Plan consulting scope and billable capacity, agree proposal terms, prepare an invoice and compare collection timing with business cash needs.
Specify the client problem, deliverables, exclusions, access needed, responsibilities and how completion will be accepted. Document assumptions that could change time or cost. Confirm that you can provide the service and meet the relevant professional requirements.
Enter desired annual compensation, business expenses and your separately chosen annual reserve. Use your working weeks and billable hours per week to calculate a rate floor. Review nonbillable delivery, sales and administration time before using the result in a proposal.
Build the fee from scoped work and the chosen pricing approach. Agree milestones, revisions, expenses, payment timing, ownership, confidentiality and change handling as relevant. Compare the commitments with capacity, and retain the signed agreement before relying on the engagement.
Use the accepted scope and billing milestone to enter the business and client details, invoice number, dates, line items, discounts, taxes where applicable, shipping if relevant and payment terms. Preview totals and the printable document, then deliver the reviewed invoice through your chosen channel.
In Monthly cash plan, enter expected client collections in the months cash should arrive, alongside expenses, tax payments and owner withdrawals. Include deposits only when expected to be received. Compare the original schedule with a delayed-payment case and record any additional upfront cash needed.
Reconcile the issued invoices, deposits, receipts, fees and expenses with the ledger. Retain the engagement and change history. Determine the applicable annual tax target separately, allocate remaining payments from that target and compare actual delivery hours with the proposal assumptions.
Draft a scope outline and questions for the client; retain the final agreed scope in the chosen contract records. · Keep the proposal assumptions and negotiation checklist; final signatures, legal terms and contract storage use the agreed external process. · Record delivery lessons, outstanding receivables and source locations for the monthly close and next proposal.
Calculate a cost-based freelance rate from entered annual compensation, expenses, reserve, margin and billable capacity; it does not research market rates.
Prepare line items and invoice totals, review the local invoice preview and print or export the document; sending, collecting payment and receivables reconciliation happen separately.
Use Monthly cash plan to compare collection timing, payment obligations and a chosen cash floor; an invoice date is not automatically a cash receipt.
Allocate an independently verified annual tax target using entered coverage and previous payments; the tool does not derive tax from invoice totals.
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Use documented startup costs and business planning to prepare an engagement that fits the available resources.
Keep evidence that explains billed work, collections, expenses and business transactions.
Establish the applicable annual tax target and payment timing before using the allocation worksheet.
Licensing, registration and other launch requirements depend on where and how the service operates.
Record the new deliverable, approval, fee and timing impact before treating extra work as part of the engagement.
Available hours determine delivery capacity; payment dates determine whether cash is available to fund it.