Consultants and agencies

Bookkeeping for consultants and small agencies with project invoices, subcontractors and software subscriptions.

Project billing and contractor payments need a distinction between employees and contractors. The onboarding questions draw that distinction without deciding employment status.

Workflow notes

• Project invoice checklist
• Contractor payment records
• Subscription coding

Onboarding questions

• How many active clients are invoiced?
• Are subcontractors used?
• Which tools are paid by card?

Limits

Personal services income and contractor status are not determined automatically.