With so many tech tools to choose from, it might be harder to pick where to start. Here are a couple suggestions about tools that make my life so much easier! Giving you just a short list of the tools I use daily.
If you are in the wellness field, Simple Practice can change your life. I waited WAY TOO LONG to sign up and spent too much time (aka money) writing notes by hand then using free EHR services and tracking it all in other ways.
What I like about Simple Practice:
1. You can get your clients to sign all your paperwork online.
2. Clients can schedule their appointments online.
3. Sample note forms are included, or you can make your own templates.
4. It tracks what notes you still need to write and what payments are due.
5. Credit card payments are integrated.
Another app that's left me wondering why I didn't use it earlier. Mile IQ automatically tracks all your trips. You can set what days/times you want it to automatically track them -- only work M-F 10 - 7? Great! It will only track trips in that time period. A notification pops up on your phone and prompts you to swipe right if the trip was for work, or left if it was personal. You can add a note if you want to in order to track why it counts as a business expense. AND, it will also recognize repeated trips and auto-categorize. Whaaa?!?! Tax time will be completely awesome after you start this one.
This is one of the easiest graphics tools you can find. Canva has templates, photos that you can purchase, and a huge variety of graphics. For a small fee you can keep your own fonts uploaded and your own brand colors and images stored.
Intimidated? The amazing Nicholette of Nicholette Styles has templates you can purchase to get it going quickly! She also has amazing YouTube tutorials to get you up to speed on using it yourself.
Everyone has their own favorite planner, and I feel as though I might be making myself vulnerable to a verifiable onslaught by putting my flag in the dirt... that said, I love the many options of journals and planners May Designs allows you to customize. (That said, if you are an electronic person, go try Asana!) Try one and let me know what you think!
I admit. I'm a little planner obsessed. I'm a fan of the Erin Condren store. I have several May Design planners (buy local! woo hoo!) that I swear by. The thing is, I found myself making lists of the same things and wishing they were in my planner.
Well, if you can't find what you want, make it!
I made a daily and a weekly planner spread to help organize my therapist duties. The weekly sheet includes a places for reflection to help you get clear on what your heart needs, what you are proud of, and what you need.
Connecting with people are right up there with self-care in my books so I also make sure that there are spots on the planner sheet to make plans to reconnect with people who are important to you!
The daily spread helps you track the notes you need to write, the calls and emails you need to make but most importantly, it prioritizes.
My productivity killer is a long to do list. Thirty things on my list might be true, but it means each time I look at my list I have to figure out where to start.
This list has a place for the three things you must do. That means you don't spend time (and energy) making the decision of where to start every time you sit down with your list!
Let me know if it helps! Tag me on IG and use the hashtag #LaunchPlanner so I get to see how it's working for you!
Oh, and just cuz... here are a few of my favorite accessories!!
Erin Condren's Monthly Calendar sticker for 2018
May Design's Sticker Packs
If you're feeling a little uterus power...
Magnetic Bookmarks to keep your page
This month I am thrilled to offer Launch Wellness's first retreat. I've been thinking about offering a retreat for years. It's been bouncing around as an idea in my head. I'm not a party planner kinda person -- no awesome Pinterest parties for my kids -- so I was slow to warm up to the idea that a retreat was something I could do.
But then I realized. I'm not alone.
Does that ever happen to you? You create this script in your head about life and suddenly realize it isn't really very accurate at all?
And that, my friends, is how I looped in three FANTASTIC wellness providers to help lead this retreat. In order to keep costs low, they are offering their services free of charge. How amazing is that?!?!
Arden Yingling from Songbird Acupuncture, Fanny Priest from Yin Yoga, and Dr. Laura Guli will be joining me for a day-long escape from real life.
If you feel like you could use some rejuvenation, pop over to our Rise Together Retreat page to find out more about what is happening Saturday February 17, 2018!
For Valentine's Day only - enter to win a free ticket to the retreat AND Mara Glatzel's Daily Tending Deck on our Instagram page!
1. Separate Business and Personal Accounts - The most important thing you can do right away is to separate out your personal and your business spending. If you have a PLLC go ahead and open a business checking account. If you don't and are using a DBA, open a checking account that is separate from your personal checking so you have your money going into a different account.
Consider also setting up a savings account that your checking account is linked to: you can automatically set aside money each month (taxes? planning for a conference?) and it serves as an overdraft protection. Also, a business credit card can be a great way to both track your spending and earn cash back or miles!
2. Categorize your expenses - Now that you have all your work-related income and expenditures going in and out of a separate account, it's time to track your expenses. Ever payment you make should be categorized so that when it's time for taxes, your deduction categories are already set up. I suggest getting familiar with the categories, and setting them up now.
Use a program like Xero, Quickbooks, or Mint to track your expenditures and label them. This will save you SO much time later on. Promise. ** Note: These are NOT HIPAA compliant so you cannot use them to track your client payments. Quickbooks desktop CAN be used for that. If you use an EHR system you can track your client payments on EHR (do invoicing there) and your expenses on your accounting software.
3. Track Credit Card Fees You Are Charged - Another thing I see folks forgetting to do is to track how much money is getting deducted by the credit card companies. For example, when you see a deposit of $470 into your account, you need to open that entry and show that your client income was $500 but $30 was deducted in Stripe fees (for example). That way your income matches up with the actual money you took from clients and you also account for the $30 you paid Stripe (which may be deductible later).
4. Deduct travel for conferences - Travel, food during travel, and conference fees are all deductible come tax time. Make sure you keep the receipt, and write a note on the top showing what it was spent for (e.g. "Psychology Conference in Houston").
5. Pay Quarterly Taxes - One of the ways you can avoid getting hit with taxes later is to pay your estimated quarterly taxes. You may also be required to pay an incur a penalty if you fail to. This is one of the biggest changes from being employed to on your own. For more information, check out Quickbook's explanation here.
6. Deduct Food Expenses - If you eat out in the course of doing business, you may be able to deduct 50% of the tab. There are a couple tricky spots that you might get in trouble with... If you only pay for yourself, and not your companion, the IRS might not accept that as a work outing. Also, you need to be able to explain what that meeting was about. Make sure you list on the receipt who you met with and a couple items discussed.
7. Set up a retirement and safety plan - You might not think you're making enough to save, but it's never too soon to be ready. Consult with a financial planner to determine the best way for your family to save. You might also consider investing in life insurance, or disability insurance.
8. Medical Expenses - If you are not married, or if your spouse doesn't have a plan that you can join, you may be able to deduct your health insurance and medical expenses. Talk to a CPA to find out more.
9. Legal and Professional Fees - You can deduct fees spent on legal and professional services. These include paying for your accountant, lawyer who draws up your incorporation agreement or consent paperwork, fees for your membership to professional agencies, licensing board fees, continuing education fees, and so on.
10. Track Your Mileage - Believe me, it's worth it. Download one of the many apps to make it simplier. For details on mileage tracking, check out the rules here. I've tried a few and MileIQ is by far my favorite to date. It automatically logs your drives as soon as it senses you are moving, and it lets you categorize your drives to business or personal by swiping them (so quick!). Plus, it will autocategorize drives you make frequently.