Make QuickBooks Match Your Tax Return
July 9, 2021
The Importance of Setting Client Expectations
July 19, 2021
Episode
Documenting Your Workflow using Scribe
July 8, 2021 Beginners
During this week’s episode Tonya Schulte joins us to review a new application called Scribe that helps her capture the different steps of her workflow. Matthew Fulton talks about the CalSavers program which requires California business owners to establish retirement accounts for their employees.
Speaker
Tonya Schulte
Show Notes
During this week’s episode Tonya Schulte joins us to review a new application called Scribe that helps her capture the different steps of her workflow.
Matthew Fulton talks about the CalSavers program which requires California business owners to establish retirement accounts for their employees.
Video Timeline:
- Intro 0:00
- Introducing Tonya: 1:20
- Are you currently documenting your processes?: 2:30
Cal Savers Requirements:
- Program Timeline: 3:15
- How number of employees are calculate: 4:30
- Penalties: 5:55
- Employers Responsibilities: 6:55
- Employee contributions vs Employer contributions: 10:00
- Pre or Post Tax?: 11:55
- Government Implemented Scope Creep: 12:50
Scribe App: https://pxlme.me/scribehow
- Introduction of Scribe: 16:30
- Mobile vs Desktop: 17:35
- Create a Scribe Live: 18:52
- Review what we recorded: 21:50
- Combine Similar Steps: 22:55
- Tip, Heads Up, Instruction: 24:50
- Creating Sections: 26:00
- Editing Captured Images: 28:15
- Sharing Options: 31:00
- Process Maps: 36:40
Waybook App:
- Introduction to WayBook: 40:00
Next week’s Host:
- Closing out: 42:50
- Jan Breuls-Dorang: 43:35
Handout
Become a Group Member
Want to join our Facebook Group click the button below!
July 8, 2021
parkwayinc
Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%.Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience.When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”