Why Choose Me?
This Is Why
We Should Work Together
Hey coach or consultant — if you ever stay up late stressing about where your money went, wondering if you were even making a profit. There is a upward trend of spending countless hours trying to “figure out QuickBooks” instead of working with clients. Have you said “I can coach people, but I’m terrible at bookkeeping.” You are not alone.
You got good at what you do — coaching, consulting, helping people. But bookkeeping? That’s a totally different skill. And if your books are messy, it messes with your head, your cash flow, your peace.
If you run a coaching or consulting business, you need clear books. When your books are clean, you make better choices. You understand your money. You feel calm. When your books are messy, everything feels harder.
I set up your books so you can see what you earn, what you spend, and what you keep. You get clean records, clear reports, and money numbers you trust. So this page is for coaches and consultants all over the country who want to keep doing what they do best, but let someone else handle the money stuff.
Coaching and consulting move fast. You take payments, buy software, run ads, travel, and sell packages. Without a bookeeper, things slip. You miss expenses. You forget income. You don’t know your cash flow.
My service makes your numbers simple. You see everything. You stay on track. You know where your business stands each month. You don’t waste time on confusing software or trying to figure out what a report means.
Good bookkeeping helps you:
- Charge better
- Plan better
- Spend smarter
- Grow with confidence
This is the support most coaches and consultants need but don’t have.
Why Coaches and Consultants Need a Bookkeeper
Monthly Bookkeeping Services
Monthly bookkeeping means your books stay up to date. You get clean monthly records, organized transactions, and clear income and expense data.
Every month, I record your income, sort your expenses, and keep everything current. This helps you see your business in real time. You always know if you are growing or slowing down. You don’t wait until tax season to find out what happened to your money.
Bookkeeping Cleanup / Catch-Up
If your books are behind, I fix them. I clean old records, finish missing months, and set your books back in order.
Coaches and consultants often get behind during busy seasons or when switching software. My cleanup service puts everything back in place so you have a clean start. After cleanup, you get numbers you can trust.
Transaction Recording & Categorization
Every payment you receive and every expense you pay gets recorded and put in the right category.
This helps you see where money comes from and where it goes. It also helps you understand your spending habits, your profit, and how you use your budget. Clean categories also help your CPA, your taxes, and your end-of-year planning.
Bank Reconciliation
Bank reconciliation checks your bank statements against your books. This keeps your records correct.
If a payment is missing or a number is wrong, I find it and correct it. This helps prevent errors and protects you from mistakes that cost you money later.
Credit Card Reconciliation
If you use a card for software, ads, or tools, I reconcile those statements too.
This makes sure every charge shows up in your books in the right category. This also helps you track spending and avoid bill surprises.
Expense Tracking & Expense Categorization
Coaches and consultants spend money on tools, courses, ads, events, travel, software, and more.
I track and sort every expense so you can see where money goes. You get clear groups like “ads,” “software,” “travel,” “training,” and more. This helps you cut waste, plan better, and prepare for taxes.
Cash Flow Tracking
Cash flow shows how money moves in and out of your business.
I track your cash flow so you know if you can hire help, launch a new offer, or make a big purchase. Many coaches lose money because they guess instead of looking at real numbers. With cash flow tracking, you stop guessing.
Profit & Loss (P&L) Statements
Every month or quarter, I create a P&L. This shows your income, expenses, and profit.
The P&L helps you see what you earn and what you keep. Coaches and consultants use this to plan their next steps, raise rates, change offers, or adjust spending.
Balance Sheet Preparation
Your balance sheet shows what you own and what you owe.
This report helps you see the full picture of your business. It’s simple, easy to read, and supports long-term decisions
Monthly, Quarterly, or Custom Financial Reporting
Some coaching businesses need simple reports. Some want more detailed ones.
I build monthly, quarterly, or custom reports based on your needs. You can see income trends, expense patterns, cash flow details, and growth changes. These reports help you plan your future offers or marketing decisions.
Budgeting & Forecast Support
Budgeting helps you decide how to use your money. Forecasting helps you plan for the future.
I help you make simple budgets based on your real numbers. You can plan new hires, new launches, or travel. Forecasts help you prepare for slow months and busy months too.
Software Setup & Onboarding
If bookkeeping software feels confusing, I set it up for you.
I can set up or modify the QuickBooks Chart of Accounts. I make it simple to send receipts, track payments, and see your numbers. You get an easy system that fits your coaching or consulting business.
Chart of Accounts Management
Your Chart of Accounts is the list of all your money categories. When it is messy, your reports make no sense.
I clean it up, fix categories, and build a simple layout for coaches and consultants. You get clean labels like Client Income, Course Sales, Coaching packages, Ads, Software, Travel, Training, etc.
This makes your reports very clear.
CPA-Ready Books / Preparing Books for Tax Season
When tax time comes, you want clean books. I prepare everything so your CPA can file fast and easy.
No stress. No missing records. No panic.
Your books are organized so your tax prep is simple and smooth.
Ready to Make Your Money Simple?
If you want a bookkeeping service that helps your coaching or consulting business stay organized, clear, and stable, you can start today.
You get clean numbers. You get peace of mind.
You get more time to work with clients.