Education bookkeeping services for coaches, course creators, tutors and schools.

Yes, every course, coaching package, membership tier and digital product gets its own income line. Its platform fees, refunds and affiliate costs are matched to it. Each month you see net income and margin by program, so you know which offers pay for your time.

Yes, we reconcile Kajabi, Teachable, Thinkific, Podia, Stripe and PayPal payouts to your bank every month. Each payout is split into gross sales, platform and card fees, refunds and chargebacks. The net deposit is never posted as sales, so both income and costs are right.

We record affiliate commissions as a cost of the sales that earned them, tied to the program and the launch. We collect a Form W-9 before the first payout. For payments made in 2026, Form 1099-NEC is due for anyone paid $2,000 or more, up from $600. Affiliates paid through PayPal or a card are usually reported by the processor on Form 1099-K instead.

Yes, we work with solo coaches, tutors and consultants, and with larger course businesses. The method is the same: income by program and payouts reconciled. Because the rate is flat, a one-person business pays for its own volume, not a bigger company's.

Yes, and most course and coaching businesses earn from several at once. Common ones are courses, coaching, memberships, speaking fees and affiliate income of your own. Each is recorded on its own line and reported side by side. You can see which one is growing and which one has stalled.

Yes, we offer bookkeeping for schools, including private schools, tutoring centers and learning academies. Tuition is earned across each term, enrollment deposits are held until classes start, and teacher and tutor payroll is matched every month. Nonprofit schools can add fund reporting through our nonprofit bookkeeping services.

Most do once income comes through more than one platform or they start paying contractors. Before that, a simple app and an hour a month can work. The tipping point is often the first cohort, affiliate program or payment plan. Each one adds timing and tax steps that are easy to miss.

Under accrual accounting, a course sale counts as revenue when you deliver what was paid for, not when the money arrives. That rule comes from ASC 606, the U.S. revenue recognition standard. A self-paced course with instant access may count at purchase. A 12-week cohort is delivered week by week, so it is held as deferred revenue until taught. Your CPA confirms the policy and how your tax return treats it.

It depends on where your buyers live, because some states tax online courses and others do not. Rules also differ for live classes, recorded courses and downloads. Sales to buyers abroad can bring VAT or GST duties. We log sales by state and country each month. Your CPA or tax advisor decides where you must register and file.

Stripe or PayPal sends a federal Form 1099-K only if you pass $20,000 in payments and 200 transactions with them in a year. The One Big Beautiful Bill Act restored that threshold in 2025, in place of the planned $600 limit. Some states set lower limits. All income is taxable either way, so we tie each 1099-K to the gross sales in your books.

QuickBooks Online or Xero suits most coaching and course businesses, because both connect to Stripe, PayPal and the main course platforms. A very small start can get by on a free app. We work inside whichever ledger you run. If you have none yet, we set one up with program income lines from day one.

You pay one flat monthly price, based on how many platforms, programs, affiliates and contractors you run. A big launch month costs the same as a quiet one. There is no setup fee and no contract, so you can stop any month. The written quote arrives within 24 hours of our call, and any catch-up work is priced on its own.

Yes, we can start with a catch-up project that rebuilds the months since your launch. It is priced apart from the monthly rate, so you see both costs first. We rebuild payouts into sales and fees, match refunds and defer cohorts before the first monthly close. Closing on top of wrong balances would only repeat the errors.