“Lisa, I think I have my business set up right...
but something still feels off-balance.”
- You, probably.
The Back-to-Basics Blueprint guides you through simple steps to organize your books, bank accounts, and boundaries — helping you create your Balanced Era with clarity.
Let's turn your financial chaos into clarity.
Whether you're ready to DIY it with Midnight Ledger (perfect for night owls who work best at 2am) or hand over your books entirely (zero judgment, maximum relief), I've got you.
Your numbers are trying to tell you something. Let's listen together.
(Your Financial Therapist Disguised as a Bookkeeper)
Wife to one. Mom to two tiny feminists. Recovering corporate accountant with a spreadsheet addiction I'm not trying to fix.
After 15+ years in soul-crushing corporate accounting, I rage-quit during the pandemic and did what any rational person would do: started a party rental business. (Yes, an introvert running a party business in Oklahoma. The universe has a sense of humor.)
Five months later, I'd grown it, made it profitable, and sold it. But the plot twist? When I almost hired a bookkeeper, my mom hit me with:
"But Lisa, you can do the bookkeeping yourself!" - my mom
She was right. Damn it!
That research rabbit hole led me straight to my business coach, Katie, who basically gave me permission to love numbers without the corporate bullshit. She showed me I could build a business around my spreadsheet obsession while helping creative rebels organize their financial chaos.
Now I'm here for all the entrepreneurs who'd rather set their receipts on fire than file them. The ones building empires between school pickups and midnight anxiety spirals. The ones who need someone to love their numbers so they don't have to.
Your books, but make it therapy. That's what we do here.
Once you're ready to step into your Balanced Era, here are three ways we can make it happen.
Simply Booked
DONE-FOR-YOU MONTHLY BOOKKEEPING
For the "I'd rather do literally anything else" crowd
Hand over your financial chaos and I'll turn it into monthly reports you'll actually understand. No judgment about that shoebox of receipts. Full permission to never think about Excel spreadsheet again. This is your get-out-of-spreadsheet-jail-free card, and yes, you deserve it.
Midnight Ledger
SELF-PACED DIY BOOKKEEPING COURSE
For night owls who do their best work at 2am
Learn my exact system for organizing your financial shit when the rest of the world is asleep. No morning person energy required. Just you, Luna (my emotional support spreadsheet gremlin), and bite-sized lessons that won't make you cry. Perfect for procrastinators who suddenly get motivated at midnight.
Mentorship
FOR OTHER BOOKKEEPERS
For aspiring bookkeepers ready to build their empire
Built a bookkeeping business from rage-quit to fully booked? ✓ Happy to spill all the tea about it? Also ✓
If you're a bookkeeper (or bookkeeper-curious) who wants the real story about building this business - not the Instagram version - let's chat. I'll tell you what actually worked, what was a complete dumpster fire, and how to skip my mistakes.
Why I'm actually obsessed with your success!
Look, I could give you the corporate line about "empowering entrepreneurs through financial clarity" but let's be real - that's not why I do this!
I do this because I spent 15+ years asking permission to live my life! Permission to leave early for school pickup! Permission to work from home when my kids were sick! Permission to exist outside a cubicle! (I'm getting angry just typing that out...)
Now? I run carpool in my pajamas, take random Tuesday afternoons off to hang with my aging parents, and build my business around MY life - not the other way around.
And yeah, I want that freedom for you too!
Whether you're dreaming of traveling without checking your PTO balance, making big investments without anxiety spirals, or just sipping coffee on your porch at 10am on a Wednesday - your business should fund your freedom, not chain you to your desk.
That's why I don't just do your books. I protect your dreams with spreadsheets. I turn your financial chaos into a roadmap to whatever "made it" looks like for YOU.
Because profit isn't just powerful - it's permission to live exactly how you want.
"Lisa is the best and most helpful bookkeeper I have ever had!"
I have a business on social media, and it has been difficult for me to find bookkeepers who understand the online space and how it relates to bookkeeping and taxes.
She is approachable, kind, and patient when I am behind.
She is knowledgeable, and I recommend her to anyone who needs help with bookkeeping!
It is a wonderful service that is well worth it.
Jen Chapin || YouTuber
"Lisa explains everything so clearly and makes bookkeeping simple and efficient."
I love working with Lisa!
She explains everything so clearly and makes bookkeeping simple and efficient.
I really appreciated that she worked directly with my tax professional to handle a few questions, it made everything super easy on my end!
Marissa Cundiff || Curated Clothing Boutique Owner
"I couldn’t be a successful business owner without Lisa’s expert skill set."
Lisa's services have been an amazing and invaluable resource to my business.
Once I took the task of bookkeeping (or lack thereof...) off my plate, much of my stress was lifted, and my business really began to thrive because I could focus on what was really important.
I could not be a successful business woman without Lisa's expert skillset, and I am grateful to have her in my corner.
Gabrielle Watson || Homeschool Print Shop Owner
"Lisa takes all the stress out of the financials and makes tax time SO. MUCH. EASIER."
Lisa and her team at Simply Booked have been a lifesaver for my business.
She is so easy to work with and always answers my (many!) questions.
It is the best money I spend on my business because she takes all the stress out of the financials and makes tax time so much easier. If you are on the fence about hiring Simply Booked, stop waiting and start working with them!
Lyndi Zavy || Organizational Development Consultant
"Finding Lisa was a total relief."
Honestly, I wasn't even doing my books during the first year of my business. Finances have never been my strength.
Finding Lisa was a total relief because everything was so clear from the second I found her on Instagram. The communication was good, and it was super easy to book a Discovery Call.
I immediately connected with Lisa; she explained everything clearly, and it was so seamless.
My business finances are now in the hands of a professional.
Catherine Andrews || Life & Business Coach
"Lisa is efficient, organized, and incredibly helpful, making our financial management smooth and stress-free."
Lisa has been an absolute pleasure to work with—she's reliable, detail-oriented, and always timely with her reports. She makes even the most complicated financial tasks simple.
Before we had a bookkeeper, things were disorganized and confusing. Since hiring Lisa, everything has become a breeze. She's efficient, organized, and incredibly helpful, making our financial management smooth and stress-free.
Natalie & Tony Rosa || Electrician Service
Let's Be Real For a Second
You didn't start your business to become a part-time accountant. You started it to build a life you don't need a vacation from.
So here's the deal: Whether you hand everything over to me (zero judgment, maximum relief) or learn my system through Midnight Ledger (for my fellow night owls), we're fixing your financial chaos.
Because those big dreams you have? The ones you think about at 2am? They're not happening if you're drowning in receipts and avoiding your bank account.
Your move!
