Simple bookkeeping with pesronal support.

The Let’s Do the Books Way

Bookkeeping used to mean PDF bank statements with notes scribbled on them, followed by tedious scanning and emailing. Yikes. This is modern bookkeeping, tailored for online businesses.

Here’s how it works.

First, a short intake form to ensure the service is right for you.

Let’s Do the Books is meant for a very specific kind of coach: one with a few simple offerings, very few contractors, and a simple business banking setup. 

My intake form will let me know right away if you’re the kind of coach I give great service.

Next, I’ll help bring your business financials up to date.

Some clients come to me with some basic financial structures in place: a dedicated business checking and/or credit card account, and a Stripe or PayPal account. Simple. This is the ideal scenario, and these clients have the easiest time “onboarding” with Let’s Do the Books.

Other clients (completely understandably) come to me a little less organized. Trust me–I was there once myself. If this is you, I’ll provide some simple processes, tools, and guidance to help you organize your historical financial data so I can include it in the appropriate reports. This can require a little work on your part, depending on how many transactions you have spread across various business and personal accounts. 

I’ll also ask any clients who don’t have dedicated business checking and/or credit card accounts to set those up. This turns out to be the single biggest contributing factor to the success of our collaboration.

Then, we move into
maintenance and support mode.

Whenever there are new transactions in your business bank accounts, credit cards, or payment processors (like PayPal or Stripe), we’ll import those transactions and categorize them in our favorite bookkeeping software. We’ll also keep your key financial reports (the ones your tax pro will require) current, accurate, and available to you anytime.

We’ll also help you think through your business spending.

The most common question our clients ask us is “how much should I spend, on what, and when?” Each month we host a call where clients can come and discuss investments they’re considering in their business.

Whether you’re active or anonymous on these monthly Zoom calls, you’ll gain clarity and confidence as you hear an experienced cash flow coach guide business owners like you through their spending decisions. (By the way, these calls are recorded and posted to a private podcast feed for those who prefer not to attend live.)

Our founder, Mark, has been helping coaches manage their cash since 2014. He’s distilled the most important parts of his system into a 30-minute video series (yep…30 minutes covers it), and you’ll get access to those videos when you sign up for the service.

Personal support from me--the founder.

Once each month you’ll get an email asking you to review that month’s transactions and confirm I’ve categorized them correctly (don’t worry–I’ll give clear instructions on how to do that).

This quick monthly communication will take you 2-5 minutes and give you the peace of mind that comes with knowing your bookkeeping is accurate and current. 

And when tax time rolls around I’m happy to answer your tax professional’s questions about your reports. It’s all about making things smooth and easy for you.

Flexible Pricing Calculator

No contract, cancel anytime

Flexible pricing for your dynamic coaching practice.

I know there’s no such thing as a “normal” month for coaches like you and me. Some months the sales are rolling in, other months are quieter. That’s why I decided to make my pricing flexible.

When you join the service, you’ll pay a $300 setup that covers all the support I’ll give you during the onboarding process as well as up to 12 months of “catch-up” bookkeeping. After paying the initial fee, you’ll move on to my one-of-a-kind sliding scale fee model.

My fee is 3% of your collected revenue for the previous calendar month, with a minimum of $30 and a maximum of $200.

Try out the Flexible Pricing Calculator to see what your bookkeeping fee would be in any given month, and check out the three-month example below.


Three months of flexible pricing


One client pays you $3,000.
Your fee would be $3,000 * 3% = $90.


No sales this month (maybe you’re preparing for next month’s launch).
Your fee would be the service minimum of $30.


Your marketing efforts pay off and your business earns $10,000
Your fee would be the service maximum of $200.

Why do I do this?

I know what it’s like to get a new business off the ground.  I also know that even very successful coaching practices have “off” months.

I want our pricing to be friendly to the normal, natural ups and downs of running a coaching practice.

How do I make flexible fees work?

Experience and systems. With over ten years of experience supporting coaches, I know exactly how to deliver a great service without being a financial burden.

Frequently Asked Questions

Unfortunately, no. There are three reasons: 1) I’m not set up to work with multiple currencies. 2) Non-US banks typically don’t have the bookkeeping features I need. 3) I’m not familiar with reporting requirements in other countries.

Unfortunately, no. Businesses oriented toward physical product sales require a different type and complexity of bookkeeping. Let’s Do the Books’ ideal client is a coach who offers one-on-one coaching along with other simple offerings (maybe a course or a group coaching program — that kind of thing).

You’ll pay $1 at registration so I have your information in my billing system. Once I review your intake form and confirm you’re a fit for the service, you’ll pay a one-time $300 fee that covers all the support I give during the onboarding process as well as up to 12 months of “catch-up” bookkeeping. (Remember: if catching up your bookkeeping involves hunting through various business and personal accounts for relevant transactions, that work will be mostly done by you and guided by me.)

