GlidePath Money

For side businesses & the self-employed

Run the business side of your money — without hiring a bookkeeper.

Freelance, an Etsy shop, a weekend gig, a single-member LLC: the Personal + Business tier turns the transactions you already track into invoices, a year-round Schedule C, mileage and home-office numbers, and a year-end pack your CPA opens in one folder — every figure traceable, computed on your machine.

Explore opens a fictional side-business household — no license key, account, or email. Bookkeeping, not tax advice; the judgment calls stay with you and your CPA.

Real app screens

What Personal + Business actually looks like.

The business tools are not a separate spreadsheet or a promise for tax season. They live inside the same local ledger as the rest of GlidePath, using fictional demo data here so the workflow is visible without exposing anyone’s finances.

GlidePath Money invoice preview for Acme Web Studio, showing the business logo, bill-to details, invoice number, due date, line items, subtotal, total, and payment note.
Invoice preview. Build the client-facing PDF from saved business details, line items, due dates, and payment notes.
GlidePath Money Schedule C preview showing income, expense lines, home office, net profit, and an accountant pack download button for a fictional demo business.
Schedule C preview. Categorized business transactions roll into a CPA-review-ready worksheet with the caveats kept on screen.

The business toolkit, one piece at a time.

Everything in Personal — the planning, the balance-transfer and subscription tools — plus the /Business workspace below.

Invoices

Create branded invoices, then file the ones that get paid.

Add a client and a few line items and you get a clean PDF with your own logo and brand color, ready to send in about a minute. When one gets paid, mark it Paid and GlidePath finds the matching deposit in your business account — one click records it as income on your Schedule C. The on-screen preview is exactly what your client receives. And when a return, goodwill discount, or write-off happens, issue a credit note: it shows on the client statement and lowers what’s owed, and it’s never counted as money you collected. Walk through it →

Schedule C P&L

A Schedule C that’s basically done by December 31.

Map your spending categories to IRS Schedule C line numbers once, and every business transaction you categorize during the year flows to the right line automatically. The year-end report is a one-page P&L plus a clean CSV your CPA can work straight from — no retyping numbers off a PDF. See the full flow →

Owner’s draws

Paying yourself stays a transfer, not income.

Tag a transaction as an owner’s draw or an owner’s contribution and GlidePath treats it as a transfer between you and the business — never Schedule C income or an expense. The Business page totals what you’ve taken out and put in across the year, so “what has the business actually paid me?” has an answer that doesn’t distort profit.

Mileage log

A mileage log built for tax time.

Log each trip — date, miles, business purpose — or bulk-import a whole year from MileIQ, Everlance, Stride, or any mileage CSV (kilometres convert automatically). GlidePath multiplies by the standard mileage rate for that tax year. Pick the standard-mileage or actual-expense method; it keeps you from accidentally double-dipping.

Home office

The home-office deduction, both ways.

Enter your office and home square footage and see the simplified method ($5/sq ft, up to 300 sq ft) next to an actual-expense estimate, so you can see which is likely worth more before you (or your CPA) decide.

Asset depreciation

Equipment depreciation, tracked.

Bought a laptop, a camera, a work vehicle? GlidePath tracks Section 179 and the MACRS 5- and 7-year schedules so the deduction shows up on the right year’s Schedule C instead of getting forgotten.

Schedule SE

Self-employment tax, separated from income tax.

GlidePath estimates the Social Security and Medicare side of self-employment tax from Schedule C profit, with the deductible half kept separate. It is a planning receipt your CPA can compare against Schedule SE, not a filed return. See the self-employment tax page →

Estimated taxes

The safe-harbor line, and what you’ve set aside against it.

Enter last year’s total tax and GlidePath shows your federal safe harbor — the IRS’s bright-line threshold for the year’s prepayments (100% of last year’s tax, 110% at higher incomes, or an opt-in 90%-of-this-year estimate) — split across the four payment dates. A set-aside jar fills as your estimated-tax payments land in your records, so you can see where the year stands at a glance. It shows the line and the pace; the payment decisions stay with you and your preparer.

QBI deduction

A 20% deduction estimate with the guardrails visible.

The QBI page starts with qualified business income, applies the 20% frame, and keeps taxable-income, wage/property, and specified-service caveats in view so the number stays reviewable. See the QBI calculator →

Solo 401(k) / SEP

Self-employed retirement room without the napkin math.

Employee deferral, employer contribution, catch-up, and annual plan limit sit in one maximizer so a self-employed household can see the moving parts before handing the year to a preparer. See the solo-plan page →

1099 prep

See who might need a 1099 before January.

GlidePath totals what you paid each contractor and flags who crossed the reporting threshold — so filing season isn’t a scramble to reconstruct who you paid and how much. (Corporations and card/PayPal payments are exempt — confirm before you file.)

Accountant pack

Hand your CPA one folder, not a shoebox.

