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What to Track When You Work for Yourself
A simple checklist for solo service pros: what to save all year, and why it counts.
No one hands you a pay stub
When you work for yourself, your own records are the proof. The habit that matters most: one bank account just for the work, one card tied to it, and pay yourself by moving money to your personal account. Mixed accounts are the top reason people lose track — and lose deductions.
The six things worth tracking
- Work miles (client to client counts; your commute doesn’t)
- A space at home used only for work — measured
- Supplies and gear, with readable receipts
- License, training, and insurance costs
- Phone, booking apps, and software
- Every invoice and every payment received
Start today, thank yourself in April
The checklist version is printable and fridge-friendly. Ten minutes a week of saving the right papers is the whole game.
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Questions about how this applies to your business? Book a free discovery call — thirty minutes, no cost, no jargon. Or head back to all free resources.