Software for Small Business

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Old 10-24-2011
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Default Software needed to run a Virtual Assistant business?
I'm almost done creating my website and now I'd like to focus on looking into all the software I will need to properly run a VA business. I made a list but I feel like I may be overlooking something. Aside from MS Office, this is my list for software I will need:

Bookkeeping
Billing & Invoicing
Time Tracking
Project Management
Transcription


Am I forgetting anything?
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Old 10-24-2011
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Default Re: Software needed to run a VA business?
For bookkeeping, billing and invoicing, I recommend QuickBooks.

I use my own spreadsheet for time tracking but I know there are quite a few recommendations on VAF for more 'formal' software.

We just started using ClockingIt (www.clockingit.com) at my 9-5 and really like it.

Again, you will get lots of suggestions for transcription software on VAF.
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Old 10-24-2011
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Default Re: Software needed to run a VA business?
Thanks for the suggestions. I just want to make sure that I'm searching for everything I need. I definitely need some kind of time tracking software. I wouldn't trust myself to just put in accurate times into a spreadsheet lol.

Do you use Quickbooks online or have the software installed on your computer? I just realized the software is $230 as opposed to paying $13 for the online version. I'm thinking to try it online first and if I hate it I can move on to something else.

P.S. Ideally I'd like to find a comprehensive software package that can do most of what I'm looking for in one software so that I'm not using all kinds of different software.
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Old 10-25-2011
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Default Re: Software needed to run a VA business?
I use the installed version of QuickBooks because it has more functionality than the online. QuickBooks Simple Start is available in a free version that will handle all of the basic bookkeeping needs you have as a start-up. If you can't find it online, PM me with your email address and I'll send you the QBSS 2010 .exe file.

QB Pro does have time tracking built into it, I just personally don't like it. My spreadsheet is pretty basic and simple and you can click a buttons on your keyboard to have Excel enter the time based on your computer's clock.

I read on this forum that Freshbooks is more comprehensive and may have all of the features you want but I'm not familiar with the software.

I like the online PM management since I can set it up for my clients to login and upload/download files and ask me questions.

I also read that ExpressScribe is an excellent transcription solution.

Hope all this helps.
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Old 10-25-2011
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Default Re: Software needed to run a VA business?
I use Paymo for project-management which includes time tracking capabilities. You may also want to download Skype if you haven't done so already as it is a great way to communicate with your clients (and saves pennies as well!). You will need a good billing program as well. Since I live in Spain I use other software but for one client I do use Quickbooks .

Some things are trial and error and as you receive new projects you'll find you will have to look for new software anyway.
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Old 10-27-2011
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Default Re: Software needed to run a VA business?
This is great! I am in the process of setting up my office and all these recommendations are great. Don't know if this was already covered but what about opensource software?
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Old 10-28-2011
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Default Re: Software needed to run a VA business?
Originally Posted by eOfficeBusinessSolutions View Post
Don't know if this was already covered but what about opensource software?
Because my clients tend to use MS Office products, I stick to them as well. I have both a PC and a Mac that I use for client work. I love opensource software and use quite a bit of it for personal use but rarely for my clients.
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Old 10-28-2011
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Default Re: Software needed to run a VA business?
Do you mean like OpenOffice? I guess it depends on your needs. Thankfully as a student I got to purchase Office Professional Plus 2010 for less than $80 through my school, so I'm going to skip open office. What other open source software were you thinking about?
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Old 10-29-2011
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Default Re: Software needed to run a Virtual Assistant business?
Bookkeeping - try WAVE or OUTRIGHT for other options

My billing, time tracking + invoicing is integrated into the project management system I use (INTERVALS) but since their invoices do not have a handy link allowing folks to pay with PayPal, I send out my invoices through BILLING BOSS.

You'll also want to consider what you're going to use in case of hard drive failure. Something like Carbonite is easy and affordable.
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Old 11-03-2011
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Default Re: Software needed to run a Virtual Assistant business?
I have found that peachtree comes complete with billing, time management and crm. It is a bit pricey but Its a one stop shop and is very popular with most businesses.
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