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Deb Howard Greenleaf

QuickBooks Pro & Bookkeeping Consultant



A Bookkeeping System for Freelancers: What to Track and When

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.

Class Outline:

- Introduction

- Importance of establishing a routine

- Importance of keeping separate accounts

- What to save and where?

- Daily Tasks

- Weekly Tasks

- Monthly Tasks

- Quarterly Tasks

- Annual Tasks

- How long should you save stuff?

- In closing

Had SO much trouble uploading video, this project has now kicked into November. :-|


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