Profit by Client — See Which Clients, Properties, and Projects Make You Money
Last updated: May 2026
From "how much did I spend" to "profit on the Smith wedding" — same chat, no context switching. Tag your income and expenses by client, property, or project. Ask the AI. Get the ranked list.
No accounting knowledge needed — tag it, ask it, get the answer
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Which Clients Are Actually Profitable?
Most freelancers know total revenue — few know profit per client.
The client paying the most might also cost the most — travel, materials, subcontractors, after-hours calls. Revenue is vanity. Per-client profit is the number that changes decisions.
ExpenseBot's per-tag P&L gives you income minus expenses per client, project, or property — one ranked list, one chat question.
Loss-aware display: instead of "-436% margin" you see "expenses 5.4× revenue" — the severity, not the math.
How Per-Tag P&L Works
Three steps. No accounting setup. No journal entries.
Tag your income and expenses
Use any prefix that makes sense for your work: "Client – Acme", "Prop – Brooklyn duplex", "Wedding – Smith", "Project – Website Redesign". Tags are free-form — whatever you'd put on a sticky note.
Ask the chat
Open the green Help & Support widget and type: "profit by client", "per-tag P&L this year", or "profit on the Smith wedding". The AI groups everything by tag and calculates income, expenses, and net profit per entry.
Get a ranked list
Each tag shows income, expenses, net profit, and margin. Loss-aware: instead of "–436% margin" you see "expenses 5.4× revenue". Add "vs last year" to any query for a period comparison.
For Wedding Photographers — Profit Per Wedding
Every wedding is a project. Know which ones you'd do again.
Tag each wedding
Wedding – Smith, Wedding – Garcia, Wedding – Johnson. Income and expenses both go to the same tag.
Tag your income
Deposits, final payments, print sales, album orders — all tagged to the wedding.
Tag your costs
Gear rental, second shooter, travel, prints, venue access fees — anything specific to that event.
Ask the chat
"Profit on the Smith wedding" → instant answer with income, expenses, and net profit.
For Landlords — Profit Per Property
Which property makes money? Which one is a money pit? Now you'll know.
Tag setup
- Prop – Brooklyn duplex
- Prop – Cottage
- Prop – Main St unit 2
What gets tagged
- Rent payments (auto-detected from Gmail)
- Maintenance, repairs, insurance
- Property tax, mortgage interest
- Security deposits excluded automatically
At year-end
- Schedule E (US) per-property worksheet
- T776 (Canada) per-property worksheet
- Security deposit exclusion handled automatically
For Agencies — Profit Per Client Account
Surface unprofitable accounts before they drain resources — not after the engagement ends.
Tag income (retainer payments, invoices) and expenses (ad spend, contractor costs, tools, travel) to the same client tag. Ask once, know everything. Internal links: Agencies tracker · Income & Expense Tracker
Period Comparison — This Year vs Last Year by Client
Spot clients trending toward loss before it's too late.
"per-tag P&L this year vs last year"
Each client shows profit change year over year with amount and percentage delta.
"profit by client Q1 vs Q4"
Compare any two quarters. Spot seasonal patterns by client.
"per-tag P&L this month vs last month"
Monthly comparison for fast-moving project work or subscription clients.
What No Competitor Offers
Conversational per-client profit tracking. No one else does this.
Capability comparison only. No pricing or plan details shown.
Ready to See Which Clients Make You Money?
Tag once. Ask once. Get the ranked list in seconds.
Start Free — See Profit by Client →Frequently Asked Questions
How do I see profit per client?
Tag your income and expenses with 'Client – [name]' and ask the chat 'profit by client.' You get a ranked list with income, expenses, and net profit per client.
Does this work for rental properties?
Yes. Tag with 'Prop – [nickname].' Ask 'profit by property' — income (rent), expenses (maintenance, insurance), and net profit per property. Security deposits are excluded automatically.
Can I compare client profitability year over year?
Yes. Ask 'per-tag P&L this year vs last year' — each client shows profit change between periods with change amounts and percentages.
What if a client is unprofitable?
The chat flags it clearly — instead of a confusing negative margin percentage, it shows 'expenses 5.4x revenue' so you know the severity at a glance.
Do I need accounting software for this?
No. Tag your expenses and income in ExpenseBot, ask the chat. No journal entries, no chart of accounts, no accounting knowledge needed.
What tag prefixes can I use?
Any prefix works: Client –, Prop –, Wedding –, Project –, Realtor –, Agency –. The per-tag P&L groups by prefix automatically so you can mix tag types in one account.
Does this follow Schedule C and T2125 rules?
Yes. Income totals automatically follow Schedule C (US) and T2125 (Canada) rules. Rental income excludes security deposits per Schedule E / T776 rules. The numbers in chat match your year-end tax forms.
Can I see per-tag P&L for a custom time period?
Yes. Ask 'profit by client for Q1' or 'per-tag P&L March 2025 to February 2026.' Any period expression works. YoY, QoQ, MoM comparisons all available by adding 'vs last year' or 'vs last quarter.'
Explore More
Know Your Most Profitable Client Before Your Next Invoice
Tag your income and expenses by client, property, or project. Ask the AI chat. Get a ranked profit list in seconds — no accounting knowledge needed.
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