Simple bookkeeping with personal support.
The Plucky Way
Bookkeeping used to mean PDF bank statements with notes scribbled on them, followed by tedious scanning and emailing. Yikes. This is modern bookkeeping, tailored for online businesses. Here’s how it works.
First, a short intake form to ensure the service is right for you.
Plucky is meant for a very specific kind of coach: one with a few simple offerings, very few contractors, and a simple business banking setup. My intake form will let me know right away if you’re the kind of coach I give great service.
Next, I’ll help bring your business financials up to date.
Some clients come to me with some basic financial structures in place: a dedicated business checking and/or credit card account, and a Stripe or PayPal account. Simple. This is the ideal scenario, and these clients have the easiest time “onboarding” with Plucky.
Other clients (completely understandably) come to me a little less organized. Trust me–I was there once myself. If this is you, I’ll provide some simple processes, tools, and guidance to help you organize your historical financial data so I can include it in the appropriate reports.
I’ll also ask any clients who don’t have dedicated business checking and/or credit card accounts to set those up. This turns out to be the single biggest contributing factor to the success of our collaboration.
Then, we move into maintenance and support mode.
Whenever there are new transactions in your business bank accounts, credit cards, or payment processors (like PayPal or Stripe), we’ll import those transactions and categorize them. We’ll also keep your key financial reports (the ones your tax pro will require) current, accurate, and available to you anytime.
Personal support from me—the founder.
Once each month you’ll get an email asking you to review that month’s transactions and confirm I’ve categorized them correctly (don’t worry–I’ll give clear instructions on how to do that). This quick monthly communication will take you 2-5 minutes and give you the peace of mind that comes with knowing your bookkeeping is accurate and current.
And when tax time rolls around I’m happy to answer your tax professional’s questions about your reports. It’s all about making things smooth and easy for you.
Flexible pricing for your dynamic coaching practice.
I know there’s no such thing as a “normal” month for coaches like you and me. Some months the sales are rolling in, other months are quieter. That’s why I decided to make my pricing flexible.
First of all, I don’t currently charge a setup fee, and I’ll help you with up to twelve months of bookkeeping cleanup when you join the service. I consider this an investment in a long-term relationship.
After onboarding, your monthly fee is
3% of collected revenue
from the previous calendar month — with a minimum of $30 and a maximum of $200.
Example: three months of flexible pricing
May
One client pays you $3,000. Your fee would be $3,000 × 3% =
$90
June
No sales this month. Your fee would be the service minimum of
$30
July
Your business earns $10,000. Your fee would be the service maximum of
$200
Why do I do this?
I know what it’s like to get a new business off the ground. I also know that even very successful coaching practices have “off” months. I want our pricing to be friendly to the normal, natural ups and downs of running a coaching practice.
How do I make flexible fees work?
Experience and systems. With over ten years of experience supporting coaches, I know exactly how to deliver a great service without being a financial burden.
Frequently Asked Questions
I'm based outside the United States. Can you do my bookkeeping?
Unfortunately, no. There are three reasons: 1) I’m not set up to work with multiple currencies. 2) Non-US banks typically don’t have the bookkeeping features I need. 3) I’m not familiar with reporting requirements in other countries.
Can you do my bookkeeping if I carry inventory and sell physical products?
Unfortunately, no. Businesses oriented toward physical product sales require a different type and complexity of bookkeeping. Plucky’s ideal client is a coach who offers one-on-one coaching along with other simple offerings (maybe a course or a group coaching program — that kind of thing).
How does this flexible pricing thing work? How much do I pay to get started?
You’ll pay $1 at registration so I have your information in my billing system. I’m not currently charging any kind of setup fee–I consider it an investment in a long-term relationship. Your first ongoing charge will be on the 10th of the month after you join the service. I’ll calculate your previous month’s revenue and then charge the card on file 3% of that amount.
So you’re saying my fee will be a minimum of $30 and a maximum of $200? No matter what?
Yes. If you’re a coach with a simple set of business bank accounts and up to a few hundred transactions per month, with a few contractors supporting you…you’re the person I’ve built this business around. I’m excited to support you. If you’re running a business with thousands of transactions, a dozen bank accounts and payment processors, a growing group of employees and contractors, and lots of different offerings…I’m happy to refer you to a trusted colleague.
Will I need to pay for bookkeeping software?
Yes, although it won’t be Quickbooks or Xero, both of which are overkill (and overpriced) for my ideal client. I use Plucky — the bookkeeping platform I built specifically for coaches like you (and me).
How will I know which expenses qualify as “business” and which are strictly personal?
I don’t comment on the “deductibility” of any expense. I defer to your tax professional as the final authority on whether an expense “counts.” My job is to help you track everything so you and your tax pro can make easy adjustments based on your specific tax strategy.
What happens at tax time? What am I supposed to get from you in order to get my taxes done?
In the early part of January I’ll complete your bookkeeping for the year, package up your reports and send them to you. You’ll forward them to your tax professional. If they have any questions, you can connect them with me. Smooth.
How will I get support?
I run my monthly bookkeeping support in small “sprints.” All transaction imports, report generation and most email support happen in the first 5-7 business days of the month. In the time between these “sprints,” support is “quiet” (but not “silent”). You’re welcome to send messages anytime. If your need is urgent, I’ll get back to you right away.
Ready to get started?
The button below will take you to our registration form. You’ll make a $1 deposit today, and then hear from a member of our team with your next steps. We’re excited to be your bookkeepers!
Sign me up