How a Business Consultant Saved $3,500 Just by Getting Her Books in Order
(A Fictional—but Totally Common—Story)
Let me introduce you to Samantha, a business strategist based in Bentonville.
Samantha isn’t a real client—but her story reflects what I see with business consultants and coaches all the time.
She built her consulting practice on referrals, results, and hard work. From coaching one-on-one clients to leading workshops and selling digital products, she wore all the hats—and made solid revenue doing it.
But when it came to her finances?
“I have money coming in,” she said, “but I honestly don’t know what I’m keeping.”
Like many in the consulting space, Samantha was managing everything herself—offers, sales, scheduling, content… and yes, bookkeeping.
Except the bookkeeping part never really happened.
Receipts got buried in email, Stripe deposits weren’t categorized, and she had no clear picture of where her money was going—or what she could deduct.
That all changed when she hired a bookkeeper.
After a full review and cleanup, Samantha discovered she had:
Overpaid on quarterly taxes
Missed deductions for software, home office, and travel
Confused personal and business expenses in her records
The result? She recovered $3,500 in tax savings that year.
That’s money she reinvested into:
Hiring a VA
Updating her website
And finally taking a weekend off without guilt
Samantha’s story may be fictional—but the outcome is real.
At DBR Bookkeeping, we help consultants, coaches, and service-based entrepreneurs gain clarity, maximize savings, and finally feel in control of their finances.
👉 Ready to clean up your books and keep more of what you earn?
Join the DBR Bookkeeping Online Community:
https://www.skool.com/dbr-bookkeeping-8561/about
📅 Or book a free 30-minute call with Dr. Bryan Raya:
https://calendly.com/dbr_bookkeeping/30-minute-zoom-consultation-call
Let’s start Doing Business Right!
💬 FAQ for Business Consultants & Coaches
What expenses can I deduct as a business consultant?
Common deductions include software, home office, coaching tools, education, travel, marketing, and professional services.
How does bookkeeping help consultants grow?
Clean books help you track income by service, monitor cash flow, and confidently price your offers.
Do I need bookkeeping software like QuickBooks?
Yes. Software streamlines your finances and helps prevent costly tax or reporting mistakes.
Can I manage my books myself?
You can—but working with a professional saves time, reduces stress, and usually uncovers hidden savings.