HOW TO: Set-Up Your Business Finances for Success in 5 easy steps...Bank Account and ALL!

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  • เผยแพร่เมื่อ 27 ก.ย. 2024

ความคิดเห็น • 109

  • @cherylcperez
    @cherylcperez  2 ปีที่แล้ว +1

    📞Need help with your business set up or growth details and not sure where to begin? Book a discounted One time 1-1 60 min coaching Call with CP today (DISCOUNT ONLY AVAILABLE TO FIRST 50 CALLS BOOKED-SO BOOK YOURS NOW BEFORE WE SELL OUT): www.cherylcperez.com/1timecall

    • @sonyamoses8492
      @sonyamoses8492 ปีที่แล้ว

      I’m sure I missed the discount, I love your shared content. How much is the hour consultation?

  • @isaacbostic5823
    @isaacbostic5823 2 ปีที่แล้ว +3

    Just wanted to thank you for being real because you share your good and bad experiences. I've been in business for over 12 years and used my personal ssn to build my business and I'm just realizing I need build my business credit score. I just got a virtual office and signed up for Unitel for my business phone number. I'm so excited because my wife will not have to go through what I went through for here business.
    Keep up the good work

    • @betvdaytime
      @betvdaytime 2 ปีที่แล้ว +2

      Hello, can you please tell which virtual company did you use? I'm shopping for the best affordable one that works for LLC, business credit, business account and etcs. Ipostal1 isn't acceptable thanks

    • @gracejayne88
      @gracejayne88 3 หลายเดือนก่อน

      @@betvdaytimeHello, hopefully you get an answer soon. I need the same thing for my business and there’s so much info out there but you cannot trust the majority of it.

  • @HiChillTime
    @HiChillTime 2 ปีที่แล้ว +2

    I just discovered your channel and am sooooo happy that I did. I am a fairly new entrepreneur (2019) and had already completed steps 1-3, BUT, I did not know where to go from there. I am still relying on the excel sheets!!! LOL. I was looking for guidance and your video popped up! Perfect timing. My nickname is "CB" so, when you said, "CP", I knew I found the right mentor!!! Thank you so much for all you do! I appreciate you and will keep you posted with my growth.

    • @cherylcperez
      @cherylcperez  2 ปีที่แล้ว

      Thank you so much Love! You have no idea how much I needed to hear that today! I took a bit of a break- but am in the lab as we speak! I'll explain more next week, my love! I hope to see you then!

  • @chrisbaune9
    @chrisbaune9 6 หลายเดือนก่อน +1

    This is only my third video from you, CP, but I love it thus far. And I have to say, when you pulled Asher out, I was like, "What the hell is going on?" And then when the explanation came up, I about died laughing. That was great, thanks for the video!

    • @cherylcperez
      @cherylcperez  23 วันที่ผ่านมา

      Thank you for the love! 💕 I’m all about that on-time info-let’s keep this momentum going! 🚀

  • @ShujaaKing
    @ShujaaKing ปีที่แล้ว

    I've been doing everything myself since October of 2022 and I JUST found your account. so far been doing it right on my own but SO THANKFUL for the guidance.

  • @cynderellacrenny
    @cynderellacrenny 11 หลายเดือนก่อน +1

    OMG…this video is so timely. I have been researching all week about financial software and was so confused. Thank you for this honest detailed recommendation. I’m hoping help with set up is to come( I’m typing this in the middle of the video)

    • @cherylcperez
      @cherylcperez  11 หลายเดือนก่อน

      You're so welcome!

  • @mssalinalombar
    @mssalinalombar ปีที่แล้ว

    I am in the beginning stages. I am writing everything done. I want to learn how to reconcile. Thank you so much for the information you have given in your videos. I was a little afraid of failing, but your videos have given me the courage to understand that this business will work for me. I believe that with excellent planning and constant personal development, My HR and Accounting Business will have everything it needs in or for me to prosper.

  • @tressysgoodiesandmore8273
    @tressysgoodiesandmore8273 3 ปีที่แล้ว +5

    Thanks Cheryl for all of this great information. I’m in stage 4/5. It would be great if you could provide a video on reconciling.💜❤️💜❤️

  • @eleanoratam3117
    @eleanoratam3117 3 ปีที่แล้ว +2

    I have a boat load of work to do. I'm the admin/COO of our business n using an excel for finances

  • @mintaestraughter5629
    @mintaestraughter5629 ปีที่แล้ว

    Cp is the goat! I am new to your channel but so happy I found you!!! I have two business but your videos are amazing!

  • @Daisy_92
    @Daisy_92 3 ปีที่แล้ว +2

    Yes! Please create a video on how to reconcile. Thanks Cheryl

    • @cherylcperez
      @cherylcperez  3 ปีที่แล้ว +1

      Got one done…it’s on here!

