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Today's case study features Rachel Small.
A bit about yourself
I’m Rachel Small, and my business is Rachel Small Editing.
How long have you been an editor and a freelancer?
I’ve been a freelance editor for 12 years.
Which editorial services do you provide?
I offer developmental editing, stylistic editing, copy editing, proofreading, and manuscript assessments.
What are your niches?
I specialize in fiction and creative non-fiction (especially travel stories and inspirational/spiritual memoirs), as well as material for businesses. I’m especially interested in businesses related to the blue economy.
A bit about your TEA package
I’ve been using TEA for a year and a half now, and I can’t live without it!
Do you have any customizations for your TEA?
I have the following customizations:
- A manual-entry “Amount to Quote Before Tax” column (this shortcut helps me quickly log my payments and figure out how much tax to charge), in addition to the regular automated one.
- Additional currencies – “Amount Invoiced” and “Amount Received” displayed in US$ and GBP, in addition to CAD$ (this is helpful for my accountant, and it saves me the hassle of converting the currencies myself when I want to know how much I’ve made total in CAD$).
Your quest for TEA
I was spending way too much time using a calculator and Word documents to keep track of all my income and expenses and my editing speed.
Were there gaps in your admin processes that TEA helped you address?
TEA has helped me streamline my admin processes to the point where I no longer dread tax time!
What is your TEAtime routine?
Whenever a payment comes in, I log it in the Income and Expenses spreadsheet. And I usually end up sitting down for an hour or so every three months to log my expenses.
Do you use the TEA Project Timesheet template to start a new timesheet for each project?
Before I start a new project, I set up a TEA Project Timesheet using the template (which takes no time at all!). This stays open with the manuscript, and I update it after every work session. I love knowing exactly how much time I have left on a project.
What’s the current state of your business affairs now that you use TEA?
I also particularly love the “Source” column [in the Income and Expenses spreadsheet]. It’s clear now where the bulk of my work comes from, and where I need to focus my attention or pull it back.
Any final remarks?
Where can people find out more about you and your business, Rachel?