Accounting, Virtual CFO & Tax Preparation Services for Coaches

Your Opportunities and Challenges

As a coach, your true value lies in guiding clients, not getting buried in spreadsheets and tax deadlines. Whether you’re a life coach, business coach, or health coach, your income can be unpredictable, expenses hard to track, and taxes confusing. You want to stay focused on impact and growth—not bookkeeping headaches.

That’s where Straight Talk CPAs come in.

We specialize in helping coaches take control of their finances, which enables them to scale their practice confidently.

Our Solutions

We provide personalized accounting, tax, and virtual CFO services designed specifically for coaching businesses. From managing fluctuating cash flow to ensuring compliance and maximizing profits, our experienced team ensures your finances are built on a solid foundation, giving you the freedom to focus on your bigger mission.

Get accurate, reliable books that reflect the real state of your coaching business. We help you track income, manage expenses, and stay compliant—so you always know where you stand.

Beyond number-crunching, our CPA team provides strategic guidance. From entity setup to growth planning, we help you structure your practice for financial health and long-term success.

No more surprises at tax time. We’ll create a personalized tax strategy to minimize liabilities, uncover deductions, and keep more of your hard-earned money working for you.

We take the stress out of filing. Our team ensures every return is accurate, compliant, and optimized for your coaching business.

Get a financial partner who thinks big picture. From cash flow forecasting to growth planning, our virtual CFO services give you the clarity and strategy of a full-time CFO—without the cost.

Save time and reduce overwhelm with our streamlined bookkeeping solutions. We utilize smart tools and processes to keep your finances up-to-date and accessible at all times.

Why Us

Running a coaching business often feels like wearing ten hats at once. You deserve a financial partner who understands it.

At Straight Talk CPAs, we combine deep expertise with a friendly, down-to-earth approach.


We’ve helped coaches at every stage—from solopreneurs just starting to establish practices scaling nationwide—

we assist them in gaining control of their numbers and confidence in their growth.

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Partnering with Straight Talk CPAs was a turning point. They helped me organize my finances, plan for taxes, and think strategically about scaling. I can finally focus on my clients without the financial stress.

Rachel Torres, Business Coach

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Straight Talk CPAs don’t just do my taxes—they act like a trusted partner. Their virtual CFO calls gave me clarity on cash flow, and their tax planning saved me thousands.

Daniel Price, Life Coach

Schedule Your Free “Coaching Business Growth & Profits” Strategy Session Today

During the session, we will:


  • Review your business structure to ensure it supports your tax and growth goals.

  • Assess your current accounting system and recommend smarter workflows.

  • Identify tax-saving opportunities specific to coaching businesses.

  • Discuss strategies to stabilize cash flow and fund growth.

There’s no obligation, just practical advice tailored to your coaching practice.

Book a Free Consultation Today

FAQs

  • Why do coaches need specialized accounting services?

    Yes—especially if growth is the goal. A little upfront guidance can prevent costly mistakes later on, like choosing the wrong structure or misclassifying a contractor.


  • How can a virtual CFO help my coaching business?

    Absolutely. Most entrepreneurs start out solo. Having CPA help means you don’t have to figure out everything yourself or wait until tax season to panic.


  • What tax deductions are available for coaches?

    We handle both tax planning and tax preparation. That includes production credits, sales and amusement tax compliance, multi-state filings, revenue splits, and deductions that are often overlooked in this industry. The goal is simple: reduce liabilities legally, maximize available credits, and keep you compliant year-round.

  • Can you help if my coaching income is inconsistent month-to-month?

    Absolutely. Many coaches have seasonal or inconsistent income. We create systems to smooth out cash flow, budget smarter, and plan ahead so you’re never caught off guard.

  • What happens during the free strategy session?

    We review your business structure, accounting processes, and past tax returns. Then we share tailored recommendations to reduce taxes, streamline finances, and grow with confidence—no pressure, just insights.