Our Services

Expert Bookkeeping, CPA-Level Insight

Bookkeeping & Financial Management

Get peace of mind knowing your finances are in expert hands with our full-service bookkeeping, from bank reconciliations and financial statement preparation to budgeting and forecasting for informed decision-making.

QuickBooks Expertise & Support

Maximize the power of QuickBooks and streamline your financial processes with our expert setup, personalized training, and ongoing support, so you can harness the full potential of this powerful accounting software.

Additional Services

In addition to bookkeeping we offer many other accounting related services such as: Contractor 1099 filing, Sales and Use tax filing, Forensic accounting for divorce, Accounts receivable, accounts payable, payroll

About Us

Streamline Your Finances, Focus on Your Vision

With over 14 years of experience and a passion for helping small businesses thrive, Lisa Holmes is your go-to expert for reliable, insightful, and personalized bookkeeping services.

Proven Expertise
Small Business Savvy
Passionate Problem-Solver
Dedicated to Your Success
Woman
From working with multinational corporations to launching her own successful bookkeeping business, Lisa's diverse background gives her the unique ability to understand the complexities of your finances and provide solutions that empower your business to grow.
Gain Control of Your Finances
01

No more shoeboxes full of receipts or stressing over late-night spreadsheets. An experienced bookkeeper meticulously tracks every transaction, reconciles your accounts, and provides clear, organized financial reports, giving you a real-time snapshot of your business's financial health.

Focus on What Matters Most
02

With your books in order, you can stop worrying about numbers and get back to what you love – growing your business, serving your customers, and pursuing your passion.

Make Smarter Business Decisions
03

With accurate, up-to-date financial information at your fingertips, you'll be equipped to make informed decisions about pricing, inventory, marketing, and more. Your bookkeeper can even provide valuable insights and forecasting to help you plan for the future.

Advantages

Ditch the Stress, Focus on your Vision

Reclaim your time, energy, and peace of mind. Our expert bookkeeping services will handle the details so you can focus on building your business.

6K+

Satisfied Clients

10K+

Satisfied Clients

18+

Satisfied Clients

64

Satisfied Clients

Our Support Services

You can trust us

Team

Additional Services

In addition to bookkeeping we offer many other accounting related services such as: Contractor 1099 filing, Sales and Use tax filing, Forensic accounting for divorce, Accounts receivable, accounts payable, payroll

Payroll Processing

These services are designed to help manage financial processes, ensure compliance with regulations, and provide accurate financial information for decision-making.

Bookkeeping

These services are designed to help manage financial processes, ensure compliance with regulations, and provide accurate financial information for decision-making.

Auditing

These services are designed to help manage financial processes, ensure compliance with regulations, and provide accurate financial information for decision-making.

Process

How It Works

We understand that your time is valuable. That's why we've designed a streamlined, stress-free process to handle your monthly bookkeeping needs.

1
Secure Data Collection

You share your financial information with us securely and conveniently, whether it's through online platforms, cloud storage, or physical documents. We'll set up a system that works best for you.

2
Expert Review & Reconciliation

We meticulously review and categorize every transaction, reconcile your bank and credit card statements, and ensure your books are accurate and up-to-date.

3
Clear Reporting & Insights

You'll receive easy-to-understand financial reports that highlight your key metrics, profitability, and cash flow. We'll also provide personalized insights and advice to help you make informed financial decisions.

Fueling Business Growth with Accounting

This approach underscores the idea that effective financial management, facilitated by accounting practices, acts as a catalyst for overall business success
25%
Traditional Employee
100%
Virtual Employee
100%
Success