Money & accounting
Use the simplest level of support that keeps your records complete, understandable and ready for the decisions you need to make. Move from a ledger or software to human support when volume, complexity, time cost or uncertainty makes reliable record keeping difficult, and involve an accountant or tax professional when the decision calls for professional judgement.
Updated Sep 4, 2026 · 10 min read
Money & accounting
Use one repeatable workflow: completed → invoiced → paid → recorded. Confirm that the work matches the agreement, send a clear invoice through an agreed payment method, verify receipt, then retain the invoice and payment record together.
Updated Sep 4, 2026 · 10 min read
Money & accounting
Use project pricing when the scope is clear, the effort is estimable and changes can be controlled. Use hourly pricing when uncertainty, client dependencies or revision risk remain open; choose a hybrid when a defined first phase can reduce that uncertainty.
Updated Sep 4, 2026 · 9 min read