POV: you inherited your mom’s “I can do that” gene
You might just need a system that lets you do things your own way.
You’re curious. You don’t mind learning. You’ve probably already Googled your way through taxes, bookkeeping, and “wait… am I doing this right?” more times than you can count.
And yes, you might be on a budget. But more than that, you want to understand what’s happening behind the scenes of your business.
You don’t need to outsource just to be responsible.
This space is for the founders who’d rather figure it out than hand it off too soon.
DIY lovers and crafty girls welcome
The ones who want to feel capable, not confused.
The ones who know they can do it, they just need it to make sense.
This is where you learn how to handle your bookkeeping without spiraling, overcomplicating things, or pretending you love spreadsheets.
this is for you if you…
want to stay hands-on for now
care about doing things properly without making it overwhelming
are tired of random templates that almost work
want clear systems instead of guessing every month
would rather learn it once than keep fixing it every quarter
Inside this space, you’ll find simple, practical ways to manage the backend of your business without turning it into a full-time job.
The same systems I use with my clients, adapted for you to implement on your own!
Learn from Me
Ducks (and Dollars) in a Row
If you’re just getting started or your books technically exist but you’re avoiding them, second-guessing everything, or hoping your CPA figures it out later, this is for you.
Build a simple, repeatable bookkeeping system so you can stay organized, understand your numbers, and stop guessing. What you set up now determines how easy it is to grow, pay yourself, and stay in control later.
You don’t need expensive software or a complicated system to get this right. You can start simple and build as your business grows.
- A chart of accounts that reflects how your business actually works
- A simple monthly workflow so you always know what to do
- A Profit and Loss statement you can confidently hand to your tax preparer
- A clear plan for paying yourself and setting aside taxes
- The ability to read your reports and track what matters
bonuses:
You’ll walk away with:
i need this!
- 1099 contractor tracker so you’re not scrambling at year end
- Deductions checklist so you don’t miss easy savings
- Sales tax guidance so you know what applies
Investment: $197
Your all-in-one bookkeeping system to set your business up right from day one
mini course!
Early-stage founders ($0–50K) and DIYers who want to set things up right instead of fixing it later
best for:
Great, this is exactly where many of my full-service clients start!
Learning the basics first makes outsourcing smoother, more strategic, and a lot less confusing.
I primarily teach using Xero, but the structure you’ll learn applies no matter what platform you use. Once you understand the system, the software becomes the easy part.
Not at all. Many founders are years in and just never set things up properly. This is for anyone ready to clean things up and move forward with a solid system on their own.
You won’t ruin your business. Bookkeeping is fixable, and you’ll have guidance every step of the way. If you ever get stuck, you can reach out [lika@refinedbooksco.com] and I'll help point you in the right direction!
Stop guessing your prices and see what your offers need to cost to actually be profitable.
Profitable Pricing calculator
Figure out exactly how much your business needs to make so you can actually pay yourself what you want.
Pay of your dreams calculator
Free Resources
Find out your money personality so you can stop second-guessing your financial decisions.
Money love language quiz
some extra goodies
Youtube
Channel
Watch real examples and walkthroughs so you can finally see how this all works in practice.
Watch Now
The
Blog
Read the blog
Simple posts that help you understand your numbers without feeling overwhelmed or confused.
Expanding your team, became an S-Corp, need payroll support? Gusto keeps it straightforward. It’s user-friendly and takes care of W-2s and 1099s hassle-free!
A smart card that gives you cash back on the business expenses you’re already making. It’s like putting money back in your pocket with every swipe. We currently use the American Express Business Blue Cash Card
My fave email marketing platform. Beautiful, easy email marketing without the tech overwhelm. Build stunning newsletters in minutes and actually enjoy sending emails.
Get a $100 visa gift card
get 50% off
Get $250 statement credit
Ready to move beyond spreadsheets? Xero is our new favorite platform to do all bookkeeping. It's so user friendly and great for creatives to use.
My fave project and task mangement tool! Keep every project, task, and idea organized in one place. A simple way to manage your to-dos and stay on top of client work without the overwhelm.
Relay Financial is a business banking platform that doubles as a money manager—pay yourself, track cash flow, and stay organized with up to 20 accounts!
Get 90% off for 6 months
free to sign up
Get it here →
Our team uses this to help us track profitability! Track your time with just a click. Stay organized, boost productivity, and know exactly where your hours are going.
Stripe makes getting paid online simple and seamless. Our team loves it because it keeps payments organized and records accurate, making your bookkeeping (and cash flow) so much smoother.
We use Dubsado for onboarding. It's your all-in-one client management system. From proposals to contracts to invoices, it keeps your client experience smooth and stress-free.
Get it here →
Get 20% off your first month or year
Get it here →
Notion is a digital workspace for organizing tasks, notes, and projects. It’s like a personal assistant that brings clarity—even if you only like a little structure.
Get it here →
Hubdoc pulls your bills, receipts, and statements into one secure spot—making bookkeeping easier, faster, and way less stressful.
A drag-and-drop website builder designed for creatives. Bring your vision to life without needing to touch a line of code.
Get it here →
Get a free month
some insider discounts
& personal faves!
