Stay on top of EVERYTHING, from tax prep, to account maintenance, to making sure you pay yourself on time & avoid the last minute bookkeeping overwhelm!

(Even if you’re new to freelancing or you’ve outsourced your taxes & you’re looking to bring on a VA)

Download Now!

Stay on top of EVERYTHING, from tax prep, to account maintenance, to making sure you pay yourself on time & avoid the last minute bookkeeping overwhelm!

(Even if you’re new to freelancing or you’ve outsourced your taxes & you’re looking to bring on a VA)

The Ultimate Business Finance Checklist was designed to help you

  • Stay on top of daily, weekly, monthly, quarterly & yearly finance tasks that REQUIRE your attention. (yes - we’re getting detailed)

  • Know exactly when you need to start prepping & send off important tax documents (hello deadline reminders - goodbye IRS penalties & fees)

  • Be aware of month to month important estimated tax payment deadlines

  • Remember how often to assess client & contractor agreements and make adjustments as necessary for you & your business

  • Stop avoiding these 15-minute tasks so they don’t build up until you start to feel overwhelmed 

    (I know - been there, done that, have the t-shirt)

The Ultimate Business Finance Checklist was designed to help you

  • Stay on top of daily, weekly, monthly, quarterly & yearly finance tasks that REQUIRE your attention. (yes - we’re getting detailed)

  • Know exactly when you need to start prepping & send off important tax documents (hello deadline reminders - goodbye IRS penalties & fees)

  • Be aware of month to month important estimated tax payment deadlines

  • Remember how often to assess client & contractor agreements and make adjustments as necessary for you & your business

  • Stop avoiding these 15-minute tasks so they don’t build up until you start to feel overwhelmed 

    (I know - been there, done that, have the t-shirt)

You have bills to pay, and the IRS has deadlines - let’s make sure you can do both.

For the past 10 years we’ve used this exact checklist to keep our books & client accounts current and stress-free at tax time!​

This essential checklist has helped hundreds of freelancers, entrepreneurs & business owners, just like you, stay on top of business finances and behind the scenes tasks.

 

It’s time to worry less about money, so you can enjoy the freedom you’re building your business on.

You have bills to pay, and the IRS has deadlines - let’s make sure you can do both.

For the past 10 years we’ve used this exact checklist to keep our books & client accounts current and stress-free at tax time!​

This essential checklist has helped hundreds of freelancers, entrepreneurs & business owners, just like you, stay on top of business finances and behind the scenes tasks.

 

It’s time to worry less about money, so you can enjoy the freedom you’re building your business on.

Download the free Ultimate Business

Finance Checklist!

I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

Download the free Ultimate Business Finance Checklist!

I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

 

 

Hi! I’m Katelyn Magnuson, founder and CEO of The Freelance CFO, LLC, believes we’re all capable of reaching long-term financial goals without having to skip your daily latte. In November of 2017, she took her decade of experience as a tax analyst and controller and launched what is now known as The Freelance CFO, with the goal of helping millennials (and beyond) master their money knowledge and grow their financial freedom. Through her training, social media presence, and sought-after one-on-one coaching, she empowers individuals and small businesses alike to utilize personal money management to “create the life of their dreams with businesses that not only support their goals and generate profit, but are also fun.” She believes releasing financial shame and frustration is the first step towards a lifetime of success. When she’s not keeping in touch with her bookkeeping clients, or being featured on OppsLoan, Thrive Global, Betches, and countless other podcasts, she enjoys planning spontaneous trips to Iceland and hanging out with her chickens. Her greatest weakness are her T-rex thumbs as she constantly drops things.


 

 

Copyrights © The Freelance CFO. All Rights Reserved. Privacy

{:lang_general_banner_cookie_disclaimer}
{:lang_general_banner_cookie_privacy} {:lang_general_banner_cookie_cookie}