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.

Monthly CPA Services

Let us worry about your numbers so you can focus on what you do best, serving your clients! With a financial partner like More Than Bookkeeping, you will have the peace of mind that the IRS will never be lurking around the corner with a surprise bill.

Perfect for you if you are:

✔ Tired of tax time chaos.

✔ Ready to make confident financial decisions for your business.

✔ Ready to lead your company like the CEO instead of the lowest paid employee.

Get Peace of Mind

What's Included

Cover red flags before they become emergencies with estimated taxes, deadlines and forecasting.
Tax preparation without the panic by taking a proactive approach to tax saving opportunities throughout the year.
Peace of mind with CPA reviewed financials.
Simple financial statements (P&L, Balance Sheet, Cash Flow Statement)
Standard account reconciliation.

CFO Growth

No more DIY spreadsheets and tax only CPAs. The Growth Package gives you CFO level support, without the cost of a full time salary.

This is your 6 month roadmap to stability and confidence.

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

Track the numbers that matter the most with your KPI Dashboard.
Always know what's coming and understand your cash flow with a rolling 12 month forecast.
Get aligned on your goals and breakthrough what's holding you back during monthly strategy calls.
Have a clear understanding of where you are with a quarterly deep dive into pricing, profit margins and your revenue mix.
Consistent accountability and proactive recommendations in your custom client portal.

VIP CFO

VIP CFO is for growing businesses that are ready to scale with confidence. If you need high-level financial guidance for the big decisions coming your way without the overhead of hiring an in-house financial advisor.

Perfect for you if you are:

✔ Scaling fast & need real-time insight.

✔ Planning your next big move.

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

Apply to Work With Us

What's Included

Everything in Growth, plus +
Stay aligned and make confident decisions in real time with weekly CFO calls.
Consistent access to your full financial picture in your customized KPI Dashboard.
Get your questions answered fast with priority access to our financial professionals.
Looking for funding? We join the conversation and prepare you to present with confidence.
Set clear financial guardrails with your leadership team and prepare a strategic plan along with an annual budget.

Behind on Your Books With No Idea Where to Start?

THIS IS EXACTLY WHAT YOU NEED!

90 Day Clarity

Sprint

90 Day Clarity

Sprint

If your business finances feel like chaos, you are right where you need to be.

In only 90 days, we will set you on the fast track toward reaching your goals by figuring out what's broken, how to fix it and where to go next. With a step by step game plan and strategic 1 on 1 guidance, you won't ever feel lost along the way.

KEY RESULTS OF THE SPRINT

Understand which numbers in your business are actually driving growth and how to track them.

Clarity on your numbers with a full diagnostic of cash flow, margins and pricing.

Cover all of your expenses with confidence with a 90 day cash flow roadmap.

Grow profitably and stop the financial leads by prioritizing actions and a game plan for business re investment.

BOOK A STRATEGY CALL

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 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