Year-End Close & Tax Prep for Consultants & Coaches
We close your books for the year and hand your CPA a clean, tax-ready package. Built around how consultants and coaches actually make and spend money.
What's included
- Full year-end review of every account
- Year-end adjusting entries
- Final Profit and Loss and balance sheet
- 1099 contractor review
- Organized tax-ready package for your CPA
- Questions from your CPA answered for you
ProAdvisor Gold
QuickBooks Online certified
7 years
Small business owner experience
Free 45 min
Consultation, no strings
All 50 states
Fully virtual bookkeeping
Consultants & Coaches
Year-End & Tax Prep that fits the way consultants and coaches work
Year-end close and tax prep takes away the pressure of getting your books ready for taxes. We review every account, make year-end adjustments, and put together a tax-ready package for your CPA or tax preparer. That saves you time and often saves you money on tax prep fees.
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.
At tax time, consultants and coaches should pay close attention to a few things. Home office, software, and travel are common deductions. If you are an S corp, a reasonable salary and clean payroll records matter. We flag these items during year-end close so nothing gets missed and your tax preparer has what they need.
On Track Solutions is fully virtual, so it does not matter if you run your business from Dallas, Denver, or anywhere in between. You get one dedicated bookkeeper, Kiana, who learns your business and keeps it on track month after month. Want the full picture? See our main year-end close & tax prep page or everything we do for consultants and coaches.
Common speed bumps
Where consultants and coaches get off track
Software subscriptions pile up and nobody reviews them.
Income from many platforms is hard to match to clients.
Owner pay is set by guesswork instead of real profit.
The numbers we track for consultants and coaches
- Revenue by offer
- Effective hourly rate
- Recurring revenue
- Software and tool spend
Pricing
Clear pricing, no surprises
Year-end close is included for monthly clients. For everyone else it is quoted as a flat project fee.
Every engagement starts with a free 45-minute consultation. We look at your accounts, your goals, and your timeline, then give you a flat quote in writing.
Get my quoteHow it works
- 1
Year-end checklist
We send a simple checklist of what we need from you before year end.
- 2
Review and adjust
We review every account and make the adjustments needed to close the year.
- 3
Build the package
We put together your final reports and a tax-ready package.
- 4
Work with your CPA
We send the package to your tax preparer and answer their questions.
Why On Track
Why consultants and coaches choose On Track Solutions
Certified ProAdvisor
Your books are kept by a QuickBooks Online Certified ProAdvisor (Gold), not an unknown offshore team.
Built for consultants & coaches
We track what matters in your world, like revenue by offer.
Real answers, fast
Questions get a reply within 24 hours. You always know who is handling your books.
Secure and virtual
Everything runs in QuickBooks Online with secure access, wherever you are in the US.
Get your year-end close & tax prep handled
Talk with Kiana about year-end close & tax prep for your consultants & coaches business. The first consultation is free.
FAQ
Year-End Close & Tax Prep for consultants and coaches: FAQ
How much does year-end close & tax prep cost for consultants and coaches?
Year-end close is included for monthly clients. For everyone else it is quoted as a flat project fee. Call On Track Solutions at (214) 200-1231 to book a free 45-minute consultation and get a clear quote for your business.
Can you handle year-end close & tax prep for consultants and coaches if you are not local?
Yes. On Track Solutions is a fully virtual bookkeeping firm, so we work with consultants and coaches in all 50 states. Everything happens securely in QuickBooks Online, by email, and by phone.
What makes On Track Solutions a good fit for consultants and coaches?
We focus on small, service-based businesses, and consultants and coaches are right in that sweet spot. We track the numbers that matter in your industry, like revenue by offer and effective hourly rate.
Is your year-end close & tax prep team certified?
Yes. Kiana is a QuickBooks Online Certified ProAdvisor (Gold) with 7 years of small business owner experience. Your books are handled by a certified pro, not passed off to a stranger.
How fast can consultants and coaches get started with year-end close & tax prep?
Most new clients are set up within one to two weeks of their consultation. Call (214) 200-1231 or send us a message, and we reply within 24 hours.