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- Accounting + Invoicing for Freelancers
- Who it's for
- Bookkeeper-supported practices
Bookkeeper-supported practices
An external bookkeeper may help several freelance businesses prepare and reconcile their client documents. Each business needs its own organization context and access boundaries. Assign preparation and independent review deliberately so a membership change does not quietly give the preparer authority to decide their own work.
How Accounting + Invoicing for Freelancers is set up for you
Separate business identities
Keep organization codes and business partner records stable during imports. Similar client names can occur in different businesses. Check the organization and document parent before selecting a record for review or cash application.
Clear working responsibilities
App Administrator maintains membership and client information. Accounting Preparer prepares assigned documents. Accounting Reviewer decides independently and checks reconciliation evidence. Agree who fills each responsibility for the business before inviting the pilot team.
Explainable handover
Preserve review reasons, attachments and operation receipts when work passes between people. Auditor needs read access to the authorized evidence without the ability to change records or execute financial actions.
An external bookkeeper may help several freelance businesses prepare and reconcile their client documents. Each business needs its own organization context and access boundaries. Assign preparation and independent review deliberately so a membership change does not quietly give the preparer authority to decide their own work.
Start with a bounded client business and a small set of documents the freelancer can reconcile with the bookkeeper. Include submitted billable work, a balanced posting and a verified cash application. Check that each action uses the intended organization and that its effects remain connected to the same parent document.
Rehearse access with a separate business containing similar client names. Use direct record links as well as the ordinary queues. Remove a team member's active assignment and verify the resulting access boundary before importing more clients.
Finally, hand an unresolved operation to another permitted preparer. That person should locate the original receipt and understand what to investigate before retrying. Retain the successful and failed evidence so the freelancer can understand the final result without reconstructing the bookkeeper's earlier session.
Review [permissions](/accounting-invoicing-for-freelancers/roles) and [clients and organization](/accounting-invoicing-for-freelancers/modules/clients-and-organization) before inviting the wider team.
Features to start with
Roles on the team
- Auditor
- Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
- App Administrator
- Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
- Accounting Preparer
- Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; accepted, posted and recorded evidence is read-only; guarded workflows authorize every transition.
- Accounting Reviewer
- Review eligible document revisions independently and reconcile recorded evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
Set up Accounting + Invoicing for Freelancers your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.