Female Coaches
Bookkeeping &
Advisory Services

Having a clear picture of the coaching business NUMBERS can be a struggle. 

* How do I increase my profit and monthly cash flow?

* Can I actually afford to outsource some of my work?

* Should I invest in another business coach?

* Am I missing out on tax write-offs and overpaying taxes with my current, or NON EXISTANT, bookkeeping methods?

* How much am I ACTUALLY spending each month?

* What should I ACTUALLY be charging to move my business forward?

That's why we specialize in providing highly customized bookkeeping and advisory services to female coaches.

Our mission is to improve your bookkeeping processes and maximize your bottom line.  We understand the UNIQUE aspects on your online business and offer UNIQUE solutions tailored to wherever you are in the business development process, with offerings to fit various budgets.  

What other benefits do you get?

In addition to more time, peace of mind and the ability to plan your financial life, here are some other great benefits...

  • Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards. Or you may not want your staff to have access to all of your financial information.
  • Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.
  • Red Carpet Service: At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension. 

Our Three Step Methodology

Our proven three step methodology takes your business to the next level.

Clean Up & Procedures

If you want to increase your profits and cash flow, we need to first set your foundations.  Here we clean up books and establish proper financial processes to ensure your business is staying on track with your goals.  If needed, we implement new processes that help streamline your financial data and prepare your company for growth.

 Reports & Security

Now that we have our foundations in place, we can provide you with rich data and reports.  We provide you highly customized reports for your business, giving you clarity on your business's current strengths and weaknesses.  You also get peace of mind that your business is audit proof and tax time ready!

Advisory & Growth

It's time to take your business to the next level!  With your foundations and reporting set, we can teach you how to use your numbers to  increase your company's profits and performance.  We give you specific action steps to stay on track and help grow your business, and support you along the way.

Let's grow your business.

Today is the day to build the business of your dreams.  Let's talk about how optimizing your bookkeeping processes for your coaching business can take it to the next level.

Copyright © 2021 - Grow Well Bookkeeping LLC. All Rights Reserved.

Client Testimonial

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Frequently asked questions

What’s included in the Basic Bookkeeping package?

Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included. 

What’s not included in the Basic Bookkeeping package?

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees. 

How do I request additional services?

Once you have selected to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail and select those that suit your business best. 

What qualifications does your team have?

Many of our team members are CPAs, legal professionals and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast. 

What happens after I sign up for the Basic Bookkeeping package?

Once you enroll, you will be taken to a few subsequent screens that will allow you to add additional services if necessary. Then you will be given access to the membership portal so you can watch a short series of on-boarding videos. Simply follow the directions in the videos and we will get to work ASAP. The final step in the on-boarding video series is to book a call with the CEO of our company for an introductory phone call. We love the opportunity to chat with our new clients so we can serve you well!

What information do I need to share?

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high. 

If I have a question, how long does it take to get an email response?

We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly. 

What hours do the bookkeepers and other team members work?

Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls. 

Is Quickbooks Online required to sign up for the Basic Bookkeeping package?

Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We are able to offer 50% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start. 

Do you require a contract?

Nope! No contract is required. However, there are no partial month refunds. 

Is an engagement letter required?

Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will be available for download from the membership site.