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.
By the time most accountants get involved, every decision that could have saved you money is already made.
I'd rather be in the conversation before the launch and before the entity election, when it still counts.
A capped roster is the only way to know a business well enough to actually plan for it.
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
Run your numbers
Two numbers, side by side, in about ten seconds. No email required and nothing gets sent anywhere.
Revenue minus everything you spend to run the business, before paying yourself. Coaching businesses commonly land between 40% and 70%.
Revenue is only part of it. These are the things that actually change how much work your books are — and there are a few more we'd cover on a call.
Estimated annual self-employment tax savings
From electing S-corp status, after the added cost of payroll and a second return. Before income tax, which you owe either way.
Want these numbers checked against your actual return? That's the Tax Blueprint.
This is an estimate, not advice or a quote. It assumes a reasonable salary set at 45% of net profit, a Social Security wage base of $184,500, and roughly $900/yr in added payroll and filing costs — all figures that change annually and vary by situation. Self-employment tax is federal, so your state doesn't change the savings, though it does change what you should set aside. Your actual reasonable compensation is determined individually and is the single most scrutinized number in an S-corp. We'll work through it properly on a call. The fee shown is your plan's flat price plus the complexity factors you ticked — a few others (foreign income, employees, how current your records are) only come out in conversation.
Not ready for a monthly plan?
A one-time deep dive into your actual numbers. Send us your last return and your current books, and you get back a written plan showing exactly what you should be doing differently — plus 90 minutes on a call to walk through it and ask anything.
No retainer, no commitment, no obligation to work with us afterward. Plenty of coaches take the blueprint, implement it themselves, and we never speak again. That's a fine outcome.
What you get
If you start a monthly plan within 90 days, the full $1,000 comes off your onboarding fee.
Pricing
One flat monthly fee per plan — no hourly billing, no invoice for asking a question. Each plan covers the same three things: the work, the access, and the tools underneath it. Your number depends on which plan fits and how complex the books are, so the estimator above will get you close and we'll confirm it on the call.
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
Within each plan, the fee moves with your revenue. A handful of things move it further: each additional state or entity, employees beyond you, more than 150 transactions a month, selling across more than two platforms, inventory, or a second owner. Nothing gets added after the fact — the number we agree on is the number.
The first 90 days are the heaviest lift: cleanup, entity review, and building your projection. That's a one-time onboarding fee of $500–$2,500 depending on the shape your books are in, quoted before you commit. Monthly fees are reviewed once a year, in the open, before anything changes.
Already have an accountant?
This is the reason most coaches stay somewhere they've outgrown — not loyalty, just the assumption that moving is a mess. It isn't, and you don't have to wait for January.
We send the records request on your behalf. Most handoffs happen entirely between accountants, and yours never has to become a conversation.
Switching in June means we can still change the outcome for this year. Switching in February means we're just reporting it.
They're the normal starting point. Cleanup is part of onboarding, quoted up front, and we've yet to see a set of books that shocked us.
We pick up where they left off. Nothing already filed gets redone, and nothing already paid for gets billed again.
Before you book
No. Plenty of clients start as sole proprietors and stay that way — below a certain profit level the S-corp genuinely isn't worth the overhead, and we'll tell you that rather than sell you a structure you don't need. If and when the math turns, we handle the election and the payroll.
Not for us — everything runs remotely and our clients are spread across time zones. It can affect your state filing situation, which is exactly the kind of thing worth sorting out early rather than discovering in April.
We don't do audits, business valuations, or legal work, and we don't sell investments or insurance. If you need any of those we'll point you somewhere good. Everything in your plan's scope is covered by the flat fee, including the questions you send between calls.
That's most first conversations. Cleanup is scoped and quoted as part of onboarding so you know the cost before you commit, and it's a one-time thing — once the books are current, keeping them current is the easy part.
Usually within a week or two of the call, depending on how many onboardings are already in flight. The roster is capped, so occasionally there's a short wait — we'd rather tell you that than take you on and do a worse job.
Nothing, immediately. Your fee is locked for the year. We'll adjust your reserve target and quarterly estimates right away, because those need to reflect reality, and we'll talk about the fee at your annual review — never as a surprise line on an invoice.
Yes — licensed and in good standing, and happy to give you the license number to verify. It's a fair question in a space with a lot of people offering tax advice without a credential behind it.
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.
