SmallBooks for consultants
Bookkeeping for consultants
Retainers, project fees, reimbursable travel: consulting money has structure, and your books should too. SmallBooks tracks it by client and project without a finance department.
Sound familiar?
- Travel and client-billable expenses blur into general spending.
- Retainer invoices, milestone invoices, and expense rebills all live in different documents.
- Partners or subcontractors need visibility without seeing everything.
How SmallBooks handles it
Project tags
Tag every transaction to a client or engagement and see spending per project.
Recurring invoices & transactions
Monthly retainers post themselves; recurring costs are budgeted.
Receipt-to-transaction matching
Billable receipts are attached and ready to justify a rebill.
Module-based team access
Give a subcontractor invoices-only access, or your bookkeeper reports-only.
Customer statements
One PDF shows a client exactly what's open across engagements.
Free during early access · No card required