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In the tenth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss the tools and essential software in Part 2 of a two-part topic. They explore various platforms for creating, managing, and securing legal documents, including CLE materials, document automation tools like Gavel, and communication apps such as Talkroot and Google Voice. Both emphasize the importance of data security, backups, and efficient password management, highlighting tools like Backblaze and Apple's integrated solutions. Additionally, they touch on marketing strategies, including the use of Canva, MailChimp, and social media engagement to increase visibility and attract clients. The episode concludes with recommendations for accounting software like Wave Accounting and productivity tools like Alfred for Mac users. __________________________Check out my other show, the Law for Kids Podcast.Get Connected with SixFifty, a business and employment legal document automation tool.Sign up for Gavel, an automation platform for law firms.Visit Law Subscribed to subscribe to the Substack newsletter to get notified about every episode, listen from your web browser, and for additional content.Follow @lawsubscribed everywhere.Sign up for the Subscription Seminar waitlist at subscriptionseminar.com.Check out Mathew Kerbis' law firm Subscription Attorney LLC. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe
Whether you're just starting out or you've been running your side hustle for a while but now find yourself staring down a heap of receipts and paperwork you've been avoiding, it's time to take control. In this episode, Tanya Akimenko shares 5 pro bookkeeping tips to help you stay organized, avoid costly mistakes, and set your business up for success. You'll learn: Why setting up a system from day one is crucial How to simplify bookkeeping so you actually stick with it The habit that makes reviewing your finances easy Why misclassifying expenses vs. assets can cost you big at tax time How to overcome the fear of numbers and gain confidence in your finances Plus, I'll share a free accounting software I've used for over two years and where to find it. If bookkeeping has been a struggle, this episode will give you practical steps to make it easier. Do you like what you're hearing? Consider giving it a caffeinated thumbs up. We'd really appreciate it! Need a little (and sometimes big) push to start and stay focused to grow your side hustle? Dive into my online Masterclass: How To Turn Your Thoughts Into Wanted Things. For the full show notes head on over to the home of Side Hustle Hero. https://www.sidehustlehero.com/136 Connect with Tanya: The Cheatsheet: Golden Apple Agency Inc Tanya's LinkedIn Instagram Facebook Connect with Joan: Instagram Facebook About Joan Be on the show! Tell us about your side hustle success story!
This episode of the Bold Goal Crusher podcast, hosted by Sara Mayer, is focused on assisting aspiring coaches to navigate the common pitfalls in starting a coaching business and providing essential tools for success. Sara outlines six mistakes to avoid, including failure to define a niche, not investing in training or marketing, fear of rejection, not asking for referrals, and not putting oneself out there. She also recommends several must-have tools for new coaches to manage scheduling, finances, design, and website development, highlighting resources like Calendly, Wave Accounting, Canva, Squarespace, Kajabi, and coaching.com. These insights aim to help coaches effectively grow their client base and avoid common mistakes. 00:00 Welcome to Bold Goal Crusher Podcast 00:30 Avoiding Common Coaching Mistakes 04:34 Essential Tools for New Coaches
Yoseph West joins Blake and David to examine Relay Financial's background and their ambition to solve banking problems by becoming a bank themselves, designing the ideal user experience, and overcoming regulatory challenges. West also outlines Relay's redesigned accountant partner program, its many benefits, and upcoming features like receipt capture. The discussion turns to best practices for incorporating technology like Relay into accounting practices to solve client problems and the importance of understanding client pain points.Meet Our Guest, Yoseph WestLinkedIn: https://www.linkedin.com/in/yosephwest/Twitter: https://twitter.com/bankwithrelayFacebook: https://www.facebook.com/bankwithrelayInstagram: https://instagram.com/bankwithrelayLearn more about the Relay Partner Program: https://www.relayfi.com/advisor-partner-program?referralcode=acctpod&utm_source=ab&utm_medium=podcast&utm_campaign=abpartnerprogramListener SurveyPlease take our listener survey: https://accounting.show/surveyNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Members Only Preview Episode: Grab your favorite beverage and tune into this episode about the boring (but necessary) quarterly taxes! I'm breaking down how I organize and automate taxes in my business, from saving my tax money to paying the IRS. Set it and forget it! I also detail the quarterly payment schedule and my personal method using Wave Accounting and automatic transfers to manage tax payments efficiently.Discussed In This Episode:Self-Employment Quarterly Taxes Overview (00:00:00) Explanation of self-employment quarterly taxes and the importance of setting