Starting Process Consultant Business But Have A Few Questions

Backstory and how I got to where I’m at:

I used to be a cost estimator for a local home builder and made a lot of great connections. in April 2025 I quit at 22 weeks pregnant to be a sahm. My baby is now 6 months old and I’m going stir crazy but could never leave him to go work in an office again. I would also love to bring in some extra money to give him a great childhood and help people while I’m at it. I recently remembered a conversation from when I was working, a flatworker needed help with admin work. I reached out to him to see if he still needed help because it had been a few years since that discussion. He was ecstatic to hear from me and said that on top of admin help, he needs help establishing processes within his business. He’s very successful, but as he put it, he’s a concrete guy, not a paperwork guy. We are going to have another call soon to talk scope of what he needs help with, what I can do based on previous experiences and what I would need to outsource to others. once processes are in place, the plan is for me to continue helping him with invoicing. We decided that due to a rather short term need for the processes, that it would be better that I do the job as a contractor rather than an employee for him.

Questions: For those that have gone down the consulting path, what are some words of wisdom you have? For a more technical question, when it comes to helping him with invoicing in qb, is this something I would handle from a qboa account? Or would it be better for him to create an account for me on his qbo subscription? I know the qboa is good for handling multiple clients, which if this goes well, then I will be reaching out to other connections that I have. I hesitate since it’s for accountants, I don’t want to cross into a territory that can potentially cause some legal issues. Am I just overthinking this and could just use the account and not venture into giving tax advice?