Hey everyone!

I’m a B2B contractor looking for a software setup that’s got everything to manage my business smoothly. Top of my list? A great system for invoicing, handling tax documents, and keeping tabs on the not-so-fun stuff like insurance and pensions. (self employed)

I want something that feels secure and under my control, especially because I deal with a lot of sensitive information. Here’s what I’m thinking:

Streamlined Invoicing: I need to send out invoices that are easy to customize and even easier to track. Bonus points if it handles multiple currencies! Tax Prep Made Easy: Anything that makes tax time less of a headache would be a game changer for me. Keeping Up with Insurance and Pensions: I definitely don’t want to drop the ball on these. A tool that helps me keep track without the hassle would be amazing. I’m all ears for any suggestions on platforms or specific tools that you think might fit the bill. And if there are some must-have add-ons or special tweaks that make everything work better, I’d love to know about those too.

Thanks a ton for helping a fellow self-hoster out!

  • angelsomething@lemmy.oneEnglish
    3·
    7 months ago

    Check out awesome self host. There’s a good list and I’m confident you’ll find what you’re looking for :)

  • catloaf@lemm.eeEnglish
    2·
    7 months ago

    Search this community for works like quickbooks, odoo, firefly etc. and you’ll find recommendation threads. I’m on my phone and I’m too lazy to go back and forth linking each one.

  • nopersonalspace@lemmy.worldEnglish
    2·
    7 months ago

    This isn’t exactly an answer, but something like Baserow or NocoDB could be helpful. They’re self hosted versions of Airtable (if you’ve ever used that). Basically it’s a very fancy spreadsheet that can be used to do a ton of custom logic. If you can’t find software that fits your exact needs, chances are you could set something up with one of these! Good luck!

  • jubilationtcornpone@sh.itjust.worksEnglish
    1·
    7 months ago

    Interested to see what you come up with. I manage our personal finances along with my wife’s consulting business. I switched to Quicken about a year ago. I don’t regret switching because it’s does the job better than anything else I’ve used. But I’m not 100% satisfied either and if I found a better solution, I would seriously consider it.