Getting Comfortable With Money Conversations

Whether you are a professional, a new graduate, a long-time business owner, or a new

business owner, it is important to get comfortable talking about finances. Often, we steer

away from these conversations as it can feel uncomfortable or make us feel vulnerable.

As bookkeepers, we are in the business of money, but more importantly we are in the

business of trust. With that comes open communication about daily finances. We want

individuals and businesses to thrive, which is exactly why we are passionate about

making money conversations more comfortable.

Money touches all parts of our lives so it makes sense that talking about it can feel

personal. However, avoiding these conversations can simply make things harder in the

long run.

Here are a few tips to simplify these conversations and make you more comfortable:

1. Clarity: Regardless of who you are speaking with regarding your finances, be

clear about your goals and needs. This creates a better environment for clear

conversation.

2. Listen: Actively listening without judgement is key. As a bookkeeper, this is

always top of mind when talking to clients about their finances. We want

everyone to feel comfortable with all types of questions and concerns. Practicing

this within your life and business will help you become more open about your

financial situation and goals for an honest conversation.

3. Value: Often as business owners, especially with a new business, it may feel like

you need to defend your value and pricing. Be confident in your service.

Knowledge and market research will help you build confidence in your business

and for your customers or clients.

Keep finance conversations as simple as possible. It is not necessary

to use fancy financial lingo. Simple is always better.

Ultimately, continuing conversations about money will help everyone reach their

financial goals more quickly. It also alleviates the stress of simply not knowing what to

do to be successful. You do not have to do this alone. Reach out and start the

conversation. You may be surprised how quickly a stressful financial situation can be

resolved when you can talk about it openly with someone you trust, like your

bookkeeper.