The Bookkeeping Tip That Could Save Coaches & Consultants Thousands
As a coach, consultant, or strategist, your zone of genius is helping others grow—through 1:1 sessions, group programs, courses, masterminds, or speaking engagements. You’re all about results, transformation, and impact.
But here’s a truth that hits hard for many service-based entrepreneurs:
You could be leaving $5,000–$10,000 on the table every year… just because your finances aren’t organized.
You’re not alone. Most coaches and consultants spend their time serving clients, creating content, and scaling offers—not worrying about how Stripe deposits are categorized or if Zoom subscriptions are being properly deducted.
And that’s where a smart, simple system can change everything.
Bookkeeping Tip:
Always separate your income by service type—1:1 coaching, group programs, speaking gigs, digital products, etc.
This helps you understand what’s truly profitable, what’s growing, and where to double down. You can make decisions based on real data—not just your bank balance.
For example, you might discover your group program is bringing in 50% of your revenue but only 20% of your expenses. That’s clarity you can use to scale smarter and with confidence.
At DBR Bookkeeping, we help coaches and consultants like you simplify your books, save on taxes, and take control of your financial story.
No spreadsheet chaos. No tax panic. Just smart systems that support your vision.
👉 Want to stop guessing and start scaling smarter?
Join the DBR Bookkeeping Online Community:
https://www.skool.com/dbr-bookkeeping-8561/about
📅 Or schedule a free 30-minute consult with Dr. Bryan Raya:
https://calendly.com/dbr_bookkeeping/30-minute-zoom-consultation-call
Let’s start Doing Business Right!
FAQ: Bookkeeping for Coaches & Consultants
Why should I separate income by service type?
It helps you see what’s truly profitable and shows you where to focus, adjust pricing, or cut expenses.
Do I need bookkeeping software like QuickBooks Online?
Yes. It streamlines tracking, categorization, and reporting—saving you time and reducing human error.
Can DBR Bookkeeping help if I’ve never categorized anything?
Absolutely. We specialize in cleanups and building systems that make sense—even if you’re starting from scratch.
How often should I review my financials?
Monthly. Consistent reviews help you stay on track, plan for taxes, and make strategic business decisions.