Whether you’re just starting out as a freelancer or you’re looking for a better system to get organized, these freelance tools will make it much easier to run your business.

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A Business Bank Account

If you’re a freelancer, having a separate bank account is not only helpful for tax purposes but for keeping track of your finances. If you decide to form an LLC, you can easily set up a business bank account with a bank like NOVO.

There are many banks that don’t charge fees, and if you choose an online bank you’ll usually receive benefits or discounts for other types of software.

Although you’ll need to read the fine print carefully, the benefits of having a separate bank account for your freelancing business or your blogging income will usually outweigh the costs.

Financial Tracking Software

Although it might be tempting to use an excel spreadsheet or a printable to track your finances, using professional software makes keeping track of everthing much easier. You can also use financial tools to create projections so you can plan ahead.

• For Manual Tracking: Quicken
• For Automated Tracking: Quicken Simplifi
• For Investors: Personal Capital

Scheduling & Invoicing Software

You can use popular software such as Acuity or Candely to keep track of appointments, collect payments for coaching sessions, and manage your availability. Paypal allows you to send invoices, but you’ll need to make a business account. Looking into the invoicing options your bank provides is also a smart way to make the most of tools you’re already using.

Contracts

Contracts are one of the best ways to outline your scope of work. Outlining the project and getting really clear about where the boundaries are will help you as a freelancer.

Contracts can also prevent scope creep. If someone’s vision of your role changes, you can always refer back to your project blueprint and renegotiate taking on more work.

Clearly Define Your Services and Fees

Having a clear definition of the work you are available for will prevent scope creep.

If you’re a freelancer, it can be tempting to take on the extra work because a small favor will make make a big difference for your client. While flexibility is important, taking on extra work can quickly become an expectation.

Taking notes about your project can help you see the progression of the project more clearly. Having a record of the extra tasks you’ve completed can help you decide if you need to renegotiate your contract. You can use your outline of work to sit down with your client and draw up a new contract. Notes are also helpful for spotting scope creep before it gets out of hand.

Boundaries are important even when addressing scope creep is uncomfortable. If you want to take on the work, let your client know that if you shift your focus, you may have to delay other tasks.

Best Platforms For Tracking Your Work:

• Clickup
• Trello

My most simple tips for freelancers is to take notes and keep track of your work. Having notes about the progression of the project will help you see the big picture more clearly. You can use your outline of work to sit down with your client and draw up a new contract. Notes are also helpful for spotting scope creep before it gets out of hand.