    • @Daisy_92
      @Daisy_92 3 ปีที่แล้ว

      @@cherylcperez awesome! thanks. I will scan through and check it out!

    • @Daisy_92
      @Daisy_92 3 ปีที่แล้ว

      @@cherylcperez Awesome! I will search for it.

  • @melissamedrano5876
    @melissamedrano5876 2 ปีที่แล้ว

    Cheryl... you are simply the best, thank you for all your guidance

  • @julioangellebron4521
    @julioangellebron4521 ปีที่แล้ว

    I’m so thankful I found your channel!

  • @jessical.williams7280
    @jessical.williams7280 4 ปีที่แล้ว

    You are a blessing! I’m so grateful that James O. pointed me in your direction and I’m looking forward to meeting you!

    • @cherylcperez
      @cherylcperez  4 ปีที่แล้ว

      +Jessica L. Williams thank you so much! I’m so honored that you allow me to help! I’m looking forward to it as well!

  • @jorgemercado7505
    @jorgemercado7505 2 ปีที่แล้ว

    I don't use any systems yet since I am literally just getting started but I will definitely try your recommendations. My monthly revenue goal is $12,000/month.

  • @Mandiietosexii
    @Mandiietosexii 3 ปีที่แล้ว +4

    NEW TO THIS SMALL BUSINESS WORLD ... AND I LOVE IT HERE!!! YOU MAKE IT UNDERSTANDABLE TO ME AND MY HUSBAND WHO ARE ALSO PARENTS OF SIX BEAUTIFUL KIDS... THANK YOU SO MUCH..

  • @lovemeisee
    @lovemeisee 3 ปีที่แล้ว

    Glad to bump into your account! I wish I have seen your account prior to setting up my biz just couple of weeks ago! But I’m happy to find yours! Would love to know how you invoice clients.

  • @katrinaedmundson527
    @katrinaedmundson527 4 หลายเดือนก่อน

    Im.just contemplating and collecting information for my business. You are amazing. I would like to have a goal of at least 2,000 a month. Love your videos. I need a little help with receiving payments amd pricing.

    • @cherylcperez
      @cherylcperez  4 หลายเดือนก่อน

      Congratulations beautiful! This video I did may help----> th-cam.com/video/gQPXKr5RMu8/w-d-xo.html I also have a pricing workshop launching soon- so be on the lookout!

  • @chanelbella9679
    @chanelbella9679 3 ปีที่แล้ว

    I watch almost all your videos in one day! Lol & omg thank you so much your such a great speaker you had my attention the whole time ! You gave great understandable information I’ll definitely promote your TH-cam channel soon as I’m back out there on the media thank you. God bless you

  • @gloriajeancac9253
    @gloriajeancac9253 3 ปีที่แล้ว +1

    Yes, please provide a reconcile quick book video

  • @Geauxprostudios
    @Geauxprostudios 3 ปีที่แล้ว

    I’m new to your channel, you have some great content! we just started our candle business (my wife and I), and we are still learning and looking to grow. Right now We are having issues on converting new customers and finding new customers.

  • @AskAnotherNatural
    @AskAnotherNatural 4 ปีที่แล้ว

    Amazing video! Such clear, concise information to help guide such a critical step in the entrepreneurial process. Please keep the info coming.

    • @cherylcperez
      @cherylcperez  4 ปีที่แล้ว

      +AskAnotherNatural will do! 😘

    • @cherylcperez
      @cherylcperez  4 ปีที่แล้ว

      +AskAnotherNatural will do!

  • @charlottehyatt9601
    @charlottehyatt9601 2 ปีที่แล้ว

    I realize how important this is. My daughter has a legit Llc but no business bank account. I am at a loss as to how to do her income taxes? I am setting up my business and want to ready for next year's tax season. What's a 'fathum account.?'

  • @manuelgodoy3224
    @manuelgodoy3224 ปีที่แล้ว

    Hey CP just want to let you know that I love your content it's very educational and informative I love your videos thank you I have a question in this video you mentioned to use your business debit card for all my business expenses but what if I'm just starting out or I haven't even started and I'm planning on starting and I have no income for my business and I plan to use loans for funding and credit cards can I connect those to the QuickBooks account?

  • @HououinKyouma-bl1me
    @HououinKyouma-bl1me 6 หลายเดือนก่อน

    Kjo është një video e mirë. Po nëse nuk funksionon. Unë mendoj se do.

  • @sonyamoses8492
    @sonyamoses8492 ปีที่แล้ว

    My minimum monthly financial net goal is $15k but I haven’t gotten things setup. Still in the resource research phase.

    • @cherylcperez
      @cherylcperez  ปีที่แล้ว

      Hey Sonya! What type of business? Do you know yet?

