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Episode
Weekly Sessions Featuring Shannon Theis
April 15, 2021 Beginners
During this episode Shannon Theis joins Matthew Fulton to discuss the Employee Retention Tax Credits.
Speaker
Shannon Theis
Show Notes
During this week's episode, I am joined by Shannon Theis of Payroll Solutions Plus to answer questions asked by our group members and to dive into the Employee Retention Tax Credits.
Timeline:
- Intro: 0:00
- Meet Shannon & Jamie Theis: 2:00
VOIP Phone Systems:
- What do you use for a VOIP Phone System: 2:50
- @Dialpad Features: 4:30
- Dialpad Analytics: 5:00
- Dialpad from a mobile device: 6:30
- Transcriptions: 8:50
Employee Retention Tax Credits:
- ERTC Basics: 15:00
- Why you should not apply for PPP forgiveness yet: 17:26
- PPP vs ERTC: 20:00
- List of Supporting Documents: 22:30
Other Potential Tax Credits:
- R&D Tax Credits: 23:35
- WOTC : 24:08
Back to the ERTC:
- Which Order to attribute Payroll
- Funds: 30:40
- Examples of client WINS!: 34:00
- Anyone received their funds yet?: 35:00
More Money Options:
- Startup Recovery guidelines: 36:30
- The Restaurant Revitalization Fund: 37:30
- Jobber Grant: 38:30
- Schedule time with Shannon: https://calendly.com/payrollsolutionsplus/webinar
Handout
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May 20, 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!”