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A bouquet of pink and white flowers, an open notebook, a pink calculator, and a book with botanical illustrations on a white surface.

Understand Your Finances & Grow Your Confidence

DIY Bookkeeping Course For Service Providers

The one thing that makes your business more than just a hobby — money! — may also be the thing that scares you the most about it.

You’ve got questions that have you stressing:

  • Am I profitable?

  • When can I give myself a raise?

  • Can I actually afford to hire that coach?

  • Am I ready for tax season?

But money can be the most exciting part of owning a business if you know your numbers. I’ll show you how to calm the chaos, get organized, and understand your money so that you can make more of it.

apply now

“I feel confident with how to understand what’s happening in my business.”

“I was afraid to dabble in Quickbooks. I tried to use it before and failed miserably. Now I know how different areas of my business are connected to my finances..”

— Heather, artist

The Bookkeeping In Bloom Academy

A woman with long dark hair, wearing a tan blazer and white top, is holding a bouquet of pink and white flowers and a notebook, standing in front of a light-colored plain wall.
A circular logo with the text 'BOOKKEEPING IN BLOOM' at the top, 'ACADEMY' at the bottom, and the year '2025' split on either side. The center features a pink floral illustration with green stems and leaves.

Learn how to DIY your bookkeeping in this self-paced course designed specifically for service-based businesses, and finally get the financial clarity you need to reach your business goals.

$997 for lifetime access

what’s included:

  • Five modules teaching you how to set up and manage the the bookkeeping in your small business

  • Three advanced modules covering budgets, payroll, and sales tax

  • Pre-recorded video trainings so you can take the course at your own pace

  • Live, monthly group coaching calls to get personalized help and ongoing support from a professional bookkeeper

  • Membership in our private community to connect with other students and meet your business bestie

  • Lifetime access to the course, community, and coaching calls.

What You’ll Learn

Module 1: Getting Started

We’ll tackle your money mindset and debunk some common myths around money in your small business.

Module 2: Bookkeeping Systems

I’ll teach you how to create and optimize several key systems and financial tools, setting you up for success in the long term by making maintaining your accounts easy.

Module 3: Monthly Reporting: Sales

You’ll learn best practices to input sales transactions each month so you always know how much money you’re making.

Module 4: Monthly Reporting: Expenses

You’ll learn best practices for inputting monthly expenses so you always know how much money you’re spending.

Module 5: Reading Reports

I’ll teach you how to read and analyze your monthly reports so that you have the data you need to make informed financial decisions for your business.

Advanced Module 1: Budgets and Cash Flow

I’ll help you understand your cash flow so that you can create and maintain a budget for your business that keeps you in the black.

Advanced Module 2: Paying Your Team

You deserve to take a paycheck from your business. In this module, you’ll learn how to pay yourself and your team.

Advanced Module 3: Sales Tax and Inventory

If you offer a product (physical or digital) in your service-based business, you may need to understand how to account for inventory and sales tax.

“Before this program, I had a lot of anxiety about all things money and taxes.”

“Before this program, I had a lot of anxiety about all things money and taxes. It was like an impending doom that reminded me I'm probably not doing things right, wondering if I’ll get audited, and I wasn’t confident with my financial decisions. Now I better understand how to manage my cash flow and feel confident.”

— Melanie, designer

A woman with long brown hair, wearing a beige blazer and light blue jeans, smiling while holding a bouquet of pink, white, and orange roses in one hand and a smartphone in the other, standing in a bright, airy room with white curtains.

Meet Your Teacher, Lis Lee

P&L. Cash Flow. EIN. OMG! Knowing your numbers can feel like you’re speaking another language. But it’s one you need to learn if you’re going to be a successful CEO (which I know you are!). As your teacher, I promise to break down the scary acronyms, answer common questions, and give you the knowledge to DIY your bookkeeping so you can go after your financial goals with confidence.

Curious About the Academy?

  • You will definitely benefit from enrolling in The Bookkeeping In Bloom Academy if you:

    • Own a service-based business (you may also have a few products, but ecommerce is not your main focus)

    • Work alone or have a very small team

    • Just opened your business in the past two years

    • Want to gain a critical business skill and learn how to understand your numbers so that you can do your own bookkeeping

    • Are great at managing your own time and following a self-paced course

    • Love the idea of having a bookkeeping support person on call

  • The course is pre-recorded so that you can watch (and re-watch) the modules at your own pace. Still, I recommend completing it within 8 – 12 weeks so that you can get all of the skills you need to DIY your bookkeeping successfully.

  • Yes and no. I will walk you through a few different recommended tools in the course, and you can pick the option that best fits your business. Whether you choose to use a spreadsheet template or pick one of my favorite accounting softwares (Xero or QuickBooks), you’ll be guided on the right path and will benefit from the program.

  • Maybe. This course was designed for service-based businesses just getting started. If you plan to grow your business without hiring a team or offering a product line, what you learn in The Bookkeeping In Bloom Academy will likely enable you to DIY your books for the long term. If you scale your business beyond its current structure, though, you may want to eventually hire someone to manage your books for you.

  • Your enrollment includes lifetime access to the course. In addition, you’ll also have access to the private community and group calls with me.

  • Due to the nature of online courses, I’m not able to offer refunds once purchased. That’s why it’s important to me that I have a conversation with each student before they enroll to make sure it’s a good fit. Fill out the form below so we can discuss your unique circumstances and I can make a recommendation about the course for your business.

  • You can imagine that, as a bookkeeper, I don’t want anyone to spend their hard-earned money on something that won’t help them. That’s why I like to have a brief call with potential new students before enrolling — just to make sure that your current stage of business and long-term goals are a fit for what the curriculum will teach.

Let’s Grow Girls

Let’s make sure you’re a good fit for The Bookkeeping In Bloom Academy before you spend your valuable time and money enrolling.