As a coach, you’re in the business of transformation—helping clients achieve breakthroughs, build better habits, and reach their goals.
But what about the business side of coaching? Many coaches struggle with financial management, often putting it off until tax season rolls around.
That’s where Alyssa McCabe and the Smart Boss community come in.
Alyssa, the founder of First Steps Financial, has made it her mission to simplify bookkeeping for coaches and small business owners.
In a recent episode of the You World Order Showcase Podcast, she shared how leveraging QuickBooks Online (QBO) and its suite of integrations can help coaches streamline their finances, save time, and ultimately make more money—all without hiring a staff.
Why Financial Management is a Game-Changer for Coaches
Many entrepreneurs avoid bookkeeping, feeling embarrassed about the state of their books or simply not knowing where to start. Alyssa emphasizes that managing your finances isn’t about being perfect—it’s about having systems that work for you. Just as a coach wouldn’t expect their clients to be experts in everything, business owners don’t need to be financial wizards. Instead, they need the right tools and guidance to manage their money efficiently.
Automating Your Bookkeeping with QuickBooks Online
QuickBooks Online is more than just accounting software—it’s a powerful automation tool. Here’s how it can help coaches save time and improve their financial health:
✅ Automatic Bank Syncing – Connect your business bank account and credit cards to QBO so transactions automatically feed into the system.
✅ Smart Categorization – Use rules to categorize expenses, reducing the time spent on manual entry.
✅ Seamless Invoicing & Payments – Send invoices and collect payments with ease, eliminating the need for follow-ups.
✅ Integration with Business Tools – Platforms like Zapier, HubSpot, and Asana can connect to QBO, making business processes even smoother.
By setting up automated workflows, coaches can reduce the time they spend on bookkeeping to just 15 minutes per week and 30 minutes per month for reporting and reconciliations.
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The Power of Community: The Smart Boss Group
One of the standout aspects of Alyssa’s approach is her Smart Boss community, hosted on the Skool platform.
Unlike traditional Facebook groups, where information gets lost in cluttered threads, the Skool platform organizes discussions, learning modules, and resources in a way that makes them easy to find.
Key benefits of joining the Smart Boss group:
📌 Weekly Live Q&A Calls – Every Friday at noon EST, members can ask bookkeeping questions and get real-time support from Alyssa’s team of experts.
📌 Recorded Training Sessions – Never miss a session; all calls are recorded and available for replay.
📌 Peer Support & Networking – Connect with other coaches facing similar challenges and learn from their experiences.
📌 Gamified Learning – The School platform makes learning fun with interactive features designed to keep members engaged.
**Accounting Without the Overwhelm
Alyssa and her team at First Steps Financial work with small-to-mid-size businesses, particularly coaches and consultants earning between $1 million and $10 million.
But for those who aren’t quite there yet, the Smart Boss community is the perfect place to start.
By learning how to track income, manage expenses, and understand profitability, coaches can make informed business decisions that set them up for long-term success.
Take Control of Your Business Finances Today
If you’ve been avoiding your finances, now is the time to take control. The Smart Boss community offers a free one-week trial, including a step-by-step guide to setting up QuickBooks Online.
🚀 Join Smart Boss today and start simplifying your bookkeeping!
For those ready to scale beyond DIY bookkeeping, First Steps Financial provides done-for-you services for businesses looking to break into the million-dollar range.
💡 Your coaching business deserves to thrive. And with the right financial systems in place, it will.
🔗 Want to learn more? Connect with Alyssa and her team at Smart Boss and First Steps Financial today!
free 7 day trial to our Skool membership: https://skool.com/the-smart-boss-1071/about
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