The SoloWOS blog
Specific answers to the questions that come up when you run client work on your own, with worked examples, the steps in SoloWOS and dated sources. Browse by topic or start with the newest articles.
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Latest articles
- AI bookkeeping for 1099 contractors: pick by the job you need doneKeeper, Deduction, FlyFin, QuickBooks Solopreneur or invoicing plus receipts: prices from each site and which fits a 1099 contractor. SoloWOS doesn't file.
- AI meeting notes from a recording: transcript, chapters and next stepsTurn a recording into a transcript, summary, chapters and next steps with AI, what to check after, and when you need everyone's consent to record.
- How accurate is an AI receipt scanner? Test it on your own receiptsHow to test an AI receipt scanner before you trust it: a 30-receipt sample, a field-by-field score sheet and the errors that matter for your books.
- AI receptionist for a one-person business: phone service, AI voice or a chatAnswering service, AI phone receptionist or a chat on your booking page: what each one costs, what it can answer and which fits a one-person business.
- How to build a client form with AI: 6 prompts by professionSix copyable prompts for an AI form builder, one per profession, what each form should ask, and what to check before you publish it.
- Can ChatGPT calculate your quarterly estimated taxes? What goes wrongWhere chatbots go wrong on 1099 estimated taxes (92.35%, the 2026 wage base, IRS periods) and why the math belongs to code. Not tax advice.
- Cash flow forecast for freelancers: a 13-week method with three linesBuild a 13-week cash flow forecast with sure, likely and possible lines: where each number comes from, a worked example, and what AI should do.
- How to summarize a contract with AI before your client signs itWhat a good AI contract summary includes, what it can't do, and how to show one to your client before they sign. Written for the sender.
- How to write a quote with ChatGPT, and what to check before you send itA copyable ChatGPT prompt for a freelance quote, plus the 8 things to check before you send it: scope, exclusions, rounds, deposit, terms and more.
- 15 questions to ask AI about your business, and 5 to keep for a professional15 questions AI can answer from your own invoices, quotes and hours, each with an example answer, and 5 it shouldn't answer for you.
- From voice memo to tasks, hours and expensesSay what you worked on and spent in one voice note and get a time entry, an expense and a quote draft. How to phrase it and what to check after.
- What is MCP (Model Context Protocol)? A plain-English answer for small businessesMCP lets Claude or ChatGPT read and act on your business apps. What it is, a real example, and which permissions to give a connector.
Reference guides
Longer reference pages on taxes, contracts, pricing and getting paid live in the guides.
Reference guidesProposals, contracts, scheduling and invoicing in one account
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