Legal, Tax and Insurance

  • W9 Form : You will need to send this form to anyone you subcontract as a 1099. They will need to fill it out and send it back to you.

  • Attorney: Wendy Heilbut (Founding Member)

  • Legalzoom (auto-legal platform)

  • Automated Bookkeeping and Reporting: click Bench.co for two free months

  • Business insurance: Hiscox or Bizinsure

  • Health insurance: coming soon (many consultants use Oscar Health)

Technology, Accounting & Finance

Contracts and Proposals

  • Check out the Membership Directory Member Offers for contracts, pitch decks and proposals shared by your fellow members. (same password as Member Library)

  • Proposify for enhancing and streamlining your proposal process - $20/mo (thank you Rebecca Orlov)

  • Also check out: Better Proposals (thank you Liz Anthony) and Bid Sketch (thank you Kate Bright)

  • Docusign or Hellosign for sending and storing contracts (if not using the services above)

  • View our Members-Only Coffee Talk session all about proposals

Email us at hi@betheupside.com

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© 2019 THE UPSIDE AGENCY, LLC.