so you can refine your craft.
we refine your numbers
What they don't tell you is that you don’t need to become a finance bro (or hire your dad’s golf buddy). You just need clear numbers and reports that help you make confident moves. We’ll help you get there.
P.S. — The services below are just a starting point! We customize every package to fit you and your business.
here's how we can help!
you're busy — and we know it.
The Heart bEHIND iT
here, bookkeeping isn’t cold or confusing—it’s approachable, intentional, and tailored to support your vision.
+ Categorized & reconciled transactions
(AKA always have up‑to‑date, tax‑ready books.)
+ Monthly financial reports you’ll actually understand
+ Personalized onboarding + setup
+ Ongoing support via a private client portal
+ A clear breakdown of income, expenses & what’s yours to keep
+ Add-ons include 1099 filing, check-in calls, payroll, & more!
Every Monthly Package Includes:
SIgn me up
STARTING AT $400/month
(For the business owner who wants peace of mind with tidy books and reliable support.)
Monthly Bookkeeping
s-corps: want your books & salary setup in sync? add payroll support to your plan!
That’s where we come in.
At Refined Books Co., we offer monthly bookkeeping that’s as soulful as it is strategic.
You’ll receive:
+ Support from someone who gets your world—wedding pros, beauty creatives, and service providers
+ A safe, judgment-free space for financial clarity
+ Customized systems that support scaling, not just surviving.
+ Our signature monthly bookkeeping package
+ Custom financial dashboard
+ Cash flow management
+ Annual budget with quarterly forecasting
+ Budget vs. actual performance reporting
+ Profitability improvements + monthly KPI tracking
+ Monthly fractional CFO call to review finances + guide strategic decisions
Some things we can work on:
Starts at $750/month — or build your own with à la carte options!
Don’t just track what’s already happened—take control of what’s next.
Our packages are tailored to your goals, so you can plan ahead, pivot with purpose, and finally feel in control of your finances. Goodbye impulse spending and anxious saving!
We start with clean, ongoing bookkeeping—because smart strategy needs solid numbers. Then we layer in strategic support from our service menu, customized to your needs. You can choose what you want, or we’ll help you figure it out together.
Our mission: to help you grow profits, boost cash flow, and make confident decisions with a simple system built for your business.
(Ready to plan ahead and grow with strategy?)
CFO Services
Best for business owners earning $250k and above!
service 02
service 03
service 01
+ Full Diagnostics of your Books
+ Quickbooks Setup (as needed)
+ Detailed Income & Expense categorization
+ Bank and Credit Card reconciliation
+ Collaboration with your CPA
+ Limited access to financial advice
+ Final Reports at the End of Service
what's included:
Request Your Custom Quote
Pricing is dependent on # of years and volume of clean up
If your books need some extra TLC (aka they've been collecting dust in the back of your shelf), let’s get them back on track —we’re here to help! No judgement or shame because we've all been there!
After we clean things up and get everything organized (which takes about 3-5 weeks), we usually move onto our regular monthly bookkeeping to keep everything running smoothly and stress-free!
(For anyone who needs their books to get back on the right path, stress-free.)
The Refined Reset
note: Quickbooks Online setup fees are additional fee charge
don't worry — we can help with that!
I know it can feel lonely (and not to mention, intimidating) to handle your books alone. We're here to make sure you have the support you need, even if you aren't signed on for our monthly bookkeeping services. Take a look at our abundance of paid & free offerings to help support DIYers — like you!
DIYing it and need a little extra guidance?
Process
Our
Each month, we will handle your bookkeeping based on what is agreed upon. I’ll also share tips to help you manage your money, optimize your accounts, and make smart choices to grow your business.
Repeat!
I’ll catch up your books (if needed), handle the first month of bookkeeping, and schedule a review call to go over your reports and ensure you’re confident with your numbers.
Catch Up or
First Month
I’ll take a look at your current bookkeeping setup and add anything that’s missing. I’ll fix any mistakes, sort out any issues, and create a tailored Chart of Accounts to accurately track all your income and expenses.
Setup
Make it official with us! You'll sign your proposal, complete a quick onboarding checklist, and we'll kick things off!
