How Bookkeeping (Yes, Really) Helped a Coach Go From “Chaos Mode” to Confident CEO

Let me tell you a story about Jess — a business coach with big ideas, a thriving client roster, and a completely overwhelmed spreadsheet called “Money Stuff FINAL-final-v3.xlsx.” 😅

Jess was coaching high-level clients, running live group programs, and building a paid community — but behind the scenes, her books were a mess. Receipts were floating around in her inbox, invoices were being sent (mostly), and tax time? Let’s just say she hoped and prayed her accountant wouldn’t fire her.

Then, she decided to finally get her bookkeeping in order. And no — she didn’t hire a full-time CFO or spend hours in spreadsheets. She joined a community, got some guidance, and learned how to actually understand her numbers.

Within a few weeks:

  • She found $7,800 in unclaimed expenses (yes, really)

  • She stopped waking up at 3am wondering if she paid her quarterly taxes

  • She raised her prices — with confidence, backed by real data

  • And that “Money Stuff” file? Retired. 🎉

Now, Jess isn’t just a brilliant coach — she’s a confident business owner who knows her numbers are working for her.

And that’s the power of Doing Business Right.

I’m Dr. Bryan Raya, founder of DBR Bookkeeping and QuickBooks ProAdvisor. I’ve helped coaches, consultants, and community leaders save over $100K in taxes just by getting their finances organized — without making it boring.

Want to see what this could look like for you?

Check out the DBR Bookkeeping Online Community — just $42/month or $499/year, with a 60-day money-back guarantee.

Or let’s talk it out and see where you’re at:
Book a free 30-minute call with me here:
https://calendly.com/dbr_bookkeeping/30-minute-zoom-consultation-call

Your numbers don’t have to be scary — they can be your superpower.

Let’s start Doing Business Right!

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