“I’m ready Lisa, but I’m freaking out... What do I need to do before we tackle the books?”
- You, probably.
Great news! You need less than you think. This free checklist is all you need to prepare for our Bookkeeping Strategy Sesh, and only if you really wanna… It isn’t required!


Net Worth Tracker
Where do you stand... financially?
Knowing your net worth helps you make smart money moves. Plus, keeping an eye on it each month keeps you in the loop about your financial life.
So, if you want to effortlessly track your net worth and watch your wealth grow, grab the Net Worth Tracker now!
Numbers that you track tend to GROW!



XERO - Bookkeeping
Xero is so much better than QuickBooks, friend! If you know me, you know I'm a HUGE fan of Xero. Use the link below and start a free 30 day trial!

GUSTO - Payroll
We 🧡 Gusto for all things payroll! Get started with my link below and earn a $100 Visa gift card when you run your first payroll!

RELAY - Business Banking
You won't find a better bank if you follow Profit First! Even if you don't, this online bank is the best I have found, and no fees! Open an account in less than 10 minutes.

CHASE - Business Credit Cards
The only business credit cards I will personally use. The best rewards with no annual fee, and easy accountant-only access which is important to me and my clients! #IYKYK