What Is Included in Bookkeeping Services for Business Coaches and Professional Service Providers?

And How DBR Helps You Build a Scalable, Profitable Practice

As a business coach, consultant, or service provider, your focus is on serving clients and scaling your impact. But without clear, consistent financials, it's hard to know if your business is truly sustainable. That’s where DBR Bookkeeping steps in.

We offer more than just bookkeeping — we offer mentorship, systems, and community. With DBR, you’ll gain clarity, confidence, and control of your finances through both personalized services and our DBR Bookkeeping Skool community.

💼 What’s Typically Included in Bookkeeping for Coaches and Service Providers?

• Client Income Tracking
  Know which programs, packages, or services are generating revenue.

• Expense Categorization
  Properly code subscriptions, platforms (like Zoom or Kajabi), travel, and contractor payments.

• Automated Invoicing & Payments
  Set up recurring invoices for retainer clients and automated payment reminders.

• Monthly Financial Reports
  Get clean P&L statements, balance sheets, and cash flow snapshots every month.

• Tax-Ready Books
  Clean, categorized records mean smoother tax seasons and more deductions.

🧹 QuickBooks Cleanup for Coaches and Consultants

Whether your QBO file is outdated or unused, we can bring it back to life:

• Remove or recode “Uncategorized Income”

• Match payments to client invoices

• Reconcile bank, PayPal, and Stripe accounts

• Organize income by program or package

• Set up a chart of accounts that makes sense for your business model

🧠 QuickBooks Training for You or Your Team

Want to keep things in-house? We provide QBO training customized for:

• Coaches, therapists, strategists, consultants

• Admin or virtual assistants who support your finances

• Creating repeatable workflows for invoicing and tracking

• Client income by offer, program, or retainer

✨ Bookkeeping Mentorship + Business Coaching Inside the Skool Community

Through the DBR Bookkeeping Skool community, we go beyond the numbers.

You’ll get ongoing support and mentorship for:

• Pricing and offer design (that actually supports your income goals)

• Mapping out simple, scalable money models

• Clarifying your business structure and contractor payments

• Monthly discussions on financial strategy and sustainability

• A collaborative community of coaches, pros, and service providers

🔍 Free QuickBooks Diagnostic Review

Not sure where to start? We offer a free QBO diagnostic review to evaluate your current bookkeeping setup — and provide clear, actionable next steps.

FAQ for Business Coaches and Consultants

Can I track income by client or service?
Yes. QuickBooks can be set up to give detailed insights into your revenue streams.

Are online tools, platforms, and trainings deductible?
Yes — software, certifications, and continuing education are often fully deductible.

Do I need an LLC to keep clean books?
No, but you do need to keep personal and business finances separate.

What if I already have a VA doing bookkeeping?
We can train them, audit their work, or take it off their plate entirely.

📅 Book a free call with Dr. Bryan Raya — QuickBooks ProAdvisor and financial coach for coaches — to get your books (and offers) in alignment:
👉 Schedule Your Free Call

Let’s start Doing Business Right.

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