Playbooks /
Finance
Playbooks
Build your independent career with actionable playbooks
Automate Taxes, Paychecks, Savings and Investments
Treyton DeVore
Set up time-saving automations for your taxes, payroll, savings and investments.
Set Your Hourly Rate
Pollen Team
Identify a billable hourly rate that reflects a variety of identifiable factors to help you reach your income goals.
Set Up a Benefits Package
Wudan Yan
Build a benefits plan that includes time off, sick days, insurance, continuing education, and more.
Set Up a Business Bank Account
Pollen Team
You will choose and open a bank account that aligns with your business needs.
Get The Right Business Credit Card
Pollen Team
Choose the best credit card for your business and set up your finances to optimize the benefits you receive.
Financial Planning For Full Time Consultants
Pollen Team
Build the financial plan and timeline that will allow you to make the leap to consulting full-time.
Build an Invoicing Process
Pollen Team
Design your own beautifully branded invoice using our templates or select an invoicing software that supports your business needs.
Unlock Playbooks
You will gain full access to all playbooks within the library - as well as receive an email newsletter tailored to independent professionals
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