

And while plenty of bookkeepers will do your bookkeeping for you, almost none will take the time to teach you how to do it yourself.

That’s where this podcast comes in.

The Boutique Bookkeeper Show is your go-to resource for breaking down the money side of your boutique in a way that actually makes sense. In each episode, you’ll get real-world, easy-to-digest education on topics like:

⭐ Understanding your Shopify reports

⭐ What numbers really matter in your business

⭐ How to stay organized month after month

⭐ How to prepare for tax season without the stress

⭐ And how to create systems that actually give you freedom—not more to do


Whether you want to DIY your bookkeeping with confidence or just want to finally understand what your numbers are telling you, you’re in the right place.

Let’s take the confusion out of your finances so you can step into the CEO role your boutique needs.

👉 Ready to connect and take the next step?

Follow me on Instagram @findingfreedomfinancial for tips, behind-the-scenes looks, and updates on new episodes.

Want to dive deeper or work together?
Visit www.findingfreedomfinancial.com to learn more about how I help boutique owners just like you find financial clarity and peace of mind.

Hit subscribe and let’s turn your confusion into confidence—one episode at a time.Copyright 2025 All rights reserved. Management & Leadership Ökonomie
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  • 017. How a Bookkeeping Reconciliation Can Find Your Missing Money

    017. How a Bookkeeping Reconciliation Can Find Your Missing Money
    Jan 19 2026

    Would you notice if your payment processors weren’t paying out all your funds? The only way to make SURE that you are accurately tracking every PENNY in your business is to make sure that you are completing your bookkeeping reconciliations! That means that you should be comparing every transaction in your bookkeeping records to the statements provided by your banks, credit cards, and payment processors to make sure that everything you have entered into your bookkeeping matches those statements.

    Listen to this week’s episode to hear some specific client examples of how this process of reconciliation saved them some serious money! At the end, I walk through exactly how to reconcile your accounts using Quickbooks Online.

    Ready to take your learning a step further?

    Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.

    Sign up now: www.findingfreedomfinancial.com/masterclass

    Other Ways to Work With Me:

    • If you’re ready to just hand the numbers off to someone so you can stay in your own zone of genius, apply for one of our open client spots so we can take it off your hands. Don’t worry, we’ll send you your financial reports each month so you can feel confident in your numbers without doing the work yourself. Apply now by booking a coffee chat consultation at www.findingfreedomfinancial.com/contact
    • Need some guidance on how to do you own bookkeeping in Quickbook Online? Then check out Bookkeeping Made Simple for Boutiques, our signature course that walks you through the exact setup & process you need to implement for accurate and EASY bookkeeping all year long - no more tax time scramble! Enroll at www.findingfreedomfinancial.com/course
    • Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

    Prefer to learn while you read? Check out the blog post for this episode:

    http://findingfreedomfinancial.com/bookkeeping-reconciliation/

    Related Episodes & Resources Mentioned:

    Ready to start using Quickbooks Online in your business? Use my referral code and get 30% your first 6 months: https:///www.findingfreedomfinancial.com/qbo
    Mehr anzeigen Weniger anzeigen
    14 Min.
  • 016. Why You Shouldn't Use Your 1099-K to File Your Business Taxes

    016. Why You Shouldn't Use Your 1099-K to File Your Business Taxes
    Jan 12 2026

    A 1099-K is a tax document that is created & sent to you (and the IRS) by any payment processors you use. It reports both the number of transactions they’ve processed on your behalf, along with the total dollar amount of gross sales they’ve collected for you. While a 1099-K seems like a very “official” tax document, it should NOT be used to report your income on your tax return. To learn why it shouldn’t be trusted, and what you SHOULD be using instead, be sure to listen to today’s episode!

    Ready to take your learning a step further?

    Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.

    Sign up now: www.findingfreedomfinancial.com/masterclass

    Other Ways to Work With Me:

    • If you’re ready to just hand the numbers off to someone so you can stay in your own zone of genius, apply for one of our open client spots so we can take it off your hands. Don’t worry, we’ll send you your financial reports each month so you can feel confident in your numbers without doing the work yourself. Apply now by booking a coffee chat consultation at www.findingfreedomfinancial.com/contact
    • Need some guidance on how to do you own bookkeeping in Quickbook Online? Then check out Bookkeeping Made Simple for Boutiques, our signature course that walks you through the exact setup & process you need to implement for accurate and EASY bookkeeping all year long - no more tax time scramble! Enroll at www.findingfreedomfinancial.com/bookkeeping-basics-course
    • Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/income-expense-spreadsheet

    Prefer to learn while you read? Check out the blog post for this episode:

    Blog post coming soon!

    Related Episodes & Resources Mentioned:

    • Directly from the IRS website: “Use Form 1099-K with other records to help you figure and report your taxable income when you file your tax return” (Link to the IRS page here)
    • Want to know the best Shopify reports to help you accurately record your income and prepare for taxes? Listen to episode 6!
    • Want see exactly how you can quickly get all your sales date into Quickbooks Online? Learn how inside of Bookkeeping Made Simple for Boutiques
    • Not quite ready to commit to Quickbooks Online, but still want an accurate way to keep track of your income for tax purposes? Use this Shopify Seller Income & Expense Tracker
    Mehr anzeigen Weniger anzeigen
    12 Min.
  • 015. How to Make 2026 The Year You Become Confident in Your Boutique's Numbers

    015. How to Make 2026 The Year You Become Confident in Your Boutique's Numbers
    Jan 6 2026

    January is a true ‘fresh slate’ in a financial sense. It doesn’t matter if you completely ignored your numbers in 2025, now is the perfect time to commit to a change in 2026 and start to face the numbers head on. In today’s episode, we’re going to talk about how you can make 2026 the year you finally feel confident in the money-side of your boutique - not by doing more, but by putting simple systems and rhythms in place now while things are a little calmer, and you have this fresh slate to work with.

    Ready to take your learning a step further?

    Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.

    Sign up now: www.findingfreedomfinancial.com/masterclass

    Other Ways to Work With Me:

    • If you’re ready to just hand the numbers off to someone so you can stay in your own zone of genius, apply for one of our open client spots so we can take it off your hands. Don’t worry, we’ll send you your financial reports each month so you can feel confident in your numbers without doing the work yourself. Apply now by booking a coffee chat consultation at www.findingfreedomfinancial.com/contact
    • Need some guidance on how to do you own bookkeeping in Quickbook Online? Then check out Bookkeeping Made Simple for Boutiques, our signature course that walks you through the exact setup & process you need to implement for accurate and EASY bookkeeping all year long - no more tax time scramble! Enroll at www.findingfreedomfinancial.com/course
    • Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/spreadsheet

    Prefer to learn while you read? Check out the blog post for this episode:

    [blog post coming soon]

    Related Episodes & Resources Mentioned:

    Quickbooks Online referral link: gives you a free 30 day trial, followed by 30% off your first 6 months.

    Looking for the mini-series on the basic financial statements? Listen or Read here:

      • Income Statement: https://www.findingfreedomfinancial.com/7
      • Balance Sheet: https://www.findingfreedomfinancial.com/50
      • Statement of Cash Flows: https://www.findingfreedomfinancial.com/47
    Mehr anzeigen Weniger anzeigen
    14 Min.
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