As a freelancer, you wear every hat in your business-marketing, service delivery, client communication, and finance. Bookkeeping often gets pushed to the bottom of the to-do list, but when tax time hits or you’re applying for a loan, clean books matter.
Our monthly bookkeeping service helps freelancers stay organized year-round, avoid surprise tax bills, and focus on their clients, not spreadsheets.
Why Freelancers Choose Monthly Bookkeeping
Inconsistent income makes DIY books difficult - Hard to remember what that $94 charge was 3 months later
- Clients often request receipts or invoicing histories
- Tax deductions get missed if books aren’t current
- Estimated taxes are easier with accurate monthly P&L
What’s Included in Monthly Service
- Monthly reconciliation of bank and credit card accounts
- Categorization of income and expenses
- Profit & Loss and Balance Sheet delivered monthly
- Secure document storage and CPA-reviewed reports
- Optional support for 1099 contractors and invoicing
Timeline: What to Expect
- Setup: 2–3 business days
- First report: Within 10 days of receiving statements
- Ongoing delivery: Reports sent by the 5th of each month
Test Case: Nate, Freelance Web Developer in Georgia
Problem: Nate waited until April to organize his finances, missed deductions, and overpaid taxes.
Solution: Switched to monthly bookkeeping. Got categorized transactions and CPA-ready financials every month.
Outcome: Cut tax bill by 20%, saved 8 hours/month, and had full records for a mortgage application.
Want hands-off monthly support?
- Learn about Monthly Bookkeeping Services
- Review our Monthly Bookkeeping Guide
- Behind on books? Start with Catch-Up Bookkeeping
- Explore all Bookkeeping Services
Stop stressing at tax time-get monthly books done right.
Call us at 1-800-583-0148 or
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