Coaches: your books, closed by the fifth business day.
Quick answer
For coaches, TrainedBooks catches your books up and keeps them clean: a person does the cleanup, using our software. Every bank and card transaction is sorted with a plain-English reason, and you get your real profit and a location-aware tax set-aside (real federal + your state's rates), and prepares a tax-ready package so your tax pro just reviews and files. You review the few flagged items and own an exportable ledger. The diagnostic is free with no card required; a one-time cleanup starts at $1,500 and Keep-Clean at $49/mo, with a 30-day money-back guarantee. It is bookkeeping, not a tax preparer, and it does not file returns.
Last updated: September 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, and your accountant still files. You stay in control and can export everything anytime.