Bookkeeping for Consultants & Coaches
Consultants, coaches, and other solo professionals sell their time and expertise. Income can come from retainers, packages, and courses. Clean books show which offers are worth your hours.
ProAdvisor Gold
QuickBooks Online certified
7 years
Small business owner experience
Free 45 min
Consultation, no strings
All 50 states
Fully virtual bookkeeping
Your industry
How money moves for consultants and coaches
Most consultants and coaches get paid through retainers, coaching packages, workshops, and online courses. The biggest costs usually come from software subscriptions, travel, contractors, and marketing. Good books separate all of that so you can see what each part of the business really earns.
Retainers bring steady money, but project work can be feast or famine. Knowing your monthly baseline makes it easier to say yes to the right clients. Many consultants pay themselves through owner draws or an S corp salary, and hire contractors for support work.
Home office, software, and travel are common deductions. If you are an S corp, a reasonable salary and clean payroll records matter.
On Track Solutions works with consultants and coaches in all 50 states. Kiana is a QuickBooks Online Certified ProAdvisor (Gold), and every client gets the same person handling their books each month.
Services
What we do for consultants and coaches
Monthly Bookkeeping for Consultants & Coaches
Clean, up-to-date books every month, done in QuickBooks Online by a Certified ProAdvisor.
Learn moreBookkeeping Cleanup for Consultants & Coaches
Behind on your books? We audit, organize, and rebuild your records so you start fresh.
Learn morePayroll Services for Consultants & Coaches
Payroll processed and recorded correctly every pay period, through a trusted payroll provider.
Learn moreYear-End & Tax Prep for Consultants & Coaches
We close your books for the year and hand your CPA a clean, tax-ready package.
Learn moreFinancial Reporting for Consultants & Coaches
Clear reports on the health of your business, explained in language you can understand.
Learn moreCash Flow Advisory for Consultants & Coaches
Know when money is coming in and going out, with action steps to grow your profits.
Learn moreBookkeeping built for consultants and coaches
Book a free 45-minute consultation. We will look at where your books stand today and map out a simple plan.
FAQ
Bookkeeping for consultants and coaches: FAQ
Why do consultants and coaches need a bookkeeper?
Software subscriptions pile up and nobody reviews them. A bookkeeper who knows your industry fixes that and gives you time back to run the business.
What does bookkeeping for consultants and coaches cost?
Pricing depends on your number of accounts and transactions. Call On Track Solutions at (214) 200-1231 for a free consultation and a flat monthly quote.
Do you work with consultants and coaches outside Texas?
Yes. On Track Solutions is fully virtual and works with consultants and coaches in all 50 states through QuickBooks Online.
What reports will consultants and coaches get each month?
You get a Profit and Loss statement, a balance sheet, and a short summary of the numbers that matter to you, like revenue by offer and recurring revenue.
Is your bookkeeper certified to work with consultants and coaches?
Yes. Kiana is a QuickBooks Online Certified ProAdvisor (Gold). Call (214) 200-1231 to talk with Kiana directly about your business.