strategic bookkeeper for coaches stepping into full-time business

Financial clarity for coaches going full-time, and staying there


I help online coaches making consistent $8K+ months understand their money well enough to confidently quit their 9-5 and build the financial structure needed to run a real business once they do. At this stage, the revenue is there. You’ve proven the business works. But the questions keep you up at night. Can I actually afford to quit? Where is all the money going? Am I setting aside enough for taxes? Will this be sustainable?

If you’re running off bank balances, payment processor dashboards, or mental math at 2am, you’re not lacking discipline, you’re lacking the financial clarity you need to make the biggest decision of your business journey. Going full-time doesn’t just require a yes/no decision. It requires financial systems that support you after the leap when the stakes are higher, the income fluctuates, and every decision carries more weight.

Know if you can actually afford to quit & stay full-time


Stop doing mental math and wondering “is it enough?” Get clear numbers that show you not just how to make the leap safely, but how to support yourself sustainably once this is your primary income.

Understand where your money actually goes


Know your real profit (not just revenue), what your business truly costs to run, and how much you can pay yourself without guessing, even as income fluctuates and the business grows.

Make the transition without the terror & stay grounded after it


Move from side hustle to full-time with a financial foundation that supports you beyond the decision itself, so you’re not spiraling about tax bills, cash flow dips, or whether you’re “doing this right.”

the real problem at this stage

Why $10K Months Can Still Feel Financially Terrifying


At $8K-$10K months, financial stress isn’t usually about making enough money. It’s about knowing what’s real. You’re making more than you ever have, but you can’t tell if quitting your job is smart or reckless. Revenue looks strong, but you’re not sure how much is actually yours after taxes and expenses. You want to invest in growth, but you don’t know if you can afford it.

Does this sound familiar?

You’ve hit $10K months but still feel broke compared to when you had a salary?

You’re terrified to look at what you’ll owe in taxes because you have no idea if you saved enough?

You check your bank balance before paying your VA even though revenue looks strong?

You want to quit your 9-5 but you’re paralyzed because you don’t trust your numbers?

Money disappears from your account and you genuinely can’t figure out where it went?

what’s included in ongoing support

How I Support Coaches at This Stage


Financial systems built for coaching businesses

I set up and maintain clean financial systems structured around how coaching businesses actually work — launch cycles, payment plans, irregular income — not generic small-business templates. This isn’t a one-time setup. It’s an ongoing system that keeps your numbers clear as the business grows, shifts, and stabilizes after you go full-time.

“Can you afford to quit?” clarity & beyond

I help you understand your real numbers. What you actually take home after taxes and expenses, what you need to save before quitting, and whether your business can support you not just initially, but sustainably once it’s your only income.

Translation, not just reports

I don’t just send you a P&L and leave you to decode it. I walk you through what your numbers actually mean, month by month, in plain English, so you can make decisions with confidence instead of guesswork as new questions come up.

happy clients

Success Stories

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    Mary Joyce
    Flawless CEO
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    Elizabeth Parry
    Manager
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    Barry August
    Non-profit
  • “Nulla facilisi roin pret, leo ac pellesque mollis, felis nunc ultrices ague.”

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    Helene Parfoit
    Maker Maker

the difference

Clean Books Don’t Create Confidence. Clarity Does.

Most bookkeeping focuses on keeping records accurate and organized. Your transactions get categorized. Reports get delivered. But no one helps you answer the questions that actually matter as your business becomes your livelihood.

  • Can I afford to quit my job, or am I fooling myself?
  • What am I actually taking home after taxes and expenses?
  • Why do I feel broke when I’m making more money than ever?
  • How much should I be saving for quarterly taxes?
  • What do I need to watch now so this stays sustainable six months from now?

Clean books don’t tell you these things. Interpretation does.

I don’t just organize your past transactions. I help you understand what they mean for your future, so you can make the decision to go full-time with clarity, and continue running your business with confidence once you do.


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is this for you?

Who this is for

This work is designed for online coaches who are:

  • Making consistent $8K+ months and considering (or recently made) the leap to full-time
  • Tired of feeling financially insecure despite strong revenue
  • Ready to understand their numbers instead of avoiding them
  • Done DIY-ing their finances and ready for professional support
  • Willing to invest in clarity now instead of paying for mistakes later

It’s not a fit if you’re looking for DIY bookkeeping support, the cheapest option, or basic compliance only. This is strategic, ongoing financial partnership.

Get the Cash Flow Clarity Checklist

See where you stand financially in 7 questions. This checklist shows you what I look at first when a coach isn’t sure where their financial picture actually is and what’s often invisible in six-figure coaching businesses.