aside money for tax payments.Paying Taxes and Avoiding Penalties (00:01:14) The consequences of late or missed tax payments and the impact on annual tax filings.Paying Federal and State Taxes (00:02:19) Guidance on where to find forms and links for paying federal and state taxes.Due Dates and Tax Periods (00:03:38) Explanation of quarterly tax due dates and the periods they cover, including exceptions for annual tax filers.Estimating and Setting Aside Tax Payments (00:05:43) Calculating and setting aside tax payments based on income, tax brackets, and avoiding large refunds.Automating Tax Payments (00:06:42) The speaker's process for automating tax payments using Wave Accounting, Stripe, and Sofi's vaults.Government Withdrawals and Record-Keeping (00:10:15) Delegating tax payments to the government, record-keeping, and accessing payment history on government websites.Planning for Future Tax Payments (00:13:40) Preparation for upcoming tax payments in 2024 and the importance of seeking professional advice for individual tax situations.Links Mentioned:https://www.eftps.gov/eftps/ (federal payments)Form 1040-ES, Estimated Tax for Individuals (PDF)Wave AccountingSoFi CheckingOther Helpful Links:Upgrade to Coffee PerksFree Procrastination Styles AssessmentWebsiteInstagram (@mirandamerten)Do You Need More Structured Help In Your Business?Subscribe to Coffee Perks where you'll get Weekly tips, hot finds, and actionable articles and podcast episodes to help you automate your business and reduce tech overwhelm with purposeful productivity. I see the same thing from entrepreneurs like you every day- progress stalls because they get stuck on the tech. Don't let tech keep you stuck!If you're ready to get a little extra help in your business, visit mirandamerten.com/coffeeperks to sign up for free.
This podcast is partnered with Morgans Financial Limited, Australia's largest full-service stockbroking and wealth management network. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU Check out more from Sub11: Visit the Sub11 website: www.sub11.com.au/ On Instagram: www.instagram.com/hellosub11/ On Twitter: twitter.com/hellosub11 On LinkedIn: www.linkedin.com/company/sub11/ Follow Chris Titley: www.linkedin.com/in/ctitley/ The Bank to the Future podcast was founded in 2020, to document the beginning of Open Banking in Australia and to educate investors by profiling and introducing companies and individuals within the digital and traditional banking landscape. Bank to the Future 2.0 serves as a follow-up to this series. Looking back on how the market has changed over the last almost 3 years of Open Banking in Australia, revisiting past guests to see where they are now, as well as introducing new and growing companies and individuals in the space today. This Podcast is for general information purposes only and does not take into account anyone's personal circumstances. Morgans Financial Limited AFSL 235410. Established in May 2022, Sub11 is a joint venture between Euphemia (investment partner) and Chris Titley.
Rising To Be: Productive, Organized, and Inspired! Hosted by Christina B. Rising
Hourly Planner: https://bit.ly/3HW4O5G Hello everyone and welcome to https://prospectiveplans.com/ 0:00 Coming Up 0:24 Intro 0:53 Clockify App: https://clockify.me/ 1:57 Cloud App: https://www.getcloudapp.com/ 3:00 Notion: https://www.notion.so/ 4:17 Toggl: https://toggl.com/ 5:09 Wave Accounting: https://www.waveapps.com/ 6:26 Google Drive: https://www.google.com/drive/ 7:51 Vowel App: https://www.vowel.com/ 8:55 Mural: https://www.mural.co/ 10:07 Brain.fm: 20% OFF Brain.FM: https://brain.fm/risingtobe 10:59 Any.do: https://www.any.do/ 11:41 Bonus App - OnePager Pro: https://www.onepager.com/ 12:52 Recap
What are the steps to starting an online business? How do you make sure it's successful? Starting a business is the adventure of a lifetime! We want to make sure you have everything you need and know what you need to get started. In this episode we cover 7 basic steps to getting started:Start with a business ideaConduct market researchBuild a portfolioMake your business officialPlan your financesKnow what software you'll needMarketingLinks/references mentioned in this episode:Nomad TaxRecommended Tools:Wells Fargo (business banking)Slack + Google Meet (communication software)Clickup, Google Calendar, Microsoft To-Do (work/project management software)Dubsado (client management software)Stripe, Quickbooks, Wave Accounting (finances)Showit (website building)If you're curious or uncertain about getting started as a digital nomad, tired of one-size-fits-all approaches, or are looking for the freedom and flexibility that comes with online work, we're inviting you to join our beta launch! Use this calendar link to get on a call with us where we will discuss your goals and see if this program is the right fit for you! -----------------------------------Join our Facebook Group Digital Nomad Start-Up Circle if you're interested in living nomadically, growing your online business, and forming a community of like-minded people. Get our FREE 85+ Ways to Make Money While Traveling guide! Connect with us on Instagram by following @austinandmonicaVisit our website: AustinandMonica.comEnjoyed this podcast? Subscribe to our show and leave a rating and review on Apple Podcast. Your feedback means a lot to us, thank you!
