Annual Freelance Business Review
Review the year and plan the next without tax advice.
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Run an annual review of my freelance business. Income by client and by service, as I record it: [INCOME_SUMMARY]. Hours worked and time off: [HOURS]. Lessons and frustrations: [LESSONS]. Goals for next year: [GOALS]. Compute income concentration (share from my top client), effective hourly rate by client, and utilisation. Show the results in a table and list three risks and three opportunities. Propose goals with measures and a quarterly review plan. Add questions about energy and sustainability, such as which work I want more of. Remind me to take tax, insurance and pension questions to a qualified adviser [VERIFY] for [JURISDICTION], and do not provide tax calculations. Add a section on boundaries and wellbeing: how many weeks I took off, whether I worked evenings, and one change that would make next year more sustainable. Leave final decisions about pay, contracts, tax and safety rules to me and my advisers. Present options, mark rule-dependent items [VERIFY] for [JURISDICTION], and avoid telling me what the law says.
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