Staks · Field Notes

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8 articles
Tax & accounting tips
Tax & accounting tips

Q2 tax estimates: the exact formula we use at Staks

Quarterly estimated taxes trip up nearly every freelancer and LLC owner. We built a simple formula into Staks — here's the math, explained.

Case studies
Case studies

How Fieldwork Studio closed their books in 40 minutes a month

A six-person creative agency in Brooklyn switched from QuickBooks to Staks. This is their story — in their words.

The 7 invoicing mistakes that delay your payments
Freelancer guides

The 7 invoicing mistakes that delay your payments

Small errors in how you write and send invoices can push payment timelines out by weeks. Here's what to fix today.

Product updates
Product updates

Introducing Business Copilot: your books, in plain English

Today we're launching the feature we've been building toward since day one — an AI that doesn't just answer questions, it takes action.

Tax & accounting tips
Tax & accounting tips

LLC vs. sole proprietor: what actually matters for taxes

The internet is full of bad advice on this topic. We asked three CPAs. Here's what they actually said.

Company
Company

Why we built Staks: a note from the founders

We were freelancers who hated invoicing. Here's what we tried, what failed, and why we eventually built our own tool.

Tax & accounting tips
Tax & accounting tips

What is bank reconciliation and do you actually need to do it?

Short answer: yes. Long answer: it's much easier than it sounds, and Staks does most of it for you.

Freelancer guides
Freelancer guides

How to price and invoice a retainer without losing your client

Retainers are the best way to smooth out revenue — if you set them up right. Here's the playbook.