the refined books
experience
Behind every invoice is the brand you’ve worked so hard to build. Our role is to refine the financial side of your business so it feels just as polished as your client experience giving you the clarity and confidence to grow and create with ease.
Now let’s add the brilliance that scales.
You've built a beautiful business.
The Heart bEHIND iT
I'll wear your
finance hat !
Behind every invoice is the brand you’ve worked so hard to build. Our role is to refine the financial side of your business so it feels just as polished as your client experience giving you the clarity and confidence to grow and create with ease.
We keep your records up to date so every month you have a clear view of where your business stands and where it's headed. We also break it down in a way that actually makes sense.
full-picture financial insights
Our max response time is 24 hours (usually more like 3-4 hours).
24 hours
We’ll equip you with the tools and systems to keep your books organized and tax-ready when year-end rolls around.
tax ready books
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
Dealing with highly sensitive information is our forté. We not only keep your data safe, but never judge you for wherever you're at!
a safe space
You’ll have the freedom to focus on what you love.
more time for what matters
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 give two hoots!
Unlimited number of categorized transactions using our industry expertise AKA always have up‑to‑date, tax‑ready books...yippee!
Financial reports you’ll understand with a clear breakdown of ins, outs & what’s yours to keep
Personalized support through a private client portal, email, phone for tax deduction questions & those ‘should I splurge?’ moments
Extras covered like 1099 filing & payroll management to keep your business running smoothly
IncludeD
SIgn me up
STARTING AT $499/month
Bookkeeping
xero subscription & hubdoc receipt management is on us!
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Our signature monthly bookkeeping package always included
Custom financial dashboard
Annual Budgeting & Monthly Budget vs. Actual performance
Profitability improvements & Growth consulting
Monthly KPI & Industry Benchmarking
Launch Debriefs to help you track your Launch KPIs
Monthly Financial Health Check Debriefs
Some things we can work on:
Starting at $749/month
CFO Advisory
you'll choose from three packages, with cfo strategy built in
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+ Our signature monthly bookkeeping package always included
+ Custom financial dashboard
+ Annual Budgeting & Monthly Budget vs. Actual performance
+ Profitability improvements & Growth consulting
+ Monthly KPI & Industry Benchmarking
+ Launch Debriefs to help you track your Launch KPIs
+ Monthly Financial Health Check Debriefs
Templates & Resources
Explore a growing library of actionable guides, customizable templates, and trusted tools to support your work. This collection also features exclusive discounts on my favorite software carefully selected to help you save time and get results.
extra goodies
Youtube
Channel
I believe in sharing it all. No gatekeeping here! I post the finance tips, money lessons, and business insights I wish someone had given me sooner. Add in a little lifestyle and real-life CEO struggles, and you’ve got a channel that makes money feel approachable (and maybe even a little cute).
The
Blog
Check out our blog! Explore hot finance topics, practical tips, growth strategies, and real-life insights to help you run your business with clarity and confidence. From pricing and reports to taxes and mindset shifts, every post is created with creative business owners in mind.
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 creative 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:
web and brand designers
online creators
marketing creatives
copyrighters
online service providers
You specialize in certain industries. Can you still help me?
Absolutely! Bookkeepers and CPAs serve different roles in your business. Bookkeepers handle the day-to-day maintenance of your books, keeping everything organized and accurate before it’s passed to your CPA. Your CPA or tax preparer then focuses on your bigger financial picture, especially preparing and strategizing for the best possible tax outcome.
Do I need a bookkeeper if I have a CPA? 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?
If you are an S-Corp or have employees,
we will set you up on Gusto for payroll. You'll be responsible for running payroll & paying the subscription fee, but we'll manage the integration and help trouble shoot when needed. we'll also extend a discount for the subscription!
Sales Tax - yes! Make sure to indicate this on your client interest form or on our discovery call and we can take care of this for you :)
Do you do payroll and sales tax?
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
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."
"I didn’t just find a bookkeeper… I found a lifelong friend!"
01/03
03/03
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!"
