“Lisa, I think I have my business set up right...
but something still feels off-balance.”
- You, probably.
Get The Balance Bundle – my complete foundation toolkit that guides you through simple steps to organize your books, bank accounts, and boundaries — helping you create your Balanced Era with clarity.
One signup. Three game-changing resources. Zero overwhelm.
✓ The Balance Edit - Monthly newsletter with real-time guidance
✓ The Balance Hub - Your resource library for templates & tools
✓ Back-to-Basics Blueprint - The step-by-step foundation guide
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.
XERO - Bookkeeping
Xero is so much better than QuickBooks, friend! If you know me, you know I'm a HUGE fan of Xero. Use the link below and start a free 30 day trial!
GUSTO - Payroll
We 🧡 Gusto for all things payroll! Get started with my link below and earn a $100 Visa gift card when you run your first payroll!
RELAY - Business Banking
You won't find a better bank if you follow Profit First! Even if you don't, this online bank is the best I have found, and no fees! Open an account in less than 10 minutes.
CHASE - Business Credit Cards
The only business credit cards I will personally use. The best rewards with no annual fee, and easy accountant-only access which is important to me and my clients! #IYKYK
Net Worth Tracker
Where do you stand... financially?
Knowing your net worth helps you make smart money moves. Plus, keeping an eye on it each month keeps you in the loop about your financial life.
So, if you want to effortlessly track your net worth and watch your wealth grow, grab the Net Worth Tracker now!
Numbers that you track tend to GROW!
Still scrolling? Maybe you're the DIY type...
For my fellow spreadsheet-curious entrepreneurs who aren't quite ready for full-service bookkeeping:
Introducing Midnight Ledger
The DIY bookkeeping system for creative entrepreneurs who'd rather stay up late with spreadsheets than part with their hard-earned cash.
⏾ Bite-sized video tutorials for actual humans
⏾ Beautiful, done-for-you templates that make spreadsheets feel almost fun
⏾ My exact system for categorizing creative business expenses
⏾ Monthly maintenance checklists