Your numbers, finally working for you.
I'm Lisa — a bookkeeper, payroll specialist, and analytics strategist for solopreneurs and small service businesses. I don't just keep your books. I help you understand them.
✦ Founding clients: no minimum term + 20% off your first two months
What "clarity" looks like
Same business. Same transactions. One version tells you what happened — the other tells you what to do next.
You're running a business. Your numbers shouldn't be running you.
Most clients come to me one of three ways: they've been doing their own books for months (maybe years) and they're behind, frustrated, or quietly dreading tax season. Or they have a bookkeeper, but all they get is a P&L they don't fully understand. Or they know the business is doing well, but can't see why — or where the opportunity is. That's where I come in.
Clean books
Accurate, reconciled, tax-ready records — every month, without you chasing anything down.
Plain-language reporting
No jargon-only P&Ls. You'll know what the numbers mean, not just what they say.
Analytics on top
The layer most bookkeepers skip: KPIs, trends, and forecasts connected to real decisions.
Analytics-driven clarity, not just data entry.
Before I built this practice, I spent 20+ years in retail analytics supporting Fortune 500 suppliers to Walmart and Sam's Club — one of the most demanding, data-driven retail environments there is. I learned that numbers are only useful when they're clear, relevant, and connected to action. I bring that same discipline to every client, at whatever scale your business is at.
See how services are built →- → Monthly Bookkeeping
Clean, reconciled, tax-ready books delivered every month. - → Payroll Processing
Accurate, on-time payroll with all filings handled. - → Cleanup & Catch-Up
Behind on your books? Flat-fee project, zero judgment. - → Analytics Dashboards & KPI Tracking
The metrics that matter — tracked and interpreted monthly. - → Cashflow Forecasting & Profitability Analysis
Know what's coming, and exactly where you make money. - → Advisory Sessions
A thought partner who knows your numbers and speaks plainly.
Solopreneurs and small service businesses.
Coaches, consultants, contractors, creatives, and small agencies who run lean and need financial clarity without corporate overhead. You don't need a team of accountants — you need one person who knows your numbers, understands your goals, and shows up consistently.
You're doing it yourself
You've been handling your own books for months (or years) and it's starting to cost you time you don't have.
You have a bookkeeper, but no clarity
You get a P&L every month. You don't get an explanation. You want someone who translates it.
You know something's working — you're just not sure why
Revenue looks fine. You want to know where the real opportunity is, and where it isn't.
Straightforward tiers. No surprises.
Pricing based on transaction volume. A brief intake determines the right fit before we begin.
Clarity Starter
Best for solopreneurs with straightforward finances
- Monthly bookkeeping (up to 100 transactions)
- Reconciliation of up to 2 accounts
- Monthly P&L and Balance Sheet
- KPI Snapshot — 3 tracked metrics
- Year-end financials for your CPA
- Secure portal access + email support
Clarity Pro
Best for small service businesses with employees
- Everything in Starter, plus:
- Bookkeeping up to 200 transactions
- Reconciliation of up to 4 accounts
- Payroll for up to 3 employees
- 13-week rolling cashflow forecast
- KPI tracking expanded to 5 metrics
- 1 advisory session per quarter
Clarity Ascend
Best for growing microbusinesses wanting full financial management
- Everything in Pro, plus:
- Bookkeeping up to 350 transactions
- Payroll for up to 5 employees
- Custom analytics dashboard (monthly refresh)
- KPI tracking expanded to 7 metrics
- Quarterly profitability analysis
- 1 advisory session per month
Founding clients pay month-to-month with no minimum term. Standard plans (after the founding period) require a 3-month minimum commitment, with month-to-month available at a 10% premium. Cleanup & Catch-Up projects are quoted separately after a free diagnostic review — starting at $200/month of backlog, no hourly surprises.
Frequently asked
Do your prices include QuickBooks Online?
Plans are priced for clients who already have a QBO subscription. If you need one, I can help you get set up — subscriptions run $35–$90/month directly through Intuit.
What if my transaction volume is higher than my tier allows?
We'll identify that during intake and quote the right tier for your actual volume. No overage surprises mid-month.
Can I start with cleanup and then move to monthly bookkeeping?
Yes — it's the most common path. We get your books clean, then I take over ongoing monthly bookkeeping so you never fall behind again.
Do you work outside Oklahoma and Arkansas?
My roots are in Oklahoma and Arkansas and I know this region well, but I work 100% remotely and paperlessly — I can serve clients anywhere.
Is there a setup fee?
No setup fee for monthly bookkeeping plans. Cleanup projects and custom dashboard builds have one-time project or setup fees as noted in pricing.
I didn't start in bookkeeping. I started in data.
For years, I worked in retail analytics supporting Fortune 500 suppliers to Walmart and Sam's Club. That environment is unforgiving — when your data is wrong, decisions fail. I built performance dashboards, tracked KPIs, and helped multi-million-dollar suppliers make better decisions with the numbers they had. When I moved into bookkeeping, I brought all of that with me: clean books paired with the analytical layer most bookkeepers skip.
- Education B.S., Business Administration
- Certification Intuit Bookkeeping Certified Professional
- Certification QuickBooks Online ProAdvisor — Level 1 & 2
- Certification Intuit Payroll Certified
- Background 20+ yrs Fortune 500 Walmart/Sam's Club retail analytics
Who I serve
I work with service-based solopreneurs and microbusinesses — coaches, consultants, creatives, contractors, and small agencies who run lean and want financial clarity without corporate overhead. I keep my client roster intentional so every engagement gets real attention. Everything is handled remotely and paperlessly, through a secure client portal, explained in plain language.
Ready for financial clarity?
Start with a free 30-minute consultation. I'll learn about your business, review your current situation, and tell you exactly what I can do for you — no pressure, no obligation.