Monthly Bookkeeping for Freelancers

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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

  • tick Inconsistent income makes DIY books difficult
  • tick Hard to remember what that $94 charge was 3 months later
  • tick Clients often request receipts or invoicing histories
  • tick Tax deductions get missed if books aren’t current
  • tick Estimated taxes are easier with accurate monthly P&L

What’s Included in Monthly Service

  • tick Monthly reconciliation of bank and credit card accounts
  • tick Categorization of income and expenses
  • tick Profit & Loss and Balance Sheet delivered monthly
  • tick Secure document storage and CPA-reviewed reports
  • tick Optional support for 1099 contractors and invoicing

Timeline: What to Expect

  • tick Setup: 2–3 business days
  • tick First report: Within 10 days of receiving statements
  • tick 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?

Stop stressing at tax time-get monthly books done right.

Call us at 1-800-583-0148 or

Schedule Your Free Monthly Review

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