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Taking Care of Business
 Tools and Tech for Running your Freelance Business


        www.journoadvice.com
         @anthony_caruana
  www.facebook.com/anthony.caruana
What are you?


You might think you’re writer
- but you’re not.You’re a
business that sells words
What are you?


You might think you’re writer
- but you’re not.You’re a
problem solver
Freelancing is hard




Which will you be?
CEO




Finance

                You
               Marketing   Operations       HR




          IT           Legal        Sales
You
Legal   CEO
 IT     Finance   Operations
Sales    HR       Marketing
CEO

   HR
             Spend time looking at
Operations
             the big picture.
 Finance

  Legal
             Don’t look at how you’re
             doing things - look at
   IT
             what you’re doing.
  Sales

Marketing
CEO

   HR        Set goals and have a
Operations   plan
 Finance      1 - Survive
  Legal
              2 - Live well
   IT

  Sales
              3 - BHAG (big hairy
Marketing
               audacious goal)
CEO

   HR

Operations   Pay yourself a regular
 Finance
             salary
  Legal      Treat yourself as an
   IT        employee
  Sales

Marketing
CEO

   HR

Operations
             Superannuation
 Finance     Payroll
  Legal      Holidays
   IT        Training and development
  Sales

Marketing
CEO

   HR        Organising your time
Operations
             Whatever system works
 Finance
             - stick to it
  Legal

   IT
             Allocate time to each
  Sales
             major business function
Marketing
Organisational Tools
CEO

   HR

Operations
             Separate personal and
 Finance
             business accounts
  Legal      Suggest income
   IT        account, tax account and
  Sales      separate credit card
Marketing
CEO

   HR        Lots of tools out there
Operations
             Most are designed for
 Finance
             bookeepers/accountants
  Legal
             Find what works for you
   IT
             and get your accountant
  Sales
             to fit you
Marketing
Finance Tools
      Lots to choose from

      •Online Services

        •Saasu

        •Xero

        •MYOB

      •Software

        •MYOB

        •Quickbooks
CEO

   HR        Solicitor
Operations
             Alliance
 Finance

  Legal
             Ask friends in the
             business
   IT

  Sales      Read contracts
Marketing
CEO

   HR

Operations

 Finance     http://journoadvice.com/tag/contracts/
             Not legal advice
  Legal

   IT

  Sales

Marketing
CEO

   HR

Operations

 Finance
             Choose services and tools that
  Legal      work for you
   IT        What I'm showing works for me
  Sales      Free is not always perfect - but
             might be good enough
Marketing
CEO

   HR        Cloud services - just
Operations   about every app on your
 Finance
             desktop has a cloud
  Legal
             equivalent
   IT        Cloud is a new way to
  Sales      outsource
Marketing
CEO

   HR

Operations

 Finance
             Google - email, docs   SkyDrive - storage
                                    Dropbox - storage
  Legal

   IT

  Sales

Marketing      Evernote - notes     Saasu - accounting
Software as a Service

       Applications run on a
       remote server
       Everything is delivered
       via the Internet
       The web browser is your
       terminal
CEO

   HR        Set aside time and be
Operations   purposeful when looking
 Finance     for new clients
  Legal
             Don’t be random
   IT
             Relationships are
  Sales
             everything
Marketing
CEO

   HR        Blogs
Operations
             Forums
 Finance

  Legal
             Conferences
   IT        Socialise
  Sales
             Never be scared to pitch
Marketing
www.journoadvice.com
       @anthony_caruana
www.facebook.com/anthony.caruana

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How to choose your freelance toolkit?