Onboarding
We'll hop on a (free!) call and talk through your situation and find the best option for you – whether to go straight into bookkeeping or a diagnostics review.
Coffee Chat
Fill out the client interest form so I can understand your needs and determine if we’re a good fit, with the option to schedule a call afterward.
Inquire with us!
Quality, tidy books plus insight, strategy, and a clear financial picture.
We're beyond the basics.
You’ll have the freedom to focus on what you love.
More time for what matters.
We help you find hidden tax deductions, eliminate unnecessary expenses, and maximize your profits so your hard work pays off.
More money in your pocket.
You’ll know exactly where your business stands at all times — no more surprises.
No more guesswork.
You’re not just another client to us. We celebrate your wins, help you navigate challenges, and make sure you never feel alone when it comes to your business finances.
We actually give two hoots!
As of right now, we do not prepare taxes for clients. If you are in need of an accountant, I can refer you to CPA accountants that will fit your needs.
Can Refined Books Co. do my taxes?
While we work with a range of businesses, we specialize in bookkeeping for wedding and beauty service professionals—creating streamlined systems that fit their unique workflows and free up time to focus on clients with confidence.
We love to work with:
photographers/videographers
wedding planners
makeup artists
hairstylists/colorists
web and brand designers
You specialize in certain industries—can you still help me?
Absolutely! Bookkeepers and accountants perform different tasks for the businesses they serve. Bookkeepers are responsible for the day-to-day, on-going maintenance of their clients' books, making sure the books are organized and refined before handing them to your accountant. An accountant is responsible for the analyzing the company's financial data, preparing tax returns, and providing tax planning.
Do I need a bookkeeper if I have an accountant? What's the difference between the two?
Every client we work with receives a proposal package that’s thoughtfully tailored to them. On our initial call, we’ll dive into your business, your goals, and where you’re headed. From there, we’ll map out a plan that aligns with where you are now and where you want to grow. You won’t have to guess what you need—we’ll guide you to the right level of support.
How do I know which service is the best fit for my business?
Honestly...Nothing at all! Whether you’re starting fresh or need a clean-up, we’ve got you covered. We’ll handle the messy stuff so you can focus on what you do best.
What do I need to have set up before working with you?
Below is our current offering! You can mix and match from your customized proposal to fit what your business needs.
1099 Filling
(S-Corp) Payroll, Owner's Pay
(S-Corp) Payroll set up
1:1 Bi-Annual Checkin Calls with Lika
Monthly Personalized Loom Video Recaps
Quickbooks Online Set up
Annual Budgeting
Additional volume transactions & accounts
What add-on's do you offer?
Absolutely! Are you switching to S-Corp and not sure where to start? We can help guide you through every step, from paperwork and account registrations to payroll setup, and choosing the right salary.
If you're looking for recommendations for a tax preparer, VA, or other professional services, we’re a friendly, relationship-driven bookkeeping firm with a network of reliable and skilled professionals! We’d be happy to recommend some great contacts for you.
Have something different in mind? Let us know! We’ll do our best to help or connect you with someone who can. Just send us an email at lika@refinedbooksco.com!
I need something else... Can you help me?
frequently asked questions
Mong Up Nails
"As a small business. the process of creating your own accounting system can be so stressful, especially when you don't know where to start! But Lika was so so helpful in answering questions and creating a process that made sense for us. She provided insight that was beneficial to our business. I would definitely recommend using Refined Books Co!"
"Refined Books Co helped our business immensely."
01/03
Studio Alexia
“In the short time that I’ve been working with Lika, I already feel an immense weight lifted off of my shoulders. My finances have always been a source of anxiety — something I never want to think about or touch. The choice to trust Refined Books Co with all of it has been one of the best decisions I’ve made for my business! Lika is wise, kind, communicative, and SO on top of things."
"I didn’t just find a bookkeeper… I found a lifelong friend!"
02/03
Studio Alexia
“In the short time that I’ve been working with Lika, I already feel an immense weight lifted off of my shoulders. My finances have always been a source of anxiety — something I never want to think about or touch. The choice to trust Refined Books Co with all of it has been one of the best decisions I’ve made for my business! Lika is wise, kind, communicative, and SO on top of things."
