CPA for online coaches & course creators
You built a coaching business that actually makes money. We make sure you're not overpaying for it, guessing at your quarterly estimates, or dreading April every year.
Licensed CPA · Fully remote · Clients in every time zone
Lumpy income is normal. Being unprepared for it isn't.
A reserve target you can actually bank on, updated as the year moves.
Entity and payroll structured so you stop paying tax you never owed.
Books reconciled monthly, so filing is a formality instead of a fire drill.
The problem
Most coaches we talk to are doing well on paper and quietly anxious about it anyway. The revenue is real, but nobody can tell them what's actually theirs — and there's a low hum of worry that they should have figured this out by now. That's not a discipline problem. It's a structure problem, and it comes in three parts.
You clear $38,000 in March and $4,000 in July. Nobody told you what to set aside, so April's estimated payment comes out of whatever happens to be in the account.
Past a certain profit level, an S-corp election can meaningfully cut what you owe in self-employment tax — but only with reasonable compensation set correctly and payroll actually running.
Gross sales, platform fees, refunds, and affiliate payouts land in your bank as one net number. Reconciling that by hand at tax time is where deductions go to die.
You shouldn't have to become an accountant to understand your own business. You built the thing. You deserve to know what it earns.
Who you're working with
Not because they were careless — because nobody ever built them a system. They had a preparer who showed up in February, took a pile of statements, and handed back a number. No warning, no plan, no chance to do anything about it.
That's the part I think is broken. By the time most accountants get involved, every decision that could have saved you money has already been made. I'd rather be in the conversation before the launch, before the entity election, before the year closes — when it still counts.
So I keep the client list deliberately short. That's not a scarcity pitch; it's the only way to know a business well enough to plan for it. A small number of coaches, whose numbers I know cold, who can reach me the week they need an answer.
Erik Oswald, CPA — Founder, Altius
Bookkeeping and taxes are the 2 things I hate the most about running a business. I just needed someone to take care of it and get it done WELL! He found me deductions I was missing and helped me restructure my business to cut my tax bill almost in half.
Andres Rodriguez-Story — Social media agency owner for personal trainers[Placeholder — a coaching client quote with a specific outcome: a dollar figure saved, hours returned, or the month the books stopped being a problem.]
Client name — Online coachThe plan
Tell us what you sell, roughly what you're bringing in, and how your books are set up now. We walk through all three plans together and land on the one that fits — including saying so if that's a smaller one than you expected.
In your first 90 days we clean up the books, review your entity and payroll setup, and build a tax projection for the year. You come out of it knowing your number and what to set aside each month.
Monthly books, quarterly planning calls, estimates calculated before every deadline, and your return filed at year end. A real person on email who answers in a day — not a portal that opens in February.
What's at stake
Pricing
Flat monthly fees, no hourly billing, and no invoice for asking a question. Every plan covers the same three things — the work itself, how much of me you get, and the tools running underneath it. What changes between plans is how much of each.
For coaches who keep their own books and want the tax side done right, without the extras.
Services
Support
Technology
For coaches whose books have gotten away from them and whose tax bill is now a real number.
Services
Support
Technology
For established coaching businesses that want a finance seat at the table and an answer the same day.
Services
Support
Technology
Revenue ranges are a guide, not a rule. We'll walk through all three on the call and land on the one that actually fits. Fees are reviewed once a year — as the business grows, the work does too, and we talk about it in the open before anything changes.
Not ready to talk yet?
Twelve deductions coaches routinely miss, the profit level where an S-corp starts paying for itself, and a simple rule for what to set aside from every launch. Three pages, no fluff, no sales call attached.
Fifteen minutes, no pitch deck. Bring your last return and a rough revenue number, and you'll leave with something useful either way.