How to manage your accounting easily as a freelancer?

 As a freelancer, you have many missions that are not limited to your core business. Indeed, to ensure the success of your micro-business, you must also manage the accounting aspect of your activity.

If like many freelancers, you postpone your accounting management to the maximum, this article is made for you! Produced in collaboration with the online accounting software Indy, you will learn how to manage your accounting easily so you can spend your time on your core business. Let's get started!


1. Synchronize your bank accounts with your accounting software

Choosing accounting software that syncs with your business bank account will save you a lot of time. For example, you won't have to read your bank statements line by line to find out what your business expenses are...

With bank synchronization, your transactions are transcribed into accounting lines in your software. All you have to do is fill them out to validate your tax return. No more balance errors!

Warning: Make sure that the bank synchronization proposed by the accounting tool is completely secure.

Indy has a bank aggregator approved by the ACPR-Banque de France, to synchronize your transactions with the online software in complete security.

2. Categorize your transactions

To manage your cash flow, it is essential to know what your different expenses and receipts correspond to.

Think of categorizing them quickly to find them more easily at the time of the balance sheet:

  • Supplies,
  • Meal expenses,
  • Transportation,
  • Etc.

This will allow you to quickly visualize which are your biggest expense and revenue items when you want to improve your cash flow.

In addition to synchronizing with your bank account, Indy automatically categorizes your expenses thanks to its artificial intelligence. Most of the expenses are thus classified directly in your tax return, without any action on your part.

You can then tell the AI which category to assign the remaining transactions to. The AI will then automatically classify similar expenses and receipts.


3. Automate your tax returns

If you spend several days each year working on your tax closing, you'll be interested in this point.

Some accounting software, such as Indy, automatically fills in your 2035, 2033, and 2065 returns. You just have to follow the different steps step by step to validate your declarations and upload your tax return to the administration.

In the same way, the automated accounting software allows you to create, download, and close your monthly, quarterly or annual VAT returns in just a few clicks.

In addition, it reminds you when to make your declarations to avoid forgetting.

4. Digitize your receipts

Are you lost under a bunch of unsorted receipts and don't even know what each one corresponds to? Avoid errors and save a lot of time by digitizing your receipts.

Choose accounting software that allows you to store your receipts from a simple photo, and pin the receipt to the corresponding transaction. Then you can throw away all your receipts!

5. Adopt a tool that offers an accounting tracking dashboard

Use a clear dashboard to track your accounting and cash flow. This will allow you to view and compare your expenses and revenues for each month, by category (provided you have followed our 2nd tip...).

A good dashboard will also highlight the key figures of your business, such as your IS and VAT amounts, so you can anticipate future payments and know whether or not you have the possibility to invest.

Some very complete dashboards, like the one proposed by Indy, also offer you the possibility to consult the dividends you can pay yourself and their evolution over the months.



Save a lot of time by adopting automated accounting software. This way, you will greatly simplify your accounting and you will free up time to do your freelance work.

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