LIFE WITH WORKMADE

You went freelance
for this part.

The work you love. The afternoon you kept free. The freedom to do things your way. Let’s make room for more of that.

Get back to your thing ↗7 days free. No card to start.

More living. Less “I’ll sort it on Sunday.”

FIRST QUARTER / FIND YOUR RHYTHM

New year.
Same you. Less admin.

A new client. A fresh calendar. A business that’s yours to build. Connect your accounts and give your income, purchases, and receipts somewhere to land.

Your money, together.

Connected transactions give you a clearer picture of what came in and what went out.

A plan for the tax part.

See an estimate of what to put aside as you earn. Review it when your income or circumstances change.

SECOND QUARTER / THINGS PICK UP

The client paid.
The day is still yours.

The invoice finally lands. There’s a supply run to do and somewhere you’d rather be afterward. WorkMade brings the money details together so one payment doesn’t become an evening of admin.

Bought it for work? Keep the story.

Scan the receipt, review the potential business items, and keep the details with the purchase.

Quarterly check-in. Clear next step.

Review your estimated taxes and payment records together. Confirm what’s due and take care of the payment that applies to you.

THIRD QUARTER / MAKE ROOM FOR LIFE

Your out-of-office
can mean it.

Some weeks are back-to-back jobs. Some should be a little slower. Your connected transactions keep coming into WorkMade, giving you a place to check the numbers without rebuilding the story from scratch.

Ask it the way you’d say it.

“I had a quiet month. What does that change?” Talk to the AI assistant using your connected business information.

Adjust before the next deadline.

Check how the year is going, update your information, and review your next tax estimate.

FOURTH QUARTER / FINISH WITH A CLEARER PICTURE

Wrap the projects.
Keep the receipts out of it.

One more deadline. One last supply run. The books and receipts you’ve kept together all year make it easier to see what still needs your attention before the year ends.

Catch the loose ends.

Review uncategorized purchases, missing receipts, and personal expenses mixed in with business spending.

Look at the whole year.

Bring income, expenses, and recorded payments into the conversation. Ask what information is still missing.

TAX TIME / START WITH A CONVERSATION

Got five minutes?
Talk it through.

A quick check-in with your AI assistant can help you see what’s organized, what’s missing, and what needs a closer look. Your year is already in the conversation.

Want your year-end taxes filed? Add the $500 one-time tax-filing service. This is a check-in with your AI assistant; completing a return may take more time and information.

See membership and pricing ↗

AN EXAMPLE CHECK-IN · AI ASSISTANT

“Before we do taxes, what do you still need from me?”

“Let’s review your income, expenses, and recorded tax payments, then check for anything missing.”

“And that supply run with my groceries on it?”

“We can review the receipt together and separate the possible business purchases from the personal ones.”

YOUR BUSINESS. YOUR LIFE.

Make the work yours.
Give the admin some help.

Books, receipts, tax planning, and an AI accountant you can talk to. One WorkMade membership.

Start my free week ↗Compare plans and costs

New year.
Same you. Less admin.

A new client. A fresh calendar. A business that’s yours to build. Connect your accounts and give your income, purchases, and receipts somewhere to land.