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Office and BooksSolutionist for Coaches and Consultants

Office and Books

Books that are done when the month is.

Your practice's books on the same system as your invoices and bookings: bank rows that come in on their own, client payments matched to Stripe, a month-end close in six checks, and one package for your accountant at year-end. What you pay yourself stays out of what the practice spends.

Start free, no card See the books
Your bank, connected2, 5 or unlimited accounts by plan
Receipts, read for youSnap one, and Chief fills it in
Your pay, kept apartMoney to you is an owner's draw
Reyes Coaching Search clients, invoices, sessions Ask Chief RC
Operate This week Bookings Clients Proposals Billing Grow Courses Marketing Build Website Books
BooksOctoberYear to date
Money in$14,500client payments and workshops
Money out$2,608apps, travel, contract help
Cash on hand$38,450in 2 bank accounts
To review5bank rows need an answer
By client
ClientInvoicedPaidOwed
Henderson Co.$6,500$6,500$0
Okafor family business$4,800$3,200$1,600
Priya Shah$2,400$2,400$0
Marcus Hale$1,800$1,200$600
Bank rows
Oct 30Stripe payoutTo match+$3,200
Oct 28Transfer to personal checkingMoney to you-$2,500
Oct 27ZoomNeeds a category-$15.99
Oct 23Stripe payoutTo match+$6,500
Oct 21Blue Door Print ShopOperating-$186.38
Oct 20Delta Air LinesNeeds a category-$412
Oct 16Stripe payoutClient income+$2,400
Oct 9Venmo, K. LopezNeeds a category-$64
Close October2 of 6
The bank is synced Money in is explained2 left Every row has a category3 left Statements agree Look over the month Close and lock October
Reports
Profit and lossPDFCSV
Balance sheetPDFCSV
Cash flowPDFCSV
Revenue by clientPDFCSV
Trial balancePDFCSV
Chief looked at the 5 rows
2 payout matches and 2 categories to approve. The $64 Venmo is left for you. Review
BooksOct 21
New receipt
BLUE DOOR PRINT SHOP 10/21/2026 2:14 PM ------------------------------ Workbooks, spiral x12 175.00 ------------------------------ Subtotal 175.00 Tax 6.5% 11.38 TOTAL 186.38 VISA ending 7731
Chief read the receiptCheck it, then save.
VendorBlue Door Print Shop
Amount$186.38
Tax$11.38
DateOct 21, 2026
CategoryOperating
ForWorkbooks, Henderson workshop
Save expense The photo is kept with the expense.

The books

Bank rows in. Invoices already there.

Connect the practice's bank and the rows come in on their own. Every invoice you send and every session paid online is already in the books, so each month starts from a ledger, not a pile of statements.

  • Client payments through Stripe matched to the deposits in your bank
  • Profit and loss, balance sheet, cash flow and a trial balance on every plan
  • Reports to PDF or CSV, whenever your accountant asks
  • Revenue by client and a 90-day cash forecast on Professional and up
Profit and lossReyes Coaching · October 2026 PDFCSV
Money in
Coaching packages$6,800
Consulting projects$6,500
Workshops$1,200
Total money in$14,500
Money out
Travel to clients$680
Contract help$600
Coaching supervision$450
Apps and subscriptions$412
Printing and materials$326
Phone and internet$140
Total money out$2,608
Net for October+$11,892
The $2,500 you paid yourself is an owner's draw, so it isn't spending.
Close the monthOctober 2026 2 of 6 done
The bank is synced past October 31Synced November 1, and every October row is in the ledger.
2Money in is explainedTwo Stripe deposits to match to client payouts. The move from savings is confirmed.
3Every row has a category3 rows left, starting with Delta Air Lines for $412.Review 5
Statements agreeBusiness checking $31,200 and savings $7,250, the same as the books on October 31.
5Look over OctoberMoney in, money out and the biggest changes from September.
6Close OctoberLocks the month. A later edit needs a reason and lands in the audit trail.Lock

Month-end

Close the month in six checks.

