Weeks 1–2 · Separation
A business account and a clean starting point.
The programs, in detail
Four programs of 4 to 10 weeks, worked on your own transactions and invoices.
Program 01 · Thirty minutes a week
A system that sticks
Most freelancers don't need complicated accounting software; they need a separate bank account, a sensible category list and a recurring half hour. We set that up on whatever tool fits — spreadsheet included — and get your last few months entered so you start from current.
Weeks 3–4 · The tool
Spreadsheet or software, chosen for your volume.
Weeks 5–6 · Categories
A list that matches how you actually work.
Weeks 7–8 · The routine
Same day each week, and catching up when you slip.
Weeks 1–2 · Capture
One habit, done at purchase.
Weeks 3–4 · Logs
Mileage and recurring records, kept contemporaneously.
Weeks 5–6 · Storage
Naming, folders, backups and retention.
Program 02 · Findable a year later
Receipts & records
We set up capture that happens at the moment of purchase, not in a panic later, plus logs for mileage and other recurring records, sensible file naming, backups, and how long to keep things. What is and isn't deductible is a question for your tax professional — we make sure the records exist so they can answer it.
Program 03 · Cash, not just revenue
Invoicing & getting paid
Plenty of profitable freelancers run out of cash. We build clear invoices, deposits and payment terms, a chasing sequence that is polite and firm and automatic, and a simple cash view so you know what's actually coming in this month.
Weeks 1–2 · The invoice
Clear, complete and easy to pay.
Weeks 3–4 · Terms
Deposits, milestones and late fees.
Weeks 5–6 · Chasing
A sequence you can send without dread.
Weeks 1–2 · Reconciling
Matching the bank to the books, every month.
Weeks 3–4 · The package
Reports and records, organized for handoff.
Program 04 · Make your accountant cheap
Quarterly & handoff
Clean books cost less to process and produce fewer surprises. We build a quarterly rhythm — reconcile, review, set money aside for obligations your professional tells you about — and a year-end package your accountant can open and use. Everything tax-specific goes to them; we prepare nothing and file nothing.
Behind on your books?
Twenty minutes on where things stand and what to do first. Free.