With Trello, I’m able to stay on top of current projects, “on deck” projects, incoming projects, projects that are completed but still need final payment, and which clients are still leads. The key to running a successful freelance business is to know what stage your projects are in at all time. I have notebooks for each of those podcasts so that I have them with me at all times, and my co-host and I can edit the same notes so that we always know what’s going on! Project Management: Trello On top of my day job, I also run two podcasts: Real Talk Christian Podcast & The Small Church Media Podcast. And with the ability to have Evernote on every one of my devices, I am never without my work notes! Plus, Evernote syncs with Trello so I can connect client notes to their Trello cards (Trello is mentioned next). This lets me have a stack of notebooks for different areas of my business in one single area (such as a specific shelf on the bookshelf for my important books), including having a stack for each of my white label clients, sales leads, leads who become clients, blogs, and business ideas. Inside of Evernote, I am able to have many something called a “Stack” inside of my Evernote Notebooks. Now, I need to say that I cannot run a Profit and Loss Report (P&L) without paying for Zoho’s booking software, but I am able to run income and expense reports, which does the trick for my accountant at tax time.īONUS: I also use ZOHO to power my company email! It’s not free, but I love it! Note Management: Evernote Personalįun fact, I have been an active Evernote user since 2014 (before Evernote was a power house!), and I use Evernote every single day.
#Freelance web designer software#
I settled on Zoho Invoice because the software is completely FREE to use and will always be free! It lets me integrate with Stripe to accept credit cards and I can track off-line or other payment methods such as PayPal, Venmo, or check. I wanted the ability to accept credit card payments (and not just PayPal), so I started looking around at other options. Through TinyInvoice, I couldn’t accept credit cards and there wasn’t a desktop version of the software, and it’s not very efficient to do all invoicing on my phone. TinyInvoice was an amazing app that let me easily track incoming payments and expenses and let me run my tax reports, but it was extremely limited. Sure, I tried Google docs, Apple pages, and PayPal, but those three had their limitations. In the last couple years of freelancing, I have primarily used 2 invoicing softwares: TinyInvoice by Fungo and Zoho Invoice. So in this post, I figured that I’d share what tools I use so that if you decide to start freelancing or own your own LLC, you can have a head start on the game! Invoicing and tracking expenses: Zoho Invoice Now granted, the big wigs use some amazing programs but Quickbooks and Honeybook can be expensive for a startup. With so many programs, systems, softwares, and tools, it’s quickly easy to get overwhelmed and just settle for what the big wigs use. In the last year, though, I have had many people ask me “so, Marc, how do you mange your projects, and do what you do?” I have been able to work from home, help my wife take care of sick kids (and even sick wife once), and have the freedom to wear sweatpants all day, every day! In fact, I didn’t even know I was freelancing until I found myself freelancing, and what a wild ride it’s been!īecause of freelancing, I have been able to meet many amazing people from all over the world, from different walks of life, and from different backgrounds. When I first started freelancing as a website designer and graphic designer, I had zero clue what I was doing.
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