Running a business
A backup restore checklist for your freelance files
Check whether your freelance file backups are usable with a safe restore checklist, a sample recovery record, and clear follow-up steps when a test fails.
The ProjectBook journal
Running a business
Practical guides to the tools, systems and decisions behind a sustainable independent business.
Running a business guides
18 articles
Running a business
A software renewal checklist: keep, downgrade, or cancel?
Review freelance software before it renews with a practical inventory, a keep-downgrade-cancel checklist, and an example that separates savings from switching costs.
Running a business
A Freelancer’s Guide to Building Trust When You’re Fully Remote
Build remote trust through clear expectations, reliable follow-through and visible progress.
Running a business
Setting Freelance Rates: How to Price Your Services Competitively
Evaluate freelance pricing against your costs, available billable time, market context and the value of the engagement.
Running a business
Feeling Scattered? Here’s How to Organize Your Client Projects with One Tool
Give each client project one reliable home for tasks, decisions and status.
Running a business
Is Venmo Safe for Freelancers and Small Businesses?
Evaluate a payment service by its permitted business uses, fees, dispute processes and protection limits.
Running a business
How to Build Better Business Habits with the Right Tools
Attach a useful business habit to a recurring moment in your working week.
Running a business
The SaaS Stack You Actually Need to Run a Solo Business
Build a solo-business stack around a few essential jobs: communication, project delivery, recordkeeping and payments.
Running a business
SaaS for Freelancers: What’s Worth Paying For and What’s Not?
Pay for software when it solves a recurring problem well enough to justify the cost and upkeep.
Running a business
The Hidden Costs of Switching SaaS Tools Too Often
Switching tools costs more than the subscription difference: it can require migration, relearning and process changes.
Running a business
What to Save, What to Toss: Document Management Tips for Freelancers
Organize documents by purpose and keep a clear distinction between working files, final deliverables and records.
Running a business
How to Organize Your Client Projects Before Tax Time
Keep client project records and financial documents organized throughout the year.