Monthly
Simple Freelancer Bookkeeping
Tidy monthly records of your income and expenses, so your numbers are always at hand when you need them.
$65 / month
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$180 one-off · Year-End Return Preparation
Your return, prepared carefully.
Filed when you're ready.
Self-employed return preparation with a thorough review of your allowable expenses — explained clearly in plain terms before anything goes anywhere. No surprises, no jargon, no rushing.
What this offers you
A return you understand before it's filed
Tax returns for self-employed people carry a particular kind of weight. The uncertainty of what to include, what you can claim, whether you've missed something — it sits in the background for months. This service is about removing that weight. Your return is prepared carefully, reviewed with you, and only submitted when you're comfortable with what's in it.
Expenses properly reviewed
Allowable costs are identified and applied accurately — costs you may not have known to include.
Everything explained clearly
You'll know what's in your return and why — before it goes anywhere. No filing blind.
Filed at your pace
We work to your timeline, not ours. You're not rushed through the process.
What makes this feel hard
Filing as a self-employed person is different — and the system doesn't always make that clear
When you work for yourself, your tax situation doesn't fit the usual template. Income from several clients, expenses that blur between personal and professional, platform payouts that don't come with a clear breakdown. It's genuinely more complex — and it's fair that it feels that way.
Uncertainty about what to claim
Equipment, software, workspace costs, travel — it's not always clear which expenses count for a self-employed person.
Records that aren't quite complete
When records haven't been kept consistently through the year, pulling them together for a return is genuinely time-consuming.
Fear of getting something wrong
The worry that a mistake might cause a problem later makes the whole process feel higher-stakes than it needs to be.
Having it explained in terms you don't follow
Accountants and tax software often assume a level of knowledge that most independent workers simply don't have yet.
None of this is your fault. Self-employment tax isn't intuitive, and most of the guidance out there isn't written for people who work independently for themselves.
How this works
Careful preparation, clear explanation, your say before anything is filed
Year-End Return Preparation is a thorough, unhurried process. We gather your income and expense information, review what can reasonably be claimed, prepare your return, and walk you through it in plain language before it goes anywhere. You don't need to know the terminology — we'll translate.
01
Income from all sources pulled together
Client invoices, platform payouts, one-off projects — everything is accounted for and presented clearly.
02
Allowable expenses reviewed in full
We go through your costs carefully, identifying what qualifies and applying it correctly — nothing missed unnecessarily.
03
Your return explained before filing
We share the completed return and walk through what's included — so you understand it and are comfortable before it's submitted.
04
Questions welcomed throughout
At any stage of the process, if something isn't clear, ask. There's no expectation that you already know how any of this works.
What working together looks like
An unhurried process from start to filed
From the moment you get in touch to the point your return is submitted, the process is calm and straightforward. You're kept informed without being overwhelmed, and nothing moves forward without your understanding.
Step 1
You share your information
Bank statements, receipts, invoices — whatever you have. We'll tell you exactly what's helpful and what's not needed.
Step 2
We review and prepare
Income is totalled, expenses are reviewed, and your return is prepared carefully — with any questions directed to you as they come up.
Step 3
We walk you through it
Before anything is filed, we share the return and explain what's in it. You ask anything you need to. We take time with this part.
Step 4
Filed when you're ready
Only when you're satisfied that you understand and agree with what's been prepared does anything get submitted.
The investment
One clear fee, no hidden additions
Year-End Return Preparation is a single one-off service with a fixed fee. There's no ongoing charge — you pay once for a carefully prepared, fully explained return.
Year-End Return Preparation
$180
one-off fee
- Full preparation of your self-employed return
- Review of all income sources
- Thorough review of allowable expenses
- Plain-language walkthrough before filing
- Questions welcomed and answered throughout
- Filed only when you're satisfied and ready
If your records are incomplete or you're not sure what you have available, that's fine — reach out anyway. We'll talk through what we need and whether anything can be reconstructed.
Why this approach works
Understanding your return matters as much as filing it
Most independent workers who've had a return prepared for them before describe the same experience: they received a document, signed it, and never really knew what was in it. That's not how this works. Understanding your own financial position — what you earned, what you spent, what you owe — is something you deserve to have, not just something that gets handled on your behalf.
01
You know what you're claiming
Every expense included in your return is one you understand and can speak to if ever asked about it.
02
You build useful knowledge
Each year, the process gets more familiar. You start to know what to keep, what counts, and what questions to ask.
03
The worry goes away
When you've been through your return carefully and understand it, there's a lot less to worry about once it's filed.
Our commitment to you
Nothing is filed without your understanding and agreement
That's not a marketing claim — it's simply how we work. The review and explanation stage isn't a formality. We take time to make sure you've had your questions answered and that what's in your return makes sense to you before it goes anywhere.
Your sign-off first
The return goes nowhere until you're satisfied with what's in it and how it's been put together.
Questions taken seriously
If something in your return isn't clear, we'll go through it again until it is. No question is too basic.
An initial conversation at no cost
Reach out before committing. We'll talk through your situation and make sure this is the right service for you.
How to get started
The path from here to filed
Getting your return prepared starts with a straightforward conversation. You don't need to have everything in order before you reach out.
1
Send a message
Tell us roughly where you're at — what you do, what records you have, and what's making the return feel difficult. We'll go from there.
2
We collect what we need
We'll let you know exactly what information is helpful and how to share it. No particular format is required.
3
Prepared, reviewed, and filed
Your return is prepared carefully, walked through with you in plain language, and filed once you're satisfied with what's in it.
Year-End Return Preparation · $180
Ready to have your return prepared carefully and filed with confidence?
A short message is all it takes to get started. No commitment involved — just a conversation about where you're at and what you need.
Get in touchOther ways we can help
A return is one part of the picture. If you need something else, these may be useful.
One-off session
Set-Aside & Budget Coaching
A supportive session to plan what to put aside for tax and build a calmer routine around irregular income.
$90
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