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The Briefcase Office

Today’s blog post is more a question to my readers than any great insight. One of the goals of my practice is to be completely portable and virtual. In my mind, I think of this idea as the briefcase office. I would like to be able to be able to do virtually any business function necessary in my practice from any location (with wifi) using nothing more than what I can easily carry in one briefcase.

The first requirement I identified in order to achieve this is to make as much software choice available in the cloud as possible. The second requirement is to be as paperless as possible.

So, what’s third?

Here’s what I think needs to be in my briefcase and on my laptop right now:

  • Laptop
  • Notepad (sometimes I need the flow of that pen to get ideas going)
  • Pen & Pencil
  • Financial calculator
  • Smartphone
  • Headset for phone and laptop

On the laptop or in the cloud:

  • Google Apps
  • Dropbox
  • Evernote
  • Google Voice
  • Cloud-based planning software (e.g. MoneyGuidePro, Interactive Advisory Software)
  • Cloud-based CRM (if not built in to planning software)
  • Bookkeeping software

What am I missing. What would you need in your briefcase office?

Categories: Uncategorized
  1. Brian Plain
    September 1, 2010 at 1:37 pm

    It might require a separate bag, but I would add a scanner to that list. I try and be as paperless and as mobile as possible and that wouldn’t be possible without my ScanSnap S1300 from Fujitsu.

    You can power it through a wall outlet or a USB cord into your laptop. Definitely worth the extra space.

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