Ask the Expert: Joselyn Martinez, Bookkeeper [PODCAST]

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“I wanted to help small business owners. I wanted to make a difference. I wanted to help them understand their books.”

—  Joselyn Martinez

 Is hiring a bookkeeper worth the expense?

 Definitely!

While very small businesses may be able to get away with doing their own bookkeeping, once your company starts to grow, it’s a good idea to bring in a professional.

Why? Because you don’t know what you don’t know.

A skilled bookkeeper not only inputs your transactions, but can help you cut costs, improve cashflow, and unlock opportunities for growth.

A bookkeeper with experience in your industry will know the regulations and standards that need to be followed and will actually be able to save you money at tax time. Your tax accountant will charge you a lot of money to fix inaccurate books – often more than it would cost to hire a part-time bookkeeper!

Bookkeeper Joselyn Martinez is a self-proclaimed numbers nerd. Four years ago, she started her own company, Balance Financial Solutions, which is dedicated to supporting small businesses and helping them build financial success.

As Joselyn points out, an ongoing relationship with a talented bookkeeper is invaluable.

Once you’ve worked with your bookkeeper for a while, they’ll understand your business and be able to pinpoint money leaks and unnecessary expenses!

Listen now to discover:‌ ‌

  • Joselyn’s best financial tips for lactation private practices – including how to handle multiple streams of income

  • What sets bookkeepers apart from accountants and DIY financials – and why they’re a great investment

  • How bookkeepers can help you save money at tax time and year-round

“The better my books are, the less I’m going to pay on taxes. I don’t want to miss anything. I don’t want anyone else to have any money that’s supposed to be mine.”

—  Annie Frisbie

About Joselyn Martinez

Joselyn began her career as an accounting clerk at a manufacturing plant, where she gained 16 years of experience and a comprehensive knowledge base. She has expertise in private and public accounting, and managed an acquisition that converted a private company to a public company. She earned her Masters of Accounting with the distinction of Summa Cum Laude and is an Adjunct Instructor for her alma mater. Her passion led her to open her own business so that she can help small businesses achieve their dreams.

Highlights:‌ 

01:16  Meet Joselyn Martinez

02:35  What makes bookkeepers different?

05:40  The big picture

07:19  Multiple income streams

11:02  Surprising bookkeeper skills

13:25  Is it worth it?

15:35  Have a better tax season

Joselyn Martinez 


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About Us

Leah Jolly is a private practice IBCLC with Bay Area Breastfeeding in Houston, Texas. Annie Frisbie is a private practice IBCLC serving Queens and Brooklyn in New York City, and the creator of the Lactation Consultant Private Practice Toolkit.

About the Author

Lactation Business Coaching

We're Annie Frisbie MA, IBCLC and Leah Jolly IBCLC. We share a passion for compassionate and professional lactation private practice and meeting our business goals while helping families reach their feeding goals. Each time we talk, we learn something new and we’re inspired to keep ongoing. We have regular podcasts and interactive Deeper Dives.

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