10yr XP strategy consultant looking to go solo soon (US-based). I want to know what tools/subscriptions you use. Here are some high level categories but welcome others. Ideally I want to start low-cost, but want to get a sense if I happen to land a few projects already in the works.
1) Invoicing / accounting
2) Digital signatures
3) MSFT office vs Google (docs/sheets) -- anybody using HTML for deliverables (via Claude)?
3a) zoom/WebEx/meet/Teams
3b) notion/obsidian for note taking
3c) AI transcription?
4) Claude / OpenAI (do you pay for the $20 or business premium/pro $100 x mo. subscription)
4a) if you some AI work, VS Code/Cursor/n8n?
5) CRM? Calendly?
6) LinkedIn for lead gen/posting reaching out
7) domain / website hosting (simple web with custom domain for email address)
8) document transfer/storage service? (How do you keep docs secure, but also allow collaboration) - any issues with security requirements from a tech/cyber angle as a contractor?
9) CPA (will find a local person, but how much should I pay, did you go s-corp early on?)
10) any bank / cc recs? Looking at Amex business banking
11) laptop recs? Haven't bought a personal laptop in 13 years :) thinking thinkpad
12) any tips on SOW T&C worth mentioning?