I know that different people use different methods. So I thought it might be interesting to assemble ideas.
I personally use YNAB for routine budgeting because it works best for variable income imo and as you’re growing your practice or if you have a hybrid, income will be variable! It is designed to help you “roll with the punches” as things happen or priorities change. I also like using the reports to see the details of my overhead and to work on keeping in down. I can visually see where the expenses are rising and then click in and see why.
For taxes, I download my bank statement in CVS format and create a report for my quarterly meetings with the bookkeeper at my accountant’s office. I have a pretty simple practice and this is adequate for me.