The 1099 Contractor Dashboard

Because the freedom of 1099 shouldn't come with a surprise bill every April.

You're out here taking contracts, making real money and still dreading tax season every single year.

Not because you're bad with money. But because nobody gave you a system.

I remember my first year as a 1099 contractor. I made good money. Real money. And I still owed the IRS $30,000.

Not because I was reckless, but because I had no idea how to operate as a business owner. No system. No organization. No understanding of what my CPA actually needed from me.

I learned the hard way that nobody is going to understand your money better than you and you can't manage what you can't see.

So I built the system I wish I had.

The 1099 Contractor Dashboard is your all-in-one financial command center; designed specifically for nurse practitioners, PAs, CRNAs, RNs, and healthcare clinicians operating as 1099 contractors.

WHAT'S INSIDE:

Income Log: Log every dollar by stream or import your bank CSV and let it split automatically.

Expense Log: Every category mirrors IRS Schedule C. Exactly what your CPA needs.

P&L Statement: Auto-generated monthly, quarterly, and annual statements

Bookkeeping Ledger: Auto-generated monthly, quarterly, and annual statements

Tax Planner: Know your quarterly payments before the deadline. No more surprise bills.

Document Storage: Upload your 1099-NEC and tax docs. Find everything in seconds.

CPA Access Link: Generate a read-only link and send it straight to your CPA's email in seconds. They get your full P&L, expense breakdown, and tax documents — no login required on their end.

THIS IS FOR YOU IF:

• You have no idea what your actual profit is right now

• You're handing your CPA a mess every tax season

• You dread quarterly deadlines because you never saved enough

• You took the leap into 1099 and need to get your money right

FREQUENTLY ASKED QUESTIONS

Does this replace payroll? No. The 1099 Contractor Dashboard does not replace payroll. If you are structured as an S-Corp or pay yourself a salary from your business, you still need a payroll provider to process your W2 paycheck and handle tax withholdings. What this dashboard does is track your income, help you allocate your money, and estimate your quarterly taxes so you are always prepared. The dashboard will give you our recommended payroll system.

Does this replace my CPA? No. This dashboard does not replace your CPA, it makes you a better client. Your CPA still files your taxes. This tool gets you organized so you walk into every meeting prepared with a clean P&L, bookkeeping ledger, and all your documents in one place. Your CPA will thank you.

Do I need to download anything? No. The dashboard lives online and works in any browser on your phone or computer. No app, no download, no software. Just bookmark the link in the browse of choice and come back to it anytime.

Is my data safe? Yes. Your dashboard is private and tied to your specific browser link. Nobody can access your data without your unique link. No login required.

What if I work multiple income streams? The dashboard is built for that. Track Locum Tenens, Telehealth, Direct Contracts, and any other income stream side by side. You can even rename categories to match exactly how you earn.

Does it work with my bank statement? Yes. Upload your bank statement as a CSV and the dashboard automatically splits your income and expenses for you. Works with Bank of America, Chase, Wells Fargo, and most major banks. Upload one month at a time.

What year does it track? You choose. The year button in the top right lets you switch between tax years so you can track 2025, 2026, or any year going forward.

Is this a one-time purchase? Yes. One payment of $197 gives you lifetime access. No subscriptions, no monthly fees. If you already have a bookkeeper on retainer or paying monthly for bookkeeping services this dashboard eliminates the need for that, thus reducing your expenses!