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Discover the missing piece your business needed
with Refined Books Co.

Specializing in helping service-based creative professionals, you'll end up experiencing quite possibly
the most peaceful tax season ever. 

Here's how

Monthly Packages

Our most popular!

Running a business is hard enough—why not let someone else handle the bookkeeping? This service is perfect if your books are set up and organized, and you’re ready to pass the day-to-day money stuff to a pro.

With this package, you’ll save time, stress, and money (hello, tax savings!).

Every month, I’ll send you a super simple breakdown with insights to help you:

  • Build a budget you’ll actually stick to.

  • Pay yourself consistently (and figure out how much!).

  • Plug up those sneaky money leaks.

  • Watch your business grow (seriously, this part is awesome).​

Say goodbye to bookkeeping headaches and hello to peace of mind. Let’s do this!

Services Included:

  • Detailed income and expense tracking and categorization.

  • Complete maintenance of your QuickBooks account.

  • Bank and credit card reconciliation.

  • Monthly business reports and optional Google Meets video with your financial status & recommendations.

  • Unlimited email and text support.

  • Collaboration with your CPA.

  • Annual 1099 filing 

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Starting at $400/month

Single Services

Catch-ups & Clean-Ups

Services Included:

  • Detailed income and expense tracking and categorization in QuickBooks

  • Bank and credit card reconciliation

  • Reports sent to your inbox

  • Collaboration with your CPA

$2,700 - $3,600 for 12 Months

$1,350 - $1,800 for 6 months | Pricing can vary based on needs

This package is for businesses who have fallen behind or need extra help getting their books caught up and organized.

 

Once clean up & catch up is completed,

we’ll move on to our monthly bookkeeping package.

Diagnostics Review

Services Included:

  • Expert review of your books, customized for your situation

  • Actionable feedback report and video

  • Recommended next steps

$450

Bookkeeping can be tricky, especially when it comes to finding the best solution for your business!

With a diagnostic review, I’ll dive into your QuickBooks file and give you straightforward feedback on what’s working, what needs improvement, and recommendations for next steps—whether you’re rocking the DIY route or considering bringing in a pro.

1:1 Consultations

Services Included:

Need some answers? Some questions are just un-Google-able and researching can only get you so far!

 

With this call, you get personalized answers to almost any bookkeeping question holding you back. Whether you're puzzled by bookkeeping, debating if you really need an LLC, or trying to figure out how much you can afford to pay yourself, I've got you covered! 

  • 60-minute 1-on-1 call with Lika

  • Call recording and notes for you to refer back to later

  • Preliminary questionnaire to discuss the questions and topics you'd like to address during our upcoming call

  • 2 weeks of email follow-up support

$350/hour

How
Monthly Bookkeeping
Works

01

Free
Discovery Call

Before anything, we will meet each other! On this call, we will talk through your situation and find the best option for you - whether to go straight into bookkeeping or a diagnostics review.

02

Onboarding

If you feel good about working with us, you'll sign a contract, pay the initial invoice, and complete a short onboarding checklist—it won't take more than an hour. We can also arrange an optional kickoff call if you'd like.

03

Setup

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.

04

Catch Up or
First Month

If your books are outdated, I’ll get them up to date. If they’re already current, I’ll handle the first month of bookkeeping. We’ll wrap things up with a review call to go over your reports and make sure you feel confident about your numbers.

05

Repeat!

Each month, I’ll share tips and advice to help you manage your money better—like ways to organize your accounts, spot and fix hidden money drains, and more. This will help you make smart choices to keep things steady and grow your busines

CA, United States

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