Tag: invoice

Is writing estimates / proposals painful?

Do you get excited when talking with prospects about a potential project—only to get very un-excited when it’s time to sit down and write the proposal? I used to dread doing proposals too. They would take forever. And I never knew if the client would like what I … Read On ›

I upgraded to new FreshBooks—and here’s what happened

I have been eagerly awaiting the opportunity to upgrade to the new FreshBooks for months. So when I finally received word that I could make the switch—I did my happy dance. And today I want to share what happened during the migration…because change isn’t always easy—but it’s worth … Read On ›

Want a simple client intake process? Check this out.

Lots of clients say my onboarding process is easy-peasy and super straightforward. They want to do the same thing for their businesses instead of 55 emails containing estimates, contracts, and questionnaires—and a big giant dose of back-and-forth. So today, I’m pulling back the curtain! Want a client … Read On ›