Quick Win: Reconcile your September accounts this week — your future self will thank you. 👑

Hey Lisa, happy October! ❤️‍🔥

Big things are happening behind the scenes — and I couldn’t wait to share them with you. My old monthly bookkeeping reminder emails got a major glow-up! They’ve officially evolved into The Balance Edit — a full-fledged newsletter designed to bring you calm, clarity, and cozy spreadsheets every month. Think of it as your favorite mix of bookkeeping tips, mindset shifts, and a little seasonal balance, straight to your inbox. ☕️✨

And if you’ve ever downloaded my old bookkeeping checklist, it’s gotten a makeover, too! It now lives inside The Balance Hub — a Notion-based home for your monthly bookkeeping tasks, tax deadlines, and important reminders. Everything’s organized, easy to update, and (of course) completely free to use.

This month’s focus: prepping your Q4 books before the holidays sneak up. I’m all about cozy resets — warm drinks, fresh planners, and wrapping up your finances before the chaos kicks in. You’ll feel lighter knowing your numbers are balanced long before year-end.

The Balance Hub is your new calm corner of the internet — where your books feel tidy, your deadlines make sense, and you finally get to breathe a little easier around your finances. 🌿

Here’s what you’ll find inside The Balance Hub 👇

✔ See key tax dates at a glance
✔ Stay organized month-to-month
✔ Feel calm heading into year-end

ACCESS THE BALANCE HUB 💻

Every month, I update my household net worth (including my business accounts) to see my full financial picture. It’s one of the simplest mindset shifts I’ve ever made — and it’s completely changed how I see my money.

GET THE NET WORTH TRACKER 📊

A few things I’m loving this month — because balance isn’t just for your books.

📖 Read: “Spectacular Things” by Beck Dorey-Stein — A smart, heartfelt read about ambition, love, and finding your way. Perfect for curling up with on a slow weekend.

👩🏼‍💻 Tool: Kajabi — It runs my site, payments, and this very newsletter — my favorite all-in-one tool.

🥨 Treat: Chomps beef sticks — My go-to snack when the day gets away from me. Quick, tasty, and keeps me fueled without the sugar crash.

Got a fave tool, app, or cozy treat I should try next month? Hit reply and tell me — I love your recs!

I'm so glad you're here!

and all of us on the Simply Booked team

GET A QUOTE 👩🏼‍💻

Up next in The Balance Edit: Volume 02 — The Year-End Glow-Up Guide ✨

We’ll be shifting into Year-End Clarity Mode — organizing reports, prepping for 1099s, and setting your 2026 goals with intention. Let’s make sure your numbers feel as peaceful as your holiday playlist. ✌🏻

2 SPOTS OPEN THIS MONTH!

Bookkeeper, coffee lover, spreadsheet stylist. ☕️
Lisa Kinser runs Simply Booked, where modern business owners find calm, clarity, and confidence in their numbers — one Balance Edit at a time.