I am obsessed with Zoho! I’ve been using their Zoho Invoices for over a year and am so impressed by the functionality – and their customer service is bar none. I would run to this amazingly affordable invoicing software – or any of their other services – as soon as possible! UPDATE: Zoho Payments is now available and works directly within the Zoho Invoices or Zoho Books platforms. I highly recommend them as the payment fees are less – and the convenience is amazing. It works best for online invoicing. The fee for online processing (including keeping a card on file) is 2.79% + .30 for domestic cards, 2.90% + .30 for Amex cards; Intl cards are at 3.79% + .30 + a currency conversion fee. (Compared to Square’s Online fee of 2.9% + .30, or manually entered/card on file fee of 3.5% + .15.) So it makes sense for my credit card customers who are invoiced to be processed through Zoho Payments other than Square.
If you’re working remotely, you need Splashtop! It’s secure, fast, and reliable remote access so you can work from anywhere. Like me when I’m in my treehouse office! The best business tool in my arsenal!
I use Square.com for my in-person and shopping cart credit card processing, and I love its ability to manage a ‘cash drawer’ like the big boy point of sale systems. For MUCH less cost! Sign up today at Square.com
For Calendaring that can sync across platforms, I love Artful Agenda. It’s the closest I’ve found to a paper calendaring system. There are web, Android, and Apple apps, and you can sync all your calendars. I have it on the old iPad on my fridge to act as a family portal. (It’s nice to not have to ask what you’re doing and when all the time!) Please use my referral code! RK524352
I’m using Zoho’s SalesIQ for live visitor monitoring on all my websites. There is a free version that allows me to initiate chats and track visitors. I do like it, and it’s easy to use – even as an app downloaded to your tablet or phone.
Applewood Communications: I LOVE this company! My rates are outstanding and customer service rocks! How would you like 4.9 cents per minute for a state-to-state long-distance rate? Or, 7.4 cents per minute to Canada! No 10-10 numbers to dial, no monthly fees, and no minimum usage required. PLUS – get a FREE TOLL-FREE Number! (This number is automatically forwarded to your regular number!) Sign up today by calling 888-350-2363 – BUT, be sure to mention my account number (035900) to get my rates!
Ergonomic Options for Protecting your Body (Your best asset!!)
Docu-Type Administrative & Web Design Services, Janice Byer: Canada’s best Virtual Assistance & Website Design Company.
Hilltop Arts & Heraldic Designs by Hilltop Arts, Beautiful, accurate Coats of Arms, Pedigree Charts, and Name Histories at prices you can afford.
Hilltop Herbals: Affordable and all-natural health and beauty remedies.
Hilltop Photography: Award-winning photography by Kathy McCabe.
(The Tips are in .avi format.)
Updated: Income & Expense Template: Excel template for tracking income/expenses by month and category, with one master sheet and sheets for each month. (Please visit the Hilltop Arts Store to purchase and download an unlocked version! US ONLY)) View Demo (in .avi format) International buyers click Buy Now button. Screenshot 1 Screenshot 2
Hilltop Secretarial Service Daily Planner Pages – Updated – Free!
Client Data Sheet
New Client Checklist Updated!
Agreement / Contract – Fill in form in PDF format for use by Virtual Assistants and other contractors. (Document created with Quicken Family Lawyer 2001)
UK Agreement / Contract
Online Invoice – Fill in form with automatic calculations for your invoicing needs.
UK Online Invoice – Especially for UK VAs using the £ instead of the $.
Final Notice: Fill in, print and send.
UK Final Notice
Job Estimate: Easily create professional estimates on projects.
UK Job Estimate
Non-Disclosure Agreement: Provide assurance of confidentiality for your clients.
UK Non-Disclosure Agreement
Past Due Notice: Let your clients know when they are behind in their payments.
UK Past Due Notice
Purchase Order: Keep your accounts payables in order.
UK Purchase Order
Special thanks to Lin Ashford, Keystrokes, for her assistance in converting these forms for use in the UK.
More Forms will be added as they are developed. If you would like a specific form, please email Kathy McCabe with your request. Please note: The forms on this page are provided free of charge, custom forms are not free.