My Services
Your Gym’s Numbers, Trained to Perform
Monthly Membership Packages
Financial and
Bookkeeping
“Drop-In” Passes
Fit Finances Review
One-time $200 fee
This is a quick check-in on your own training plan. Are you managing your books in QuickBooks Online but want to be sure you’re doing it right and everything is set up correctly? This one-time service is designed to give fitness business owners - who are also DIY bookkeepers - clarity, confidence, an understanding of their current finances, and how to handle daily tasks with ease.
What’s included:
A review of your books and setup followed by a virtual meeting where we:
Walk through findings and tailored recommendations
Cover your bookkeeping questions and discuss your business needs
Create a written follow-up document summarizing next steps and best practices
Profit & Performance Planning Meeting
One-time $350 fee. Books must be up-to-date.
This is a personal training session with a coach to reach the next goals for your business. Let’s talk about financial success now and in the future. How do you plan for upcoming growth as well as financial challenges and obstacles? Should you hire another – or a first – employee? Can you afford to buy that new equipment you’ve been considering?
No accounting jargon or expectations that you like “looking at the numbers.” We’ll discuss everything in a straightforward and understandable conversation that makes sense to you.
What’s included:
A review of your books followed by a virtual meeting
Topics of focus:
Budget creation and/or budget-to-actuals review
Cash flow, revenue, and expense planning
Profit goals and how to reach them
Cleanup & Catch-Up
Price varies based on scope of work
Sometimes we can’t get to the gym for a while. Have you been ignoring your books, or just never got them full going the way you wanted from the beginning? Is it simply that your CPA is waiting on you so they can file your taxes?
No judgement or need to feel overwhelmed or embarrassed. I’ll get everything organized, updated, reconciled, and ready to move forward.
FAQs
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Yes! I specialize in the fitness industry, but I also work with many other types of small businesses as well. Please feel free to reach out to discuss your business and specific needs.
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No, I do not offer tax preparation or filing. However, if you need to get your books in order to hand off to your CPA, EA, or other tax preparation provider, I do offer cleanup and catch-up services as well as tax-ready reporting services that include financial reports and related notes to provide your tax preparer with the up-to-date information they will need to complete your tax return.
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No, I do not process payroll or offer HR services. Depending on the level of services needed, there are several options of payroll and/or human resources providers I can recommend.
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Yes, I offer personal bookkeeping as an add-on service to monthly bookkeeping packages.
