Know your numbers
every single month.
Bookkeeping kept up to date and a tax return that actually reflects how you work — organized by client, built around your deductions, handled thoroughly each year.
A clear financial picture — month after month.
When your books are current and your expenses are properly categorized, you stop guessing. You know what came in, what went out, and roughly where you'll land when it's time to file.
That clarity has a real effect on how you work. You take on projects with a better sense of what you actually need to earn. You make spending decisions without the nagging feeling that something isn't accounted for. Tax season stops being a source of dread.
Monthly summaries
A clear picture of income and outgoings every month, not just at year-end.
Full tax return
Annual return prepared with all self-employment schedules included.
Client-level income
Income broken down by client or project so you can see what's working.
Deductions tracked
Mileage, home office, software — properly documented throughout the year.
Keeping up with your own books is harder than it looks.
The end-of-year scramble
Tax time arrives and you're digging through months of bank statements, trying to reconstruct what was a business expense and what wasn't. It takes far longer than it should.
Income that's hard to track
When you work with several clients at once, payments come in at different times, in different amounts, sometimes with partial retainers. It gets messy fast.
Deductions slipping through
Mileage, the corner of your home you use as an office, the subscriptions that keep your work running — these are real deductions, but they disappear if they're not tracked consistently.
Self-employment forms
Filing as a self-employed person means more forms than a standard W-2 return. Knowing which schedules apply and how to complete them accurately takes more than a weekend to figure out.
These aren't signs of bad organization — they're just what happens when you're focused on doing your actual work. This service exists to handle the financial side so you don't have to fit it in around everything else.
Bookkeeping built around how you actually earn.
Most bookkeeping tools and services are designed for businesses with employees, inventory, or multiple revenue streams. Freelance work doesn't fit neatly into those templates. This service is structured differently — around how independent professionals actually invoice, spend, and file.
Income organized by client or project
Each payment is recorded and attributed. At any point you can see what each client has paid you, and what projects were most valuable over the year.
Business expenses categorized properly
Every expense is placed in the right category — software, equipment, professional development, home office, travel. Nothing lumped together where it doesn't belong.
Mileage and home office kept on record
Two deductions that require consistent documentation throughout the year — not something you can reconstruct at filing time. We maintain those records from the start.
Annual return with all applicable schedules
When the year ends, your books are already in order. The return is prepared with the self-employment schedules that apply to your work — not a generic filing that misses what you're entitled to.
Steady support throughout the year.
This isn't a service where you hand over a folder in April and hear back two weeks later. The work runs month by month, which means you're never far from a current picture of your finances.
Monthly check-in
Each month, your records are reviewed, categorized, and summarized. You get a clear report without having to ask for it.
Questions answered
If something comes up — a new client arrangement, an unusual expense — you can ask and get a clear answer, not a form to fill in.
Year-end filing
When it's time to file, everything is already in place. The return is prepared from records that have been maintained properly all year.
Straightforward monthly pricing.
$500 USD / month
Billed monthly — includes bookkeeping and year-end tax return.
What's included:
- Monthly bookkeeping and expense categorization
- Income tracked by client or project
- Mileage and home office record-keeping
- Monthly financial summary report
- Annual tax return with self-employment schedules
- Ongoing email support for questions
If your situation is more complex — multiple income streams, significant asset purchases — we'll discuss that in our initial conversation and confirm the right arrangement before anything starts.
Built on a consistent process.
Accurate bookkeeping comes from doing the same things at the same time, every month. Not catching up in January. Not relying on memory. Here's how the work actually runs:
Month-by-month
Records reviewed and categorized
Each month's transactions are reviewed, matched, and properly categorized — keeping your records current rather than letting them pile up.
Every quarter
Year-to-date position reviewed
A check on where you stand heading into each new quarter — how income compares to previous periods, and whether anything needs attention.
At year-end
Tax return prepared from complete records
Because the books have been maintained throughout, the return is prepared from a complete and accurate record — not a reconstruction.
Ongoing
Deductions documented as they occur
Mileage logs, home office calculations, and recurring deductions are tracked when they happen — not approximated later.
If the first month doesn't feel right, we'll talk.
After the first month of working together, we check in. If the process isn't what you expected, or if the fit doesn't feel right, we want to hear that. We'd rather adjust early than have either of us continue with something that isn't working.
We don't believe in long lock-in periods for something this important. You should feel confident that the work is being done well — and if at any point you have questions about the approach, ask them.
Month-to-month arrangement
First-month check-in included
Questions welcomed anytime
Simple from the first message.
Send a note
Fill in the contact form on the home page. Tell us what kind of work you do and roughly how your income comes in.
Short conversation
We'll follow up to confirm this service fits your situation and explain what we'll need from you to get started.
Work begins
We get access to what we need, set up the tracking structure, and start keeping your books current from that point forward.
You won't be asked to fill in lengthy intake forms or prepare anything complicated before the first conversation. We work with what you have and build from there.
$500 USD / month — bookkeeping and tax return, together.
If staying on top of your finances has been costing you more time and worry than it should, this is the straightforward fix for that.
Get in touchExplore what else is available.
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