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3—Email, Google Drive Use, Calendars, and Asana.
We have created your email and sent you GOODWORK_PROJECTS and ASSOCIATE_YOURNAME.
•Contracts: We handle all contracts
•Invoicing: We handle all invoicing and pay monthly on projects we have received payment for
•Quoting/Pitch Document (in your Google Drive estimates folder)
•You will complete and send to us
6—Taxes: We have a suggested Accountant to work with and will send an email introduction between you two if you would like.
•They will provide you with templates
•General Tax information/guide
•January-December year is suggested
7—Bi-weekly Meetings with one of the partners
•Meeting format template to be completed before each meeting (YOUR FOLDER>Bi-Weekly Meetings)
Homework: complete the Branding and Website intake forms
Associate Manual 2: Brand Assessment/Creation
We have created you a folder on Google Drive for you to collect all of this information.
1—Existing Brand: logo, colors, and font exploration
•Audit and Assessment
Homework: Choose and upload your portfolio selects (Reel, Photos or Top Projects) to your folder. Portfolio outline located in YOUR FOLDER>Bi-Portfolio
Associate Manual 3: Incorporation
1—Incorporating will limit your liability and provide you substantial tax savings.
2—How to incorporate
3—Go to your local registry (it is best to have a year-end of December 31 - so your fiscal year matches the calendar year) or
4—January-December year suggested
5—Cost of incorporating ($475 in AB)
6—Filings: must be completed annually by going into your local registry ($75/year in AB)
Homework: Get incorporated and get a GST number and create a list of all your projects from the past year and budgets
NOTE: START SAVING ALL YOUR RECEIPTS FOR THE REST OF YOUR LIFE.
Associate Manual 4: Your Future
•Your Folder: ASSOCIATE_YOURNAME
•Milestones for Jr. > Associate > Sr. Associate
2—Projects/ Budgets/ Go
•Review all current clients and your process
Homework: Email all clients with the update