Complete Bookkeeping Solutions
From basic income tracking to advanced tax optimization, we provide everything Upwork freelancers need to manage their finances professionally.
From tracking every invoice to reconciling bank accounts, our intuitive bookkeeping solutions empower Upwork freelancers to stay on top of their earnings and expenses
— without the hassle.
Our Core Services
Comprehensive financial management tailored specifically for Upwork freelancers and independent contractors.
Upwork Income Management
Specialized tracking for all Upwork payment types including hourly contracts, fixed-price projects, milestones, and bonus payments.
- Automatic Upwork integration
- Multi-currency support
- Fee calculation and tracking
- Client-wise revenue reports
- scrow payment monitoring
Starting at $99/month
Business Expense Tracking
Maximize your tax deductions with comprehensive expense management designed for freelancers and remote workers.
- Receipt scanning & storage
- Automatic categorization
- Home office deductions
- Equipment depreciation
- Software subscription tracking
Included in all plans
Tax Preperation & Planning
Stay compliant and minimize tax liability with expert preparation and strategic planning throughout the year.
- Quarterly tax estimates
- 1099 preparation & filing
- Deduction optimization
- Multi-state tax handling
- Audit support included
Starting at $199/month
Financial Analytics & Reports
Make data-driven decisions with detailed insights into your freelance business performance and growth opportunities.
- Profit & loss statements
- Cash flow analysis
- Client profitability reports
- Project ROI tracking
- Growth trend analysis
- Custom KPI dashboards
Advanced Plans
Bank & Payment Reconciliation
Ensure 100% accuracy with automated reconciliation across all your business accounts and payment platforms.
- Multiple account support
- Automated transaction matching
- Discrepancy identification
- PayPal & Payoneer integration
- Monthly reconciliation reports
- Fraud detection alerts
Included in all plans
Business Growth Consulting
Scale your freelance business with expert financial guidance, strategic planning, and growth optimization.
- Pricing strategy optimization
- Business structure advice
- Growth planning sessions
- Investment recommendations
- Retirement planning for freelancers
- 1-on-1 CPA consultations
Premium feature
Advanced Income Management
Our proprietary system connects directly to Upwork’s API to automatically track every payment, from hourly billing to milestone releases. We handle complex scenarios like partial payments, refunds, and currency conversions.
Get detailed insights into which clients and project types generate the most revenue, helping you focus your efforts on the most profitable opportunities.
Upwork Revenue Tracking
Seamless integration with your Upwork account for automatic income tracking and categorization.
Real-time Sync
Instant updates
Multi-currency
Global support
Analytics
Deep insights
Maximize Every Deduction
Our intelligent expense tracking system uses machine learning to categorize your expenses automatically. Simply snap a photo of receipts or forward email confirmations, and our system handles the rest.
We specialize in freelancer-specific deductions like home office expenses, equipment depreciation, software subscriptions, and professional development costs.
Smart Expense Tracking
AI-powered categorization and receipt management that maximizes your deductions.
Mobile App
Capture Everywhere
AI Powered
Smart categorization
Deduction Tips
Expert guidance
Strategic Tax Planning
Don’t wait until tax season. Our CPAs work with you throughout the year to optimize your tax situation, making quarterly estimates and identifying opportunities to reduce your tax burden.
We handle complex freelancer tax situations including multi-state filings, international clients, and business structure optimization.
Tax Optimization
Year-round tax planning and preparation by certified professionals.
Quarterly Plans
Stay prepared
Audit Protection
Full support
Max Savings
Optimize deductions
Our Proven Process
Get started in minutes with our streamlined onboarding and ongoing support.
Quick Setup
Connect your Upwork account, bank accounts, and payment processors. Our secure integration takes just 10 minutes with bank-level encryption.
Data Import
We import your historical data going back up to 3 years and clean up any inconsistencies, giving you a complete financial picture.
Automated Processing
Your transactions are automatically categorized, reconciled, and organized. Smart rules learn your business patterns over time.
Expert Review
Our CPA-certified team reviews everything monthly, ensuring accuracy and finding optimization opportunities you might miss.
Insights & Growth
Receive detailed reports and actionable insights to grow your freelance income and optimize your business strategy.
Freelancer Specializations We Serve
We understand the unique financial challenges across different freelance industries.
Web Development
Track project milestones, equipment expenses, software licenses, and ongoing maintenance contracts.
Graphic Design
Manage creative software subscriptions, stock photo purchases, and project-based billing structures.
Content Writing
Handle per-