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A Bookkeeping System for Freelancers: What to Track and When

Deb Howard Greenleaf, QuickBooks Pro & Bookkeeping Consultant

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10 Videos (16m)
    • Bookkeeping System for Freelancers: Introduction

      1:45
    • Why a System Is Important

      1:30
    • Keep Separate Accounts

      1:23
    • Save Your Documents

      1:57
    • Daily Tasks

      1:48
    • Weekly Tasks

      3:25
    • Monthly Tasks

      1:32
    • Quarterly Tasks

      1:10
    • Annual Tasks

      0:35
    • Conclusion

      1:11

About This Class

Becoming a freelancer is exciting! Bookkeeping is probably the last thing on your mind. However, setting up a system to keep your records up to date, knowing what to track and having your records organized will have you ready for tax time. Imagine having everything ready for April 15th without the fear of what you may have missed or the worry of a big tax bill!  This class will teach you why it is important to keep your bookkeeping records organized, what you should do and how often you should do it, plus how to use that information to calculate the profit from your freelancing work.

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Deb Howard Greenleaf

QuickBooks Pro & Bookkeeping Consultant

Deb Howard Greenleaf is a virtual accountant and bookkeeper for freelancers and small business owners. Deb started Greenleaf Accounting Services in 2006 to help solopreneurs and small firms grow their business by handling the books while they focus on business development and doing the work they love.

Deb is Advanced Certified in QuickBooks Online and QuickBooks (desktop) and loves nothing more than discovering new apps that save her clients time and money, such as Receipt Bank, HubDoc...

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