Posted by Sarah Cantu on Mar 2, 2020 in Uncategorized |
The Shoeboxed team is excited to announce an update to our annual plans: receipt rollover! Rather than having to plan around your monthly allotment of receipts, you can now digitize receipts when it’s convenient for YOU. No more monthly maximums means no more stressing about whether or not you’ll get charged an overage for a particularly busy month! Take a look at each plan’s annual receipt allotment: Startup 300 physical documents/year 600 digital documents/year Professional 1800 physical documents/year 1800 digital documents/year Business 36000 physical documents/year 3600 digital documents/year And the best part? On top of increased flexibility, our revamped plans still give you the benefit of 20% off for paying annually. It...
Posted by Jose Sanchez on Feb 13, 2020 in Uncategorized |
Do the words “tax season” make you shudder? You’re not alone. Over half of US adults say tax season stresses them out. And when you run your own business, your tax time heebie jeebies are bound to be even more severe. Tax season is faster and easier when your bookkeeping is organized. And our partners at Bench will handle all of your small business bookkeeping, and even file your taxes for you. But if you’re filing your own taxes, read on. We’ll cover all of the forms you will need to file and any deadlines you will need to meet—plus how to file on time or get an extension. ...
Posted by Matt Goldman on Nov 26, 2018 in Productivity 101, Small Business Tips |
The holidays bring many welcome sights like turkey, gravy, mashed potatoes, presents, and family and friends. But for those in financial services, it also signals that the most hectic time of their year is fast approaching; tax season. Whether you’re preparing for tax season as an individual, or a professional that’s going to file on behalf of clients, a wave of paperwork is headed your way. One of the most helpful tips, for everyone involved, is to get moving quickly: “Get your paperwork to your tax preparer early…February is fantastic. March, especially the first half, is fine. But…if you give your material to your tax preparer on April 1,...
Posted by Tobi Walter on Aug 22, 2018 in Around The Box |
Today we are excited to share that we have joined forces with Earth Class Mail! After 11 years of helping to organize the world, one receipt at a time, we could not be happier that we have now become part of a larger family – with the very same mission. Some of you may have heard of Earth Class Mail in the past: they tackle the problem of paper mail and allow you to simply receive your mail digitally – all scanned in for you and ready to forward to the places where you actually need your mail – checks can be deposited straight into your bank account, bills...
Posted by Tobi Walter on Jul 23, 2018 in Freelance Tips, Uncategorized |
Like oil and water, your business and personal finances don’t mix. Responsible financial management is crucial to surviving a volatile economy for any company. To keep stable finances, business owners need to be well versed in financial literacy, in their personal and professional lives. The startup and growth phase It’s easy to overstretch personal finances to support the startup costs of a business. Trying to compensate for the lack of revenues leads to mismanaging personal finances. Not saving, and borrowing against personal credit, are partly why 30 percent of small businesses fail in their first year. When your business begins to generate cash flow, the business then supports you....
Posted by Tobi Walter on Jun 22, 2018 in Small Business Tips |
Running a small business can be quite difficult, especially if you are running it by yourself and you haven’t had much experience. There are a lot of things that you’ll need to think about and customer retention is one of these. Running a business is not just about getting new customers and reaching out, you need to keep the customers that you have and make them want to purchase from you again. Fortunately, there are plenty of ways to keep your existing customers like using feedback or business SMS texting so keep reading this article to find out some of these. Create A Loyalty Program One of the best...
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