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Spanish poet Antonio Machado once wrote: “Traveller, your steps are the only way.” Clearly, this was a man who knew a thing or two about freelancing. Not only was he a poet (there aren’t many corporate poems out there), but he got a good taste of what it’s like to be a CEO, CFO, and CTO. Amount of front tasks stacked on top.
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When it comes to running a business, consultants, coaches, freelancers, and sole proprietors everywhere have a common challenge of navigating their own path.
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Without a plan, map, or even a compass, freelancing can sometimes feel like digging into an overgrown forest with a butter knife. Worse, the challenges of sole proprietorship (marketing, meetings, invoicing, bookkeeping—the list goes on) can distract you from your primary focus: what you do best and what got you started in your business.
However, all is not lost and with the help of this review, neither should you be. Below is a roundup of the best freelancing apps to help you manage the day-to-day burden of being your own boss. Think of it as a handy set of pointers to keep your custom presentation out of the weeds.
When you’re starting out on your own, the first thing you need is a digital hub: your website. Of course, you can spend an unlimited amount of money on someone to build this for you. Or you can spend an unlimited amount of time learning the ins and outs of cascading style sheets. But if you’re living in the real world with real limitations, a website builder is your best bet for creating a functional, attractive space that supports your business.
Using a website builder takes some of the big decisions away from you, but choosing the right platform gives you a lot more to think about. Try Google Sites for a simple, powerful, beginner-friendly tool. Choose from a dozen templates and six themes, or build your site from scratch. Like all Google files, it’s saved directly to Google Drive. You won’t have access to any SEO tools anyway, so keep that in mind if you want to manage your search rankings yourself.
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One thing to keep in mind: although website builders are free, you have to pay for a custom domain (the same goes for your email address).
Once your website is up and running, there’s good news and bad news to deal with. The good news? Suppliers, customers, partners and stakeholders are rushing for the door. The bad news? You will need a way to schedule all your meetings and appointments.
Instead of scribbling unattainable notes on your favorite wall calendar (I have a Shiba Inus in a cute dog costume), use the right software tool to accomplish this tedious but important task.
You can streamline your meetings with any of these calendar apps, meeting scheduling and booking platforms, or AI-enabled options. Use time-blocking apps to track and manage your daily availability.
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Additionally, several meeting schedulers are available to keep you up to date with your daily commitments. Calendly, for example, connects to your calendar and provides you with a booking page where clients and partners can see your availability and book appointments directly with you. Paid tiers allow you to generate workflows, send feedback, send SMS messages and more.
When you get caught up in the weeds of a project, you can often lose track of the forest. In this case, a task management tool can come in handy.
Project management platforms can help keep you on track when no one is looking over your shoulder. This kind of freedom allows you to decide to go out on your own, but losing sight of your project goals or running into unexpected obstacles can destroy your effectiveness.
Trello is a great example. By visually dividing project items into a Kanban board, Trello lets you quickly identify pending, in-progress, and completed items. Create checklists, set deadlines, attach tags, attach files, add notes and more. Trello’s intuitive interface and template library allow for quick updates while giving you a bird’s-eye view of your project in the task menu.
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Project management tools can certainly help you plan and manage your work process, but they don’t always tell you how effectively you’re doing that work. Do you like working weekends and sleeping in to meet project deadlines? I don’t either. Time-tracking apps can give you additional information on how much time you spend on a task, so you can budget accordingly.
A time tracking app like Toggl Track lets you track your time through a mobile app, or better yet, a browser extension that follows you to your web apps to record your productivity — start or stop time by closing a window. Toggle Track also provides standby detection to stop tracking when you stop working, and reports tracked posts in a grid or calendar format. Whether you’re collecting billable hours for clients or keeping them on track, time tracking makes a difference.
You may also need an app that reminds you to take breaks. The Pomodoro Technique is a great way to channel your workday into a focus of productive energy, combined with short and long breaks to avoid burnout (or becoming an office potato).
Did someone say “billable hours”? I actually did a few sentences earlier. That phrase is music to a freelancer’s ears, but it feels like one more job to tackle—and all by yourself, no less.
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Invoicing is more than launching a Google Docs template with a dollar amount written at the top. Once your sole proprietorship is complete, you’ll have to deal with things like recurring payments, expense reports, and even taxes.
With the help of invoicing software, you can understand all the dry, time-consuming, but very important financial aspects of your business.
If free sounds good, consider Wave. It connects directly to your bank account for seamless expense tracking. It allows you to create invoices and expense reports from preset templates. You can also reconcile your invoices and manage payroll and tax returns with optional functions. Once the money starts flowing, a tool like Wave is a great way to keep track of your finances without sending receipts to your local accountant.
As contracts move back and forth in your inbox, the eSignature app can give you an overview of where each document has gone and where it is at a glance.
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DocuSign is a popular choice because it provides updates on various documents at many possible stages of the signing process. A central dashboard lets you track the status of your documents, whether they’ve been sent, received or processed. For recurring documents, DocuSign also provides templating tools as well as reporting features to help you keep track of things.
As a freelancer, you wear a few hats. Adding green accountant goggles to that list is probably the last thing you want to do.
And while crunching numbers in endless columns of spreadsheets can be a tedious task, it’s also an important task that can have serious consequences if not done correctly. Your options include hiring a professional and taking your precious profit margin; Try to figure it out and use your limited time, energy and expertise; Or take advantage of self-employed accounting software and eat … make such a good decision for a change.
Freshbooks is the big name here. Although they don’t offer a free tier, it’s still worth subscribing
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