Consulting Business

Consulting Business

Morgan McKinlay of McKinlay Consulting is a independent business consultant who has made his sea-change moving to a coastal town far from the big smoke. You will learn that the move has not prevented him from continuing his consultancy. The content here is applicable to any freelancer, architect, designer, software developer, and any other form of independent consultant.

Last Update 24/01/2023
Completion Time 4 hours 56 minutes
Members 1
  • Week 1 - Navigation and Business Setup
    2Lessons ·
    • Navigation
    • Consultancy Business Setup
  • Week 2 - Bank, Employee, and Services
    3Lessons ·
    • Setting Opening Balances
    • Employee setup
    • Set up your services to sell
  • Week 3 - First Sale and Project Commencement
    7Lessons ·
    • Cameron's Concrete About the engagement
    • First Quotation
    • Convert a Quotation to a Sales Order
    • Project Scheduling
    • Entering Timesheets
    • First Invoice
    • First Project Update
  • Week 4 - Customer access, Bills, Payments, and Project Updates
    4Lessons ·
    • Allowing Client Portal Access
    • Paying Bills
    • Registering payment of our Invoice
    • Timesheet updates and Weekly Project Update
  • Week 5 - Updates and bank statement import
    3Lessons ·
    • Weekly Project update 5 Aug
    • Importing Bank Statements
    • Business Activity Statement and GST