One checklist for the month, in order, and each check says what's left. Close it, and October stays the way it was when you signed off.

  • Each account's statement balance checked against the books
  • After the close, a change needs a reason, or lock the month outright
  • The year-end close posts the closing entry for you
  • On the Professional plan and up

Tax time

Tax time, without the shoebox.

Every receipt stays with the expense it proves. When a client asks for your W-9, it's one download. And in January your accountant gets one package instead of a list of questions.

  • Photograph a receipt and Chief reads the vendor, amount, tax and date. You check it before it's saved.
  • Your W-9 on the official IRS form, filled in from your records, for you to sign
  • 1099 drafts for contractors you paid $600 or more
  • The package and the 1099s on Professional and up
RCReyes Coachingto Joan Mercer, CPA JAN 14 · SAMPLE
Reyes Coaching, 2026 year-end financial package
Headlines
Gross revenue$164,200.00
Total expenses$31,480.00
Net income$132,720.00
Cash at year end$41,800.00
Trial balanceIn balance
1099 contractors at $600 or more1
2026_financial_package.zip Profit and lossBalance sheetCash flowTrial balanceGeneral ledgerReceivables and payables1099 summaryQuickBooks file
W-9Reyes Coaching LLCThe official IRS form, filled in. You sign it.
1099-NEC DRAFTAna Ruiz · $7,200Her W-9 is on file, so the draft is ready.

Sorting

Chief does the sorting.

Chief goes through the bank rows, matches deposits to the Stripe payouts your clients paid, and suggests a category for the rest. Nothing changes in the books until you say yes, one row at a time.

  • When nothing fits, it leaves the row for you instead of guessing
  • Turn a category down twice and it stops suggesting it
  • Say “log $40 for parking” and the expense is in the books
  • Sorting on the Professional plan and up
Business checking, ending 2208October · 5 rows to look atSAMPLE
Oct 30Stripe payoutMatch: client payout+$3,200.00
Oct 23Stripe payoutMatch: client payout+$6,500.00
Oct 27ZoomOperating?-$15.99
Oct 20Delta Air LinesOperating?-$412.00
Oct 9Venmo, K. LopezLeft for you-$64.00
Oct 28Transfer to personal checkingMoney to you-$2,500.00
Oct 21Blue Door Print ShopOperating-$186.38
Oct 14Transfer from savingsYour own accounts+$1,000.00
ChiefBooks · sample
Two deposits match Stripe payouts from your clients' invoices. Zoom and the Delta flight look like operating costs. I left the $64 Venmo for you. Say yes to each of these four, and it's the last October row to sort.
Show me each oneAsk about the Venmo

Chief works the same way in every room. It works from your practice's own records, waits for your yes before it sends anything or touches money, and lists what it does on your History page.

How Chief works

The rooms next door.

The books share one list of clients with every other part of your practice.

Billing and TimeEvery invoice is in the books the day you send it, and its payment when Stripe pays out.Go to Billing and Time BookingsA session paid online lands in the books on its own, no-show fees included.Go to Bookings ClientsThe same client list, so the books know who paid for what.Go to Clients

Plans

The books come with every plan.

Every practice sees its own full ledger, on every plan. The bigger plans add the month-end close, Chief's sorting, and the work your accountant does at year-end.

Starter$79 a month
  • Bank rows, categories and Stripe matching
  • Profit and loss, balance sheet, cash flow and trial balance
  • Receipts read for you, and your W-9 filled in
  • 1 login and 2 bank connections
Professional$149 a month
  • Everything in Starter
  • Month-end and year-end close
  • Chief sorts the bank rows
  • Revenue by client, budget against actual, and a cash forecast
  • 1099 drafts and the year-end package
  • 3 logins and 5 bank connections
Solutionist$299 a month
  • Everything in Professional
  • A login for your accountant
  • An audit trail of every change to a closed month
  • 7 logins and unlimited bank connections
Compare every plan

Close the month. Get back to clients.

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