Bookkeeping & Invoicing for Freelancers
Keep your numbers in order: compliant invoices, tidy records, a cash-flow view and money set aside for tax.
Your Readiness Proof
An invoice template with the mandatory details for your country, a bookkeeping sheet for three months of real or sample transactions and a monthly cash-flow and tax-reserve plan.
What this course is — and is not
This course is educational. It explains bookkeeping and invoicing in general terms; it is not individual tax or accounting advice, and rules differ between countries. We explain when to use a tax adviser or accountant.
Who this is for
- New freelancers and sole traders
- Small-business owners doing their own books
- People preparing to go self-employed
Better to start elsewhere
- People who need tax returns filed or individual tax advice — this course is educational; we explain when to use a tax adviser
What you will be able to do
- Issue invoices with the required details
- Record income and expenses consistently
- Keep receipts and records the way authorities expect
- Plan cash flow and set aside tax
- Work efficiently with an accountant or tax adviser
Modules and lessons
1Invoices
3 lessons
- Mandatory details
- VAT on invoices
- Numbering and storage
2Records
3 lessons
- Income and expenses
- Categories
- Receipts
3Cash flow
3 lessons
- Monthly overview
- Late payments
- Reserves
4Tax basics
3 lessons
- What to set aside
- Deadlines
- Questions for your adviser
5Tools
3 lessons
- Spreadsheets vs apps
- Bank feeds
- Your monthly routine
Course author and support
Written by accountants who work with freelancers across Europe.
Self-paced, with automated checks and a final assessment. A coordinator answers questions by message within three business days.
Your result tracker
Every week your tracker shows what is done, what is next and what your mentor said. Your coordinator checks in if a checkpoint slips.
- Week 1 · CheckpointInvoices
- Week 2 · CheckpointRecords
- Week 3 · CheckpointCash flow
- Week 4 · CheckpointTax basics
- Week 5 · CheckpointTools
- Week 5Readiness Proof submitted and reviewed
- After the course+30 days: post-course follow-up
After the course
6 months of access to all materials and updates after you finish, a 30-day check-in from your coordinator and access to the alumni community.
Format and time
Video lessons, readings, exercises, quizzes and a final assessment, at your own pace. 3 hours a week.
Requirements
A laptop or desktop computer, a stable internet connection and about 3 hours a week.
Certificate
Certificate of Completion, issued when you pass the final assessment.
This is a MAKE ME FIT certificate with a public verification link. It is not a state qualification or a professional licence.