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- Accounting + Invoicing for Freelancers
- Who it's for
- Independent consultants
Independent consultants
Independent consultants often prepare their own client work while a bookkeeper checks the financial records. A submission needs a clear client document and an independent reviewer before the approved work enters invoicing. Keep the engagement's supporting evidence with that document so a later question can be answered from the saved history.
How Accounting + Invoicing for Freelancers is set up for you
Client context
Use the business partner and document subject to distinguish engagements. Similar work for separate clients must retain separate parents and review decisions. Check the intended organization before submission when a bookkeeper supports several businesses.
Independent review
The consultant can work as Accounting Preparer while an authorized bookkeeper works as Accounting Reviewer. Agree that separation before the first submission. The reviewer records a reason when returning work so the preparer can resolve the actual concern.
Payment explanation
Match verified client receipts to the posted document and inspect any remainder. Preserve the source event when the same confirmation arrives again. Use the recorded application history when a client asks which amount has been received.
Independent consultants often prepare their own client work while a bookkeeper checks the financial records. A submission needs a clear client document and an independent reviewer before the approved work enters invoicing. Keep the engagement's supporting evidence with that document so a later question can be answered from the saved history.
Pilot a consulting engagement with a client document, supporting time evidence and a receipt that covers part of the amount. Take the submission through independent review, execute eligible invoicing and inspect the operation receipt. Follow the remaining document amount through cash reconciliation.
Include a corrected submission and an interrupted action in the rehearsal. Ask the bookkeeper to locate the exact reviewed revision before approving the correction and to inspect the original operation before retrying. Agree any connection to detailed time capture or invoice delivery during setup, including who owns source corrections.
Expand after the preparer and reviewer can explain the same client amount from the retained document and cash evidence. Keep the next engagement within the same agreed review policy.
[Prepare the pilot](/accounting-invoicing-for-freelancers/implementation) and follow [time submission to invoice](/accounting-invoicing-for-freelancers/processes/time-submission-to-invoice).
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.
- 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.