With detailed clarity and visibility into their business’ performance and finances, fitness coaches will go from overwhelmed and disorganized to confident and empowered.

Duration: 12 months

Investment: $300/month

✓ Bookkeeping Review

✓ Monthly record-keeping

✓ Monthly preparation of balance sheet and income statement

✓ Monthly meeting to discuss financial reports

Phase 1: Discovery Call

We will have a 30-minute phone call to learn more about you, your business, and your goals, and to see whether we’re a good fit.

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Phase 2: Business Audit

We will have a 45-minute session to map out and review your current bookkeeping processes.

​

Phase 3: Onboarding

FitBooks Consulting will set you up with all of the tools you’ll need to manage your bookkeeping. Please keep in mind that we will require access to the appropriate financial documents from you.

​

Phase 4: Cloud Conversion

I will convert you over to a cloud accounting system and/or bring your bookkeeping up to date. I will also recategorize your expenses into the appropriate expenditure accounts.

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Phase 5: Monthly Bookkeeping + Financial Review Meetings

I will do your bookkeeping throughout the month and prepare financial statements at the end. We will then meet for 30 minutes to discuss the financial statement findings.

With detailed clarity and visibility into their business’ performance and finances, fitness coaches will go from overwhelmed and disorganized to confident and empowered.

Duration: 1-3 months

Investment: $1200/month

✓ Bookkeeping Review

✓ Conversion to Cloud Accounting System

✓ Preparation of financial reports

Phase 1: Discovery Call

We will have a 30-minute phone call to learn more about you, your business, and your goals, and to see whether we’re a good fit.

​

Phase 2: Business Audit

We will have a 45-minute session to map out and review your current bookkeeping processes.

​

Phase 3: Onboarding

FitBooks Consulting will set you up with all of the tools you’ll need to manage your bookkeeping. Please keep in mind that we will require access to the appropriate financial documents from you.

​

Phase 4: Cloud Conversion

I will convert you over to a cloud accounting system and/or bring your bookkeeping up to date. I will also recategorize your expenses into the appropriate expenditure accounts.

​

Phase 5: Monthly Bookkeeping + Financial Review Meetings

I will do your bookkeeping throughout the month and prepare financial statements at the end. We will then meet for 30 minutes to discuss the financial statement findings.