Coaches, keep more of what you earn.
You hold space for your clients' growth. We'll hold your finances, so your books stay clean, every deduction is caught, and quarterly taxes are handled.
Free early access. No credit card. Setup in minutes.
Sound familiar?
You went deep on your craft and certifications, not on bookkeeping. Sumly handles the rest.
Income split across Stripe, PayPal, Kajabi, and the occasional Venmo from a long-time client.
Certifications, supervision, and trainings paid out of pocket and never tracked.
Coaching platform, scheduler, and program tools buried in your personal account.
A bigger tax bill than you expected, after a year of holding everyone else's growth.
What Sumly does for coaches.
One simple system that handles the parts of your practice that aren't sitting with clients.
Deductions found this month
$2,460
ICF dues, Kajabi, Calendly, supervision, and a leadership retreat, all flagged.
Deductions you might be missing.
If you paid for it to serve your clients, there's probably a deduction in it. Sumly catches them all.
Programs & platforms
Kajabi, Teachable, Thinkific, Circle, Mighty Networks, Calendly, Acuity, Zoom, Notion, course tools.
Certifications & training
ICF credentialing, mentor coaching, supervision, books, assessments, NBHWC, Co-Active, Hudson, EMCC.
Travel & retreats
Conferences, retreats you attend or host, parking, lodging, and travel to onsite client engagements.
Workspace & tech
Home office, internet and phone (business %), laptop, monitors, ring light, microphone, video kit.
Insurance & retirement
Professional liability, general liability, self-employed health, SEP IRA or Solo 401(k), disability insurance.
Marketing & admin
Website, ConvertKit, ads, podcast hosting, design tools, contractor and VA pay, LLC or S-corp formation.
What a coach can expect.
For a coach making $120K across 1:1 packages, a group program, and a course, here's an illustrative look at the tax you could save by catching every deduction with Sumly.
Estimated tax saved
$8,200
- Certifications, supervision, ICF, training+$2,200
- Coaching platforms, course tools, scheduler+$1,800
- Home office, retreats, conferences+$2,000
- SEP IRA contribution+$2,200
Based on a $120K coach, single filer. Your numbers will vary.
$2,350+
average annual tax savings for Sumly users
$18,553
in tax savings for one real customer (Ben W.)
Tax tips for coaches, gently delivered.
A short email when something is worth knowing. Deadlines, deductions, and the occasional pep talk for your practice.
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FAQs
Should I be an S-corp or stay a sole proprietor?▾
It depends on your coaching income and state. Sumly helps you understand when an S-corp election starts to pay off and connects you to a tax pro who handles the election, payroll, and reasonable comp.
I have 1:1 clients, a group program, and a course. Can Sumly handle all of it?▾
Yes. Sumly tracks income across every revenue stream and payment rail (Stripe, PayPal, Kajabi, ACH) and keeps your books clean for your tax pro.
What about retreats I host? Are those deductible?▾
The business portion is. Your tax pro will work through what counts as a deductible business expense versus personal travel, and Sumly captures the receipts and categorization in advance.
How long does setup take?▾
Minutes. Connect your bank, card, and financial apps. Sumly does the rest in the background.
Keep more of what you earn.
Spend less time on admin, more time with your clients. Sumly handles the rest.
Free early access. No credit card. Setup in minutes.