How to Manage Small Business Finances with Sandra Merrill of Swell Advisors
Every Wednesday on the Hippie Haven podcast, learn how to live harmoniously with yourself, others & the planet. We talk about all things hippie, including eating vegan, reducing your trash, starting an ethical business, eco-activism, gardening, beekeeping, tiny house living, and so much more.
My guest today is Sandra Merrill. She's the co-founder of Swell Advisors, a bookkeeping and financial services company for purpose driven, small businesses. Swell's mission is to contribute to the growing movement of eco businesses by helping the owners of these companies know their numbers and manage their finances with ease. Today, we're talking about the first steps to take when starting a business, how to handle tax season, Sandra's favorite financial tools, and more.
Links mentioned in this episode:
Swell Advisors website
Follow Swell Advisors on Facebook + Instagram
Banks: Bank of the West + Amalgamated Bank
Accounting Software: QuickBooks + Xero + Wave Apps
Project Management: Asana + Trello + ClickUp
Client Onboarding: Dubsado
Video Messaging for Work: Loom
This episode is made possible by Ritual. Order your first bottle with free shipping by visiting hippiehavenpodcasts.com/ritual.
The Hippie Haven Podcast is hosted by Callee - a zero waste activist & business owner. Formerly a translator for the US Navy, Callee was honorably discharged as a conscientious objector in 2017 following an episode of severe depression & alcoholism fueled by not living in alignment with her core values. That same year, at age 23, she started Bestowed Essentials, a handmade line of eco-friendly beauty & home products that are now stocked in over 100 stores around the US & Canada. Callee began hosting this free podcast in August 2018, as well as speaking at events and teaching educational workshops across the country, as part of her life mission to arm you with the knowledge & tools you need to spark positive change in your community. In December 2019, she opened The Hippie Haven in Rapid City, South Dakota - a zero waste retail store & community space with a little free library - the first of its kind in the state.
Follow along on Instagram - @hippie.ceo & @hippiehavenshop & @bestowedessentials
Shop zero waste home goods at www.hippiehavenshop.com
Read this episode's transcript at www.hippiehavenpodcast.com/113
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