Podcasts about shoeboxed

In this episode, discover how simple ideas can transform into million-dollar businesses. Learn from the story of Shoeboxed, a digital filing company, and gain insights on turning everyday solutions into revolutionary ventures.

Join Dr. Michael Troyer and Anna Steinfest as they explore the power of business automation and its impact on small brands. Discover how automation levels the playing field, allowing smaller businesses to outpace larger competitors by reacting swiftly to new trends. In this episode, our hosts recommend a selection of top business automation tools designed specifically for small brands, including productivity software like Calendly and Boomerang, email marketing tools like MailChimp and Constant Contact, billing automation tools like QuickBooks Online and Shoeboxed, and customer support software like Freshdesk and Zendesk. They also introduce Zapier and Microsoft Flow as tools for seamless integration across various applications. Tune in to optimize your business and unlock its true potential with these efficient automation tools.

The Elephant in the Room (feat. Nayo Carter-Gray, EA) Episode #26 ❤️

As an entrepreneur, Tobi Walter was part of the largest European tech exit ever, then raised both angel and VC money with his company Shoeboxed. After that exit, instead of the 100 hour weeks and sleeping-in-the-office grind, Tobi decided to take his startup expertise to the dark side - venture capital. On the show, he gives inside information on what it's like to be on both the founder side and the VC side.First Check is hosted by Cofounders Capital partner Tim McLoughlin, and is a production of Earfluence.

Tobi Walter, co-founder and former CEO of Shoeboxed, joins Kevin Mosley to discuss how he navigated the end of a VC fund life cycle and ran a process to eventually find a very valuable strategic fit with PE-backed Earth Class Mail.

We are going back to our roots and talking about tracking your business finances. We’re discussing how you can ditch pen and paper and enter the digital world available for tracking expenses. I’m sharing what my favorite digital financial programs are, what you should look for when researching financial tracking software, and how to keep all of your receipts organized. It’s time to ditch that old shoe box full of receipts! What we’re talking about Creating A List Of Your Finance Software Needs How to Assess Which App Or Software Is Right For Your Business Finances Tips For Organizing Business Documents And Receipts Creating A List Of Your Finance Software Needs  To figure out which type of financial tracking software is best for you, start by creating two lists. The first list is about what you need your app to do for your business today. The second list is about where you see your business going in the future and the different software features that may be beneficial down the road. Things to consider include tracking expenses, invoicing, time tracking, bills due, cash flow management, and tracking mileage. How to Assess Which App Or Software Is Right For Your Business Finances Once you understand your current and future financial tracking needs, it’s time to research the technology available to you. Trial multiple systems and look at ease of use, the interface, and the type of wording and language used. Some good options include QuickBooks Online, Xero, and Wave.  Tips For Organizing Business Documents And Receipts All of the technology in the world can’t help you unless you keep your documents and receipts organized. There’s the old fashioned pen and paper method, or there are a number of apps available with different features. These features range from how you upload your receipts to how your information is stored. It’s important to consider your financial habits and routines when selecting a filing system.  Have you figured out which financial tracking system will work best for you? LINKS MENTIONED QuickBooks Online https://quickbooks.intuit.com/ Xero https://www.xero.com/ Wave Accounting https://www.waveapps.com/ You Need A Budget https://www.youneedabudget.com/ Dubsado https://www.dubsado.com/ Freshbooks https://www.freshbooks.com/ Foreceipt https://www.foreceipt.com/ Expensify https://www.expensify.com/ Shoeboxed https://www.shoeboxed.com/

A lover of all things technology, Nayo lives by the motto “Dance like no one is watching”. This EA, MBA, mother, wife, and proud dog owner is a resident of Baltimore, Md. – a city she’s lived in for more than half her life. Nayo joined Blake and David for an interview recorded at the second annual Accounting Salon conference in in New Orleans in May 2019. Learn about what motivated Nayo to start her own tax practice, the challenges of tax resolution, the opportunities of cloud-based tax and bookkeeping, and more.

