You’re a new freelance editor and you’ve officially launched your business–congrats! How’s it going?
- Which clients have paid you, and which didn’t?
- How many hours did you work on that client project?
- What deductions will you claim?
To answer these questions you need data—and you need it organized. Below are some of my favorite templates and resources for tracking an editing business.
BUSINESS
Mastermind Group Basics
Get the support you need while supporting colleagues. Start your own mastermind group! Download this how-to now.
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Lead Tracker Template
To grow your business, you need to continually bring in new clients and projects. How well are you doing that? Find out with Right Touch Editing’s lead tracker template for editors.
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Time Sheet Template
There are lots of tools out there for tracking the time you spend on your business. Sometimes, though, an Excel spreadsheet does the trick.
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Strategies and Resources for Growing Your Editing Business
How can you increase your freelancing income? This PDF lists many options to explore. Check it out now!
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Invoice Template
Use this simple template, with prompts for all necessary information, to quickly invoice your clients.
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Income Tracking Template
Don’t just send invoices. Record when they went out, who paid, and how much you owe the government. Download and stay in the black.
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Business Deduction Template
You could wait until April 14 to track down all your deductions. Or you could track them regularly using this template.
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Business Task Lists
There are so many little details to running a business. What should you do today? Download the list to find out!
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Client Distribution Worksheet
Based on categories develop by Sarah Grey for Copyediting, this worksheet helps you categorize your clients by value, enabling you to give proper attention to your best clients.