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Freelancer Profit Boost

Created a custom tax strategy for a freelance designer, lowering tax liabilities and improving quarterly savings discipline.

Project Overview

A solo freelancer lacked formal financial systems and often faced tax surprises and cash flow gaps. We streamlined their finances, introduced automated tools, and developed a quarterly tax plan—resulting in more savings, predictability, and peace of mind.

What We Did

We reviewed past finances, categorized expenses, and set up tax-ready books. Then, we helped create quarterly income plans and automated savings for tax season.

Income and expense analysis

Bookkeeping system setup

Quarterly tax savings plans

Tools for tracking and automation

Strategic financial guidance

NovaCart Inc.

NovaCart Inc.

Client Benefit

Before, the freelancer was overwhelmed by taxes and disorganized records.

Now, they save confidently for taxes, track income better, and make decisions with clear financial insight.

Client Name

NovaCart Inc.

Location

Austin, Texas

Industry

Freelance

Duration

5 Months

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