You Made $10K This Month—But Where Did It Go?

A Familiar Feeling: High Revenue, Low Clarity

I hear this all the time from service-based business owners:

"I had a great month. I invoiced $10,000. But I don't feel like I have anything to show for it."

Sound familiar?

Let’s walk through why this happens—and how to fix it so your numbers work for you, not against you.

The Profit Blind Spot

As a consultant or coach, your business likely has low overhead. You’re not stocking inventory or renting warehouse space. So when money comes in, it should feel like profit.

But expenses like software, virtual assistants, marketing, memberships, and online tools can quietly add up. They hide in broad categories like "Business Expense" or "Subscriptions," and you don’t really see the pattern.

When your books aren't organized clearly, it creates a profit blind spot. You think you're doing well because you're bringing in revenue—but you can't pinpoint where it's going.

Clean Categorization = Clear Insight

When everything is dumped into one or two expense buckets, your reports don’t tell a story. You can’t see which investments are helping you grow, and which are just recurring costs with no return.

Try This Instead:

Break down your expenses by function. Instead of "Software," try:

• Client-facing tools: Scheduling apps, client portals, e-signature platforms, video conferencing tools.

• Marketing tech: Email marketing platforms, social media schedulers, CRM systems, ad management tools.

• Team collaboration tools: Project management software, internal chat apps, file sharing/storage.

This isn’t about cutting everything—it’s about spending smart. When you see clearly, you can invest confidently.

Let’s Walk Through It Together

This is exactly what I help service-based business owners do—starting with a Discovery Call. We talk through your business, your goals, and where your books might be holding you back. From there, we can dig deeper into cleanup or optimization if it makes sense.

You don’t need to be a finance expert to understand your money. You just need a system that works with how you run your business.

Ready to stop wondering where the money went?

Let’s clean this up so your $10K months feel like progress, not mystery.

Book your Discovery Call