I’m filling your screen with pretty home photos because I finished my extended 2016 taxes two weeks ago and I’m still recovering. Putting myself – and my accountant – through that mess only served to support my decision to move on to a more informed process, making this third post about using FreshBooks very timely. Up until this point I think I’ve taken for granted everything that’s going on behind the scenes after I enter invoices, receipts, etc., but now I’m very much looking forward to handing over a completely organized file on time next April.
But before I get into a few more of my favorite FreshBooks features, I wanted to share a few things I do to get in the right mindset for conquering my arch-nemesis: numbers. Math has never been my strong suit, and even though FreshBooks takes care of the actual calculating for me, it still stresses me out and I want to be as focused as possible when starting.
• Make a cup of tea or coffee, the ritual will help calm your nerves.
• Put on comfortable clothes.
• Light your favorite candle or diffuse some essential oils.
• Turn off the TV and turn on some music, I like classical when I’m working.
• Grab and snack and make sure you go to the bathroom beforehand to avoid interruptions.
• Try to conquer things during your most productive hours – for me it’s early evening.
Okay, now we’re settled and ready to rock.
As I dive deeper into everything FreshBooks offers, I’ve been using the Projects function that’s a godsend when working with a team or collaborator on blog posts or freelance jobs. Basically, you can invite others in to manage and share information, files and, updates so that you’re all on the same page and no detail gets forgotten. Employees can access the full project, contractors can see steps and invoice you when everything is complete, and clients can share feedback and track progress. I love that it’s a centralized place for files too, no more digging through long chains of never-ending emails!
Projects features: simple project management, collaborate with employees, contractors, and clients, share images and files, centralize conversations, current project overview
As we roll into Q4 I’m also paying way more attention to Design Crush’s profitability for the year. FreshBook‘s dashboard makes it plain as day where things stand so I can take a look at where I can improve or what’s going exceptionally well. Reporting takes care of calculating profit and loss statements and the other small business financial reports that I’ll need come tax time without giving me a panic attack. The numbers are all in one place and my accountant can put the Advil back in the medicine cabinet.
Reports features: clear breakdown of spending, filtered custom reports, summary of outstanding revenue, profit and loss report, expense report, invoice details report, the ability to download reports to Excel
Our final FreshBooks post will be in January, when I’ll spill my guts about how this past year has really gone financially. If you have any questions about FreshBooks I’d love to try and help get answers for you from their award-winning rockstars in customer service. In the meantime, you can sign up for a free monthlong trial right here!
This post sponsored by FreshBooks. All words and opinions are my own, as always. Thank you for supporting the brands that help keep Design Crush creating fresh content!Posted In behind the scenes, living, my life, office, sponsored post