Free Webinars:
- Onboarding Webinar: Crafting Your 5-Star Onboarding Process: Enhance Your Client Experience
- Lead Webinar: Crafting Your 5-Star Lead Workflow: Enhance Your Client Experience
Case Studies:
Recommended Software:
I'm sharing some programs I love, personally use, and recommend.
Administrative Software:
- Password management: Lastpass
- File storage: Dropbox
- Online file storage: Google Drive
- Time tracking + invoicing: Harvest
- Time tracking for the Construction industry: ClockShark
- Tracking mileage: Mile IQ
- Meeting scheduling: Calendly
- Online Business Plan: LivePlan
- Automation of tasks: Zapier
- Social media scheduling: CoSchedule
- Newsletter: ActiveCampaign
- Video conferencing: Zoom
Project and Team Management Software:
- Team project management: Teamwork
- Team project management: Asana
- Client management: 17Hats
- Relationship management: Cloze
Accounting and Payroll Software:
- Accounting software: QuickBooks Online
- Payroll: Gusto
*This page contains some affiliate links, which means that I receive a small compensation if you choose to use some of these programs. I would never recommend a program that I do not fully support.*
Helpful Legal Info from The AWB Firm:
- Legal Road Map® Podcast S1E4 - Do I Need an LLC or Corp. for my Business?
- Legal Road Map® Podcast S1E2 - All About Contracts, The Most Important Legal Protection for Creative and Online Businesses
- Legal Road Map® Podcast S1E5 - IP for Your Business, Copyrights, Trademarks, Patents, and More
- Legal Road Map® Podcast - S3E45 - Trademark Infringement - How Close is Too Close?
- Legal Road Map® Podcast - S2E37 - All About Hiring Employees and Contractors
Free Downloads:
- Weekly Workflow Template
- Biz & Books Planning Checklist
- Monthly Overhead Expenses
- Find Your Business Mentor
- End-of-Year Financial Review
- Business 9-1-1 Planning
- Don't Run Out of Cash
- Back-on-Track Bookkeeping Spreadsheet
- Your Monthly Bookkeeping Routine Checklist
- Choosing the Right Bookkeeping Tool Cheat Sheet