Independent Consultant Bookkeeping
Track client payments, project expenses, travel costs, and consulting overhead in Google Sheets. Manual sync gives you control.
Free for 7 days of transaction history. No credit card required.
The Multi-Client Accounting Nightmare
Managing finances across 5+ clients with mixed payment terms
Payment Tracking Chaos
Client A pays monthly retainer. Client B pays per milestone. Client C is 30 days late. Which invoice just hit your account? Was that the $10k from the strategy project or the $8k retainer?
Expense Categorization Hell
Flight to Client A's headquarters—reimbursable. Dinner with Client B—billable expense. Your laptop upgrade—business overhead. LinkedIn Premium—split across all clients?
Quarterly Tax Scramble
Estimated taxes are due. How much did you actually make after expenses? Which business expenses are deductible? Your accountant needs clean numbers, and you need them now.
Track All Your Consulting Income & Expenses
Every client payment and business expense syncs when you choose
Client Revenue
- Retainer payments: Monthly recurring revenue from ongoing clients
- Project milestones: Fixed-price deliverable payments
- Hourly billing: Time-based consulting fees
- Success fees: Performance-based bonuses and revenue share
Client Reimbursable Expenses
- Travel expenses: Flights, hotels, rental cars for client visits
- Client meals: Dinners, lunches, coffee meetings
- Project-specific software: Tools purchased for specific engagements
- Materials & supplies: Research reports, data purchases
Business Overhead
- Software subscriptions: Slack, Zoom, project management tools
- Professional development: Courses, certifications, conferences
- Marketing & sales: Website hosting, LinkedIn Premium, CRM
- Office expenses: Coworking space, home office equipment
Professional Services
- Accounting & bookkeeping: CPA fees, tax prep services
- Legal services: Contract review, incorporation, compliance
- Insurance: Professional liability, business insurance
- Subcontractors: Specialized expertise for client projects
How It Works
Set up once, sync when you choose to review finances
Connect Your Business Accounts
Link your business bank account and credit cards via Plaid. SheetLink supports 10,000+ financial institutions with bank-level security.
Transactions Sync When You Click
Every client payment, expense, and transaction appears in your spreadsheet when you click sync. Manual control for privacy. Perfect for weekly or monthly reviews. No manual CSV entry.
Tag by Client & Expense Type
Add columns for "Client Name", "Expense Type" (Reimbursable, Overhead, Deductible), "Project", or any custom categories your practice needs.
Run Recipes for Client & Tax Reports
Use SheetLink Recipes to instantly generate client-specific income reports, reimbursable expense summaries, or quarterly tax estimates. One click turns raw transactions into professional reports.
Professional Consultant Bookkeeping Workflow
Streamline financial management for your independent consultant clients
The 5-Step Process:
- 1Consultant connects accounts via Plaid
Business bank account and credit cards. Secure bank-level authorization, no password sharing.
- 2Transactions sync into a shared Google Sheet
All income and expenses appear when you click sync (manual control for privacy). Perfect for weekly or monthly reviews across all accounts.
- 3Run SheetLink Recipes to auto-categorize
Generate income summaries by client and expense reports by category.
- 4Review and adjust client allocations
Verify reimbursable expenses, separate overhead from billable costs, match payments to invoices.
- 5Export reports for invoicing and tax filing
Generate client invoices and quarterly tax estimates directly from the Sheet.
Your Google Sheet becomes the system of record for consultant finances. You own the data. Your client owns the data. No exports, no lock-in, just clean multi-client bookkeeping in a spreadsheet.
Stop Chasing Client Payments
Track retainers, project payments, and business expenses with manual sync control. Privacy-first approach. Free for 7 days of history.
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