Accounting & CFO Services for Coaching Businesses
From Solo Coach to Multiple 7-Figure Coaching Firm — We’ve Got You Covered
Coaches change lives. But running a coaching business — whether you’re an independent expert or leading a large team — means wearing a lot of hats.
If you’re spending more time chasing payments, managing expenses, and guessing at cash flow than you are coaching, it’s time for a change.
At Lucenti Group, we handle the numbers so you can focus on transformation — for your clients and your business.
Why Coaching Businesses Choose Us
- Industry Knowledge – We understand the unique revenue models of the coaching world — from 1:1 sessions and group programs to memberships and high-ticket masterminds.
- Scalability Support – As you grow from a solopreneur to a 7-figure company and beyond, your financial systems need to grow with you. We make sure they do.
- Clarity Without Overwhelm – We turn complex financials into clear, actionable insights you can use right away.
- Profit-First Mindset – We help you keep more of what you earn and plan for the future with confidence.
Our Services for Coaching Businesses
Bookkeeping & Compliance
- Monthly transaction recording & reconciliations
- Revenue categorization for coaching-specific models
- Multi-state tax tracking for digital products & programs
- CPA-ready financial statements
Advanced Reporting & CFO Services
- Program, product, and event profitability tracking
- Cash flow forecasting for launches and recurring revenue models
- Pricing & margin analysis
- Growth planning and budget creation
Exit & Value Growth Advisory
- Business value assessment & improvement plans
- Preparing financials for potential sale or investor review
- Working with your trusted legal, tax, and wealth professionals
How We Work With You
- Free Financial Diagnostic – We review your current accounting setup and reports.
- Custom Service Plan – Designed for your business stage, goals, and revenue model.
- Ongoing Partnership – We keep your financials accurate, timely, and growth-focused month after month.
Who We Serve
- Independent Coaches – Life, business, executive, or wellness coaches who want clean books and clarity.
- Scaling Coaching Companies – Growing teams offering multiple programs, retreats, and digital products.
- Established Firms – Multi-million-dollar coaching brands needing CFO-level strategy and financial leadership.
What Our Clients Say
“Lucenti Group transformed the way I see my business. I went from stressed and reactive to knowing exactly where my money is going and how to hit my next growth goal.” — A satisfied 7-Figure coaching firm client
Your Next Step
Whether you’re coaching one-on-one or running a global coaching empire, you deserve financial systems that support your vision.
Book Your Free Discovery Call