Your first ongoing charge will be on the 10th of the month after you join the service. I’ll calculate your previous month’s revenue and then charge the card on file 3% of that amount. Play with the Flexible Pricing Calculator (above) to make this crystal clear.

Yes. If you’re a coach with a simple set of business bank accounts and a few dozen to a couple of hundred transactions per month, with very few contractors supporting you…you’re the person I’ve built this business around. I’m excited to support you.

If you’re running a business with thousands of transactions, a dozen bank accounts and payment processors, a growing group of employees and contractors, and lots of different offerings…I’m happy to refer you to a trusted colleague. If you’re not sure whether you’re a fit, fill out the intake form in the registration process and I’ll let you know.

You’ll access the intake form through the “getting to know Let’s Do the Books” email series linked from the home page.

Yes, although it won’t be Quickbooks or Xero, both of which are overkill (and overpriced) my ideal client. I use a fantastic tool called YNAB to manage my clients’ bookkeeping. It’s inexpensive (about $100 per year) and just right for your business (and mine).

Nope. I’ll set up your account for you and then run things month to month. (Note: you’ll pay around $100 per year for YNAB–not to me–directly to them).

No, but it is a top priority in the onboarding process. I completely understand what it’s like to have all your business transactions spread across a bunch of personal bank accounts and credit cards (I’ve been there), but as soon as possible my clients need to have business banking set up and all transactions happening in those accounts. This is the foundation of a successful bookkeeping relationship.

I don’t comment on the “deductibility” of any expense. I defer to your tax professional as the final authority on whether an expense “counts.” My job is to help you track everything so you and your tax pro can make easy adjustments based on your specific tax strategy. 

My rule of thumb is: use a business bank account (or credit card) for any purchase you’re making with the intent to grow and support your business. 

If your tax pro ends up saying certain expenses don’t “count,” I’ll adjust your business financials accordingly. No big deal.

I’ve categorized hundreds of thousands of transactions for coaches and freelancers, so I find it pretty easy to categorize your expenses and income. But I also confirm my work with you each month in one short email exchange. That way you (and I) know everything is as close to perfect as possible.

In the early part of January I’ll complete your bookkeeping for the year, package up your reports and send them to you. You’ll forward them to your tax professional. If they have any questions, you can connect them with me. Smooth.

Yes, I’ll be using YNAB to maintain your business financials going forward. But, no, you won’t need to migrate your data over. As long as your previous accounting software offers a data export (and all of them do), you can export and safely store/archive your historical data in the event you need to refer to it later.

I’ll package up your data in a simple spreadsheet, which will make it easy for your new bookkeeper to import it into Quickbooks, Xero, and many other accounting tools. Or you can simply store your data and make a clean start with your new bookkeeper in the platform of their choosing.

(Of course I hope you’ll stay. My longest-running client started working with me over a decade ago. I’m proud of that.)

Yes. Although most accounts are used to Quickbooks, the reports I provide will do the job. (At least they have for the last 10+ years.) If your accountant wants to make small adjustments to how I present the information, I’m happy to do it. This has rarely been necessary.

Check out this happy message I got from a client:

“Just met with my CPA to go over some tax things. He said he had no critique at all with how my financials were sent to him for taxes this year. He also said $200 pers month is a steal for this quality of work.” – Jennie L

Here’s what I’ve learned after over a decade as a bookkeeper for coaches: almost nothing in bookkeeping is urgent. Yes, there are moments where you need something now and I provide it for you immediately. But in the vast majority of cases, there’s nothing in our collaboration that can’t wait a few days or a couple of weeks.

I know that sounds strange in a world where we prize speed above all else. But it works both ways: there’s almost nothing you’d request of me that can’t wait until our next early-month bookkeeping interactions, and there’s almost nothing I’d ask of you that can’t wait. 

That being the case, I run my monthly bookkeeping support in small “sprints”. All transaction imports, report generation and email support happen in the first 5-7 business days of month. In the time between these “sprints”, as defined by the day you receive your monthly bookkeeping update email until the first business day of the following month, support is “quiet”. You’re welcome to send messages in between sprints, and I’ll reply to those during the following sprint.

If your issue is urgent, you’ll just add “urgent” to your subject line and I’ll get back to you right away. 

Again, I know all of this sounds wild in a speed-driven world. It will be a deal-breaker for many prospective clients. Please go through the email series linked from the home page of this site to understand why I do this and why I’m convinced it contributes to better, more-reliable support–not to mention lower mental and procedural overhead for both you and me.

Click here to go to the home page and sign up for the multi-part “getting to know Let’s Do the Books” email series. Because of my atypical approach, all prospective clients have to complete the series before hiring me. The emails contain further instructions.

No, you don’t have to stop using your preferred tools for invoicing or processing your client payments. 

If you use a tool we’ve never dealt with (which is unlikely), we’ll learn how to get the data we need from it so you can carry on as usual.

Ready to get started?

The button below will take you to our registration form. You’ll make a $1 deposit today, and then hear from a member of our team with your next steps. We’re excited to be your bookkeepers!