The Freelancer OS forBookkeepers
Contracts designed for bookkeeping services. Invoices that match your billing structure. Tax guidance for your own income — not just your clients'.
Common Startup Problems
Becoming self-employed should be filled with excitement, and not a mad scramble for contract and invoice templates, or worrying about tax or how to look professional.
Scope disputes on what's included
Clients assume 'bookkeeping' means everything from data entry to tax returns. Without a clear contract, bookkeepers end up doing work that was never agreed — and never paid for. Scope disputes are constant.
System access and liability exposure
Bookkeepers handle sensitive financial data and need access to client systems. If something goes wrong — a missed return, a data breach — who is liable? Without professional indemnity and clear access terms, you're exposed.
Tax on your own income
The irony isn't lost on anyone. Bookkeepers manage other people's finances all day but often neglect their own tax obligations. Knowing what to set aside from your own invoicing is just as important.
How TrustSolo helps bookkeepers
We automate your contracts, invoicing and tax planning allowing you to focus on delivery
Contracts
A contract built for bookkeepers — covering scope, access, and indemnity
Covers agreed services, system access terms, professional indemnity, and confidentiality. Purpose-built for bookkeeping engagements so both sides know exactly what is included.
Bookkeeping Services Agreement
Invoicing
Bookkeeping invoices that are as accurate as the work you do
Send professional invoices that itemise monthly services and additional work. Stripe payment link built in, automated reminders, every invoice tracked.
Freelance Bookkeeper
Tax
A live tax estimate for bookkeepers — your own numbers, sorted
You manage your clients' tax — now manage your own. See your income tax, Class 2 NI, and Class 4 NI update in real time as your invoices are paid.
Clients
Every bookkeeping client, contract and invoice — in one place
See which clients are on retainer, which invoices are outstanding, and which contracts need renewing. All in one place, no separate tracker needed.
Already freelancing?
Tell us where you are this tax year and we'll take it from here — contracts, invoices, tax estimates, all caught up from day one.
Get set up in just 5 minutes
How it works
Create an account
Confirm your discipline, trading name, rates
Add your first client and send a contract
Ready-made template contracts, Solicitor-reviewed, signed online
Invoice them and get paid
Includes online payment link, automatic reminders
Ready-made contract templates for copywriters, designers, developers, photographers, consultants, and more.
TrustSolo provides everything you need from day one.
Built on trust
Why freelancers trust us
Bookkeeper rates
What should you charge?
See typical UK day rates for bookkeepers at every experience level.
Simple pricing
One plan to get started. More on the way.
- Solicitor-reviewed contracts for your discipline
- Professional invoices with online payment links
- Automated payment reminders
- Tax estimate with set-aside guidance
- Freelance rate calculator
- Client address book
- Dashboard with income tracking
- Everything in Solo
- Proposals and quotes
- Time tracking
- Expense tracking with receipt capture
- Business health dashboard
- Accountant access seat
Frequently asked questions
No. TrustSolo handles contracts, invoicing, payments, and tax estimates. For full bookkeeping you’ll eventually want an accountant, but TrustSolo gives you everything you need in your first 18 months.
Ready to send your first bookkeeping contract?
Set up properly from day one. TrustSolo handles the contracts, invoices, payments and tax — so you can focus on keeping your clients’ books in order.
Start free — no card required