Join Petrula Vrontikis for an in-depth discussion in this video General bookkeeping setup, part of Running a Design Business: Freelancing.
Establishing good systems and procedures early on will save hours of time later.…You're going to need three organizational tools.…The first is Accounting Software to use as a check register, to plan your cash…flow, and to categorize business expenses.…You can see past, present, and anticipated deposits and payments coming in and going out.…Quicken Essentials is the most basic program I can recommend for…beginning freelancer.…If you plan to transition to a larger business, you should get set up in Quickbooks.…
I say this because it's not easy to transition from Quicken Essentials to Quickbooks.…The benefit of either program is that each entry you make has a category which…is easily cross-referenced in a report, so you can find out exactly how much…you spent on materials and supplies, or how much any specific client has paid you within a year.…Another tool you'll need is a Database Management program to organize client…contacts, and your job list.…These are used to generate invoices and track billing.…
- What is a freelancer?
- Tracking expenses
- Paying taxes
- Understanding business licenses
- Creating contracts and invoices
- Preparing, transferring, and storing files
- Tracking billing and payments
- Managing your work-life balance
Skill Level Beginner
Running a Design Business: Designer-Client Agreementswith Terry Lee Stone1h 10m Appropriate for all
Running a Design Business: Starting Smallwith Petrula Vrontikis1h 33m Appropriate for all
1. What Is a Freelancer?
3. Agreements and Contracts
4. Professional Practice
5. Organization and Getting Paid
Creating past-due notices2m 47s
6. Long-Term Success Strategies
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