Empower your next business move with an

upgraded financial strategy.

Our strategic advisory packages do more than balance your books. Our services are tailored to help entrepreneurs like you move from constant financial stress and guess work

to clarity that supports empowered decision making.

Book A Strategy Call

Financial Clarity is what Creates Real Transformation.

It's not enough to get your finances organized. Our experts help you understand your numbers so you can make confident, strategic decisions that move your business forward.

TAILORED FINANCIAL SERVICES TO SUPPORT YOU AT EVERY STAGE OF BUSINESS

Whether you are just starting our or you're already scaling toward 7 figures, we meet you where you are and advise you on your growth journey. A clear path forward starts with getting your foundations right.

OUR SERVICE SUITE IS SURE TO HAVE THE PERFECT FIT TO SUPPORT YOU IN YOUR NEXT CHAPTER.

Essential Bookkeeping

Build the foundation that every growing business needs, without the overwhelm. For early stage entrepreneurs or small teams who need reliable books to build on.

Perfect for you if you are:

✔ Tired of managing your books (or avoiding them!)

✔ Ready to be compliant and confident in your finances.

✔ Just getting started with contractors, recurring revenue and monthly expenses.

Book a Free Strategy Call!

What's Included

Monthly Bookkeeping in QuickBooks Online
Transaction Categorization (up to 3 accounts/200 transactions)
Bank & Credit Card Reconciliation
Standard Financial Statements (P&L, Balance Sheet, Cash Flow Statement)
Basic Financial Statement Review Via Loom Video

Growth Package

Designed specifically for entrepreneurs who are generating revenue but need insight to grow intentionally. Make better decisions, avoid cash flow deficits with the financial insights you need to lead your business like a real CEO. Turn your numbers into strategy.

Perfect for you if you are:

✔ Making consistent revenue, but unsure if you're actually profitable.

✔ Ready to understand your margins, spending patterns and KPI's.

✔ Scaling with contractors or a small team and want more control.

Book a Free Strategy Call!

What's Included

Everything in Essential, plus +
Performance Metric Tracking (up to 3)
Cash Flow Review
Quarterly Cash Flow Forecast
Monthly Loom Video Walkthrough (financial highlights and red flags)
Quarterly Strategy CFO Call
24 Hour Email Support

CFO Advisory Lite

The fractional CFO solution for growing businesses that are ready to scale with confidence. For 6 - 7 figure entrepreneurs who need high-level financial guidance without hiring an in-house financial advisor.

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.

Apply to Work With Us

What's Included

Everything in Growth, plus +
Up to 4 Customized Metrics
Cash Flow Forecasting up to 6 Months Out
Strategic Pricing Guidance and Revenue Planning
Monthly 60 Minute CFO Level Strategy Calls
One Custom "What-If" Scenario
Priority Same Day Support

HOW IT WORKS

The information you really need to grow your business lies behind understanding the story your numbers are telling you!

We take bookkeeping to a new level with tailored advisory services and clear strategy that boosts your revenue and puts it to work for you.

Step 1

BUILD A FOUNDATION FOR SUCCESS

Secure the future of your business by getting a professional assessment of your current financial situation and clarifying your goals.
To get the best results, the first step is to restructure and systematize your finances. By creating protocol and strategy to achieve your goals, you will have the confidence to take the steps you need to take to get to the next level.

Step 2

CREATE A PLAN FOR STRATEGIC GROWTH

From monthly reports to metrics reviews and cash flow planning, you'll finally know what's working, what's not and what's next. Insightful decision making and clear financial forecasting are the keys to creating a sustainable business. By knowing exactly where you stand, you'll know how to use your numbers to scale with intention

Step 3

STEP INTO YOUR FUTURE WITH ASSURANCE

No more guessing with your business. With real-time insight and support, you're not just reacting, you're leading your company with confidence and intention, making the right decisions at the right time for growth. With the certainty to move proactively, you'll quickly create increased cash flow and higher profitability.

This isn't just about reports.

it's about supporting you in building a sustainable business

that lets you create a life on your terms.

Working with us you will go from...

Avoiding your books → Feeling in control of your finances

Not knowing what you can afford → Making informed business decisions

Feeling behind or embarrassed → Operating your business like an organized, confident CEO

Guessing your cash flow → Planning months in advance

Undercharging and overspending → Maximizing profit and pricing with intention

TESTIMONIALS

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."

"Lisa made it so easy!"

"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!"

"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 for consistently reviewing my finances and a strategy to reach my goals and make target investments at the right time to help me grow like a CEO."

-Sarah