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For consultants

The money side of consulting, handled

You sell your thinking, not your bookkeeping. Tallibook keeps every project, retainer, receipt and client meeting in one place, so invoices go out on time and tax season is a download.

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14 days free with every Pro feature. No credit card.

What gets in the way for consultants

In Tallibook, your work is called Projects, because that's what you call it.

  • Retainers that slip

    Monthly retainers live in your head or a spreadsheet. Tallibook drafts each one on schedule so nothing goes unbilled.

  • Notes scattered everywhere

    Discovery calls end up in notebooks and voice memos. On Pro, record the meeting and get notes and action items on the client's timeline.

  • Which project made money?

    Tie expenses, miles and invoices to a project and see what each one really earned.

  • April panic

    Categories map to Schedule C as you go, so your accountant gets a clean tax pack instead of a shoebox.

Which deductions matter most to a consultant?

Tallibook files each of these under the right Schedule C line as you go. General information, not tax advice.

Check more write-offs for your profession

  • Software and subscriptions

    Line 18 · Office expense

    Your CRM, video calls, slide tools and this app.

  • Travel to client sites

    Line 24a · Travel

    Flights and hotels for overnight trips.

  • Client meals

    Line 24b · Deductible meals

    Usually 50% deductible. Note who and why.

  • Legal and accounting help

    Line 17 · Legal and professional services

    Contract reviews, your CPA, tax prep for the business.

  • Home office

    Line 30 · Business use of home

    Space used regularly and only for work.

  • Subcontractors

    Line 11 · Contract labor

    Specialists you bring onto a project. Watch for 1099-NEC.

What consultants use most

Our pick

Solo · $19/mo

Solo covers clients, invoices and retainers. Go Pro if you want meeting notes written for you.

See all plans

  • Solo and up

    Recurring billing

    Weekly, monthly, quarterly or yearly charges. Solo drafts them for you to check; Pro can send them automatically.

  • Solo and up

    Invoices that get paid

    Make an invoice in under a minute, add optional sales tax, send a link and see when it was opened.

  • Pro

    Meeting notes, written for you

    Record a client conversation and get a summary, notes and action items that become follow-ups.

  • Solo and up

    Customers and your work

    Keep people, notes and your jobs, projects, deals or gigs together, with profit per job.

  • Every plan

    Snap a receipt, we read it

    Take a photo. AI pulls out the vendor, date, amount and a likely category. You just say yes.

  • Every plan

    Tax season in one tap

    Profit and loss, Schedule C summary, mileage log and a tax pack your accountant can open without a login.

Questions from consultants

Can I bill a monthly retainer?

Yes. Set up a recurring charge (weekly, monthly, quarterly or yearly). Solo creates a draft each time for you to check and send; Pro can send it automatically.

Can I record client calls?

On Pro, you can record a meeting in the app and get a summary, notes and action items. Tell people you're recording, and follow the consent laws where you and they are.

Does Tallibook track hours?

Tallibook is built around projects, expenses and invoices. You can bill hours as invoice lines, but it isn't a full timesheet app.

Can my accountant see my numbers?

Download the tax pack (Schedule C summary, profit and loss, mileage log and exports) and send it to them. No login needed on their side.

Keep exploring

Also built for: real estate agents, contractors, freelancers, gig workers.

Built for consultants. Free for 14 days.

Every Pro feature, no credit card. Bring your customers along with Move to Tallibook.

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14 days, every Pro feature, no card.