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.
+ 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!
+ 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
+ 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
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!
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.
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.
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.
Make it official with us! You'll sign your proposal, complete a quick onboarding checklist, and we'll kick things off!
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.
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.
Quality, tidy books plus insight, strategy, and a clear financial picture.
You’ll have the freedom to focus on what you love.
We help you find hidden tax deductions, eliminate unnecessary expenses, and maximize your profits so your hard work pays off.
You’ll know exactly where your business stands at all times — no more surprises.
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.
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.
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
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.
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.
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.
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
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!
"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!"
“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."
“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."