Hello-Bonsai- Everything you need to run your freelance business.
Click here and get two weeks of helloBonsai.
Freelancing sometimes can be a little messy and confusing. From making proposals for clients, once they say yes to your proposal making a contract, collaborating on a project with your client, if you are charging an hourly fee tracking time, keeping a tab on how much money has been spent, sending invoices, completing tasks in order, accounting and finally doing taxes arghhhh. Who won’t get confused during all this chaos and you may mess up your project or may even lose a client because of your messiness.
Well, Hello Bonsai is a platform that helps freelancers integrate and automate every step of their work and lets you focus on your passion and not your paperwork. ( seriously, it’s written on their website)
With the Make More, Manage Less motto bonsai bring everything under one roof and helps you run your business smoothly and seamlessly. Let’s see some of the helloBonsai’s features: –
- Proposals: –
Bonsai provides you with proposal templates which you can modify according to your needs and lets you add your own branding and offers. You can add service packages options to your proposals that your clients will be able to choose from. And when your client approves your proposal you get notified instantly. Clients can view and approve these proposals on any device.
Since these proposals are made by professionals you will get high-quality proposals in seconds with your project details and payment options. Just send it off for electronic approval or copy the secure link to send it yourself.
2. Contracts: –
When you start working on a client’s project you’ll need security that your clients won’t just run away after you complete their project without paying the decided fees.
Hello Bonsai provides you flexible contracts from vetted templates so you get peace of mind and get on with your work.
These contracts are structured keeping freelancers in mind. You can add your own terms or even standard non-disclosure agreements.
It also gives you an option to keep everything online and lets your client sign the agreement online. It also auto-reminds your client of their signature and you will get a notification once they sign it.
3. Invoicing
When it comes to getting paid for the work you did for your client invoicing makes it easy and faster to receive payments from your client.
With features like easy automation meaning everything from creation, sending, and reminding it does for you automatically.
It has payment options like credit card, PayPal, Debit card.
4. Client CRM
Add leads, existing clients, internal notes to keep track of all your contacts in one place. You can fill your projects with all the documents, payments, tasks, and timesheets you need. You can even invite others to collaborate with you on your project and work together.
5. Time and Task Tracking: –
Just set an hourly rate per project for tracking time and automatically invoicing the completed timesheet. You can use Bonsai time tracker on the web, mobile apps, macOS app, and even as a chrome extension.
Whether you’re managing tasks for your business or specific projects, you can add new instantly. You can even set up custom templates for new projects. Just track time on your tasks and the timesheet will show what was completed when billing your client.
6. Accounting and Tax
Stay on top of your business with simple financial reporting and predictable tax payments. Just connect your bank account and your expenses will automatically be categorized for tax season and maximizing write-offs.
You can have peace of mind knowing all your monthly profit, business expenses, and deductions are accounted for in one place. You can set reminders to remind you of your upcoming estimated tax payments. Bonsai Tax is designed to identify and categorize receipts for taxes.
Pricing: –
In the end, let’s talk about pricing. Bonsai has two plans. Workflow and Workflow Plus.
Workflow plan costs $19/month ( $192 for a yearly plan and you will get extra two months) while workflow plus plan costs $29/month ( $288 for a yearly plan and you will get extra two months).
So which one should you buy?
Well, that depends on how many clients you have what exactly do you need. If you are just starting up buy a Workflow plan, it’ll be more than enough for you but if you already have a booming business go for a workflow plus plan.
Click here and get two weeks of helloBonsai.
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