WHO WE SERVE
Financial clarity for coaches & consultants.
You built your coaching or consulting business to create impact — not to spend Sundays on spreadsheets. We handle the books so you can stay focused on your clients and your growth.
Sound Familiar?
The financial chaos coaches know too well
You crossed $500k this year but still feel broke — and you don't know why
You're mixing business and personal finances and it's a nightmare to untangle
Self-employment taxes blindside you every April — sometimes for $30k+
You're making business decisions based on your bank balance, not your real numbers
You have multiple revenue streams — 1:1, group, courses, affiliates — and no idea which is most profitable
You don't have a real budget or financial plan — just vibes and hope
What We Handle
Bookkeeping built for how coaches actually earn
Monthly bookkeeping & bank reconciliation
Multiple revenue stream tracking & categorization
Quarterly estimated tax planning
Business vs. personal expense separation
1099 contractor payments (VAs, editors, coaches)
Profit-first cash flow structuring support
Why SnapBooks
We speak coaching business finance
Most bookkeepers have never seen a Kajabi payout or a group program refund. We live in this world — and we know exactly where the numbers go wrong.
We know how coaching businesses actually earn
1:1 retainers, group programs, courses, masterminds, affiliates — we track each revenue stream separately so you know exactly what's working and what to double down on.
No more tax surprises
We track your income and expenses quarterly and help you set aside the right amount for self-employment taxes. No more $30k surprises in April.
From 6 figures to 7 figures with confidence
As your business grows, your financial complexity grows with it. We scale with you — adding CFO advisory when you're ready for real financial strategy.
Simple, Transparent Pricing
Bookkeeping for coaches & consultants
from $399/mo
Flat-rate monthly plans scaled to your revenue. No hourly billing, no surprise invoices, no lock-in.
Common questions
Do you work with coaches who are just starting out or only established ones?
We work with coaches and consultants at every stage — from those just crossing into full-time income to multi-7-figure operators with complex team and contractor structures. Our plans are tiered to your revenue level, so you only pay for the complexity you actually have. If you're early stage, we'll help you build clean financial habits from the start. If you're established, we'll untangle whatever mess exists and build a system that scales.
How do you handle income from multiple programs and revenue streams?
We track each revenue stream as a separate line item — 1:1 retainers, group programs, courses, masterminds, affiliate commissions, and speaking fees are all categorized and reported independently. That means your P&L actually tells you which offers are driving profit and which ones are costing you more than they earn. No more lumping everything into a single "revenue" bucket.
Can you help me understand what I should be paying myself?
Yes — and this is one of the most common pain points we solve. Many coaches have revenue that looks impressive but take-home that feels thin. We look at your real profit after expenses, contractor costs, and estimated taxes, then help you structure owner distributions or salary draws that are sustainable and tax-smart. If you're implementing Profit First or a similar cash flow method, we can support that too.
How do you handle quarterly estimated tax payments?
We track your net profit and self-employment income throughout the year, calculate your estimated quarterly obligation based on current-year actuals, and give you a payment amount before each due date (April 15, June 15, September 15, January 15). No more scrambling in April, no underpayment penalties. You'll always know what you owe well before you owe it.
What's the difference between a bookkeeper and a CFO — and which do I need?
Bookkeeping is backward-looking: recording what happened, reconciling accounts, categorizing transactions, and producing accurate financial statements. A fractional CFO is forward-looking: budgeting, cash flow forecasting, pricing strategy, and making decisions with your numbers. Most coaches under $500k/year primarily need bookkeeping done right. As you scale past that threshold, CFO advisory starts to pay for itself. We offer both — and help you know when to add the CFO layer.
Stop losing sleep over your books.
You built something great. Let us handle the numbers — so you can stay focused on what actually moves the needle.
No contracts · No hidden fees · Cancel anytime