Every business owner wants to build good, basic financial strategies like creating a budget, tracking income and expenses, and paying ourselves and our team. But are you not ready for a full-service bookkeeper even though you want to pay closer attention to your financial numbers? In today's episode, Jillian Dolberry speaks with Erika Millard, bookkeeping coach, about mastering your own bookkeeping. Erika helps those who are diy-ing their bookkeeping and need that expert support "in their back pocket." They discuss what factors will help you decide the best route to take for your business and the three things you need to do to achieve success in your own bookkeeping. Resources and Links: Quickbooks, quickbooks.intuit.com Xero, www.xero.com Wave Accounting, www.waveapps.com Erika Millard: Bookkeeping Coach website, erikamillard.com Erika Millard's free checklist, "6 Simple Steps to Be Your Own Bookkeeper" found here Erika Millard on Instagram, @Erika_Millard Erika Millard on Facebook, @erikamillard Schedule a strategy call with Jillian Dolberry here: www.jilliandolberry.com/strategy-call Reach out to Jillian Dolberry on Instagram, @jilliandolberry
FEATURED GUESTS: David Axler, is the VP of Strategy and Business Development at Wave Accounting. He is passionate about helping small business owners take control of their finances with improved efficiency. In today's episode he shares 3 things business owners need to know about accounting as it relates to operating profitably. He also shares what to look for in an accounting platform. Wave is a free intuitively designed accounting platform. Prior to upgrading to an electronic health record, I used Wave exclusively to operate my practice. I had tried a competitors product, which I spent a lot of money on, and felt defeated every time I used it. Like, to-the-point-of-tears defeated. Thinking-there-was-something-wrong-with-ME defeated! Then another art therapist introduced me to Wave. She raved about it! I immediately signed up and began using their product. It literally SAVED me HOURS and HOURS of time and frustration. I was no longer crying after reconciling my billing each week. Did I mention that it is FREE! Yes, they have some paid for services integrated if you need, but all the basic stuff is absolutely free and designed for small business. You can even add your company branding which makes sending invoices polished and professional. RESOURCES MENTIONED ON THE SHOW: Resources Mentioned on the Show: David Axler's Twitter @realax Wave www.waveapps.com Twitter @wavehq Intstagram @wavehq
Let's talk money & some simple ideas to help you manage your finances more easily with host, Julie Hood. Come check out the full show notes at https://CourseCreatorsHQ.com/91 LINKS MENTIONED Check out Wave Accounting at https://coursecreatorshq.com/WaveAccounting Get the Profit First book and resources at https://coursecreatorshq.com/ProfitFirst KEY TAKEAWAYS FOR ONLINE COURSE CREATORSUnderstand your operating expenses. Consider your money reserves based on each phase of your course business (startup, breakeven, profit) including start-up capital. Starting an online business for free is a myth! Don't forget to set aside for taxes. Figure out your accounting system. Determine your tracking system for expenses and receipts. Check out the Profit First! book and resources by Mike Michalowicz for a new way to look at your money. Main categories of expenses: - Operations & Tools (course hosting, email hosting, social media tools) - Costs of Selling (advertising, joint venture commissions, credit card fees) - Outsourcing (what kind of help do you need? VA, Accounting, Legal, Customer Support, Tech Support, Graphic Design) - Monthly Services (Internet, Cell Phone, Insurance) - Learning/Coaching/Training - Payroll - Taxes COME VISIT! Sign up for my email list and get this free course Is My Course Idea Any Good? here: https://www.coursecreatorshq.com/idea GoodPods Let's talk about this episode on GoodPods – https://CourseCreatorsHQ.com/goodpods (mobile only, download the app first) Clubhouse Connect with me on Clubhouse for FREE masterclasses at @JulieHood. Website https://www.CourseCreatorsHQ.com Facebook https://www.facebook.com/CourseCreatorsHQ Instagram https://www.instagram.com/CourseCreatorsHQ Twitter https://www.Twitter.com/CourseHQ
Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sbs2/. Take a quick 5 question quiz and get your certificate today. Super Easy! Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sbs4/. Take a quick 5 question quiz and get your certificate today. Super Easy! Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In this episode Antonio and Daray take a look into the inter-workings of an investment club started by friends for friends. If you and your friends have considered putting your resources together to invest in something profitable for passive income but haven't yet figured out how to structure everything then this episode is for you. Key Points From This Episode: Antonio's Club Intake Process Operating Agreement considerations The types of investment opportunities Antonio has pursued Schedule, minutes and communication channels Title, roles and responsibilities of each club member Links Mentioned in Today's Episode: https://www.waveapps.com/ (Wave Accounting) https://beforethemillions.com/kiva (Kiva Lending)
Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sbs2/. Take a quick 5 question quiz and get your certificate today. Super Easy! Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sbs1/. Take a quick 5 question quiz and get your certificate today. Super Easy! Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
With our goal of helping you save time, money, and aggravation on your home maintenance and repair, we thought it might be time to discuss how we track our finances and the software that we use. While this discussion is loosely based on business accounting, the tenants are the same for personal accounting as well. Knowing the sources of income and the distribution of expenses is critical. Listen to our take! Send us an email, questions@handymanprosradioshow.com, follow us on Twitter@handyman radio, join our Facebook group @handyman pros, or leave us a voice message (Click Here). --- Send in a voice message: https://anchor.fm/handymanpros/message
I'm thrilled to share another teacher spotlight interview with https://membership.teachmusic.online/members/7153153 (Mellisa Weinert)! We cover so much in this discussion there will be something for every teacher to learn! Mellisa joined TMO in April and I've been thrilled to watch her embrace the lessons and make changes in her studio. She plans to move 100% of her studio online within the next year. Many of her new student referrals come directly through her website and she shares so much in this discussion about how she makes that happen!If you have questions for Mellisa comment on this article so she can see it and thank you https://membership.teachmusic.online/members/7153153 (Mellisa Weinert) for sharing your expertise with us! Resources talked about in this interview: https://sproutbeat.com/ (Sproutbeat) https://www.weebly.com/ (Weebly) https://fons.com/join/@carlywalton (Fons) https://www.waveapps.com/ (Wave Accounting)
There’s a three-step framework to user onboarding. And you can apply to your marketing efforts as well — to ensure that your brand is top of mind to your audience. Adapted from psychologist BJ Fogg’s habit-forming framework, Ramli John, Managing Director and ProductLed and author of the new book, “Eureka,” explains how it applies to user onboarding journeys: Make it easy. (Create helpful content that can grow your organic traffic.) Increase motivation. (Explain the outcomes you give your customers.) Add prompts. (Remind customers of your value.) Listen to the episode to learn how to apply it to your content and user onboarding strategy. You’ll also learn: User onboarding done right The importance of saying “no” How Ramli secured his first podcast sponsorship for Growth Marketing Today. You can read the first chapter of Ramli’s new book, “Eureka,” on ProductLed.com/Eureka. Show Notes: 1:08 - Saying “no” to opportunities that don’t fit the direction you’re heading in. 5:40 - Ramli talks about the intersection of teaching and marketing and what his experience as a college professor has taught him. 8:58 - Human connection: Why successful podcasts are far more than just the numbers and stats behind it. 14:06 - Ramli talks about Growth Marketing Today’s LinkedIn sponsorship. 15:55 - Ramli talks about his upcoming book, Eureka, which is geared towards those looking to improve their user onboarding. 18:10 - What are the 3 key stages in user onboarding? 21:06 - How product marketers can help consumers reach their "Aha!" moments early on in the process. 24:50 - The critical role content plays in communicating value to customers. 30:50 - Ramli shares an example of a company who continues to provide value through the onboarding process. 32:45 - How does onboarding play into retention rates? 36:16 - It should be clear from the start the role each department plays in the onboarding process. Links: Andrew Capland on LinkedIn - Work Horse vs. Show Horse (3:53) Growth Marketing Today Podcast (9:00) Positive Human - Marketing Lessons (10:10) How I Built This Podcast (15:12) ProductLed (16:44) The Mom Test by Rob Fitzpatrick (17:08) Product-Led Growth by Wes Bush (17:48) Wave Accounting (22:36) BJ Fogg's Behavior Model (25:50) 1st Chapter of Eureka (40:06) Connect with Ramli John: https://twitter.com/RamliJohn https://www.linkedin.com/in/ramlijohn/ https://productled.com/ https://growthtoday.fm/listen/ Growth Machine & Amanda Natividad: https://growthmachine.com/ https://twitter.com/growthmachine__ https://twitter.com/amandanat
Yo yo yo. It's another episode of Sam and Simon Speak on the Internet™, bitches! In this episode they touch on: The stupid US elections. Simon's stupid book (https://www.amazon.com/Math-We-Trust-Bitcoin-Cryptocurrency-ebook/dp/B07C7TPXMD). Sam's amazing book (https://www.likeafuckinggrownup.com/books/). M O N E Y . Behavioural.... economics (https://xkcd.com/1894/)? Vanguard (https://investor.vanguard.com/corporate-portal/). Sam's newsletter (https://www.likeafuckinggrownup.com/) (sign up!). Satrix MSCI World ETF (https://satrix.co.za/products/product-details?id=33) (it's a thing you can invest in). Sam's thing she loves: Geocaching (https://www.geocaching.com/play). Simon's thing he thinks is pretty cool: Wave Accounting (https://www.waveapps.com/).
