We Know Coaches & Consultants
We work for Coaches and Consultants across the country and we know the emotional energy it takes to give so much of yourself supporting your clients to overcome and achieve abundance in their lives. We also know how important the financial picture is to your success. We want to support you, allowing you time to care for yourself while we are caring for your business.
Accounting For Coaches & Consultants Can Get Tricky
Delivering your services in such a variety of ways to such a variety of individuals, groups, corporate leaders, and toss in a good dose of travel…it can be tricky juggling payment solutions and tracking it all. Economic changes can affect the financial status of Coaches and Consultants greatly. Maintaining profitability and cash flow are critical and our thoughtful team of accountants will show you how to make that a reality.
We Monitor Your Business For You
Your time, your heart is your most valuable asset. Accounting is not what you were built for, you want to spend your time helping clients reach their full potential. We want to spend our time helping you.
CHOOSE YOUR PACKAGE
All inclusive accounting packages to fit any budget.
Get started today for free.
Starter
- Revenue of $0- $50K
Basic
- Revenue of $50 – $125K
Pro
- Revenue of $125 – $250K
Elite
- Revenue of $250 – $400K
Frequently Asked Questions
We Niche in working for Service Based businesses that earn less than $1million in revenue each year. See Featured Industries here; however we do work for dozens of other Service Industries not listed. Please contact us! If you are in a Service Industry our process should work very well for you.
We can’t work for everyone, but we love to work for work for Small Business Owners who:
- are positive people who embrace life
- value time for the great outdoors, travel, family and friends – and themselves
- understand that no one can go it alone and are ready for the support they need for financial stability
- are ready to go for the ride of their life
We do not manage accounting for the sale of goods or products, sales tax, inventory management, retail, non-profits, 280E, or investments accounting.
Our specialty is tax reduction for small business owners of Service Based Businesses.
Our pricing is very transparent and published for all to see. We have a simple monthly subscription where you pay for what you use based on your annual revenue. There are no hourly charges. Your tax return is included in the price after a full 12 months of paid services.
At the end of each year we review your annual revenue and set your pricing for the next year. If your revenue goes down, so does your pricing. Conversely, if your revenue goes up so does your pricing. This way your Accounting costs NEVER overburden you and always stay within the same proportion. If you don’t grow, neither do we.
No. We are 100% online and deliver all services online. Don’t worry, this is all designed to be simple for our extremely busy Small Business Owners. You don’t need to know anything about technology beyond using your email.
Yes! One monthly support email (and unlimited messaging inside our Customer Portal) is all included in our Core 4 Packages. This keeps costs as low as possible and you do not pay for extras that you do not use.
If you find this is not enough, we offer a Phone / Unlimited Support Add-On that that provides for unlimited phone calls, Zooms, and emails. We also do our part by proactively reaching out to our customers every month and constantly keeping you informed with important deadlines, dates, current happenings, tips and recommendations.
Our customer hours are Monday – Thursday from 9:30a-4pm. Fridays are big project days and are by appointment only.
Our program is offline two times every year: Dec 15- Jan1 and April 17-30