It’s the time of year where I just get MAD at one thing in my life: receipts. They just suck - they're crinkly, they pile up, but theoretically you need to save them for tax purposes for 7 years. And theoretically “scan receipts” is a thing you can do, but what if you just end up with pictures of hundreds of receipts on your phone? So I used EVERY SINGLE receipt scanning app to find out which one is best for you. Enjoy. Things we discuss on this show - When you need to save receipts and when you can throw them away- The quick hack you can use on your email to create filters for digital receipts- How to use your email for paper receipt scanning- And all the apps: Evernote, Freshbooks, Waves Receipts Scanner, Shoeboxed, and Expensify Ask us a question! We love hearing from you! Email us your financial worries or receipt victories at questions@ohmydollar.com or tweet us at @anomalily or @ohmydollar This show is made paw-sible by listeners like you We absolutely love our Purrsonal Finance Society Members who generously support Oh My Dollar with $1 or more a month on Patreon – This episode was underwritten by patron Tamsen G Association and Stephanie Powers. To learn more, you can visit ohmydollar.com/support Other Episodes You Might Like - What money goals should you focus on? - How to Conference Travel on the Cheap - How to quit your job and be freelance (Listener Questions) - What kind of employee are you? 1099 or W2? Learn more about your ad choices. Visit megaphone.fm/adchoices

After a heavy podcast last week, we're lightening things up this week with a podcast all about web services that can you run, promote and monetize your haunt more effectively. Best of all, these are all web services that, while very useful, aren't targeted at the haunt industry. Even better still, most are free or at least offer a free tier. So, whether you're looking to get some graphic design help, schedule your actors, setup an online store or just organize your reciepts for taxes, we have a service that has you covered. This Week's Episode Includes: Intro Conference Reminders Canva - Fast, easy graphic design Pixabay - Large library of public domain images Shopify - Set up an online store Squarespace - Build a website quickly Buffer - Reign in your social media MailChimp - Professional email newsletters cheap and easy TinkerCAD - Free online CAD by AutoCAD Sling - Completely free employee (actor) scheduling Slack - Free and effective group messaging Shoeboxed - Reciept/expense tracking Responster - Free surveys and analytics Doodle - Meeting scheduling made easy Esen.io - Low-cost online ticket sales Hopefully at least some of these tools are useful to you. If you have any further suggestions let us know! Follow us and hit us up on Twitter or Facebook!

BeBizzy Break Podcast : Episode 43 - Facebook Groups Hosted by : Marv Dorner, owner of BeBizzy Consulting One of the best things about owning my own business(es) is I get to make all the decisions regarding business processes and what I want and don't want to do.  Well, almost all the decisions. Sometimes I still need to fire up the printer... like this morning, only to find that I'm out of paper. You see, I print so infrequently that it's IMPOSSIBLE to know when I'm on the edge of running out of paper.  But the bright side of this inconvenience is that I got the immediate therapy of complaining about it on my podcasts, and using it as an opportunity to give some tips on making your office paperless.   What you need to print Contracts Invoices Meeting agendas   Why digital intead of print? Offsite backups - fire, water, carelessness, etc can ruin your print documents. Digital files can be secured and backed up in several locations in case there's a problem Accessable by multiple apps, computers and other devices. You can also share, or limit access to certain files and directories Searchable - Ever tried searching for a term or keyword in piles of paper? WAY easier in digital form.     But how can you avoid the general day to day paper mess? First, determine a method of storing PDFs, scanned images/receipts, or other documentsDropbox (https://db.tt/d7zxY4OK) Google Drive OneDrive Carbonite Next, determine a backup/security policyRegular backups Encrypted? Versioning? Use a service to store recieptsShoeboxed Freshbooks Wave Accounting Track Mileage and ExpensesMilebug Mile IQ Quickbooks Place for notesEvernote OneNoteIf you have a tablet or other device that enables handwriting, you can even write your notes instead of type them if that's a forbidden act in meetings. Task Management or Project Management softwareScribblepost BaseCamp How can you avoid printing going forwardPrint to PDF Don't print emails, Flag them for followup, or organize them in your folders by client or project Electronic maps are sometimes incorrect, but if you think they are bad, try PRINTED maps! They are usually outdated the second they are printed. You can fax using services like HelloFax or E-Fax for much cheaper than a phone line and a paper/ink-fed fax machine. Don't Print web pages. Apps and sites like Pocket can save, categorize and share pages to be easily found later on all devices. When you get an invoice, bill or other paper document… scan it, save it and forget it instead of print it, file it, and dig it out later.   What should I do with the old paper? Besides a bonfire? Shoeboxed offers a service that will scan, organize and categorize receipts Many companies offer scanning services to scan and organize other documents   Expense savings No printing costs (paper, multiple printers, toner or ink) No storage costs with additional file cabinets, or even file rooms Increased efficiency in retrieving files and not walking/waiting by the printer for files to print.

