“I’m ready Lisa, but I’m freaking out... What do I need to do before we tackle the books?”
- You, probably.
Great news! You need less than you think. This free checklist is all you need to prepare for our Bookkeeping Strategy Sesh, and only if you really wanna… It isn’t required!
You’re an ambitious entrepreneur who’s achieved a lot. But let’s be honest - managing your business finances is the most critical task you simply don’t want to do.
Who could blame you? Bookkeeping can be a lot: Tracking receipts, coding transactions, analyzing reports, and communicating with your tax preparer... NOT YOUR IDEA OF FUN!
Yes, you know that ‘knowing your numbers’ would empower your decisions to increase profits, but the reality is week after week (and month after month), bookkeeping gets pushed to the back burner.
That’s stressful & you deserve better.
Your business will do better when you’re hands-off with the bookkeeping and instead focus on what you do best - serving your amazing clients!
What life might be like when you outsource your bookkeeping to Simply Booked...
✓ Your financial systems work together
✓ Data flows smoothly from the bank into your financial statements
✓ Monthly transactions are categorized into concise and pretty financial reports
When you entrust Simply Booked with your bookkeeping, you sign up to get personalized monthly reports for greater financial transparency than you’ve likely ever had before.
+ Monthly highlights of your finances with celebrations when you hit goals and milestones. My fav part!
+ Personalized recommendations on areas to keep an eye on.
+ Actionable tips to help you make monthly & quarterly data-driven decisions.
You are an online business owner and don’t have a minute to spare. You know the importance of clean business finances but don’t have the time to learn or implement another new system.
I call myself a MODERN bookkeeper because I utilize current cloud-based accounting software, geek out over beautiful reports, and know what you value as a service-based solopreneur myself! I’m your new data-obsessed biz-bestie in your back pocket.
I can't wait to learn more about your business! I'm obsessed with helping creative people make a living doing what they love!
"Finding Lisa was a total relief."
Honestly, I wasn't even doing my books during the first year of my business. Finances have never been my strength.
Finding Lisa was a total relief because everything was so clear from the second I found her on Instagram. The communication was good, and it was super easy to book a Discovery Call.
I immediately connected with Lisa; she explained everything clearly, and it was so seamless.
My business finances are now in the hands of a professional.
"Lisa is the best and most helpful bookkeeper I have ever had!"
I have a business on social media, and it has been difficult for me to find bookkeepers who understand the online space and how it relates to bookkeeping and taxes.
She is approachable, kind, and patient when I am behind.
She is knowledgeable, and I recommend her to anyone who needs help with bookkeeping!
It is a wonderful service that is well worth it.
I believe that simplicity, balance, and efficiency shouldn't just be items on your eternal wishlist.
If you're a side hustler or mompreneur who wants to level up to be a true CEO, and create a business that supports your family while still maintaining a life you love, then you're in the right place.