Does the word Accounting, send you running? Not to fear, my next guest shares how easy it is to take control of your business accounting needs using Wave. David Axler, is the VP of Strategy and Business Development at Wave Accounting. He is passionate about helping small business owners take control of their finances with improved efficiency. In today's episode he shares 3 things business owners need to know about accounting as it relates to operating profitably. He also shares what to look for in an accounting platform. Wave is a free intuitively designed accounting platform. Prior to upgrading to an electronic health record, I used Wave exclusively to operate my practice. I had tried a competitors product, which I spent a lot of money on, and felt defeated every time I used it. Like, to-the-point-of-tears defeated. Thinking-there-was-something-wrong-with-ME defeated! Then another art therapist introduced me to Wave. She raved about it! I immediately signed up and began using their product. It literally SAVED me HOURS and HOURS of time and frustration. I was no longer crying after reconciling my billing each week. Did I mention that it is FREE! Yes, they have some paid for services integrated if you need, but all the basic stuff is absolutely free and designed for small business. You can even add your company branding which makes sending invoices polished and professional. Resources Mentioned on the Show: David Axler's Twitter @realax Wave www.waveapps.com Twitter @wavehq Intstagram @wavehq #therapistentrepreneur #accounting #businessfinances #creativeartstherapypractice #privatepracticetips
Check out the show notes at :www.sidehustlebookkeeper.com/31This week's episode goes into getting your books done for tax season. Also, a rant at the end against the company IntuitSupport the show (https://www.buymeacoffee.com/TonyPrice)
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/
Check out all the items mentioned in the show at:www.sidehustlebookkeeper.com/20Support the show (https://www.buymeacoffee.com/TonyPrice)
News, views and reviews from the world of business. Heather Noble & Tracy Jones present The Business Community on Calon FM, Episode 82. Find out more about this show, the presenters, Calon FM and previous episodes at www.thebusiness.community.
In this episode of The Maker's Collective Podcast we tackle a topic that can often be a roadblock for people who work for themselves - how to budget when income isn't consistent. It's certainly not a science, but there are a few tips that can help you see the whole picture a little more clearly, and to make smarter decisions. It's short and sweet, so listen up! Topics covered: Budgeting when you don't have a consistent income 1. Know your numbers - what are your fixed expenses? 2. Look to your past to understand what your high and low times in your business are, and then look to the future (the year ahead) to plan ahead. 3. Build an emergency fund - know that you can support yourself during the lower times in your business If you have questions about this, reach out to Laura! lhstylecoach@gmail.com makerscopodcast@gmail.com Resources: Freshbooks - https://www.freshbooks.com/ Wave Accounting - https://www.waveapps.com/ Millennial Money - Budgeting When the Numbers Don't Make Sense - https://itunes.apple.com/us/podcast/millennial-money/id957163760?mt=2 Quote: More from The Maker's Collective: The Maker's Collective - http://makerscollective.club/ Instagram - https://www.instagram.com/MakersCoClub/ Facebook - https://www.facebook.com/groups/makerscollectiveclub/ Get In Touch & Join The Club - http://makerscollective.club/contact/ Get On The Shop Talk Series Email List & Never Miss Another Chance To Get Tickets - http://eepurl.com/giPBvD More from Lacey: LJH Brand Strategy & Business/ Mindset Coaching - http://www.laceyjheels.com/ Instagram- https://www.instagram.com/laceyjheels DOWNLOAD YOUR FREE EBOOK "INSTAGRAM FOR CREATIVES" More from Laura: Instagram - https://www.instagram.com/lauraannehart/
Every business needs specific tools to keep running efficiently and effectively. There are MANY tools available that can help a small business person be organized and streamline business processes. I’ve tried many different tools and solutions and have finally found the ones I feel work best for a small business that is wanting to grow quickly without spending tons of revenue to streamline the process. In this episode, I share Brand Shouter’s favorite tools and the reasons why we use them. Related Article on BrandShouter.com: https://www.brandshouter.com/best-tools-for-small-business/