Meryl Johnston runs Bean Ninjas, a bookkeeping service primarily for online businesses. She's based in Australia. In this episode of The Next 100 Days Podcast she advises us about cloud accounting and how you can move to the cloud and sort your book keeping problems easily in the next 100 days. Meryl's background Meryl had a traditional path – university and worked at a mid-tier firm where she became a chartered accountant. She questioned why she was working in a Melbourne firm and moved to a Gold Coast. To another firm. She repeated the same long nights etc, so decided to start her consultancy business. Having thought about the frustrations of working a consultancy business, she started Bean Ninjas in July 2015 with a business partner. She wanted recurring revenue. Fixed cash flow that she could predict each month. Making it easier to hire a team. Concentrating on one defined task, to make it easier to systematise the business. Bean Ninjas now have a team of 10 and 100 clients. Meryl Johnston - Bean Ninjas and cloud accounting in the next 100 days Who are Bean Ninjas? Bean Ninjas offer a bookkeeping service. Requires a lower skill set. Make sure all information in accounting software is accurate. Day to day transactions, sales, expenses and payroll are all entered accurately. Her clients include ex-accountants – it's a task they realise they ought not to do, so they free time to grow their business. Some business owners are in a mess. Once the business gets to $100k they ought to be focusing on other areas rather than accounting. Meryl has taken a service business – consultancy and created a systematised product business. She learnt quickly to identify her market. A market that has a particular set of clients. She has 3 fixed pricing tiers, fixed service products suited to different clients. Once she realised which clients saw value in the different aspects of her product, and where her unique skills were, she evolved her prices into the 3 pricing tiers. She worked out there is a gap in the bookkeeping industry in understanding online businesses. They might be selling overseas They might have customers throughout the world Their business works online They might have a remote team They might pay their staff in different currencies The business might be selling on Shopify or Amazon To do the bookkeeping for those types of business requires knowledge that traditional bookkeeping services don't possess. Bean Ninjas now specialise in this area. They didn't start with that niche, but their business evolved there. What cloud accounting service do Bean Ninjas use? Meryl's team uses Xero as her accounting service and Shoeboxed for receipt processing She also uses Skype and Slack as tools to communicate as her clients are remote. Bean Ninjas are not the right fit for someone who wants a book keeper to visit their premises, Most of bookkeeping happens online now anyway. Xero takes bank feeds. Xero has 500 add-ons. Bean Ninjas makes sure everything is setup correctly. Less about entering information but more about ensuring the system is setup correctly. Kevin has experience of this too. He bought Shoeboxed, a plug in for Xero, taking photos of receipts and automatically enters the information. He admitted the image capture was a little wrong – it meant he had to correct the currency back to £ from $ on occasional receipts, but even with this issue the time saving is enormous. ReceiptBank is similar but excellent too. Kevin also has T Sheets, to record consultancy time. T Sheets works with Xero to link timesheet and client billing. We featured another Xero add in in episode 72. Floatapp. Kevin also uses Floatapp with Xero to forecast and manage cashflow. There are lots of plug-ins for all kinds of business. Think about what industry you are in to prevent yourself from getting overwhelmed. What influenced the Bean Ninjas mindset?

