Consultant Bookkeeping Services - Retainers, Project-Based & 1099s (Nationwide)
Tailored financial management for consultants and coaches with clear, affordable pricing. Focus on your clients while we manage the numbers!
At a glance: retainer & deferred revenue • project-based invoicing • reimbursable expenses & mileage • Stripe/PayPal/ACH reconciliation • AR aging & cash flow • P&L by client/service line • 1099 contractors • sales tax where applicable • QuickBooks setup/cleanup • CPA-reviewed monthly close • flat-rate • first month free • nationwide
Request a QuoteBookkeeping for consultants & coaches (nationwide): retainers & deferred revenue, project-based invoicing, reimbursables, AR aging & cash flow, Stripe/PayPal reconciliation, and QuickBooks setup/cleanup-CPA-reviewed each month, flat-rate, first month free.
We also use AI-assisted categorization and reconciliation to speed Stripe/PayPal postings, flag anomalies in deferred revenue, and streamline AR and cash flow, every month still reviewed by a CPA.
Why Consultants and Coaches Choose Us
Track project-based income and variable client payments
Organize expenses for write-offs and deductions
Reconcile bank and credit card activity monthly
Flat-rate pricing, no hourly billing
CPA-reviewed reports for full clarity
Start your first month free - no contracts, no surprise fees.
Who We Serve
Business, marketing, and tech consultants- Life coaches, executive coaches, career advisors
- Solo practitioners and independent experts
- Boutique consulting firms and fractional professionals
How Our Consultant Bookkeeping Works
Scope & Quote
Retainers vs. projects, tools (Stripe/PayPal/CRM), reporting needs → flat monthly rate.
QuickBooks Setup
Chart of accounts & classes for client/service line tracking; receipts & bank feeds.
Code & Reconcile
Match income to invoices/contracts, post reimbursables, reconcile bank/credit cards.
Close & Report
CPA-reviewed close; P&L by client, AR aging, cash flow, and tax-ready summaries.
Client Reviews
We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:
Now I actually understand my numbers each month. Their reports are crystal clear.
Sophia L, Creative Consultant
I bill hourly, monthly, and by retainer, and they track it all perfectly.
Nina T, Marketing Consultant
No more Excel madness. Everything’s in QuickBooks and reconciled monthly.
Trevor F, Independent Advisor
Frequently Asked Questions
Do you send monthly P&L and Balance Sheet reports?
Yes. You’ll receive standard financials every month, reviewed by a CPA.
Can I outsource just reconciliations or reporting?
Yes-choose full-service or limited scope to fit your workflow.
Do you handle retainers and deferred revenue?
Yes. retainer invoicing and revenue deferrals are tracked and recognized as services are delivered.
Do you support consultants using Stripe, PayPal, or ACH billing?
Yes. We reconcile all income sources to your bank accounts.
Is there a minimum contract or monthly fee?
No contracts. Just flat-rate, month-to-month service.
Can I get P&L by client or service line?
Yes. using classes or tags we produce P&L by client/service line plus AR aging and cash flow.
Can you reconcile Stripe, PayPal, and ACH deposits?
Absolutely. We post gateway fees, match payouts to invoices, and clear undeposited funds monthly.
What if I’m behind 6+ months on my books?
We offer catch-up bookkeeping to get you current, no late fees, no penalties.
Do you provide bookkeeping services for solo consultants?
Yes. We support consultants and coaches across all 50 states with flat-rate, CPA-reviewed bookkeeping.
Do you handle 1099 tracking for contractors I hire?
Yes. We can flag and report payments to your subcontractors for tax compliance.
See more answers in our full Bookkeeping Services for Consultants and Coaches FAQ →
Trusted Nationwide
We help consultants across the U.S. stay financially focused, tax-ready, and audit-proof.
Start your first month free - no contracts, no surprise fees.
Featured Insights
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