In the middle of running new programs, managing memberships, processing multiple client payments, and marketing your business, your plate is already full. The last thing you ever need is to stress over the messy books or lost revenue. 

That's where we step in.



Straight Talk CPAs take care of your bookkeeping so you can focus on what matters most—coaching clients and growing your business—without spreadsheet headaches or surprises, just clear, accurate, and stress-free financials.

Bookkeeping for Coaches—Focus on Clients, Not Spreadsheets

Why Coaches Choose Us for Bookkeeping?

We’re not just bookkeepers—we’re your partners who get your industry. Whether you run online courses, in-person workshops, or multiple programs, we customize our services to your revenue streams and operations.

Comprehensive Bookkeeping Services

  • Daily Transaction Management – Keep a track of clients’ payments, program fees, refunds, and expenses without lifting a finger.

  • Accounts Receivable & Payable – Ensure clients are billed on time, refunds are processed evenly, and contractors or affiliates are paid on time.

  • Program-by-Program Profit Tracking – Know which courses or workshops are making the most impact—and profit.

  • Revenue Share & Affiliate Management – Keep affiliate payouts and contractor splits categorized and stress-free.

  • Seasonal & Cash Flow Planning – Be ready for enrollment spikes and quieter months without scrambling.

  • Cloud-Based Access – Keep track of your numbers anywhere, anytime—phone, tablet, or laptop.

  • Snap-and-Store Receipts – Capture receipts for software, marketing, or materials—photo, upload, done.

The Straight Talk Advantage


  • Industry Expertise – We know coaching programs, memberships, online platforms, and multi-offering operations.

  • Tech-Driven Solutions – Cloud tools provide real-time insights and make your bookkeeping painless.

  • Proactive Guidance – We highlight trends, spot opportunities, and help you make smarter financial decisions.

  • Clear Communication – No jargon, no walls of text—just straight answers.


Benefits of Partnering with Us

  • More time to coach clients and grow your programs
  • Accurate, real-time financial insights for smarter decisions
  • Smooth cash flow and better profitability tracking
  • Organized records ready for taxes, filings, or audits
  • Peace of mind knowing your finances are handled by experts


Client Story:

"Before Straight Talk CPAs, reconciling payments for my programs took over 8 hours each week. They cut it in half, freeing me to coach more clients and focus on growing my business. I finally feel on top of my numbers."

— Jessica Reynolds, Founder & Head Coach


Ready to Stop Worrying About Your Books?

Let us handle the numbers so you can focus on what matters—coaching and growing your business.


  • No more messy records
  • No more last-minute filing panic
  • Just accurate, dependable bookkeeping


Book a free consultation and let Straight Talk CPAs organize your finances today.

FAQs

  • Do you handle bookkeeping for all types of coaching businesses?

    Yes, we work with online courses, in-person workshops, memberships, and multi-program coaching businesses.


  • Can you track client payments, refunds, and affiliate payouts?

    Absolutely. We make sure every revenue stream is tracked and reconciled accurately.

  • How do you handle seasonal or program-based revenue?

    We provide cash flow forecasts and track peak/off-season revenue so you’re always prepared.

  • Do you offer cloud access and mobile-friendly bookkeeping?

    Yes, you can view and manage your books anytime on any device.

  • Will you help us prepare for taxes and filings?

    Yes, our bookkeeping keeps your records organized and ready for tax time—stress-free.