One click builds a year-end ZIP — the P&L, the supporting worksheets, the category CSVs, and a plain-English README. Email it to your accountant and they have everything in one place, already organized by Schedule C line.

From “I did the work” to “my taxes are basically done.”

The pieces above aren’t separate apps stapled together — they’re one workflow on one ledger. Here’s the whole loop, start to finish.

One side-business year, end to end Acme Web Studio · a one-person design shop

  1. Bill the work. Create a branded invoice for the project and send the PDF.
  2. Get paid. The client’s deposit lands in your business account and imports like any other transaction (CSV, PDF statement, or the browser extension).
  3. Record it. Mark the invoice Paid; GlidePath matches the deposit and files it under Schedule C gross receipts in one click — never silently, you confirm the match.
  4. Categorize as you go. Your business expenses already map to their Schedule C lines, so the P&L fills in across the year.
  5. Hand it off. In December, the Accountant Pack ZIP bundles the whole thing for your CPA — or you transfer the numbers straight onto the form.

Income comes from the real deposit in your account, not from the invoice itself — so what lands on your Schedule C is what actually hit the bank. Cash-basis, verifiable, and computed entirely on your machine.

The branded sheet your client receives — marker by marker. Add a client and a few line items, and this is exactly what downloads as the PDF.
GlidePath Money invoice preview for Acme Web Studio billing Lakeshore Dental, with five numbered markers: business identity, invoice number and dates, the bill-to client, the line items, and the total. Below the sheet sit the payment, credit-note, recurring-template, and supporting-file sections.
  1. Your business identity Your logo, name, and contact details sit at the top of every invoice — set them once and they’re always there.
  2. Numbered and dated A running invoice number plus the issue and due dates, filled in for you.
  3. Who you’re billing Save each client’s details once, then pick them from a list the next time you bill them.
  4. Line items that add up Describe the work with a quantity and rate; GlidePath totals each line and the invoice for you.
  5. Total — and one-click income When the client’s deposit lands, mark it Paid and file it as Schedule C income in a single click.
The Schedule C that workflow produces

Acme Web Studio’s year, organized to match IRS Form 1040 Schedule C — income up top, expenses mapped line by line, with depreciation and the home-office deduction folded in. (Sample data; figures are illustrative.)

GlidePath Money Schedule C preview for a sample one-person design studio: $31,000 gross receipts and $31,000 gross income; expenses for advertising, contract labor, depreciation, legal and professional services, office, supplies, travel, meals, and utilities totaling $11,420; a $750 home-office deduction; and $18,830 net profit, with a Download Accountant Pack button.

Every figure traces back to a categorized transaction on your business account — nothing typed twice.

The part bookkeeping alone leaves out

The business lives inside the household plan.

Bookkeeping alone stops at the P&L. In GlidePath, the side business sits alongside the household’s retirement, Roth, ACA, and cash-flow planning in one app, on one local ledger — so the business stops living in a spreadsheet the plan never sees.

To the household

Net profit shows up as household context.

The same Line 31 net profit on your Schedule C appears on the household side as context — after a visible tax set-aside cushion, and never double-counted against net worth. What the business actually cleared stops being a mystery.

Retirement room

Self-employed retirement planning reads the same numbers.

The Solo 401(k)/SEP maximizer and the QBI estimate start from the business profit you already track here — no retyping into a separate calculator, and the caveats stay on screen.

The tax calendar

Quarterly estimates and ACA years, in the same place.

Self-employment income changes quarterly estimated-tax planning and the math of ACA (marketplace health-coverage) years. GlidePath keeps both next to the household plan — the safe-harbor line beside what you’ve set aside, assumptions visible — so tax season is a review, not a reconstruction.

The fictional Acme family demo includes a freelance side business — no license key, account, or email. Planning estimates, not tax advice; the judgment calls stay with you and your CPA.

Already file a Schedule C? This is for you.

$199 desktop license for Personal + Business — or, if you already bought Personal, add the Business tier for the $70 difference from the in-app License page. Same license model: stop maintenance any time and your installed version keeps working, with all your data on your own machine.

Questions

Side-business bookkeeping, answered

Can I do my Schedule C bookkeeping on my own computer instead of a cloud accounting app?

Yes. The Personal + Business tier turns the transactions you already track into a Form 1040 Schedule C on your own machine — with invoices, mileage, home office, and 1099 prep included — and no bank login required.

Does GlidePath create invoices and record payments as income?

Yes. It builds numbered, dated invoices from saved client details and line items; when a payment lands you mark it Paid and it files as Schedule C income in one click.

Does it replace my accountant?

No. It does the bookkeeping and builds a year-end pack your CPA opens in one folder — every figure traceable — and the app includes planning estimates for self-employment tax and QBI. Your preparer still confirms the filed Schedule SE / Form 8995 figures and files the return. It isn't tax advice.