Built for doulas. BY a doula
Running a doula business means caring deeply for families.
DoulaBooks ensures your business is cared for too.
DoulaBooks is a purpose-built financial planning and revenue management system designed specifically for doulas and doula agencies. It organizes projected revenue, client payments, contractor disbursements, retainers, expenses, and agency earnings — so you always know where your business stands.
This is not generic accounting software.
It’s a structured, real-world system built from years of agency experience — designed to bring clarity, consistency, and confidence to your financial operations.
Who DoulaBooks Is For
• You want proactive financial visibility — not reactive guesswork
• You’re tired of estimating what you “think” you made
• You’re scaling (or planning to) and need systems that support growth
• You value professionalism, clarity, and sustainability in your business
What DoulaBooks Helps You Do
• Plan contracted revenue before services begin
• Document client payments and applied retainers
• Calculate contractor compensation accurately
• Separate agency earnings from contractor disbursements
• Track expenses alongside revenue for real profitability insight
Think of it as your financial command center—without the overwhelm.
What DoulaBooks Organizes for You
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📊 Revenue Planning
Projected revenue by client
Estimated monthly and annual totals
Visibility into contracted services
Forward-looking revenue planningWhy it matters:
Know what is scheduled, contracted, and expected — before the month begins. -
💰 Client Payment Tracking
Client payments recorded by service
Payment dates documented
Monthly and annual revenue summaries
Clear distinction between projected and paid revenueWhy it matters:
Contractor compensation and agency earnings are based on services that have been paid. -
🧾 Retainer Management
Retainers recorded separately from service revenue
Upfront payments logged by client
Application of retainers to completed services
Clear documentation of unearned fundsWhy it matters:
Separating retainers from earned income protects accuracy and financial clarity. -
🤝 Independent Contractor Disbursements
Weekly disbursement tracking per independent contractor
Contractor share calculated from paid services
Monthly and annual totals per contractor
Organized records to support 1099 reportingWhy it matters:
Clear documentation supports accurate compensation and simplifies year-end preparation. -
🏢 Agency Revenue & Profit Tracking
Agency portion calculated separately
Revenue categorized by contractor
Clear separation of contractor disbursements and retained earnings
Visibility into net business incomeWhy it matters:
See true profitability — not just gross revenue. -
📉 Business Expense Tracking
Categorized business expense logging
Monthly and year-to-date expense summaries
Operational cost visibility
Expense tracking alongside revenueWhy it matters:
Organized expense records support financial oversight and tax preparation.
One System. Built to Grow With You.
DoulaBooks is designed to support solo doulas and growing agencies alike. Whether you manage your own contracts or oversee multiple independent contractors, the system scales with your structure — without requiring advanced accounting knowledge.
This isn’t about spreadsheets.
It’s about operational clarity.
Why DoulaBooks Is Different
✔️ Built specifically for doulas
✔️ Designed from real agency workflows
✔️ No accounting degree required
✔️ Clear, intuitive, and repeatable
This is not about being “good with numbers.”
It’s about owning your business with clarity.
Your Questions Answered
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No.
DoulaBooks is a financial organization and revenue management system built specifically for doulas and doula agencies. It helps you document projected revenue, client payments, contractor disbursements, retainers, and expenses in a structured way.
It is not a substitute for accounting software, bookkeeping services, or professional tax advice.
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No.
DoulaBooks is designed to be intuitive and repeatable. The structure is already built for you — you simply enter your service details, payments, and expenses. The system organizes and summarizes the information automatically.
You do not need advanced spreadsheet skills or an accounting background.
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Yes.
DoulaBooks is structured to support businesses operating under an independent contractor (1099) model. It includes organized tracking for contractor disbursements and annual totals to assist with year-end reporting.
However, business owners are responsible for ensuring their contractor relationships comply with federal and state regulations.
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No.
DoulaBooks works for both solo doulas and businesses that coordinate multiple independent contractors. The system scales with your structure without requiring separate versions.
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DoulaBooks is delivered as a structured Google Sheets system with guided documentation to help you implement it confidently within your business.
You’ll receive immediate access after purchase.
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Absolutely.
If you’d prefer personalized guidance, optional set-up support is available. This add-on includes hands-on assistance to align DoulaBooks with your business structure, review your entries, and ensure your system is configured properly from the beginning.
Many doulas choose set-up support for added clarity and confidence during implementation.
You can select the set-up option at checkout or request it after purchase.
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No. Each purchase of DoulaBooks includes a single-business license. The system may not be shared, copied, or used by multiple businesses, including friends, colleagues, or partner agencies. Each business must purchase its own copy.
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By purchasing and using DoulaBooks, you agree to the following terms:
License & Use
DoulaBooks is licensed for use by one doula business only. This purchase does not grant permission to share, copy, distribute, resell, or provide access to this system to any other individual, business, or agency.Permitted Use
DoulaBooks is intended for internal business use only. You may use the system to track your own business income, expenses, contract labor costs, retainers, and agency fees.Prohibited Use
You may not:Share this system with another doula or business
Distribute or resell any part of DoulaBooks
Use DoulaBooks for multiple businesses under a single purchase
Digital Delivery & Refunds
Due to the digital nature of this product and immediate access upon purchase, all sales are final and non-refundable.No Financial or Tax Advice
DoulaBooks is a financial tracking and forecasting tool and does not provide accounting, tax, or legal advice. You are responsible for consulting a qualified professional regarding tax filings, compliance, and financial decisions.Support & Customization
DoulaBooks is a self-guided digital product. Written instructions are included; however, ongoing support, setup assistance, or customization services are not included with this purchase.Modifications
The structure, formulas, and design of DoulaBooks may not be altered for resale or redistribution purposes.
The Bottom Line
overworked → organized
guessing → planning
hourly survival → intentional growth
Because your care work deserves a business that supports you too.