Guides
The money side of a small business, one subject at a time
Each guide takes one thing people search for at tax time or on invoice day — Schedule C, a receipt scanner, an estimate that turns into an invoice — explains it properly, and then shows how Daily Invoice Maker handles it, screen by screen.
Already using the app? See the training guide. Need a quick answer instead? How-to guides.
Tax season
Tax season: the forms, and the records behind them
Schedule C Tracker
What Schedule C asks for, line by line, and how to keep a running record of income, expenses and mileage all year so the form takes minutes, not a weekend.
Write-Off Tracker Guide
The small business tax deductions most self-employed people miss, the records the IRS expects for each one, and how a tax write-off tracker captures them during the year.
Tax Prep Guide
How to prepare self-employed taxes without a lost weekend: what your preparer or TurboTax needs, how a TXF export works, and the checks that stop double counting.
Schedule E Tracker
What Schedule E asks a landlord for, line by line: rents, the expense lines, mortgage interest from Form 1098, depreciation and mixed-use allocation.
Self-Employed Accounting
The accounting a sole proprietor or independent contractor actually needs: cash-basis books, a monthly reconciliation routine, quarterly estimates, self-employment…
Invoicing and billing
Getting paid: invoices, estimates and billing
Invoice Maker Guide
What every invoice must contain, the payment terms that get you paid faster, why a real invoice maker beats a one-off generator, and how paid invoices become your…
Estimate Maker Guide
How to write a job estimate a customer can say yes to: scope, line items, terms, validity and signature.
Billing Software Guide
How monthly billing should work for a service route: recurring invoices, billing many customers at once, tracking paid, partial and overdue, and chasing without the…
Contractor Invoicing Guide
What a contractor's invoicing and field-service software has to do between the first call and the paid invoice: estimates, agreements, scheduling, service records…
Invoicing Without a Subscription
What a subscription really costs a small business over five years, what you give up with cloud-only invoicing, and what to check before buying one-time-payment…
Money and records
The books: expenses, receipts and the ledger
Expense Tracker Guide
How to track business income and expenses so the numbers are right all year: categories that match the tax form, receipts attached, statements imported and…
Receipt Scanner Guide
How a receipt scanner should work for a small business: capture at the counter, read the merchant, date and total automatically, categorise for Schedule C, keep the…
Simple Ledger Guide
What a small business ledger actually needs to record, why a cash book beats double entry for a sole proprietor, how to keep it reconciled, and how a bookkeeping app…
Small Business Accounting
The accounting a one-person or family business really needs: a profit and loss you can read monthly, invoices as the income record, categorised expenses, sales tax…
Also useful
Quick how-to answers for one job at a time · Nine free invoice templates you can fill in and print · What invoicing software actually costs over five years · Pages for your specific trade