  • @jeromedavis1063
    @jeromedavis1063 8 หลายเดือนก่อน

    Yes Reconcile

    • @cherylcperez
      @cherylcperez  16 วันที่ผ่านมา

      Sending you a virtual high five! 🙌 So glad you’re finding value here-keep chasing those dreams! 🌟

  • @alexiusreese1489
    @alexiusreese1489 2 ปีที่แล้ว

    Question I already have an EIN for my sole proprietorship landscaping business. Can I use that EIN instead or do I have to Create another one for my Truck Dispatching Business?

  • @mindfulmatterswiththeadams
    @mindfulmatterswiththeadams 2 ปีที่แล้ว

    Thank you

  • @bedokboy75
    @bedokboy75 2 ปีที่แล้ว

    Business is a throw money get money game. It’s also an investment other than time blood sweat tears you’re also putting money in be it marketing sales hires systems raw materials.

  • @atnalta2
    @atnalta2 3 ปีที่แล้ว

    Love ya CP

  • @nubian1268
    @nubian1268 3 ปีที่แล้ว

    if i use square or stripe will i need a bank account??

  • @eddiebrown4034
    @eddiebrown4034 2 ปีที่แล้ว +1

    My goal to make 12,500

  • @skieshaj
    @skieshaj 2 ปีที่แล้ว +4

    I LOVE how honest and detailed you are! Thank you so much for assisting us

  • @narkidahall9359
    @narkidahall9359 3 ปีที่แล้ว +6

    Setting my business up TODAY!

    • @cherylcperez
      @cherylcperez  3 ปีที่แล้ว

      Get it girl! ♥️💪🏾

  • @cali1114
    @cali1114 2 ปีที่แล้ว +1

    I'm about to start a online boutique. This information is very helpful

  • @DTSupstateNY
    @DTSupstateNY ปีที่แล้ว

    Yeah you kinda shit on the hard copy of quickbooks but didn’t mention that online version you pay monthly the rest of your career and it’s “cheap” cuz your only purchasing parts of their software with the old school software it’s a one time purchase and it’s their ENTIRE program.. every bell and whistle, stuff you don’t even know what it does but you now have it forever no monthly payments

  • @cathycarlton3241
    @cathycarlton3241 3 ปีที่แล้ว +2

    Hey there Cheryl, I am just now getting my business setup , Soo Excited !! I love your videos. Thank you ! Im taking lots of notes.. I wanted to see if you had a video about how to pay yourself out of your profits . Is there a percentage or process for that ?? Thank you so much for your time and compassion towards helping people Sincerely Cathy

    • @cherylcperez
      @cherylcperez  3 ปีที่แล้ว +2

      Thank you for watching! Great question! I’ll work on it for you!

  • @julioangellebron4521
    @julioangellebron4521 ปีที่แล้ว

    My rev goal is $15k/month, I don’t have systems in place yet

  • @kingdevine7374
    @kingdevine7374 2 ปีที่แล้ว

    Will the address for the ring be your business address or personal address?

  • @jorgemercado7505
    @jorgemercado7505 2 ปีที่แล้ว

    Yes please. How to reconcile for favor.

  • @ellahall8154
    @ellahall8154 6 หลายเดือนก่อน

    I’m so glad I’ve came across your videos! Dropping knowledge! 🙏

    • @cherylcperez
      @cherylcperez  22 วันที่ผ่านมา

      Sending you a virtual high five! 🙌 So glad you’re finding value here-keep chasing those dreams! 🌟

  • @vikkishowe-gaither4349
    @vikkishowe-gaither4349 5 หลายเดือนก่อน

    I absolutely LOVE your videos. Very informative!

    • @cherylcperez
      @cherylcperez  23 วันที่ผ่านมา

      You’re amazing! 💖 So glad this content is resonating with you-let’s keep crushing those goals together! 💪

  • @sabbie7
    @sabbie7 ปีที่แล้ว

    LOL! Asher... GYST. You make learning fun!

  • @belindamorales481
    @belindamorales481 3 ปีที่แล้ว +1

    Yes reconciliation

  • @Swagtastic22-r9l
    @Swagtastic22-r9l 6 หลายเดือนก่อน

    We need more black women in this field you go!

    • @cherylcperez
      @cherylcperez  22 วันที่ผ่านมา

      Thank you, thank you, thank you! 🙏 I’m here to support you every step of the way-let’s keep it going! 🚀

  • @judithpierre8254
    @judithpierre8254 7 หลายเดือนก่อน

    Im so happy and grateful I found your channel thank you ☺️

    • @cherylcperez
      @cherylcperez  22 วันที่ผ่านมา

      Sending you a virtual high five! 🙌 So glad you’re finding value here-keep chasing those dreams! 🌟

  • @vikkishowe-gaither4349
    @vikkishowe-gaither4349 5 หลายเดือนก่อน

    I am in the very beginning of my entreprenuer journey and my monthly goal is $1000/month to supplement my social security. I already have my EIN Number but, I havent registered my business yet which will be my next step. I wondered about that because I already have received my EIN number so I wound up doing it backwards. Is that OK?

