strategic bookkeeping

Strategic Bookkeeping for Coaches Going (or Gone) Full-Time

This isn’t bookkeeping that just keeps your records organized. It’s financial clarity designed specifically for the scariest transition in your business journey: leaving a stable salary to bet on yourself and needing your numbers to hold up once you do.

Why most bookkeeping fails coaches at this stage

By the time you’re making $8K-$10K months, you don’t just need accurate books. You need answers to questions that determine whether this business can actually support you long-term:

Can I actually afford to quit my job, or am I fooling myself?
What am I REALLY taking home after taxes and expenses?
How much do I need to save before I can safely make the leap?
Why do I feel broke when I’m making more money than ever?

Most bookkeepers will give you clean records and leave you to figure out the implications on your own. That’s where I’m different.

Introducing…

Strategic Financial Support for the Full-Time Transition

I don’t just organize your transactions and send you reports you don’t understand. I help you answer the questions that actually matter, so you can quit your job with confidence and continue running your business with clarity once it’s your only income.

This is specifically designed for coaches who are either about to go full-time or recently made the leap and need to know they didn’t just make a massive mistake, and what to focus on next.

Book a clarity call

what this looks like in practice

Here’s What’s Included

This is ongoing financial support for coaches who want clarity they can trust. After our clarity call, and once we confirm we’re a good fit, you’ll have the infrastructure and interpretation you need to make grounded financial decisions, including:

Coach-specific Financial Structure

Your books are set up around how your business actually earns and spends, not generic templates that don’t fit coaching models.

Monthly Bookkeeping

Clean, accurate books maintained consistently. Transactions categorized correctly, reconciliations complete, and reports ready when you need them.

Clear, Decision-ready Interpretation

I translate financial data into insight you can act on. You don’t have to decode reports or guess what matters. I tell you.

Proactive Issue Flagging

Risks and opportunities are surfaced early, before they become problems. You’re not reacting late, you’re seeing patterns in time to respond.

Direct Access When You Need it

When a financial question comes up, you don’t have to sit on it. You can reach out and we’ll think through what the numbers are telling you.

Forward-looking Insight

Not just backward reporting. I help you understand sustainability, capacity, and what decisions make sense for where your business is right now.

This is long-term partnership, not a one-off setup. Ongoing support typically starts at $400/month and includes monthly bookkeeping, coach-specific financial structure, regular interpretation of your numbers, and forward-looking insight. This isn’t just bookkeeping. It’s the financial foundation that supports your transition to full-time and keeps your business sustainable once you’re there.

Book a clarity call

Hi, I’m Cat

I’m a strategic bookkeeper with over 20 years’ experience in financial strategy and audit, and I’m also a certified coach. I work specifically with coaches at the full-time transition stage because I understand the business model, the pressure, and the very real fear of leaving a stable paycheck behind. You don’t need to explain your business to me. And you don’t need someone who just “does your books.” You need clarity about whether this leap, and what comes after it, is financially sound. That’s what I provide.

Read My Story

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Mary Joyce
Flawless CEO

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Elizabeth Parry
Manager

How To Get Started

Working together starts with understanding where you are and where you want to go. Here’s what the process looks like.

Book your clarity call
We start with a free clarity call where we look at your current revenue, expenses, and goals. I’ll help you see whether your numbers actually support going full-time, what’s missing from your financial picture, and whether strategic bookkeeping makes sense for you right now. No pressure. No obligation.

Get your financial foundation set up
If we’re a fit, I’ll set up your coaching-specific financial structure. Clean chart of accounts, proper separation of business and personal, and systems that actually reflect how your business operates. If your books are currently a mess, we’ll clean that up too.

Receive ongoing support and interpretation
Each month, your books are maintained, your numbers are interpreted, and you receive clear insight about where you stand. You’re not left wondering what it all means or if you’re on track. I tell you.

Make the transition with confidence & stay grounded once you do
When it’s time to quit your job, you’ll know exactly what you need saved, what you can afford to pay yourself, and how to structure your finances so full-time feels sustainable. You’re not guessing, you’re operating from clarity.

Ask me anything

Frequently Asked Questions

Regular bookkeeping focuses on keeping records accurate. I focus on helping you understand what those records mean for your specific situation. Can you afford to quit your job? How much should you save for taxes? What’s your real profit margin? Those are the questions I help you answer.

Yes, all my clients use Digits. I chose this platform specifically because it’s built for businesses like yours. It handles irregular income, payment plans, and launch cycles beautifully. Plus, the real-time dashboards mean you can check your cash position anytime without waiting for me to send a report. If you’re currently using QuickBooks, Xero, or nothing at all, I’ll handle the transition for you.

That’s completely normal. Most coaches I work with have some version of “I haven’t looked at this in months” or “I’ve been mixing business and personal expenses.” Part of getting started is cleaning things up and building a foundation that actually works. We’ll address that in the onboarding process.

I don’t prepare tax returns, but I ensure your books are organized and accurate so your tax preparer can work efficiently. I also help you understand how much to save quarterly and what you can deduct. This often saves clients thousands in both tax prep fees and actual tax liability.

Absolutely. In fact, working together BEFORE you quit is ideal. I can help you understand exactly what your numbers need to look like, how much you should have saved, and when you’ll be truly ready to make the leap safely. It’s much better to get clarity now than to quit and hope it works out.

First, take a breath. Most coaches who feel this way just lack visibility. They don’t actually know if they made a mistake or not. Let’s get your books in order, understand your real numbers, and see where you actually stand. Often the fear is worse than the reality, but we need data to know for sure.

Most clients feel a significant shift within the first 30 days, not because everything is suddenly perfect, but because they finally understand where they stand. The constant mental math stops. The 2am anxiety spirals decrease. You can make decisions from data instead of fear. That relief happens quickly.

Perfect! I work alongside your accountant, not instead of them. I maintain your books month-to-month and provide ongoing strategic support, while your accountant handles tax preparation and compliance. This partnership actually makes your accountant’s job easier (and often cheaper) because they’re working with clean, organized books.

Ready to move forward?

Let’s Talk About Whether Your Business Can Actually Support You Full-Time

If you’re making $8K–$10K months but still feel unsure about leaving — or having left — your salary, this is your next step.
Book a clarity call and we’ll look at your real numbers, what’s missing, and whether ongoing strategic bookkeeping is the right support for you right now.

Book your clarity Call