Advisor resources

Expense records your self-employed clients can keep up with

Cadus helps freelancers, contractors, gig workers, and small business clients organize receipts, expenses, bank transactions, invoices, income, mileage, reports, and exports before tax season.

Common client record problems

Receipts arrive after tax season starts, often without notes or categories.

Bank transactions are mixed with personal spending and need review.

Invoice income, cash payments, mileage, and deductions are not organized together.

Small clients need better records but may not need a full accounting system yet.

How Cadus can help

Cleaner client records

Cadus helps clients keep expenses, receipt proof, income, invoices, mileage, and reports closer together throughout the year.

Better Schedule C prep

Organized categories, receipts, income, and Profit and Loss summaries can make review less chaotic before filing.

Simple mobile capture

Self-employed clients can scan receipts and review records from iOS or Android instead of saving everything for one spreadsheet session.

Exports for review

Cadus emphasizes accountant exports and tax-ready reports so business records are easier to hand off.

Before tax season

Encourage clients to capture receipts and categorize expenses as purchases happen instead of reconstructing records later.

During review

Use reports and exports as review inputs, then reconcile final treatment in your professional workflow.

For ongoing cleanup

Cadus can help clients keep transactions, receipts, and income closer together between bookkeeping check-ins.