A woman sitting on a white sofa holding a calendar and using a pink calculator, dressed in a tan blazer and light blue jeans, with a basket of flowers nearby.

virtual bookkeeping services usa

Balancing Your Books So Your Profits Can Bloom

Providing virtual bookkeeping services for service-based entrepreneurs ready to step confidently into their CEO era.

There’s a season for everything in business.

You did the DIY season, wearing a dozen hats and juggling all the responsibilities to get your service business off the ground. Now it’s time to blossom into your next season — a slower, calmer one as a confident CEO.

as your bookkeeper i will help you:

Free up your time for revenue-generating activities, taking a critical aspect of running your business off of your plate
Relieve stress as a trusted collaborator who can help you interpret your finances
Empower you with financial clarity so you can make business decisions with confidence

let's partner together

services

Done-For-You Bookkeeping Services

Run your service business with clarity and confidence knowing a professional bookkeeper is reconciling your accounts each month and offering expert insights into your finances so that you can hit your goals and scale.

Starting at $400/month

what’s included:

Monthly reconciling of your business bank accounts and credit card statements, including properly categorizing expenses to maximize your tax write offs
Maintenance of your accounting software(s)
Preparing monthly profit and loss and balance sheet reports with an accompanying video so you always know where you stand
Two 60-minute live calls each year to review your reports and strategize about your goals
Unlimited email access for questions and insights into how your profit, cash flow, expenses, and savings can serve your business goals
Preparation and filing of your annual 1099 with the IRS and state
Collaboration with the rest of your finance team, including preparing tax return information for your tax accountant
Optional add-ons include running payroll and evaluating sales tax

Ready To Get Started?

Share some details about your business in the application form below. From there, we’ll meet for a complimentary 30-minute consultation to talk through your needs and make sure we’re a good fit.

If we decide to move forward, I’ll complete a paid assessment of your current books. You’ll receive a strategic plan outlining how to optimize your bookkeeping and move closer to your business goals. You can choose to implement these recommendations yourself, or we can begin a monthly retainer for ongoing bookkeeping services.

Once we’re partnered together, you’ll hear from me each month as I reconcile your books, send finalized monthly reports, and offer insights into your overall finances. I’m always here to help, so don’t hesitate to send questions or ask for advice between meetings.

start your application

“I truly view Lis as a partner in my business.”

“I truly view Lis as a partner in my business — and can I just say, what a relief to have such an experienced partner! Her work has grown my entrepreneurial skill set and my bottom line.”

— Taylor, copywriter

A woman with long dark hair smiling, holding a pink calculator up to her face, with her other hand touching her chin, in a bright room with white curtains.

Hey Girl! I’m Lis.

And I’ve got a growing service business just like yours, so I get it. You love being an entrepreneur, but it can be lonely and stressful doing everything yourself. I can say from personal experience, outsourcing a few key functions of my business to trusted partners has been game-changing for me, and I know it will be for you, too. As your bookkeeper, I consider myself a part of your team, getting in the weeds with you on everyday business decisions like “how much should I charge?”, “how do I pay myself?”, and “can I afford this?” I’m right here with you to offer expert financial advice whenever you need it.

White modern sofa with layered cushions and a low, rounded white coffee table on a brown rug, with two design books stacked on the table, one featuring a pink flower on the cover.

Prefer to stay in your DIY season a little longer?

Explore my DIY bookkeeping course, The Bookkeeping In Bloom Academy, and learn how to manage your own books with clarity and confidence.

More About the Course

Answers To Your Questions

My done-for-you bookkeeping services are best for service providers who work alone or with a small team and are in year 2 – 5 of their business when we begin working together. I can work with clients in any industry, but my favorite clients are responsive, view our relationship as a partnership, and want a collaborative approach.
I work with clients from all over the U.S. I also love my locals and am always so happy when I get to work with clients in Virginia, where I live now, and in North Carolina, where I used to live.
No, sorry. As a bookkeeper, my role is to help you with the day-to-day finances of your business, keep you organized, and help you plan how to use your money. I am not a licensed tax accountant and cannot do your taxes for you. I can, however, collaborate with your accountant during tax season to provide documents, answer questions, and help them maximize your deductions.
If you apply to work with me and we seem like a good fit, the next step is to have me complete a paid assessment of your business finances. I’ll look through your real financial documents to get a sense of how things are organized, where you may be out of compliance, and to offer insights based on the business goals you shared. I’ll present my findings step-by-step, and you can choose to implement them yourself or to sign an agreement to work with me each month as your bookkeeper (yay!). Not only does the paid assessment give us both a clear idea of the work to be done, but it allows me to create an accurate quote for your monthly service fees.

Cheer Up, Buttercup

I’m about to take a major to-do off of your list. But first, let’s make sure we’ll grow well together.