🎯 5 Biggest Bookkeeping Mistakes New Coaches & Service Pros Make

Feb 4

Whether you're a business coach, consultant, or solo professional, strong financial systems are just as important as strong client results. But in year one, many pros overlook the back office.

Avoid these 5 common bookkeeping mistakes:

1. Not Separating Personal and Business Finances

Using one account for everything muddies the waters fast.
✅ Set up a dedicated business bank account and credit card.

2. Inconsistent Invoicing

Late invoices = late payments. Missed invoices = missed income.
✅ Automate your invoicing with QuickBooks and send reminders.

3. Ignoring Recurring Revenue Tracking

If you offer retainers or monthly packages, track recurring income separately.
✅ This helps with forecasting and cash flow stability.

4. Forgetting to Track Expenses for Deductions

Zoom subscriptions, Canva, business books—these all count.
✅ Keep digital receipts and log every expense.

5. DIY Bookkeeping Without a Plan

Trying to wing it? That leads to messy books and tax stress.
✅ Get help early to build healthy financial habits.

💡 The DBR Bookkeeping Skool Community helps you clean up and stay confident

Inside, you’ll find:

QuickBooks setup, cleanups & training
Bookkeeping mentorship tailored for coaches & consultants
Business guidance on pricing, offers & cash flow
A supportive community that gets what it’s like to run a service business

📞 Need a pro in your corner?
Book a free call with Dr. Bryan Raya, QuickBooks ProAdvisor:
👉 https://calendly.com/dbr_bookkeeping/book-a-free-call-with-dbr

Let’s start Doing Business Right.

#BusinessCoaches #Consultants #BookkeepingMistakes #QuickBooksHelp #DBRBookkeeping #DoingBusinessRight #ProfessionalServices

Bryan Raya