Work With Me

Make your numbers work FOR you. Finally.

As a 15+ year accountant, I’ve seen business go completely belly up because the owners never took the time to corral their digits into a place and a formula that allowed them to win.

I’m here to help you make sure that you not only survive, but that you thrive in a way that keeps you from paying tens of thousands of dollars in taxes at the end of the year.

Yes, it IS possible.

Below is a list of ways we can work to get sexy back into your finances. If you don’t see what you need here, feel free to email me so we can figure it out!

Get You Set

Get your business set and ready to roll with books that are easy to understand and even easier to keep up with. This is one-time setup that will allow you to take control of everything, once all your accounts are linked and you have everything you need to get your feet on the road to success.

 

What you’ll get with Get You Set:

  • Set-up your business into a Software that will work uniquely for you (I don’t just suggest 1 software)     
  • Sync up to 5 Bank accounts including Paypal
  • Sync up to 2 Credit Card Accounts
  • Set-up Chart of accounts and customize to your unique business
  • Categorize all Income and Expenses in the Software
  • Add all Vendors and sync them with the correct expense

 

This package is ideal if you just want someone to clear the sh!t of getting started for you, so you can do your own books afterwards or as an add-on to any other package that may need it to get rolling!

It’s in the Books

This monthly accounting and bookkeeping service package will put your books (almost) complete OFF YOUR HEAD! It includes:

  • Categorize all expenses and income
  • Add Vendors as Needed and linking them to expenses as needed
  • Reconcile Bank accounts including Paypal in the Software (up to 3)
  • Reconcile any business Credit Cards (up to 2) in the Software
  • Provide Monthly Reports – Balance Statement and Profit & Loss Statement each month
  • 90-min Zoom call every 90 days
  • Unlimited Text, Messenger, and Email Support

This is a starting package, but if you need more transactions, that’ll require a fee adjustment. But in essence, this package takes the headache of dealing with your accounting off your head!

PayMe First-Lite TM

This monthly service is an intro to my highest demand program, PayMe First, where I help business owners pay themselves first, so they are not left SHORT at the end of the month or at the end of the year. 

  • Categorize all expenses and income
  • Add Vendors as Needed and linking them to expenses as needed
  • Reconcile Bank accounts including Paypal in the Software (up to 5)
  • Reconcile any business Credit Card (1 account) in the Software
  • Provide Monthly Reports – Balance Statement and Profit & Loss Statement  each month
  • 90-min Zoom call every 90 days
  • Unlimited Text, Messenger, and Email Support

As well as:

Quarterly tax review – at no additional charge – to let you know what you’ll need to pay on the date the quarter is due, so you are on top of what your estimated taxes will be for the year.

You also get: 1-45 minute call with me each month to discuss your budgeting. Please note: This is not a hands-on service, this is me guiding you through to sexy numbers.

 Note: Pricing based on these accounts and transactions, more incur a higher fee

PayMe First TM

This is my crowning jewel and the service so many bosses opt for. 

It’s a monthly service where you get all of the above of the Accounting/Bookkeeping Services (except the number of account increases):

  • Categorize all expenses and income
  • Add Vendors as Needed and linking them to expenses as needed
  • Reconcile Bank accounts including Paypal in the Software (up to 5)
  • Reconcile any business Credit Cards (up to 2) in the Software
  • Provide Monthly Reports – Balance Statement and Profit & Loss Statement each month
  • 90-min Zoom call every 90 days
  • Unlimited Text, Messenger, and Email Support
  • Quarterly Tax Review – with number that should be put up in Savings – etc or paid to the tax man

In addition, you get me as a 1 to 1 Numbers Coach to work with you on your budget (meaning I am hands on with this baby and I analyze your expenses, income, etc) and I am actually involved hands on helping you budget your business expenses, paying yourself and saving for your taxes. I help you set up all of the accounts for PayMe Services and help you determine the percentages for the moving of money, etc.  I work with you hand in hand through this service.

You also get:

1 60-min Zoom Call each month AND

1 45-min Monthly Call (each month – via phone)

Please note that there may be a reason to have more than these 2 – and if we do – there is no additional charge – if I deem it necessary because your success is my goal. 

