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$99 screenshare session with Stacey
[new client offer]](https://image.slidesharecdn.com/february2015-150302220214-conversion-gate01/75/Get-Untethered-with-Evernote-Taming-Your-Taxes-43-2048.jpg)
Uploaded byStacey Harmon
Get Untethered with Evernote - Taming Your Taxes
The document outlines a discussion on tax management using Evernote and various tools for digitization, bookkeeping, and expense tracking. It includes processes shared by individuals Stacey Harmon and Kristi Willis on how they manage their taxes through automation and organization. Additionally, it highlights special offers and resources for those interested in improving their tax management skills.
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Get Untethered with Evernote - Taming Your Taxes
- 2. #GetUntethered | @GetUntethered StaceyHarmon Kristi Willis @staceyharmon @kristifarm2tbl
- 3. Untethered with Evernote GetUntethered.com epub| pdf | mobi | print Evernote.com/market epub
- 4. #GetUntethered | @GetUntethered @RollingHereNow Today’sSpecial Guest: Chris Remus
- 5. #GetUntethered | @GetUntethered WhyEvernote for Taming our Taxes?
- 6. #GetUntethered | @GetUntethered HowChris Tames His Taxes @RollingHereNow
- 7. #GetUntethered | @GetUntethered WhatTaxes Used to Feel Like
- 8. #GetUntethered | @GetUntethered WhatTaxes Feel Like Now
- 9. #GetUntethered | @GetUntethered Howdid I do it?
- 10. #GetUntethered | @GetUntethered Howdid I do it?
- 11. #GetUntethered | @GetUntethered Here’show I did it - Step 1
- 12. #GetUntethered | @GetUntethered Here’show I did it - Step 2
- 13. #GetUntethered | @GetUntethered Here’show I did it - Step 3
- 14. #GetUntethered | @GetUntethered Here’show I did it - Step 4
- 15. #GetUntethered | @GetUntethered Here’show I did it - Step 5
- 16. #GetUntethered | @GetUntethered Here’show I did it - Step 6
- 17. Software Tool * =Tax Pain Relief Role in Process Collaborators Scanner* (App or H/W) Digitization of receipts, checks, and misc statements. n/a FileThis* Automated digitization and centralization of bank and credit card statement linked to Evernote. Assistant Bookkeeper Evernote* Central repository of all tax documents collected throughout the year, organized into year and purpose specific, e.g. personal or business, notebooks. Assistant Quickbooks Online Transaction tracking, bookkeeping and reporting Assistant Bookkeeper CPA Banks online & mobile banking apps Money management Bill-pay Mobile check deposit n/a Freshbooks Client invoicing and time tracking Assistant Expensify* Automated expense report and receipt generation linked to Evernote. Assistant Bookkeeper
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- 19. #GetUntethered | @GetUntethered HowStacey Tames Her Taxes @staceyharmon
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- 21. #GetUntethered | @GetUntethered Evernote’sCore Elements Applied: ● Note ○ Receipt, statement, or tax document ● Notebook ○ Track phase and status of process ● Stacks ○ Bookeeping & Tax Archive Groupings ● Tags ○ Type of transaction and question management
- 26. Software Tool Rolein Process Collaborators Evernote Scannable Digitization of receipts, checks, and misc statements. n/a FileThis Digitization and centralization of utility and credit card bills in Evernote. Email notification of bills to pay. n/a Evernote Bookkeeping process centralization, organization, workflow management, and collaboration. Mileage tracking. Process documentation. Storage of annual tax documents. Bookkeeper CPA Assistant iBank Transaction tracking, bookkeeping and reporting Bookkeeper Banks online & mobile banking apps Money management Bill-pay Mobile check deposit Bookkeeper Freshbooks Client invoicing and time tracking Assistant
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- 28. #GetUntethered | @GetUntethered HowKristi Tames Her Taxes @kristifarm2tbl
- 29. INVOICING, BOOKKEEPING, EXPENSE TRACKING & PAYROLL DIGITIZING BANKING BOOKKEEPING COORDINATION TAXCOORDINATION RECEIPT STORAGE
- 30. #GetUntethered | @GetUntethered Kristi’sProcess: Paying Employee Expenses 1. Employee logs expenses in Expensify. 2. E-mails a report that I can approve and pay electronically. 3. Export report to Evernote for permanent reference.
- 31. #GetUntethered | @GetUntethered Kristi’sProcess: Paying Employee Expenses
- 32. #GetUntethered | @GetUntethered Kristi’sProcess: IFTTT for for Capturing Receipts
- 33. #GetUntethered | @GetUntethered Kristi’sProcess: Reconciling Receipts
- 34. #GetUntethered | @GetUntethered Kristi’sProcess: Reconciling Receipts 1. Cross- reference expense note with Freshbooks. 2. Categorize expense in Freshbooks, then tag with same category in Evernote.
- 35. #GetUntethered | @GetUntethered Kristi’sProcess: Reconciling Receipts
- 36. #GetUntethered | @GetUntethered Kristi’sProcess: Billable Expenses
- 37. #GetUntethered | @GetUntethered Kristi’sProcess: Billable Expenses
- 38. Software Tool Rolein Process Collaborators Evernote Scannable & Fujitsu ScanSnap Digitization of receipts, checks, and misc statements. n/a IFTTT Capture receipts in email and send to Evernote n/a Evernote Bookkeeping process centralization, organization, workflow management, and collaboration. Process documentation. Storage of annual tax documents. n/a Banks online & mobile banking apps Money management Mobile check deposit n/a Zen Payroll Employee Payroll Assistant Freshbooks Client invoicing, expense tracking and time tracking Assistant Expensify Logging and paying employee expenses. Mileage tracking. Assistant
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- 41. #GetUntethered | @GetUntethered ChrisRemus www.YourTaxPainRelief.com Code Untethered = 20% off
- 42. Code UntetheredRelief =20% off BOTH Start by using code at YourTaxPainRelief.com Ex 2/28/15 +
- 43. HarmonEnterprises.com/GetHelp $99 screenshare sessionwith Stacey [new client offer]
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- 46. Save the Date! Next#GetUntethered Hangout March 19, 2015 | 10 - 11am CST
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- 48. #GetUntethered | @GetUntethered StaceyHarmon Kristi Willis @staceyharmon www.HarmonEnterprises.com @kristifarm2tbl www.KWSolutionsGroup.com