FINANCIAL GUIDANCE FROM AN EXPERT WHO UNDERSTANDS YOUR BUSINESS

Your Books Are Just The Beginning

Most entrepreneurs learn to work hard, but no one ever hands them a financial strategy that will work hard for them.

We combine expert level bookkeeping with strategic financial guidance, so you can grow your business with clarity and confidence.

Let's change your relationship with your numbers.

It’s our mission to give business owners like you the financial clarity you need

to scale your business while still showing up in your life.

After years of doing this work, I couldn't help but notice a pattern showing up again

and again...

Smart, capable entrepreneurs who couldn't grow their businesses because they consistently felt overwhelmed, ashamed or stuck from avoiding their numbers.

So, we started having real conversations,

and it turns out,

all any of those business owners needed was a clear strategy with a path forward.

Even though you feel like you are making money, you’re not really sure, you don’t know where your cash is going and you spend your days hoping things “just work out”.

That’s no way to handle your business,

or your life.

We’re here to help you build a business that supports your life, instead of draining it.

We're Not Just Another Bookkeeping Firm

More Than Bookkeeping is a modern Fractional CFO Firm built for entrepreneurs who are serious about where they want to go in their business.

Perfect for you if you are:

✔ Scaling fast & need real-time insight on pricing,

profit + future planning.

✔ Tired of guessing what to pay yourself, what to invest in or when to hire.

✔ Planning your next big move - whether it's raising prices, hiring or starting to scale.

BOOK A FREE STRATEGY CALL!

WHAT MAKES US DIFFERENT

Foundational Confidence

This is the foundation for you to start building financial confidence in your business. Clean books are the foundation. We make sure your numbers are accurate and ready when you need them.

No chaos, no shame. Just clarity.

Financial Insights

By tracking the KPI’s that actually matter, reviewing cash flow, and walking you through the story your numbers are telling, you will get the clarity to make strategic decisions that increase revenue and grow your business to new heights.

Strategic Support

This is where the magic happens! Through advisory calls, video breakdowns, and informed forecasting, we become your trusted financial partner. Our compassionate & confidential approach means no judgement, just a clear path to what’s next.

Lisa Wheatley, CPA

You're trusted guide to financial health in your business.

Whether you’re just getting started or you’ve already crossed the 7-figure mark, with over 20 years of experience working as a CPA with businesses of all sizes, Lisa knows what it takes to create clarity in your business finances.

From classrooms to corporate boardrooms, Lisa has helped hundreds of business owners understand their numbers, clean up their books, and finally start making proactive decisions with confidence. She’s a licensed CPA, a college instructor, and a trusted financial educator for entrepreneurs who want more than just data entry.

More than Bookkeeping was created to close the gap between what most bookkeepers do and the proactive financial support and strategic insight that business owners actually need.

The team at MTB keeps it real, breaks your finances down clearly, and treats every client like they’re running a million-dollar business, even if you aren’t yet...

because we see the potential you’re building, even when you’re still figuring it out.

HERE'S WHAT OUR CLIENTS ARE SAYING...

Client Love

"Working with Lisa was

such a relief."

"Working with Lisa was such a relief. She didn’t just handle the numbers—she helped me actually understand them. I always felt like I could ask questions without feeling dumb, and she explained things in a way that made sense for my business. She was super easy to work with, always responsive, and I never felt like just another client. Honestly, she’s the first financial person I’ve worked with who made me feel confident instead of overwhelmed."

- Natasha, Wedges & Woods

"Lisa made it so easy and she is very quick to respond!"

"Lisa swooped in at the 11th hour when my husband and I realized that our 2024 taxes would be far too complicated to file ourselves. I was incredibly stressed about filing, but Lisa made it so easy and she is very quick to respond to emails. Overall, we are so very grateful to Lisa! Thank you!"

- Paula L.

"She gave me tools & strategies to reach my goals."

"Talking to Lisa helped me get a lot of clarity on where I stood in my business. Using her tools, I created a plan to consistently review my finances and a strategy to reach my goals and make target investments at the right time to help me grow my business with intention."

- Sarah