    • @cherylcperez
      @cherylcperez  23 วันที่ผ่านมา +1

      Love that you’re diving deep! 🧐 Email help@cherylcperez.com, and my team will send over some tools and tips to help you out!

    • @vikkishowe-gaither4349
      @vikkishowe-gaither4349 23 วันที่ผ่านมา

      @@cherylcperez Thank you for your feedback I will be contacting you soon.

  • @MrRecordStraight
    @MrRecordStraight 3 ปีที่แล้ว +1

    Yes, please CP a video on reconciliation of business account is necessary.

  • @jateachinthemind5837
    @jateachinthemind5837 2 ปีที่แล้ว

    Thank you so much . I will be starting a business and this is so so helpful

  • @cherylcperez
    @cherylcperez  3 ปีที่แล้ว +4

    💖MY START UP BUSINESS ACADEMY IS FINALLY HERE!!! This online learning center is finalized and is full of over 100 detailed video trainings, tools, swipe files, and templates that will give you everything you need to set up your million-dollar business. You can get more detailed information here: 👉👉🏾www.cherylcperez.com/SUAinfo

  • @ypayne9871
    @ypayne9871 2 ปีที่แล้ว

    This is awesome information! I'm a newbie, starting my business! Thank you so very much for this series.

  • @tamika9443
    @tamika9443 3 ปีที่แล้ว

    Thanks so much for all the valuable info! New subscriber

  • @aprilshields3287
    @aprilshields3287 2 ปีที่แล้ว

    Thanks for the great tips on starting a business.

  • @cali1114
    @cali1114 2 ปีที่แล้ว

    Thank you🌹

  • @Gospel635
    @Gospel635 3 ปีที่แล้ว

    CP! Awesome!

  • @Daisy_92
    @Daisy_92 3 ปีที่แล้ว

    WOW!! THANK YOU SO MUCH FOR THIS VIDEO. GOD BLESS🙏🏽. TELLING ALL MY FRIENDS AND LOVED ONES WHO ARE STARTING OR HAVE STARTED THEIR BIZ.💖

  • @kwhitlo0
    @kwhitlo0 3 ปีที่แล้ว

    Which bank is best to open with a credit union or a regular bank account (bank of America)?

    • @charlottehyatt9601
      @charlottehyatt9601 2 ปีที่แล้ว

      Both are great and your choice! I like credit unions.

  • @belindamorales481
    @belindamorales481 3 ปีที่แล้ว

    Should we hire our teens for home biz?

  • @Iolani88
    @Iolani88 3 ปีที่แล้ว

    Hello Cheryl. Can I use a virtual address to register my business? Im currently using my home address and I really hate that. Love your channel!! I appreciate your gems. God bless you.

    • @cherylcperez
      @cherylcperez  3 ปีที่แล้ว +1

      Yes you can! Good luck!

    • @betvdaytime
      @betvdaytime 2 ปีที่แล้ว +2

      Hi, I know this is super late but don't use Ipostal1 or any that'll give you problems down the line with filing for LLC, business credit, business account, duns # or other legal papers

    • @Iolani88
      @Iolani88 2 ปีที่แล้ว +1

      @@betvdaytime yea I learned the hard way. But I learned. It’s trial and error at this point. Thank you!!

    • @betvdaytime
      @betvdaytime 2 ปีที่แล้ว +1

      @@Iolani88 So, what company are you using now..I'm stuck and doing research but learning from others. I almost signed up is Ipostal1 but thru research I seen many didn't recommend it.

    • @Iolani88
      @Iolani88 2 ปีที่แล้ว +1

      @@betvdaytime I’m still with them because I’m moving in the next few months but when I move I’m going to Regis or something like that. I’ll pay the extra $$ for quality work

  • @jrutledge713
    @jrutledge713 3 ปีที่แล้ว +1

    Wow, You gives the real world how to... And with experience really appreciate it. I have seen many but you are one of the best.

  • @TequanATL
    @TequanATL 3 ปีที่แล้ว +1

    Great video Cheryl! I appreciate all of the information you gave about finances. I just recently registered my business, but kept having issues with getting my EIN. I used the irs.gov site, but when I hit the submit button, it said that the site was having issues. Do you have any idea what could be wrong? Also, can you connect a credit card account to your quickbooks account?

    • @lornaburke1183
      @lornaburke1183 2 ปีที่แล้ว

      I am so greateful to have found you .This was awesome,so easy to understand.Thank you so much just what I needed

    • @charlottehyatt9601
      @charlottehyatt9601 2 ปีที่แล้ว

      I had that problem for two weeks! Now I need to get my biz bank account and connect it with my account.