Have you ever thought to yourself, “I’m not a numbers person?” If you have, you’re not alone. But what if I told you that you’re probably just not thinking of the right types of numbers? Crystalynn Shelton is a CPA and QuickBooks Certified Pro who was also not a numbers person, but she loves them now. Listen in to learn all about Crystalynn and how she’s helping small business owners love their numbers.
Crystalynn decided to become a CPA a junior in high school when she took a beginner bookkeeping course. Up to that point she hated all things numbers and math related, but bookkeeping was just… easy.
She went to school, got her degree, and later became a CPA. She joined the corporate world and started working night and day to manage the numbers for large corporations. But it wasn’t sustainable.
Instead of continuing to work incomprehensible hours, she started working with clients on the side and dove deep into the world of QuickBooks. She has now written multiple books to help business owners own their books and grow profitable businesses while also providing consulting and 1:1 services.
If you’ve been burying your head in the sand when it comes to your numbers, this is the episode you won’t want to miss. Leave your limiting beliefs about money and numbers behind and start owning your finances.
In This Episode:
[02:09] Learn more about Crystalynn and her business.
[05:26] Even if you don’t plan to manage your books, you need to understand how they work.
[07:24] So much of your bookkeeping can be automated.
[10:49] What sorts of businesses does she work with and is there a revenue cut off?
[12:16] At what point should you be looking for a bookkeeper in your business?
[12:48] What’s the difference between a CPA and an accountant?
[13:56] Which questions should we ask to know that we’re finding a right fit for us?
[15:20] Crystalynn specializes in service-based business.
[16:39] In what ways does she support business owners in mastering their finances?
[21:36] How she approaches the accounting software conversation with her clients.
[25:26] Does payroll make managing the books harder?
[28:31] Do the rules change for different kinds of business entities?
[32:25] What did her days look like as she was building her business on the side of her corporate job?
[35:25] When she left her corporate job, did she already have a client base?
[39:40] Where do her interns go after they graduate?
[41:13] One of the biggest things business owners struggle with is a fear of numbers.
[44:08] What made her want to take the bookkeeping class in high school?
[45:40] Crystalynn shares her last bit of advice.
[49:47] Hear a horror story about vetting your bookkeeper.
[50:41] Crystalynn shares her favorites in the rapid-fire questions.
[54:27] Connect with Crystalynn and grab her resources.
Links and Resources
Find Crystalynn:
Free Gifts – Your First 7 Days in QuickBooks
Find Success Beyond the Lens:
@successbeyondthelens
@successbeyondthelenspodcast
Grab your Boundaries Resources