Invoices, payment terms and keeping your own books.
Start here
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Type
Applies to
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How to invoice as a freelance accountantWhat an invoice does for a freelance accountant, what to put on it, when to send it, and how it ties to your books and tax records.
Overview
US rule; elsewhere, check your own regulator
Draft
Guides
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Type
Applies to
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Bookkeeping for your own freelance practiceA simple bookkeeping setup for a freelance accountant: separate account, register, cash or accrual method, monthly reconciliation and year-end file.
Guide
US rule; elsewhere, check your own regulator
Draft
Freelance accountant invoice templateA plain invoice layout for freelance accountants, field by field, with notes on what each field is for and what to keep off it.
Guide
Country-neutral
Draft
Getting paid from another countryPractical steps when a client pays across a border: currency, fees, tax forms such as Form W-8BEN, records, and where to read your own authority.
Guide
US rule; elsewhere, check your own regulator
Draft
Getting paid on time: a collections routineA calm, documented routine for chasing late invoices as a freelance accountant, from pre-due check to final notice, with record-keeping at each step.
Receipts and records you should keepWhich records a US freelance accountant should keep, how long the IRS retention periods run, and how to store them without exposing client data.
Guide
US rule
Draft
Tutorials
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Applies to
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Create a clear invoice step by stepSeven steps to build an invoice a client can approve without a query, from agreement check to register entry, with a worked example.
Tutorial
Country-neutral
Draft
Glossary entries
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Applies to
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Net 30Net 30 is a payment term that makes an invoice due 30 days after a stated start date, usually the invoice date.
Glossary
Country-neutral
Draft
Net 30Net 30 is a payment term meaning the invoice is due 30 days after a start point.
Glossary
Country-neutral
Draft
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