Freelancers: stop doing your own bookkeeping at midnight.
We analyze your finances to uncover where you're overspending, under-billing, and wasting time on manual work — then give you a clear plan to fix it.
This is not a CPA audit, attestation, tax, or assurance service. It is an operational financial analysis designed to help business owners understand their numbers and identify improvement opportunities.
The Freelancer Finance Problem
If any of these sound familiar, you're not alone.
Revenue is growing but you have no idea where the money goes
Bookkeeping piles up and you dread tax season
Tracking expenses across multiple clients and tools is chaos
You're not sure which clients or projects are actually profitable
Invoicing, categorizing, reconciling — it all falls on you
No clear picture of cash flow or what you can afford to invest
What Your Analysis Covers
Income & Expense Breakdown
See exactly where your money is coming from and where it's going each month.
Cash Flow Review
Identify timing gaps between when you invoice and when you get paid.
Spend Efficiency Analysis
Find subscriptions, tools, and costs that can be cut or consolidated.
Client & Project Profitability
Understand which work is worth your time and which is costing you.
Automation Opportunity Map
See which manual bookkeeping tasks can be automated with Poof.
30-Day Action Plan
A prioritized plan to clean up your books and keep them clean going forward.
How It Works
Apply and get accepted
Fill out the form below. We work with freelancers and solo founders who want clean books without the busywork.
Share your financial data securely
Connect your bank accounts or accounting software. All data is encrypted and confidential.
Receive your analysis
Get a clear report breaking down your finances with specific, actionable recommendations.
Decide on next steps
Implement the fixes yourself or let Poof automate your bookkeeping for $29/mo.
Get Your Finances Under Control
Limited spots available each month. Apply now and get clarity on your freelance finances within days.
Apply for Your Analysis
Fill out the form below and we'll determine if your business is a good fit.