Accounting & CFO Services for Coaching Businesses

Accounting for Coaches

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

  1. Free Financial Diagnostic – We review your current accounting setup and reports.
  2. Custom Service Plan – Designed for your business stage, goals, and revenue model.
  3. 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

Questions? Request a FREE Consultation Today.

Get in touch with us now to find out how Lucenti Group, LLC can help you reach your financial goals.