2018 Best Apps: Notion, Ansible, CloudFlare, DigitalOcean, Prometheus, Hugo, Grafana and More on this weeks Bit v. Byte! If you would like to support me via Anchor Listener Support, go to anchor.fm/bit-v-byte. Thank you! 2018 Best Apps - Notion - https://www.notion.so/?ref=anchor.fm/bit-v-byte - Wave Accounting - https://www.waveapps.com/?ref=anchor.fm/bit-v-byte - Hugo - https://gohugo.io/?ref=anchor.fm/bit-v-byte - CloudFlare - https://www.cloudflare.com/?ref=anchor.fm/bit-v-byte - DigitalOcean - https://www.digitalocean.com/?ref=anchor.fm/bit-v-byte - Prometheus - http://prometheus.io/?ref=anchor.fm/bit-v-byte - Grafana - https://grafana.com/?ref=anchor.fm/bit-v-byte - Ansible - https://www.ansible.com/?ref=anchor.fm/bit-v-byte - 1Password - https://1password.com/?ref=anchor.fm/bit-v-byte Links & Resources - HookBin - https://hookbin.com/?ref=anchor.fm/bit-v-byte - How to Improve UX of Web Forms - http://maxsnitser.com/blog/how-to-improve-ux-of-web-forms/?ref=anchor.fm/bit-v-byte - Infographic CSS/JS Snippets - https://speckyboy.com/css-javascript-snippets-infographics/?ref=anchor.fm/bit-v-byte - "Deqaf" CSS Techniques - https://twitter.com/innovati/status/1068998114491678720/?ref=anchor.fm/bit-v-byte - Styling a Select Field Across Modern Browsers - https://www.filamentgroup.com/lab/select-css.html?ref=anchor.fm/bit-v-byte - Handle Broken Images via a Service Worker - https://bitsofco.de/handling-broken-images-with-service-worker/?ref=anchor.fm/bit-v-byte - RemoveBG - https://www.remove.bg/?ref=anchor.fm/bit-v-byte --- Support this podcast: https://anchor.fm/bit-v-byte/support
Happy Tax Week, everybody! Episode 37 - Wave Accounting This week I am happy to be joined by Rob Maurin from Wave to discuss this awesome, FREE, accounting and invoicing software. We discuss some of the many features of this powerful business tool that will help you with your : Accounting Invoicing Recurring Invoicing Expense Tracking Payroll Mobile Invoicing And much, much more. I've been a user for several years and couldn't be happier with the ease and completion of the system. Check out the interview with Rob, then head over to http://waveapps.com and take Wave apps our for a drive.
The Top Entrepreneurs in Money, Marketing, Business and Life
Yoseph West. He dreams of a world where accountants and bookkeepers never have to ask their clients for documents—that’s why he joined HubDoc to lead growth. He previously co-founded Vuru, a stock analytics platform for retail investors and led it into its acquisition by Wave Accounting in 2012. Listen as Yoseph shares his experience with Vuru’s acquisition and how he ended up now with HubDoc. Famous Five: Favorite Book? – The Hard Thing About Hard Things What CEO do you follow? – William Rockefeller Favorite online tool? — Text Expander Do you get 8 hours of sleep?— No If you could let your 20-year old self, know one thing, what would it be? – Stay patient Time Stamped Show Notes: 01:34 – Nathan introduces Yoseph to the show 02:10 – Yoseph co-founded Vuru to make investing easier 02:33 – Vuru was making money off ads, they then supposedly reached out to Wave Accounting 03:15 – The acquisition was a soft landing 03:36 – “All of us want to work with people that we’re excited about” 04:29 – Yoseph and his team got a little excited as they talked more with angel investors 04:50 – Vuru was having a fundraising 05:30 – HubDoc offers SMBs a cloud accounting space 05:42 – There’s a movement to make accounting space invisible 06:13 – There’s a big shift in the accounting industry 06:40 – HubDoc has a feature similar to how bills and other documents are being consolidated in a bank 07:04 – HubDoc has over 700 web scrapers 07:50 – Business owners won’t be bombarded with reminder emails from their accountants and bookkeepers using HubDoc 08:25 – HubDoc was re-launched in early 2014 08:55 – Number of HubDoc’s paying customers 09:28 – HubDoc caters to bookkeepers and accountants who then add all their clients 10:40 – Average monthly RPU 11:20 – MRR 12:00 – CAC is quite low 12:18 – Customers stay for approximately 32 months 12:30 – Gross monthly churn is usually negative 12:40 – Bookkeepers are always continually adding new clients 13:45 – Lifetime value 14:10 – Team size is 22 14:27 – The Australian market is 3-5 times ahead of the American market 14:40 – HubDoc has raised capital 15:00 – The funding market in Toronto described 15:40 – 2017 revenue goal 16:49 – Follow Yoseph on Twitter and HubDoc is looking for content marketers and other marketing people so touch base if you’re interested 19:00 – The Famous Five 3 Key Points: The future of accounting and bookkeeping is far better with technology; it’s much faster and paperless. Acquisition is sometimes painful but there are always new opportunities ahead. Stay patient AND optimize for learning—there’s time to learn and grow. Resources Mentioned: Acuity Scheduling – Nathan uses Acuity to schedule his podcast interviews and appointments Drip – Nathan uses Drip’s email automation platform and visual campaign builder to build his sales funnel Toptal – Nathan found his development team using Toptal for his new business Send Later. He was able to keep 100% equity and didn’t have to hire a co-founder due to the quality of Toptal Host Gator – The site Nathan uses to buy his domain names and hosting for the cheapest price possible. Audible – Nathan uses Audible when he’s driving from Austin to San Antonio (1.5-hour drive) to listen to audio books. The Top Inbox – The site Nathan uses to schedule emails to be sent later, set reminders in inbox, track opens and follow-up with email sequences @YcWest – Yoseph’s Twitter handle Show Notes provided by Mallard Creatives