I work with you and am hands on in helping you get all set up for PayMe First, so that it works right for you.

I also analyze everything and help you determine the best percentage to do everything.  I am then hands on each and every month, every step of the way, to help you grow your business and become truly profitable so you finally have Sexy Money! 🙂

Year-End Overhaul

Introducing the Year-End Overhaul

This is the overhaul you’ve been looking for.  Say goodbye to worrying about your accounting for the year. I’ll go over your entire years activity and get your numbers in shape for you. I comb through receipts, expenses, find your deductions and nail down where you can save money and maximize your earnings.

 

Whether you want to learn how to keep up with your books or want me to manage it for you,  I will set-up your accounting books in a software tailored to your specific workflow and then get all of the income and expenses from the beginning of the year to date in that software and categorized, so you don’t lose any sleep over your business.

Lisa sailed into my life after I’d taken some very bad advice and had my affairs mishandled by an accountant that didn’t understand my needs as a self-employed professional; to boot, I’m not a numbers person, oye!

To put it simply, Lisa took a look at my situation and cleaned house. I enjoy working with her because she makes things understand, goes to bat for her clients, and is always willing to adapt to the type of business I’m doing—which is a big deal when you’re a solopreneur and your needs change rapidly.

Erica Breuer

Cake Resumes

Who Is The Year-End Overhaul Meant For?

This program is for the busy online entrepreneur like you who has earned business and has sustained it for at least six months. You don’t have much of an accounting system in place (or not one at all) and realize you need to. It might even stress you out just thinking about it! You can look back over the year and see the trail of receipts scattered about (or just piled up in your email), but need to get things in order before taxes are due early next year. And to make things worse – you can’t tell exactly where all your money went and don’t even know how much “YOU” actually got paid!

The Year-End Overhaul Program is one of my favorites because I dive into the weeds to get things in order for ambitious entrepreneurs who run great businesses. You don’t have to have worry about getting the software and setting it up — I do all of this for you!

Now is the perfect time to get your Accounting books in order!!

Sounds Great! What Can I Expect?

The First Step is to Schedule A Personal Consultation. Pick a time that works for you to meet with me virtually. I start by getting information about you, your business, and how you’ve been organizing things so far. Then, I set up your accounting books in a software, given what will work best for you and your unique business. All of the information for the current year (2016) is entered in and you get a report to give to your CPA and/or Tax Professional for your taxes to be filed but without all the receipts and stress – hence saving you $$!

We go backward from the beginning of 2016 to now, and do the entire year and then set you up for going forward. The goal is to get your numbers in order so you don’t lose any more money and you are able to see exactly where your money is going as well as to make sure you are able to see all your expenses that can be claimed on your taxes. The best part… The number Chaos is gone!!

Lisa is phenomenal and is a breath of fresh air in an industry where numbers can create a lot of stress. She handles clients with the perfect mixture of empathy, humor, and professionalism. I highly recommend her!

Alisia Leavitt

Publishing Strategist | Writing Coach | Editor | Ghostwriter

Lisa offers a plan for your accounting & money flow that you can grasp & implement. Since starting to work with her, I have a clear vision for how my business income works for me.

Krista Kehoe

Wise Balance Lifestyle With Krista Kehoe

Year-End Overhaul

The reason this is a Overhaul is because I literally sweep in, pick up the pile of unorganized receipts and Bank Statements and take care of everything for you.

 

What I’ll do:

  • Set-up your accounting books in a software for you
  • Sort through all of your receipts and enter everything into the right place for you
  • Work out all of your deductions (in most cases I actually find more deductions than you first realize you can have)
  • Show you how to use your new software to keep on top of things in the future
  • Explain everything in plain language (via Skype or phone) that doesn’t give you a headache

 

What you’ll do:

 

  • Hand over all the information I need as soon as possible
  • Relax knowing that Year-End won’t be a disaster
  • Spend more time with your family because you’ll have a process in place for your accounting
  • Be able to get a TRUE picture of how much money you’re making
  • Be able to clearly assess whether or not you can afford to invest in new business opportunities