Is cash flow one of your biggest issues? Do you have sleepless nights worrying whether you have enough funds to pay suppliers? To make payroll? This weeks podcast guest has a powerful tool  that will help you. Colin Hewitt founded Float, the cash flow forecasting app. He lives in Edinburgh, Scotland but was originally from Belfast, Northern Ireland. Why was Float created? Colin Hewitt was caught up in the excitement of the web. He started an agency doing digital work like building sites and eventually his focus turned to finances. It's something you must be very aware of. Making a payroll becomes front and centre. Float - Cashflow forecasting made easy with Colin Hewitt. He didn't want to be so worried about finances so he decided he needed a better solution. A more automated solution. Initially it was via a spreadsheet. He started using cloud accounting. He realised he could extract data from the accounting software and via an API direct the data into his spreadsheets. Then he attended a conference in the States, along with people like Mark Zuckerberg and other exciting entrepreneurs. This prompted him to get out of agency work and into product work. How does a design guy come to build a financial app? He was always operating at the intersection between design and technology. He was non-financial. After university, he needed to get out of student overdraft and student loans. He built a personal spreadsheet to get himself out of debt. He built a spreadsheet. It told him that if he spent £100 less than he earned in 12 months he'd clear his overdraft. He graphed it and this visualisation made all the difference to him. He took this graph idea into his business. Kevin's experience from the business health check suggest 9 out of 10 businesses worry about cash. His system works like IFTTT, IF THIS THEN THAT. You authorise your accounting platform to allow float to access your data. Once you have given permission, Float have a token which allows Float to request data from the software, like: Bank transactions Open Invoices Journals Float builds a set of accounts back into a cash basis. This provides the user a really nice cash based forecast. There is no need to re-key data into a spreadsheet. As soon as you leave the spreadsheet, a new invoice coming in changes it immediately. Colin recommends Receipt Bank or Shoeboxed to capture receipts in a timely way so the accounting system is up to date. He then transfers this data from the accounting system (Xero, Quickbooks online, or Free Agent) into Float using the automated API. Float has a big development programme Colin has worked on the Float solution for 5 or 6 years. It is very nuanced. It is not likely to be subsumed by the accountancy solution provider like Xero. Cash flow forecasting is a more niche, targeted area. Float is just focused on developing more and more features and application uses for Float users. He is going deeper into understanding what customers want. Customers are busy, so the product must be easy for people to pick up quickly and use. For more complex modelling and sophisticated forecasts, patterns, growth trajectory, he's still in the foothills. A lot of leg-work is still required for these issues. 40-50% of his clients are professional services. The pipeline looks rosy for 4-5 months then after then the forecast falls off a cliff. So, the focus turns to chasing monies you are owed. Xero has just hit 1,000,000 customers. When they started with Xero, they had 20,000 customers. It still feels like the market is very early. Plus, it is an international business. Xero is a New Zealand business. There has been a lot of innovation from the southern hemisphere. Most companies are using cloud software, whereas businesses in US are still turning cheques. Why does Float help a small business? There is appoint in any small business where you can keep a handle on finances. A few invoices,

Episode Four of the BeBizzy Break Podcast features a great interview with Tobi Walter from Shoeboxed, joined by Claudio Amand. Shoeboxed is a receipt and expense organizer that allows users to uploaded scanned or photographed receipts and organize them for easy presentation to accounting and tax preparation staff. I've been a user for several years and couldn't run my businesses without it. Tobi also talks about how Shoeboxed is being used for banks and financial institutions, and hints at some additional functionality. 

Staying organized is tough enough, you need the tools to stay on top and keep your sanity.  This 20 minute episode covers how I stay organized with the right online tools and apps! Briefly mentioned Google Calendar, Google Drive, Evernote, Bill Pay, Shoeboxed, Google Tasks, Chrome Extension and Journey App. Getrrr done my friends! Tech to share? Go to this link ask.savvylandlord.me or go to www.savvyradioshow.com and leave a voice mail!