We have a great round table show with special guest Lee Jackson of the WP Innovator podcast. We talk all about the tools that we use daily to help us run our businesses. We look at a number of different categories from invoicing to project management tools. The panel this week: Lee Jackson http://leejacksondev.com/ Jackie D'Elia https://jackiedelia.com/ Jonathan Denwood https://www.wp-tonic.com/ Sallie Goetsch https://www.wpfangirl.com/ John Locke https://www.lockedowndesign.com/ ====================== Episode 146 Table of contents: 0:00 Podcast intros 1:43 WordPress News Story #1: Elementor Pro – Things Have Changed http://snifflevalve.com/elementor-pro-things-have-changed/ 15:11 Our picks for accounting and invoicing. 24:51 What do we use for writing proposals? 34:49 What are our choices for CRMs? 40:42 What are we using for project management software? 59:00 What do we use for time tracking? What tasks do we actually track time for? ====================== Links Mentioned in WP-Tonic: Episode 146 Visual Builders Elementor https://elementor.com/ Beaver Builder https://www.wpbeaverbuilder.com/ Invoicing and Accounting Free Agent https://www.freeagent.com/ ClearBooks https://www.clearbooks.co.uk/ Harvest https://www.getharvest.com/ WP-Invoice https://wordpress.org/plugins/wp-invoice/ FreshBooks https://www.freshbooks.com/ Zoho https://www.zoho.com/invoice/ QuickBooks Online https://quickbooks.intuit.com/online/ https://www.quicken.com/personal-finance/quicken-home-business-2017 Wave Accounting https://www.waveapps.com/ Sprout Invoices https://sproutapps.co/sprout-invoices/ Contracts and Proposals Contract Killer https://gist.github.com/malarkey/4031110 WP Elevation http://www.wpelevation.com/ UK contracts http://simply-docs.co.uk/Home Forming a LLC http://www.nolo.com/legal-encyclopedia/form-llc-how-to-organize-llc-30287.html CRMs Active Campaign http://www.activecampaign.com/ Agile CRM https://www.agilecrm.com/ Contactually http://www.contactually.com/ Project Manageme
Recorded from The Union Coffee House. Batten down the hatches! Next round of Bham wind storms are here. App Rant: AJ- Garageband 10 Or should I say, Logic LiteJust as imovie is FinalCut mini, Apple has made Garageband Logic Lite* Can be hard for Podcasters* NO ducking/sidechain feature* NOT easy to sort effects (on main channel and individual channels effects)* Pencil tool for automation, great for musicians, not so great for us narrators doing intros with music.Tax time is coming: don't forget to file!* Apps that can help folks keep track of finances/help save: * Google Wallet https://www.google.com/wallet/ * Road Trip (milage, gas, expense tracker) iOS http://darrensoft.ca/roadtrip/ * OneReceipt https://www.onereceipt.com * Acorns https://www.acorns.com * Robinhood https://www.robinhood.com * Wave Accounting https://www.waveapps.comTech Headlines* Apple “"Let us loop you in."” March 21st* 2016 in Switzerland is starting next week**Android N** Chris * Nutella, * Multi-Window, aka split-screen * Reply from notification window * Slide-out Settings menu * Night Mode - Not f.lux or Night Shift. Dark Theme * Operating System fragmentation, app uniformityAnalog Zen - Describe your non-screen time* AJ- Saturday morning (pre remodel) my chair, my coffee, my typewriter, my journal, and a podcast playing in background.* Chris - a big 12”x12” green post-it note (evernote style) where I write down things in my mind, organize thoughts, come up with strategies, and doodle.Analog_Digital Zen app picks * Chris: * Coffitivity https://coffitivity.com * AJ: * OmmWriter http://www.ommwriter.com
