“Lisa, I think I have my business set up right...
but something still feels off-balance.”
- You, probably.
The Back-to-Basics Blueprint guides you through simple steps to organize your books, bank accounts, and boundaries — helping you create your Balanced Era with clarity.
Picture your business in its Balanced Era — running with the same calm precision as your morning routine — effortless, organized, and beautifully intentional.
Every number is where it should be. Every detail handled for you.
And you? You’re free to focus on the moments that matter most — from client calls that light you up to slow mornings that remind you why you started this business in the first place.
When you entrust your books to Simply Booked, you step into a new level of clarity and purpose.
Your finances stay elegant in structure, seamless in process, and completely aligned with your vision.
It’s the peace of mind of knowing it’s all done — accurately, thoughtfully, and beautifully — every single month.
What it feels like when you
hand off your bookkeeping to Simply Booked...
When your books are Simply Booked, your systems work beautifully together, like that perfectly curated playlist.
Data flows seamlessly from the bank to your reports, transactions stay organized, and everything feels simple — elegant, even.
Every month, you’ll receive clear, customized reports that bring greater financial transparency and effortless understanding of how your business is performing — so you can make confident, data-backed decisions without the overwhelm.
Each report includes highlights of your finances, gentle celebrations of milestones ✨, and thoughtful recommendations on where to focus next — all designed to keep your business balanced, not busy.
All so you can spend your time on what truly matters — family, creativity, and the freedom to enjoy your Balanced Era.
The Simply Booked Process
How we move you from overwhelm to ease — one grounded, intentional step at a time toward your Balance Era.
Discovery
Call
We'll talk through your business, your goals, and what's feeling messy — so I can understand your unique flow before we ever touch the numbers. Think of it as the prologue.
Onboarding,
Simplified
I'll set up (or clean up) your systems in Xero and organize everything behind the scenes, so you can relax knowing it's all handled with the care and precision your story deserves.
Freedom,
Delivered
You'll step into your Balanced Era — where your books stay current, your reports are beautiful, and you'll get to focus on life beyond your spreadsheets. You get to be the hero of your own narrative.
I've been told that I'm full of surprises... 👀
Your tattooed bookkeeper (I lovingly call my tattoos my mid-life crisis 😅) who geeks out over spreadsheets by day and loses myself in romantasy novels by night.I blast pop-punk while reconciling your accounts, and will probably relate your financial wins to Taylor Swift lyrics. 💁🏼♀️
I call myself a MODERN bookkeeper because I use Xero (QuickBooks gives me hives 🙅🏼♀️), create beautiful reports that actually make sense, and I know what you value since I am a service-based solopreneur myself!
There's nothing that makes me happier than helping creative people like you build sustainable, profitable businesses doing what you love — without the financial overwhelm that keeps you up at night.
"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.
Jen Chapin || YouTuber
"Lisa explains everything so clearly and makes bookkeeping simple and efficient."
I love working with Lisa!
She explains everything so clearly and makes bookkeeping simple and efficient.
I really appreciated that she worked directly with my tax professional to handle a few questions, it made everything super easy on my end!
Marissa Cundiff || Curated Clothing Boutique Owner
"I couldn’t be a successful business owner without Lisa’s expert skill set."
Lisa's services have been an amazing and invaluable resource to my business.
Once I took the task of bookkeeping (or lack thereof...) off my plate, much of my stress was lifted, and my business really began to thrive because I could focus on what was really important.
I could not be a successful business woman without Lisa's expert skillset, and I am grateful to have her in my corner.
Gabrielle Watson || Homeschool Print Shop Owner
"Lisa takes all the stress out of the financials and makes tax time SO. MUCH. EASIER."
Lisa and her team at Simply Booked have been a lifesaver for my business.
She is so easy to work with and always answers my (many!) questions.
It is the best money I spend on my business because she takes all the stress out of the financials and makes tax time so much easier. If you are on the fence about hiring Simply Booked, stop waiting and start working with them!
Lyndi Zavy || Organizational Development Consultant
"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.
Catherine Andrews || Life & Business Coach
"Lisa is efficient, organized, and incredibly helpful, making our financial management smooth and stress-free."
Lisa has been an absolute pleasure to work with—she's reliable, detail-oriented, and always timely with her reports. She makes even the most complicated financial tasks simple.
Before we had a bookkeeper, things were disorganized and confusing. Since hiring Lisa, everything has become a breeze. She's efficient, organized, and incredibly helpful, making our financial management smooth and stress-free.
Natalie & Tony Rosa || Electrician Service
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.
How much do you charge?
Do you prepare taxes?
I've had a bad experience with a bookkeeper before. What makes you any different?
My books are a mess. Do I need to prep anything before becoming a client?
What do I need to provide you with to handle my books?
What if I don’t have anything set up yet?
Do I need bookkeeping software?
What is the benefit of bookkeeping?
What can I expect from the bookkeeping process?
I have a question I don’t see an answer to here.
