Description
Running a freelance accounting practice means wearing every hat. Client management, time tracking, fee modelling, VAT compliance, financial reporting — and all while delivering work that looks as professional as a Big Four firm.
This bundle gives you the infrastructure to do it. The Freelance Accountant OS is a four-part system built specifically for independent accountants and bookkeepers. Every component works on its own. Together, they cover your entire practice.
What’s inside
1. Client Tracker — Google Sheets / Excel
Track every client, project, invoice, and time entry in one place. Dashboard auto-calculates active clients, revenue MTD, outstanding amounts, and overdue invoices. Assign unique client IDs, link projects and invoices, and log daily time entries with automatic billing calculations. Pre-loaded with sample data — replace and go.
2. Financial Model — Excel
Model your practice finances with confidence. Forecast retainer income, hourly revenue, and ad hoc project fees. Understand your breakeven, capacity, and growth trajectory. Built to the industry standard: blue inputs, black formulas, zero errors.
3. Freelance Accountant OS — Notion Workspace
Six linked databases that replace scattered spreadsheets with a connected system. Client registry, project tracker, task list, document log, compliance calendar, and weekly review — all linked. Set up in under 30 minutes. Built for SAIPA and SAICA registered practitioners, works globally.
4. Client Deliverables Kit — PDF Templates
Three professional documents ready to send: • VAT-compliant Tax Invoice — all SARS-required fields, your branding, payment terms • Letter of Engagement — scope, fees, responsibilities, liability, termination clauses • Monthly Management Accounts Report — KPI dashboard, revenue commentary, debtors ageing, action items All three comply with South African professional standards (VAT Act 89 of 1991, Tax Administration Act, Companies Act 71 of 2008). Replace placeholder text and send.
Who this is for?
Independent accountants, bookkeepers, and sole-practitioner CAs in public practice. Whether you have 3 clients or 30, this system scales with your practice.
Formats included Excel · Notion · PDF — works in software you already own. No subscription required.
Instant download. All files delivered immediately after purchase.
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