Client invoices
Include invoices, payment status, credit notes and project references.
Freelancers can collect income through several clients and payment platforms while paying costs personally. We organize the agreed business records and reconcile included accounts at month-end. A named bookkeeper helps clarify invoice receipts, fees and mixed spending so your reports reflect the work rather than a collection of deposits.
Let’s talk about your booksAI-powered. Human-led. Month-end work with an agreed scope.
Platform payouts may combine multiple jobs after fees. Personal-card purchases and transfers from savings can also look like operating activity when the business purpose is not recorded.
Include invoices, payment status, credit notes and project references.
Provide gross receipts, fees, refunds and payout details for each included platform.
Supply supporting invoices and short business-purpose notes for unclear costs.
Identify personal funding, withdrawals and reimbursements separately from customer activity.
Identify which accounts and personal payments contain business transactions before categorizing.
Compare client and platform records to statements and clarify remaining invoice balances.
Illustrative example · Fictional data
Illustrative settlement: a fictional freelance platform collects $800 for your completed work and deducts an $80 fee before paying $720. The $720 deposit explains the cash received; the platform statement explains the $800 collection and $80 charge. Other taxes or adjustments are excluded from this simplified example.
Personal financial planning, worker-status advice, individual tax preparation and automatic deduction claims are outside monthly bookkeeping.
Your proposal identifies the accounts, periods, reports, fees and delivery dependencies. A named human reviewer checks the agreed work. Manual statement uploads are an option; a bank connection is not mandatory.
Yes, we assess the records and help agree a suitable setup. Software selection, subscription charges and initial work are confirmed before commitment.
We assess the invoices and business context, then apply the treatment agreed with your adviser. Keep purely personal spending separately identified.
Tell us about your freelancers and solo business owners records, software and the periods needing support. We’ll assess fit, records, scope and price before confirming work.
Please share a short description only. Keep financial documents, passwords and account numbers out of this enquiry form.