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What you'll have next month, what to put aside, and what to pay yourself.

A cash forecast from your invoices and bills, tax set aside from every payment, a safe amount to pay yourself, and a pack for your accountant at year end.

How it works

  1. 1

    It reads your invoices and bills

    And the payments you've already had.

  2. 2

    It shows what's coming

    Week by week, with tax already set aside.

  3. 3

    You pay yourself safely

    And hand your accountant one pack at year end.

Who it's for

  • Freelancers with lumpy income
  • Anyone surprised by a tax bill
  • People who don't know what they can spend
  • Anyone who dreads year-end paperwork

Questions

How much should a freelancer set aside for tax?

It depends on your country and income; 20–30% is common in the UK. Set your share and it's put aside from every payment.

What's in the accountant pack?

Invoices, payments, costs, receipts and statements for the year, in the formats accountants use.

What you'll have next month, what to put aside, and what to pay yourself.

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