Setting Up Your Consulting Practice
Course navigation
1 Overview
2 Strategy
3 Team
- Building Your Team
- Finding an Administrative Assistant
- Find a Bookkeeper
- Finding a Graphic Production Service
- Choosing an Attorney
- Selecting a Tax Accountant
- Getting Health Insurance
- Setting Up Business Insurance
- Finding a Remote IT Professional
- Hiring a Research Assistant
- Swing Capacity
- Get an Advisor
- Expand Your Team
4 Office
5 Legal
6 Financial
- Calculating Your Cash Cushion
- Set Up a Business Checking Account
- Set Up a Retirement Account
- Getting Life Insurance
- Obtain Disability Insurance
- Choosing a Business Credit Card
- Selecting Bookkeeping Software
- Making Quarterly Tax Payments
- Using Loyalty Programs
- Estate Planning
- Automate Your Financial Life
- Using an Invoice Template
- Tracking Invoices
- Paying a Subcontractor
- Setting Up International Wire Transfers
- Pricing Your Services
7 Technology
- Setting Up a Backup Computer
- Keeping Passwords Secure
- Maintain a Backup
- Use Two-step Verification
- Getting a Branded Email
- Setting Up Your Email Signature
- Manage Your Contact Information
- Set up a CRM system
- Setting Up DocuSign
- Selecting an Email Marketing Tool
- Tracking Expenses
- Taking Notes
- Getting a Scanner App
- Scheduling Appointments
- Video Conferencing
- Setting Up International Calling
8 Marketing
- Get a Logo Designed
- Print Business Cards
- Buy Correspondence Cards
- Get a Professional Photo
- Update Alumni Sites
- Design a PowerPoint Template
- Update Your LinkedIn Profile
- Update Your Traditional Resume
- Create a Bio Page
- Create a One-page Overview
- Invest in Branded Gifts
- Create a Project List
- Build a Proposal Template
- Line Up References
- Create Work Samples
- Build a Website
9 Business Development
10 Preparation
SECTION
Topic:
Automate Your Financial Life
Your business will keep you busy and you may be traveling. It’s best to automate your mortgage, utilities, phone bill, and other expenses by setting up automatic payments.
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