Tag Archives: tools-resources

My Ideal PIM and Notes App

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I write down everything I want to remember. That way, instead of spending a lot of time trying to remember what it is I wrote down, I spend the time looking for the paper I wrote it down on. — Beryl Pfizer

My perfect OneNote replacement will go above and beyond. It will:

Launch almost immediately – When I have a thought, an epiphany, a note, a grabbed reference from the web, a blog idea or a quote worthy of saving… I don’t want my creativity and my flow interrupted by having to wait for an application to launch.

Require Few System Resources - It would be nice if I could automatically launch my “everything” PIM on boot – and if it would sit quietly in the background (and in my systray) without sucking up all my CPU and await my commands.

Be Easy to Backup and Transport – It should backup quickly and easily on a thumbdrive and be able to be used on any computer anywhere.

Offer Web Access - It should allow me to install it or access it from my web server so I can “carry” it with me on my iPhone. It should be password protected and secure.

Be Open Source – Of course I’d want to be able to use it on my current Windows OS and on my upcoming Linux machine.

If anyone has found this type of program — without it being horribly complex — please let me know. In the meantime, I’ve downloaded and am testing Chandler to see if it will fit the bill.

(Note: Hats off to Matt’s Idea Blog for sharing the poignant quote!)

Virtual Assistant Training: Mini-Conference by RP

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Are you just getting started as a virtual assistant, freelancer, remote professional or outsourcing provider? Are you wondering how to find the clients? Manage time and billing? How to get your business on the web?

Maybe you are an old hand and providing services remotely (like me) and what you REALLY want to know is how to gracefully “fire” a client that is no longer a good fit, or you may want to determine if it’s time to try your hand at blogging, or maybe you want to update your existing website to be more effective for your mature business model?

If you want an economical way to find solutions for any of these issues, you may want to sign up for the RemoteProfessionals.com Mini-Conference to be held on April 17th. It’s a great way to get answers from the people in the know!

Presenters include:

If you are interested, move quickly. Registration for the virtual assistant mini-conference closes soon, and the workshop sessions are limited to only a handful of earlybirds — keeping the workshop classes small makes them more effective! I’ll be there… maybe you will be too!

(NOTE: And if you are just starting out… you may be interested in the one year “startup membership” given as a complementary bonus to all non-members who purchase all-day access!)

Pen Sized Technology for Real Estate Agents

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I’ve been following the LiveScribe Pen product since it was announced several months ago, and it occurs to me that this would be a great way for real estate agents to record meetings (and take notes) with both buyers and sellers.

How cool would it be to tap on your notes to “replay” the list of features that a potential buyer wants (when you didn’t quite have time to jot them all down?)

Personally, I’d love a way to hook this into a phone so I could take notes while consulting with a client and have the conversation “searchable” when I’m reviewing notes and completing tasks (with the client’s permission of course).

The chat-boards are already talking about my ideal paper solution — a Moleskin pocket sized notebook with the dot-pattern. Now THAT would be an awesome portable solution for this pen-and-paper loving tech-geek!

If you have a FaceBook account and want a chance at winning a pen — before they are available for sale, join the LiveScribe group. (Find out how here.) They go on sale at the end of this month.

(I’m getting a technology itch again, dang it!)

Invoicing Options for Small Business Owners

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Formula on blackboard to illustrate accounting blogI’ve struggled for years to find the perfect accounting solution. I saw a T-shirt the other day that capsulizes my love of math. It read: “English Major – YOU do the math.” It fits.

Can I do it? Sure. I can do lots of stupid stuff… like plucking the hairs off my legs rather than shaving them. Or like calculus for example. Been there, done that. But it’s not my favorite activity. Calculus is tied with root canals on my extensive list of things I enjoy in life — albeit these two contenders are rather LOW on that list. Just because you can do something doesn’t mean you should — and it doesn’t mean you want to.

At my age, I’d prefer if my math were simple and my books were even more so.

While looking around for easy invoicing options, I found a few solutions that may be of interest to others who are trying to do the same or others who are tired of required updates from Quickbooks, battling with Peachtree or trying to figure out Microsoft Small Business Accounting or the Linux baby: GnuCash.

Maybe you just want an easier way to send and track time and invoices. Or maybe you don’t want to be tied to a particular computer or geographic location. In any of these cases, you may want to check into these online invoicing options: Continue reading →