I use a combination of Shoeboxed, Zapier, and Printopia to automate saving my receipts. If you just want to save receipts to a folder, then use Printopia's print to folder feature

Google and several other companies have recently convened the Paperless Coalition [http://paperless2013.org] to help you "take the paper out of 'paperwork!'" In this episode, learn about the Paperless 2013 and go paperless in 2013!According to their website:Why should you go paperless?If you do the quick math, that's conservatively two billion sheets of paper used every year just in the United States! We know better and we can do better...and the benefits are great for us...greater efficiency and higher productivity at work and at work.It just takes small decisions and workflow changes. Using tools like Google Drive, HelloSign, and Nitro (which is a PDF creation tool) changes the print and paper chase of working to seamlessly collaborating and sharing documents and file without a single fiber of tree having to be used. On the flip side, the companies like Lemon Digital Wallet, ShoeBoxed.com and Fujitsu's ScanSnap help you turn paper into digital files so that you can defeat the paper monster once and for all. The efficiences that can be found by having all your documents in one central, digital repository (even if you do keep the physical paper around for tax, legal, financial or other logical safekeeping).While not a Paperless Coalition member, I am a big fan of Evernote and use that to capture my paper notebook pages after I go to a meeting so that even though I like the kinesthetic benefits of handwriting notes, I can still go paperless quickly and easily. With the Google Drive smartphone application, you can snap a photo and upload it directly to a Notebook folder as well.You can find them at paperless2013.org where you can sign up for their monthly e-newsletter with tips and tools. I hope this sparks your interest in going paperless and gets you started toward a Paperless 2013.According to the US Environmental Protection Agency, the average US office worker uses 10,000 sheets of copy paper each year. In 2010, the amount of paper recovered for recycling averaged 334 pounds for each person living in the US, according to the American Forest & Paper Association.

Pete and Dom discuss the results of a recent Preneur Community survey on Pete's Blog at PreneurMarketing.com - Part of the survey was an opportunity to ask questions of Pete and Dom, and they try to answer the most common ones in this show. Sign Up For Our 7 Levers Training: Pete and Dom will be launching their 7 Levers of Business Training Course soon. Sign up for more information at http://www.7levers.com -= Links =- - Online: http://wufoo.com - Wufoo Forms http://www.7levers.com - Pete and Dom's 7 Levers of Business Training Course - Books: Getting Things Done - David Allen - PreneurCast Episodes: These previous episodes are talked about in today's show. If you missed them, go back and listen over at http://preneurmedia.tv PreneurCast Episode 37 - The Preneur Hierarchy PreneurCast Episode 44 - Mechanics vs Core Business - Special PreneurCast Listener Offers from our Sponsors: http://preneurmedia.tv/shoeboxed - Shoeboxed provides an online service to manage your bills, receipts business cards and other important documents. http://ReadItFor.Me/preneurcast - ReadItForMe creates multi-media summaries of popular business and personal development books. Visit our link for a free trial and a PreneurCast listener 10% discount on their membership fees. http://audibletrial.com/preneurcast - Audible has a huge library of audio books of all types. Visit our link for a free trial and PreneurCast listener coupon for a free audio book. -=- For more information about Pete and Dom, visit us online at http://www.preneurmedia.tv or drop us a line at: preneurcast@preneurgroup.com If you like what we're doing, please leave us a review on iTunes or a comment on the PreneurMedia Web Site.

Pete interviews Cory Annis, founder of Unorthodoc, a specialist medical practice for Entrepreneurs. They talk about the basics of staying healthy and Cory shares some tips on how busy people can eat well and stay effective throughout the day. Action Steps: Make sure you are getting enough sleep as this is vital to maintaining your energy levels and staying healthy. Sign Up For Our 7 Levers Training: Pete and Dom will be launching their 7 Levers of Business Training Course soon. Sign up for more information at http://www.7levers.com -= Links =- - Online: http://unorthodoc.com - The Web Site of Cory Annis' medical service http://www.7levers.com - Pete and Dom's 7 Levers of Business Training Course - Special PreneurCast Listener Offers from our Sponsors: http://preneurmedia.tv/shoeboxed - Shoeboxed provides an online service to manage your bills, receipts business cards and other important documents. -=- For more information about Pete and Dom, visit us online at http://www.preneurmedia.tv or drop us a line at: preneurcast@preneurgroup.com If you like what we're doing, please leave us a review on iTunes or a comment on the PreneurMedia Web Site.