Leading Behind The Scene

7: Someone You Should Know - Patrice Copeland

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March 10, 2022 3:00am

30m

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Do you need help with the mindset around your business budget? Or maybe you're great at budgeting and just ready to outsource it to someone? 

In today's episode with Patrice Copeland, we will be discussing mindset, expense tracking, and accountability related to your business budget. 

Patrice is an accounting professional with over ten years of experience in corporate accounting accounts payable, receivables, and customer service. Patrice is the founder and owner of V.I.E.W by Patrice, a boutique virtual services firm that supports entrepreneurs with budgeting, bookkeeping, and staying balanced.

"… There's gonna be days that you fail or days, you don't even want to deal with it…just give yourself grace, and pick yourself up, use it as a learning experience, and start back over again." - Patrice Copeland.

Inside advice shared in this episode:

  • Introducing Patrice Copeland (1:02)
  • Mindset around your budget (3:17)
  • The impact of personal budgets (7:53)
  • Tracking your expenses (8:52)
  • Having a separate business account (11:52)
  • Checking in on your tracking (13:34)
  • The importance of accountability (14:57)
  • Budgeting to celebrate your wins (17:48)
  • Additional resources for budgeting (20:31)
  • When to seek out help with your finances (22:18)
  • Budgeting and business planning (22:54)

If you are someone who has a hard time tracking your finances, are you ready to dive in and look at your numbers? Patrice shared such fantastic budgeting advice in today's episode. I would love to know what resonated with you the most! Feel free to share with me on Instagram! As always, I would love to hear where you are in your business and how the show is helping you lead behind the scenes!

Resources Mentioned 

Monthly Report Cheat Sheet

Mint

Wave

QuickBooks

Connect with Patrice 

Website

Instagram

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