Cheat Sheet for Freelancers & 1099 Contractors
Figaro for Freelancers & 1099 Contractors
Section titled “Figaro for Freelancers & 1099 Contractors”No HR department. No admin assistant. No IT support. Just you. Figaro becomes the assistant you can’t afford to hire.
Client Management
Section titled “Client Management”Create a list for Acme Corp projectAdd call with Sarah about deliverables to Acme Corp projectRemind me Friday at 9am to send Acme Corp the invoiceRemember that my contact at Acme is Sarah, sarah@acme.comProject Tracking
Section titled “Project Tracking”Create a todo list for website redesignAdd wireframes, homepage design, mobile responsive to website redesignWhat's on my website redesign list?Remove wireframes from website redesignInvoicing & Payments
Section titled “Invoicing & Payments”Remind me on the 1st to send all monthly invoicesRemind me in 30 days to follow up on Acme invoiceCreate a list for unpaid invoicesAdd Acme Corp $2500 due Feb 1 to unpaid invoicesTime & Schedule Management
Section titled “Time & Schedule Management”Schedule client call with Acme for Tuesday at 2pmWhat's my calendar look like this week?Remind me at 5pm to stop workingBlock off Friday afternoon for deep workExpense Tracking
Section titled “Expense Tracking”Create an expenses listAdd $45 lunch with client, $12 parking to expensesRemember that mileage rate is 67 cents per mile for 2024Quick Lists for Freelancers
Section titled “Quick Lists for Freelancers”| List | What to text |
|---|---|
| Active clients | Create an active clients list |
| Prospecting | Create a leads list |
| Tax deductions | Create a tax deductions list |
| Software subscriptions | Create a subscriptions list |
Memory for Your Business
Section titled “Memory for Your Business”Store important business info:
Remember my EIN is 12-3456789Remember my hourly rate is $150Remember my accountant is Mike at 555-1234Remember I file quarterly taxes on the 15thTax & Admin Reminders
Section titled “Tax & Admin Reminders”Remind me on April 14 to file quarterly taxesRemind me on June 14 to file quarterly taxesRemind me on September 14 to file quarterly taxesRemind me on January 14 to file quarterly taxesRemind me December 15 to review business expenses for tax deductionsSample Week as a Freelancer
Section titled “Sample Week as a Freelancer”Monday 8am — Briefing: “3 client calls this week. Reminder: Acme invoice due today.”
Monday 9am —
Send me my todo list for AcmeTuesday 10am —
Schedule call with new lead for Thursday at 3pmTuesday 2pm —
Remind me in 2 hours to follow up on proposalWednesday —
Add $85 software subscription to expensesFriday 9am —
What's on my unpaid invoices list?
Pro Tips for Freelancers
Section titled “Pro Tips for Freelancers”1. Use lists as simple CRMs
Section titled “1. Use lists as simple CRMs”Create a list for warm leadsAdd John from coffee meeting, Sarah referral from Mike to warm leads2. Time-block with reminders
Section titled “2. Time-block with reminders”Remind me at 9am tomorrow to start deep work on Acme projectRemind me at 12pm to take a breakRemind me at 1pm to resume workRemind me at 5pm to review the day3. End-of-month routine
Section titled “3. End-of-month routine”Remind me on the last day of every month to reconcile expensesRemind me on the last day of every month to update client list4. Keep client context
Section titled “4. Keep client context”Remember that Acme prefers email over callsRemember that Beta Corp pays Net 30Remember Sarah at Acme has 2 kids and likes hikingComing Soon
Section titled “Coming Soon”Features we’re building for freelancers:
- Invoice generation and sending
- Expense categorization
- Mileage tracking
- Client project dashboards