fFieldnotesA field guide to good software
Stack No. 01

The Solo Consultant Stack

Six tools that run a one-person consulting business — proposals to invoices to passwords.

When you're the whole company, every tool has to earn its keep twice: once by doing its job, and again by not needing a second person to manage it. This stack covers the full loop of a consulting practice — finding the work, doing the work, and getting paid for the work — with nothing that requires an ops team to maintain.

For: Freelancers, independent consultants, and one-person agencies.
6 tools in this stackChosen to work together
N

Notion

Notes & writing

A flexible workspace for notes, documents, wikis, and lightweight project tracking.

Your office. Client notes, project plans, and a simple CRM all live here — one workspace instead of five subscriptions.

WorkspaceKnowledge base
Free · Paid plans
Website
T

Todoist

Project management

A straightforward task manager for organizing personal to-dos and shared projects.

Your daily driver. Capture every commitment the moment you make it, and let the today view decide your morning.

TasksPlanning
Free · Paid plans
Website
P

PandaDoc

Sales & CRM

A document platform for creating, sending, and e-signing proposals, quotes, and contracts.

Your closer. Proposals, contracts, and e-signatures in one link — the difference between looking like a person and looking like a practice.

ProposalsE-signature
Free · Paid plans
Website
F

FreshBooks

Finance

Accounting software for freelancers and small teams, focused on invoicing, expenses, and time tracking.

Your back office. Invoices, expenses, and time tracking built for people who bill clients, not for accounting departments.

InvoicingExpenses
Paid · Free trial
Website
1

1Password

Security

A password manager for securely storing logins, passkeys, and other sensitive information.

Your insurance policy. Client credentials, your own logins, and secure sharing when a client hands over the keys.

PasswordsSecurity
Paid · Free trial
Website
a

Arc

Productivity

A web browser from The Browser Company, designed around spaces, pinned tabs, and a compact interface.

Your desk. One browser profile per client keeps their tabs, logins, and bookmarks from colliding with each other — and with your personal life.

BrowserMac
Free
Website
How to adopt it

Set it up in this order: 1Password first (you'll need it for everything else), then Notion as your home base, then FreshBooks so the money has somewhere to go from day one. Add PandaDoc when you send your next proposal — not before.