Industry Leaders from the world of Beauty & Fashion providing thought provoking insights from Inspiring minds. Guests are interviewed on their experiences in both Fashion and Beauty and offer the Beauty Fashion and War audience guidance, wisdom and candor on what?s hot and what?s not in the industry of Beauty and Fashion. Guests are encouraged to be honest, to have fun and give our audience the most authentic answers from their vast experience in this sometimes superfluous industry. A key differentiating factor from other Podcasts that discuss Beauty and Fashion is our desire to discuss spirituality and the key components of professionals in this industry and how applying makeup or designing that perfect outfit, is in fact shifting negative mindset?s and providing a deeper sense of empowerment for both clients and industry experts alike. This is Beauty, Fashion and War! Hosted by Cleo Caban, a decorated war veteran whose spent almost a decade through out the Middle East as a Counter Intelligence Special Agent. Don?t get left behind! Jenny Bio Jenny Vincent-Minkey is a fashion designer and stylist currently living in Brooklyn, NY. Born and raised in Port-au-Prince, Haiti, Jenny’s passion for the arts and design started at a very young age. Her mother taught her how to sew as a young child and she carried a sketchbook everywhere and was fascinated with all things fashion. She designed and sewed her first dress at age 10. After obtaining a law degree which left her dissatisfied, Jenny decided to go back to her love of fashion. She began her career studying fashion at Parsons School of Design in NYC and since then had the opportunity to work for several industry leaders such as GAP and Ralph Lauren. In 2013, with over 15 years of experience and an extensive background in design, Jenny felt ready to take her passion to the next level and is currently developing her own line of swimwear PROVOKATIVES which is scheduled to launch late 2014. Must Read’s: Veronica Decides to die by Paolo Coehlo Look Inside on Amazon - Click Here Description: Twenty-four-year-old Veronika seems to have everything -- youth and beauty, boyfriends and a loving family, a fulfilling job. But something is missing in her life. So, one cold November morning, she takes a handful of sleeping pills expecting never to wake up. But she does -- at a mental hospital where she is told that she has only days to live. Inspired by events in Coelho's own life, Veronika Decides to Die questions the meaning of madness and celebrates individuals who do not fit into patterns society considers to be normal. Bold and illuminating, it is a dazzling portrait of a young woman at the crossroads of despair and liberation, and a poetic, exuberant appreciation of each day as a renewed opportunity. Favorite Song: Nothing Else matters by Metallica Listen to Nothing Else matters on iTunes - Click Here Technology That Rocks! Evernotes View iOS App On iTunes - Click Here Description: Evernote is an easy-to-use, free app that helps you remember everything across all of the devices you use. Stay organized, save your ideas and improve your productivity. Evernote lets you take notes, snap photos, create to-do lists, scan business cards, record voice reminders--and it makes everything searchable, whether you are at home, at work, or on the go. Shoeboxed View iOS App On iTunes - Click Here Description: Maximize your tax deductions and reimbursements in seconds with the free Shoeboxed Receipt and Mileage Tracker. - Transform receipt images into accurate, human verified data- Instantly archive receipts on-the-go- Access a searchable, sortable archive of your categorized, IRS-accepted receipts- Enjoy one-click, hassle-free mileage tracking- Generate email expense reports in seconds- Export expenses to QuickBooks, Wave Accounting, Excel, Outright, Xero and dozens of other tools- Rejoice in free and friendly email and phone support Keeper View iOS App On iTunes - Click Here Description: Keeper is a secure and easy-to-use password manager and digital vault. Do you use the same password for every website? How do you keep track of your website logins, passwords, credit cards and other personal information? Do you write your passwords on a sheet of paper or send them through email? If so, this puts you at risk and isn’t safe. Keeper can help you. Gratitude365 View iOS App On iTunes - Click Here Description: One thought can change your life. This one thought can: - Create great wealth- Bolster your health and keep disease at bay- Unlock your greatest potential- Forge and fortify deep abiding love- Inspire great joy to the point of bliss Spotify View iOS App On iTunes - Click Here Spotify is the best way to listen to music on mobile or tablet. Search for any track, artist or album and listen for free. Make and share playlists. Build your biggest, best ever music collection. Get inspired with personal recommendations, and readymade playlists for just about everything.Listen absolutely free with ads, or get Spotify Premium. Social Media Links: Website: http://www.urbandarling.com/stylist-listing/stylists-new-york/jenny-darling-brooklyn-surrounding-areas/ Twitter: https://twitter.com/provokatives Instagram: http://instagram.com/p/miyvqVghyO/ Facebook: https://www.facebook.com/jenny.vincentminkey.7 Email: jenny@urbandarling.com