9h • General Discussion 💬
This finance automation platform replaces a $250/month bookkeeping
And delivers real-time cash organization in seconds, protecting you from $3,000+ in tax errors.
If you are starting to make more money online, you need to be careful to track:
• taxes
• multiple bank accounts/credit cards
• start investing
• Paying yourself And so much more.
For the past 5 months I have been using Sequence because I realized how important it is to become smart about my finances.
I’m not at the point where I need a full-time financial advisor or accountant.
But I needed structure. (And wanted to save $1000's)
• All my money is automatically organized
• No need for external help (FAs, CPAs) just to split income
• One hub showing where every dollar is and where it’s going
• Taxes, profit, owner’s pay, investments all split automatically
Here’s how it works:
→ 1. You connect your bank accounts and cards
→ 2. It automatically maps your cash flow and categorizes everything
→ 3. It splits your income into preset buckets like taxes, profit, owner’s pay
→ 4. You can customize percentages, rules, and savings goals based on your business
P.S: (I'm not affiliated with Sequence; I just think it's a great tool.) They’re currently offering 50% off annual plans, which makes it easier to justify setting this up before tax season.
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This finance automation platform replaces a $250/month bookkeeping
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