Track client costs without tracking software. Text receipt photos via WhatsApp, expenses get organized automatically. Client dinners, travel to meetings, project tools - everything documented and categorized. Excel reports ready when you need them.
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Save expensive billable hours on admin work
You're billing $150-300 per hour. You just spent 45 minutes trying to recreate last quarter's expenses from memory and random receipts.
That's $112-225 in lost billable time spent on admin work. And you're probably missing expenses anyway.
Client dinner in Chicago? Receipt's somewhere. Flight to Boston for project kickoff? You think it was $380. Hotel near client site? Definitely paid for it. Software for client deliverable? Maybe deducted it, maybe didn't.
You're a consultant. Your time is expensive. Spending it on expense reconstruction is expensive too.
Client dinner ends, text receipt photo. Buy software for project, text confirmation email. Travel expense happens, text documentation.
We extract details: merchant, date, amount, purpose. You confirm if it's client-related, project-specific, or general business cost.
Generate reports by client, by project, or by time period. See exactly what each engagement cost you in expenses.
Tag which expenses are billable to clients. Track what you need to invoice separately from general business costs.
Client meetings - Meals, coffee, entertainment during client discussions (typically 50% deductible)
Travel to client sites - Flights, trains, rideshares, mileage to meetings
Accommodations - Hotels near client locations for multi-day engagements
Project-specific tools - Software, platforms, resources purchased for client deliverables
Professional development - Courses, certifications that improve consulting capabilities
Marketing - Website, business cards, conference attendance for client acquisition
Home office - Portion of space costs for client work from home
Communication - Phone, internet, video conferencing tools for client interactions
Contract labor - Specialists hired for specific client projects
Professional services - Accountant, lawyer, insurance for consulting practice
Average consultant has $12,000-25,000 in annual expenses. That's $3,600-10,000 in tax savings with proper documentation.
Your time is valuable. Every hour on expense admin is an hour not billing clients. Quick tracking saves expensive time.
Without expense tracking, you don't know if clients are actually profitable. Some engagements might cost more than they're worth.
Many consulting agreements allow billing travel, tools, or other costs. Missing those reimbursements reduces project revenue.
Self-employment tax is 15.3% plus federal income tax. Every documented expense saves 30-40% in combined taxes.
Organized records signal competence. Scrambling for receipts signals disorganization. Matters for client relationships.
$8 coffee meetings feel minor. But 50 client coffees is $400 in deductions - $120-160 in tax savings.
That $29/month tool for client presentations? $348 annually, $104-139 in tax savings. Multiply by 5-10 subscriptions.
50% of meal costs during business travel are deductible. Consultants traveling frequently miss hundreds in deductions.
Most consultants work from home between client visits. Portion of rent, utilities, internet is deductible if tracked properly.
Books, courses, conferences that improve consulting skills. Fully deductible but often undocumented.
Without consistent tracking, consultants typically miss $4,000-8,000 in legitimate annual deductions.
Independent consultants - Solo practitioners billing clients directly
Fractional executives - Part-time leadership roles across multiple companies
Strategy consultants - Client engagements requiring travel and on-site work
Specialized advisors - Technical, financial, or industry-specific consulting
If you're billing hourly or project-based and tracking expenses manually, you're wasting expensive time.
Process one to see the workflow
6 expenses monthly
25 expenses monthly
Invest $60-120 yearly, save thousands in taxes and billable hours.
Yes. When confirming category, you can note which client or engagement. Reports can filter by client to see project-specific costs.
Tag expenses as billable during confirmation. When generating reports, you can filter for billable items to include in client invoices.
For driving to client sites, you can manually enter mileage. Standard IRS rate ($0.67/mile in 2024) applies to business driving.
Yes. Standard Excel format with expenses by category. Most accountants prefer organized digital records over physical receipts.
Track consulting expenses only. W2 employment doesn't generate business deductions. But consulting costs are fully deductible on Schedule C.
Organized expense records help calculate actual quarterly tax liability. You can see year-to-date expenses to estimate what you'll owe.