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Dana Fortier

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Dana Fortier last won the day on April 14

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About Dana Fortier

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  • Birthday 12/27/1971

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  1. If anyone's on the fence about this ... GET OFF THE FENCE! GO!!! I wish I could, but I have other obligations right now that are preventing me from doing it.
  2. Contract - spelling out what you're doing for the fee you're charging and all the other legal mumbo-jumbo needed Data Sheet - if you have to keep track of passwords, user names and all that other "stuff" Confidentiality/Non-Compete Agreement(s) - saying you're not going to go blabbing about their stuff and you're not going to go after their clients/customers I've never had a client fill out a 1099, nor have they had me fill one out for them. I do send an "End of Year" statement showing what they've paid and when, which does not go into the detail that some of my monthly invoices go into. I'm trying to transition into more value-based fees, so I don't have to chase the clock.
  3. Check out the Texas Virtual Assistants League. They just had their "Round Up", which was a one-day "un-conference" ... in San Antonio.
  4. Hi there & welcome to VANetworking! I know there used to be a fairly active VA group in the DC/MD area, but for the life of me I can't remember who spear-headed it. If it comes to me, I'll let you know. Its good to reach out and connect with other VAs you're close to. We are in such isolation most of the time, we get our coffee breaks through forums like this, or Facebook, etc.
  5. I don't like the way the invoices look in any program I've seen. For the two clients I have to hourly bill (the rest are flat rate and such a life and time saver!) I put the hours & dollars into an Excel spreadsheet, insert my logo and payment link, PDF the thing, send it on to them and then send them a PayPal link to pay me. For my flat rate clients, they pay me between the 25th and 1st for the next month (i.e., I billed them on March 26th for April and everyone paid by April 1st) - they're trained to do that. Not that I'd stop the work, but they know my service is invaluable to them.
  6. There's opinions for and against generalizing or specializing and what it boils down to is this: Its up to YOU! This is YOUR business. YOU can design it any way that suits YOU. There is no formula other than, "This is what works for me." Candy is the Bookkeeping Diva. Me, I do project management for CEOs and start ups and I also do real estate support. I started out life as a legal assistant, but really don't want to work with attorneys. And FYI: I consider every day a learning experience!
  7. If they use it for other bookkeeping aspects, then use their version. If they don't have a version, you might want to invest in it and roll the cost into your business costs.
  8. Evernote and OneNote are virtually the same. There's some differences, but it just depends on what you're used to, what you like and how you learned which one. Here's an article that talks about the differences and similarities: Evernote vs OneNote Review
  9. Its hard for me to say which I love more - Evernote or Box.net. Both have saved my bacon time and time again. And yes - I have both of those sync'd w/ my iPad and phone, too. OOH - and I can even access it through LogMeIn (also on my phone and iPad!!) I used to be a big Dropbox fan, but I've found Box.net is more compatible with my iPad and since I often need documents when I'm out and about, I can save them for offline use in Box, and that doesn't seem to work with Dropbox, which is the reason for my switch. I have both, I utilize both, but I like Box just a little bit better. Evernote, Evernote, Eeeeevvvvveeeeerrrrrnnnnnnoooooooottttteeee
  10. Hey Dana, if you're going to be in New York City soon I would love to meet you. Also, if anyone is planning a VA meetup in New York City I'd also like to join to network with other VA's in the area. I'll be there next year, right after Christmas. We're coming in on December 27, 2012 and leaving January 1, 2013. I have the Hampton at Times Square booked for 5 nights ($1888!! )
  11. I've seen the Rockettes touring company 4 times and have loved it each and every time. I watch it at the holidays - the special they filmed in 2008, I think - right after they re-choreagraphed the show the last time. I understand they made some more changes this year that they'll keep in place for 4-5 years. I want to take my kids to see the Statue of Liberty (if its not too cold & icy), to skate at Rockefeller center, to see the Rockettes, to spend NYE at Times Square (probably from the hotel we've booked, though!) and I think we'll also try to squeeze in a trip to the Brooklyn Botanical Gardens. And, of course, we'll have to hit up FAO Schwartz. I have my savings account started and I've already booked the hotel since they sell out fast at that time. $320/night - WOW!
  12. In person meet-ups, especially since we're so virtual, is important and I highly recommend doing it. If you're overseas, see if there's a business group you can start networking with that's local to you. It may not be VAs, but maybe you can lead the charge and start a "work at home" type of meet up group, if there are severa that do work at home, not necessarily VAs, but maybe web designers, artists, whatever. And I'm coming to NYC next winter, right after Christmas, so I'll be really interested in seeing if anyone's available for lunch in the City or something. I'm planning on saving to come see the Rockettes at Radio City next year - its my dream to see them in Radio City!!
  13. Kathy, there are several AZ virtual assistants out there. They even have a Facebook group (I think). Search for Katie Baird, either here or on Facebook. I think she's in Chandler, AZ. I think she's one of the people that started AZVAs.
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