Notes
Notes for freelancers, page 6
Short, practical guides to getting paid for your time. Every number and legal claim links to its source.
The quarterly look backFive questions to answer before each estimated tax payment, and one thing to change.
Charging for meetingsWhich calls are free, which are paid, how to price them, and what to put in writing.
Month-end invoicingReview hours, catch the gaps, invoice before the month closes: an eight-step checklist.
Client onboarding checklistThe paperwork, billing details, kickoff and welcome email to run with every new client.
Time tracking for writersPer word vs per hour, tracking research and revisions, and the real rate on every piece.
Freelance record keepingWhat to keep (invoices, payments, time, receipts), how long the IRS says, and a simple system.
Out of officeThe 2026 holiday dates, the schedule message to send clients now, and an out-of-office reply.
Freelance cash flowPayment terms, deposits, prompt invoices, a buffer and a tax account: six habits that keep you afloat.
Good, better, best packagesBuild three packages from your rate, make the differences clear, and check what they paid.Track it, prove it, get paid.
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