  • 1. Taking Care of Business Tools and Tech for Running your Freelance Business www.journoadvice.com @anthony_caruana www.facebook.com/anthony.caruana
  • 2. What are you? You might think you’re writer - but you’re not.You’re a business that sells words
  • 3. What are you? You might think you’re writer - but you’re not.You’re a problem solver
  • 5. CEO Finance You Marketing Operations HR IT Legal Sales
  • 6. You Legal CEO IT Finance Operations Sales HR Marketing
  • 7. CEO HR Spend time looking at Operations the big picture. Finance Legal Don’t look at how you’re doing things - look at IT what you’re doing. Sales Marketing
  • 8. CEO HR Set goals and have a Operations plan Finance 1 - Survive Legal 2 - Live well IT Sales 3 - BHAG (big hairy Marketing audacious goal)
  • 9. CEO HR Operations Pay yourself a regular Finance salary Legal Treat yourself as an IT employee Sales Marketing
  • 10. CEO HR Operations Superannuation Finance Payroll Legal Holidays IT Training and development Sales Marketing
  • 11. CEO HR Organising your time Operations Whatever system works Finance - stick to it Legal IT Allocate time to each Sales major business function Marketing
  • 13. CEO HR Operations Separate personal and Finance business accounts Legal Suggest income IT account, tax account and Sales separate credit card Marketing
  • 14. CEO HR Lots of tools out there Operations Most are designed for Finance bookeepers/accountants Legal Find what works for you IT and get your accountant Sales to fit you Marketing
  • 15. Finance Tools Lots to choose from •Online Services •Saasu •Xero •MYOB •Software •MYOB •Quickbooks
  • 16. CEO HR Solicitor Operations Alliance Finance Legal Ask friends in the business IT Sales Read contracts Marketing
  • 17. CEO HR Operations Finance http://journoadvice.com/tag/contracts/ Not legal advice Legal IT Sales Marketing
  • 18. CEO HR Operations Finance Choose services and tools that Legal work for you IT What I'm showing works for me Sales Free is not always perfect - but might be good enough Marketing
  • 19. CEO HR Cloud services - just Operations about every app on your Finance desktop has a cloud Legal equivalent IT Cloud is a new way to Sales outsource Marketing
  • 20. CEO HR Operations Finance Google - email, docs SkyDrive - storage Dropbox - storage Legal IT Sales Marketing Evernote - notes Saasu - accounting
  • 21. Software as a Service Applications run on a remote server Everything is delivered via the Internet The web browser is your terminal
  • 22. CEO HR Set aside time and be Operations purposeful when looking Finance for new clients Legal Don’t be random IT Relationships are Sales everything Marketing
  • 23. CEO HR Blogs Operations Forums Finance Legal Conferences IT Socialise Sales Never be scared to pitch Marketing
  • 24. www.journoadvice.com @anthony_caruana www.facebook.com/anthony.caruana

Notas del editor

  1. What I ’m talking about is what works for me I ’ve come from a background that has largely been in the corporate world so that influences my approach But I ’ve also spent a lot of time talking with other freelancers that I see as successful And I ’ve spent time with sole traders in a number of other industries asking them about how they've been successful
  2. Editors don ’t commission freelancers out of the goodness of their hearts. They commission freelancers when they have a problem they can’t solve. Either that’s an expert, to cover a staff shortage, and extra storage that’s needed at short notice or – this is the best one – when another freelancer lets them down.
  3. Where are you? How much time are you burning on stuff that doesn ’t make money
  4. All businesses - large or small - do all of these things. Neglecting any one of them gives rise to potential problems.
  5. Survive - food, roof, clothes Live well - holiday, free time (I schedule half a weekday off when things are going well) BHAG - big, hairy audacious goal - funds a frivolous “something”
  6. Lay off debit cards as if there a fraud issue it ’ll be your trading account that gets hammered and it can take many weeks or longer to recover funds. With a credit card, it ’s the bank’s money that’s at risk and not your’s.
  7. The cloud services I rely on Google - gmail, calendar, docs Dropbox - storage. I have my documents automatically syncing to all the computers I use inc phones and tablets Evernote - note taking with images, recording, etc.  Saasu - online accounts software. I can check on things and invoice from anywhere on just about any device as long as I have internet access
  8. The cloud services I rely on Google - gmail, calendar, docs Dropbox - storage. I have my documents automatically syncing to all the computers I use inc phones and tablets Evernote - note taking with images, recording, etc.  Saasu - online accounts software. I can check on things and invoice from anywhere on just about any device as long as I have internet access
  9. My experience has been that as editors have moved around that I ’ve been able to keep their old publication as a client and get their new one.