Calling all freelancers! Whether you focus on design, development, content creation or marketing, there’s more to freelancing than just being good at your trade. In order to be able to service your clients, you have to keep YOUR business running and that means getting those finances in order. We’ll talk about the basics (fixed vs. hourly, time tracking, invoicing and profit to name a few) as well as more advanced topics (like IRAs and planning beyond this month). There will be spreadsheets.
Originally recorded for WordCamp Kent 2019
Watch the presentation I gave at WordCamp Jackson on wordpress.tv.
Mindset
You Are a Badass At Making Money
Secrets of the Millionaire Mind
Happy Money
Pricing
I Will Teach You To Be Rich
Jennifer Bourn
Career Foundry
The Nu School
Skillcrush
Ditching Hourly
Doing Free Work
Toggl
FreshBooks
Invoicing
FreshBooks
Wave
WP Simple Pay
WP CRM System
Expenses
Tools
Annual Cost Example 1
Annual Cost Example 2
Monthly Cost Example 1
Profit First
Spreadsheet
Example spreadsheet for invoices, Stripe charges and 12 month rolling average
Zapier — FreshBooks to Google Sheets
Zapier — Stripe to Google Sheets
Nathan Ingram’s Rolling 12 Report
Retirement
Vanguard small business retirement plans
Personal Finance
YNAB (and on Reddit)
The Millionaire Next Door
Your Money or Your Life
The Richest Man in Babylon
Millionaire Teacher
I Will Teach You To Be Rich
Secrets of Six-Figure Women
Dave Ramsey’s 7 Baby Steps
Personal Finance on Reddit (plus their wiki and flowchart)