BACKGROUND

Radiant Mindset Coaching, led by mindset coach Ruth Bennett, had experienced rapid growth over 12 months, scaling from a side hustle to a full-time six-figure business. With an expanding client base, digital product sales, and high-ticket group programs, managing her finances became overwhelming.

Ruth was juggling payment tracking in spreadsheets, manually sending invoices, and had no clear view of her monthly profit. Tax season became a nightmare, and she felt anxious about whether her business was truly profitable.

THE CHALLENGE

• No streamlined invoicing or tracking system

• Mixing personal and business finances

• Delayed follow-up on unpaid invoices

• No clarity on income vs. expenses

• Stress during tax season

THE SOLUTION

Ruth partnered with METCB to take bookkeeping off her plate and bring clarity to her numbers. Here’s what we implemented:

• Monthly Bookkeeping: All transactions were categorized and reconciled using Xero.

• Invoicing System: We set up branded, automated invoices for coaching packages and online course payments.

• Cash Flow Reports: Monthly reports showed exactly how much she earned and spent.

• Accounts Receivable Monitoring: We tracked unpaid invoices and provided gentle client follow-ups.

• Business Financial Snapshot: Ruth received a clean profit & loss statement every month.

THE RESULTS

• Saved 8+ hours/month previously spent on bookkeeping tasks

• Reduced overdue payments by 75% through proper invoice tracking

• Gained full clarity on profit margins for each income stream

• Stress-free tax season with organized books and reports ready for her accountant

• Informed business decisions, such as increasing rates and cutting low-value expenses

CLIENT FEEDBACK

“Outsourcing my bookkeeping to MET Core was the best business decision I’ve made. I no longer guess where my money’s going—I know. It’s freed up so much mental space, and I actually feel like a CEO now.” — Ruth Bennett, Mindset Coach

KEY TAKEAWAY

A growing coaching business needs more than passion, it needs clean books, clear insights, and consistent systems. Bookkeeping isn’t just about taxes, it’s about empowering business owners to grow with confidence.