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:
We hired them for monthly bookkeeping. Came back for catch-up too.
– Ben & Tara W, Coaching Partners
Their support team actually responds fast. Huge win.
– Hannah G, Virtual Assistant
No more Excel madness. Everything’s in QuickBooks and reconciled monthly.
– Trevor F, Independent Advisor
Frequently Asked Questions
Do you support consultants using Stripe, PayPal, or ACH billing?
Yes. We reconcile all income sources to your bank accounts.
Is this a local or remote service?
Fully remote. We support consultants across all 50 states.
What if I’m behind 6+ months on my books?
We offer catch-up bookkeeping to get you current — no late fees, no penalties.
Can I write off software, training, or home office expenses?
Yes. We’ll categorize these properly and help maximize your deductions.
Do you send monthly P&L and Balance Sheet reports?
Yes. You’ll receive standard financials every month, reviewed by a CPA.
Do you help with business structure or tax strategy?
We focus on bookkeeping only, but your CPA can use our clean reports for strategic planning.
Can I talk to a real bookkeeper or support person?
Yes. You’ll have a dedicated account manager and access to a live support team.
Can I outsource just reconciliations or reporting?
Yes-choose full-service or limited scope to fit your workflow.
Do you handle 1099 tracking for contractors I hire?
Yes. We can flag and report payments to your subcontractors for tax compliance.
Is there a minimum contract or monthly fee?
No contracts. Just flat-rate, month-to-month service.
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
See how virtual bookkeeping works, where it’s growing, and why businesses are choosing CPA-reviewed support.
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