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.
Where Consultant Bookkeeping Fits in Your Advisory Workflow Consulting practices rely on clean billing, retainers, reimbursements, and project reporting:
- Clean up or catch up past invoices, retainers, and expenses
- Track project profitability, billable hours, and reimbursement activity
- Close monthly books for forecasting and tax planning
- Add accounting or outsourced support as client volume grows
If invoicing and bookkeeping don’t match, begin with QuickBooks Cleanup or Catch-Up Bookkeeping. Once updated, Monthly Consultant Bookkeeping and Accounting Services keep revenue and expenses organized. For specialized guidance, CPA Bookkeeping is also available.
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:
I’m a freelance consultant, this service keeps me organized and audit-proof.
Jamie K, Freelance Consultant
They made it easy to manage 10+ client income streams and dozens of transactions weekly.
Priya S, Business Coach
Finally, a bookkeeper who gets how coaches operate. Flat-rate and QuickBooks-ready.
Mark D, Executive Coach
I bill hourly, monthly, and by retainer, and they track it all perfectly.
Nina T, Marketing Consultant
Saved me hours each month. I’m a coach, not a finance expert. They are.
Leo M, Life Coach
Frequently Asked Questions
Yes. We support consultants and coaches across all 50 states with flat-rate, CPA-reviewed bookkeeping.
We map income to contracts/schedules and align receipt timing with delivery for clean AR.
Yes, we help categorize all business-related expenses according to IRS rules.
We offer catch-up bookkeeping to get you current, no late fees, no penalties.
Yes. We reconcile all income sources to your bank accounts.
Fully remote. We support consultants across all 50 states.
Yes. You’ll receive standard financials every month, reviewed by a CPA.
No contracts. Just flat-rate, month-to-month service.
Yes. We support both and will handle your bookkeeping inside your preferred system.
Yes. You’ll have a dedicated account manager and access to a live support team.
See more answers in our full Bookkeeping Services for Consultants and Coaches FAQ →
Do you need an In-house Bookkeeper, an Outsourced team, or full Accounting?
As a consultant firm, you might need help with backlog cleanup, a reliable monthly engine, or a full accounting and reporting partner you can trust with your clients.
These are the paths firms like yours usually compare:
If your internal books are behind:
If you need an ongoing bookkeeping engine:
If you need accounting and oversight:
If you want to outsource work but keep client relationships:
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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