When I first started PorrazzaNutrition, I did a lot via paper (i.e. my accounting, charting, etc) and I soon realized just how many files I was accumulating. Over the past couple of years, I have implemented a few systems/applications in my practice and I have complied a list of just some of them for you today. There are tons of competing products/services on the market; however, these were ones I have used personally and were satisfied with. This is not a sponsored post and I do not work for any of the companies featured below.
–Trello– I have just started using this free app/site and it is awesome for individuals and teams! I love that you can create different boards (topics) and lists. I used for long-term lists and also for some of the committees I am on. I also use the boards as ideas for my blogs and then I list out talking points. It is great for me when I am not able to sit down and write on paper.
–Google Drive- If you have not used GD, start now! You get a ton of free storage! I store informational sheets, blank assessment forms, and documents that I use most often on-the-go. It is way better than storing a ton of stuff on my laptop and then only being able to access if I am on it. I use GD a lot for committees I am on. It is easier to share a folder with the minutes than emailing documents back and forth every month.
–Tools for Wisdom Planner– I am totally still a pen-and-paper planner person. I tried using an online calendar and hated it! I like crossing things out and being able to flip through the months with a paper planner. I am super picky about my planners and will spend hours trying to find a good one each year (haha). I currently use the Tools for Wisdom since I specifically wanted a planner with a month view plus the days in columns with an hour-by-hour format. The pages are thick enough that highlighters do not bleed through (I am a color coding queen). I might switch up again for next year since this does not include any 2018 months. I am totally open to suggestions here!
Accounting – Quickbooks
When I first began my practice, I didn’t have a ton of income/expenses so I just tracked using ledger sheets. After about 2 years, I started looking around and Quickbooks came up a lot. It is super simple to use and cheap (I pay $5.30/month). You can save different transactions for the future so they are automatically categorized as they come in. I use the app a lot on-the-go, especially since you can scan in receipts. I still use a separate accounting sheet to track unpaid classes or checks that have not been cashed yet. It definitely makes tax season a lot simpler since you can just import your information from Quickbooks without having to enter in everything manually.
–Dropbox– I have the Dropbox app on my phone and computers and it makes it really easy to upload files or pictures. I take a ton of photos and it syncs automatically with my computer where I can then move them to an external hard-drive or save to my photos.
-Canva– Awesome for designing posts for social media, blogs, etc. So many free images/templates.
–Pixabay– Royalty free pictures. I take a lot more of my own photos now; however, this was really helpful for me initially.
–Snapseed– Free app for editing photos. One of the best I have used so far.
–Tiny Scanner– Free app that functions as a portable scanner. Your scans can be saved as a PDF or an image. I have the free version and just delete the scans once they are uploaded to where they need to be. Really useful for scanning large documents especially if you are out or don’t have a scanner at home (mine is a bit temperamental).
Newsletters – MailChimp
I use MailChimp for my bi-monthly newsletters. I also embedded a sign-up form on my website (GoDaddy) that links to my account. I like being able to embed newsletters in emails and then track the statistics after each email blast. I use the free version for my practice and have not felt the need to upgrade further yet.
As I mentioned in the beginning of the post, this is not a complete list of every tool/app I use in practice; however, it does include my main ones. I will be posting another blog to include my counseling/billing resources too!
I am always open to suggestions for tools, so leave a comment and let me know what types of software or applications that you use that have made your business life that much more productive (or simpler).