Freelancers & Sole Traders + New York

AI Bookkeeping for Freelancers & Sole Traders in New York

SortBooks automates Xero bookkeeping for freelancers & sole traders businesses in New York. Stop wrestling with Sales Tax + Federal coding and manual data entry. AI suggests the right account for each transaction, you approve it, and SortBooks updates Xero, so you can focus on running your New York freelancers & sole traders business.

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Why Freelancers & Sole Traders Businesses in New York Struggle with Bookkeeping

Running a freelancers & sole traders business in New York means dealing with sales tax nexus, 1099 tracking and IRS reporting on top of your day-to-day operations. Here are the bookkeeping challenges we solve:

Mixing personal and business expenses

SortBooks eliminates this problem with AI-powered automation that learns how your New York freelancers & sole traders business operates.

Forgetting to log deductible expenses

SortBooks eliminates this problem with AI-powered automation that learns how your New York freelancers & sole traders business operates.

Tax time panic and shoebox receipts

SortBooks eliminates this problem with AI-powered automation that learns how your New York freelancers & sole traders business operates.

Not knowing if you're actually profitable

SortBooks eliminates this problem with AI-powered automation that learns how your New York freelancers & sole traders business operates.

How SortBooks Automates Bookkeeping for Freelancers & Sole Traders

Purpose-built features for freelancers & sole traders businesses in New York, with full Sales Tax + Federal compliance for IRS.

Automatic expense categorisation

Tailored for freelancers & sole traders businesses operating in New York, New York.

Business vs personal transaction flagging

Tailored for freelancers & sole traders businesses operating in New York, New York.

Tax deduction identification

Tailored for freelancers & sole traders businesses operating in New York, New York.

Invoice-to-payment matching

Tailored for freelancers & sole traders businesses operating in New York, New York.

Quarterly tax estimation

Tailored for freelancers & sole traders businesses operating in New York, New York.

Simple profit and loss dashboards

Tailored for freelancers & sole traders businesses operating in New York, New York.

United States Tax Compliance for Freelancers & Sole Traders

SortBooks helps your freelancers & sole traders business in New York keep its Sales Tax + Federal coding right in Xero, so your figures for IRS are easier to check.

Multi-state sales tax tracking
1099 contractor payment tracking
IRS Schedule C preparation support
Quarterly estimated tax calculations
State-specific compliance (B&O, franchise tax, etc.)
Tax codes suggested and written back to Xero with each approved change

Pricing

Less than your weekly coffee

Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts. Prices in US dollars; pay yearly and get 2 months free.

Solo

For sole traders who want their Xero coding sorted

US$24/month

or US$240/year (2 months free)

Try Free for 14 Days
  • 1 Xero organisation
  • Up to 200 transactions/month reviewed by AI
  • AI suggests a category for every transaction. You approve it.
  • Approved changes written back to Xero
  • P&L and balance sheet from your Xero data
  • Email support

14-day free trial. Cancel before day 15 and pay nothing.

Growth

Most Popular

Tidy books plus an AI CFO for your questions

US$49/month

or US$490/year (2 months free)

Try Free for 14 Days
  • 1 Xero organisation
  • Up to 1,000 transactions/month reviewed by AI
  • Learns from every approval
  • Ask your AI CFO about your numbers (5 questions/day)
  • Quarterly GST/VAT estimate to check before you lodge
  • Read-only access for your accountant

14-day free trial. Cancel before day 15 and pay nothing.

Scale

For growing businesses with more than one entity

US$149/month

or US$1,490/year (2 months free)

Try Free for 14 Days
  • Up to 3 Xero organisations
  • Up to 5,000 transactions/month reviewed by AI
  • Learns from every approval
  • AI CFO, up to 300 questions/month
  • 3-month cash flow forecast
  • Priority support

14-day free trial. Cancel before day 15 and pay nothing.

Practice

For bookkeepers and accountants managing client files

US$299/month

includes 10 clients, then US$19/client/month. Yearly: US$2,990 + US$190/client

Try Free for 14 Days
  • 10 client organisations included
  • Extra clients US$19/month each
  • Unlimited transactions
  • AI CFO, 100 questions per client/month (pooled)
  • Multi-client dashboard
  • Dedicated support

14-day free trial. Cancel before day 15 and pay nothing.

Ready to automate bookkeeping for your New York freelancers & sole traders business?

AI suggests the right account, you approve it, and SortBooks updates Xero. Try it free for 14 days.

Start 14-Day Trial

Freelancers & Sole Traders Bookkeeping in Other Cities

Freelancers & Sole Traders in Los AngelesFreelancers & Sole Traders in ChicagoFreelancers & Sole Traders in San FranciscoFreelancers & Sole Traders in SeattleFreelancers & Sole Traders in HoustonFreelancers & Sole Traders in Dallas

Other Industries in New York

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