Coaches: your books, closed by the fifth business day.
Quick answer
For coaches, TrainedBooks is AI-native bookkeeping software that closes your books by the fifth business day. It categorizes every bank and card transaction with a plain-English reason, shows your real profit and a monthly tax set-aside, and hands your CPA a clean, file-ready packet. You review the few flagged items and own an exportable ledger. From $29/mo, with a free start and no card required — bookkeeping software, not a tax preparer.
Last updated: June 2026
Business, life, and executive coaches selling programs, courses, and 1:1 work. TrainedBooks pulls every payout and expense into one closed set of books by the fifth — what you actually made, what to set aside for taxes, and a CPA-ready packet — so you can price and plan with real numbers.
The problem
Income arrives across Stripe, Kajabi, PayPal, and the occasional Venmo, while ad spend, course tools, and a VA all go out at once. By month-end you genuinely don't know what you cleared.
What TrainedBooks does
TrainedBooks pulls every payout and expense into one closed set of books by the fifth — what you actually made, what to set aside for taxes, and a CPA-ready packet — so you can price and plan with real numbers.
Built for how a coach actually runs
Stripe, Kajabi, and PayPal payouts reconciled into one clean revenue picture
Course platforms, email tools, and ad spend categorized so you see your true cost to deliver
Contractor and VA payments flagged for 1099 follow-up instead of silently mis-posted
A monthly profit and tax set-aside number you can actually plan around
How it works
Bring in your activity
Upload a bank or QuickBooks CSV, a statement PDF, or a photo of a receipt.
TrainedBooks does the close
Every line categorized with a confidence and a plain-English reason. It learns each correction you make.
You get your numbers
Profit, margin, and what to set aside for taxes — plus a CPA-ready packet. You approve; you stay in control.
Bookkeeping for coaches — FAQ
Does TrainedBooks work with Kajabi, Stripe, and PayPal income?
Yes. Payouts from course and payment platforms are categorized as revenue, so your income is captured no matter how many tools your clients pay through.
Can it tell my course costs from my coaching costs?
TrainedBooks categorizes each expense with a plain-English reason and learns your corrections, so your software, ads, and contractor spend land in the right buckets and stay there.
Is this a replacement for my accountant?
No. TrainedBooks is bookkeeping software — it closes your books and prepares a CPA-ready packet. Your accountant still files. You stay in control and can export everything anytime.