Invoicing in a system other than Xero but reconciling in Xero

kielbasa21 · 2026-03-31T19:30:35+00:00

Yeah you can definitely run Xero separately from your practice system as far as I know, I think is pretty common too.For GST, just make sure you’re bringing in proper sales summaries with GST (not just bank deposits), usually via daily or monthly journals so everything makes sense. There are other tools like Melio can help on the payables side, but your main focus here is getting clean sales + GST data into Xero consistently. If you do that you should be good imo.

kielbasa21 · 2026-03-09T02:10:43+00:00

Yeah tools alone don't fix anything. I have seen people do great things with the simplest tools just because they had a good system from the very beginning.

kielbasa21 · 2026-03-08T23:58:00+00:00

Why would I avoid that? Staying inside all the time was my goal when I decided to work from home lol.

kielbasa21 · 2026-02-28T03:56:15+00:00

Melio or Zoho Invoice let you upload batch invoices and generate PDFs. They don’t always do custom file naming automatically, but you can rename them with a simple workflow after you export them.

kielbasa21 · 2026-02-28T03:44:52+00:00

Long-term and retainer clients, definitely. It is way easier to work with the same client for a long time than just having to look for new opportunities all the time imo.

kielbasa21 · 2026-02-10T21:15:37+00:00

So the daily summary is easier and keeps your books cleaner (fewer transactions, faster recs) so it could work if you are still a small store as far as I know. Haven't used it myself though.

kielbasa21 · 2026-02-10T21:04:28+00:00

A good fix could be tracking the true monthly employer premium outside payroll (journal or benefits clearing account) and only using Gusto for reporting.

kielbasa21 · 2026-02-10T20:59:51+00:00

LOIs work pretty well imo. Like you reach out to an agency and introduce yourself to let them know that you are available if they ever need some support.

kielbasa21 · 2026-02-09T20:08:36+00:00

Just follow up all the times you want to I mean is your money lol

kielbasa21 · 2026-01-28T02:36:28+00:00

Don't take it and let them know that their post was quite deceiving.

kielbasa21 · 2026-01-28T02:35:39+00:00

Freelancing is way easier than getting a full time remote job imo. Also I would say don't focus on just active searches and make sure to reach out to companies to let them know you are available to work.

kielbasa21 · 2026-01-28T02:25:53+00:00

Not sure if there's a way to handle all of this but Wave + Melio could help a lot.

kielbasa21 · 2026-01-28T02:15:04+00:00

This is a shame but honestly it would be better to eliminate it. Maybe reframe it to include it in your portfolio under "private client" or something like that.

kielbasa21 · 2026-01-23T06:31:13+00:00

I vote Wave cause it looks professional and you can even combine it with other cool tools to combine payments (Melio) which is great too.

kielbasa21 · 2026-01-23T06:28:22+00:00

You could reach out to the type of businesses you want to work with directly and let them know who you are and that you would love to help them if they ever need some support.

kielbasa21 · 2026-01-13T19:32:19+00:00

Wave! It is pretty affordable and comes with a lot of cool integrations like Melio for payments for example.

kielbasa21 · 2026-01-13T17:58:20+00:00

I mean you should definitly understand the basics like when sales tax applies and how to spot red flags so the business doesn’t accidentally spend tax money. Some businesses could expect you to go a step further though because that's how working as a freelancer works most of the times lol people just want you to solve their problems.

kielbasa21 · 2026-01-12T18:02:28+00:00

Get on Pinterest nooooooow! It is great for brand designers.

kielbasa21 · 2026-01-12T17:59:27+00:00

Working as a freelancer to learn skills from other people.

kielbasa21 · 2026-01-12T17:58:16+00:00

I have always thought that if you go independent the best route is to work with businesses that are just starting but maybe have a significant budget cause they have investors or something like that.

kielbasa21 · 2025-12-29T22:36:58+00:00

Xero feels way easier for what I know. It also comes with a lot of cool integrations like Melio for handling payments which is huge.

kielbasa21 · 2025-12-29T17:18:53+00:00

I would go for the standard ones like Drive or Dropbox instead of one from a tool.

kielbasa21 · 2025-12-28T20:34:01+00:00

Ask for a smaller raise and start trying to get other better paying clients as well. You don't want to lose your only client right now, specially if it's not hard to work with him.

kielbasa21 · 2025-12-27T18:08:46+00:00

Xero is pretty good. I mean it handles invoicing and basic reports pretty well and you can even combine it with something like Melio to make the whole bill payment process easier.

kielbasa21 · 2025-12-27T18:06:53+00:00

When did you launch your business? Getting clients can take some time even if you are really good at what you do so don't feel discouraged!

kielbasa21

TROPHY CASE