What We Offer
You're busy and we know it! Here are services we offer. Let us refine your numbers so you can get back to refining your craft. Plus, we're not just limited to what's in the descriptions below. We tailor each package to fit what best fits your specific business needs.
The Signature Edit
Refined Books Co.'s most popular package
What's Included:
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Detailed Income & Expense tracking and categorization
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Complete maintenance of your QuickBooks account
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Bank and Credit Card reconciliation
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Monthly business reports and Loom video with your financial status & recommendations
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Unlimited Email/Text support
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Collaboration with your CPA
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Annual 1099 filing
Additional services available for add-on such as Owner’s Payroll and Profit First Method.
Starting at $450/month
For the busy CEO who wants hands-off, stress-free bookkeeping.
You're running your business, booking clients, and doing what you love—but keeping up with your books? That's a different story. Maybe you’re:
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Feeling overwhelmed every time tax season rolls around
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Guessing when it comes to your business profits
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Wondering if you're even paying yourself correctly
I take bookkeeping completely off your plate so you can focus on what actually moves your business forward. With the Refined Books Signature Edit, you'll have clear, up-to-date financials and total confidence in your numbers.
Every month, I’ll send you a super simple breakdown with insights to help you:
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Build a budget you’ll actually stick to.
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Pay yourself consistently (and figure out how much!).
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Plug up those sneaky money leaks.
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Watch your business grow
Budget-friendly option
The Essentials Edit
Big things come in small packages.
For the business owner who needs clean, accurate books—but doesn’t need all the extras.
You’re staying on top of your finances, but you could use some help keeping things tidy and tax-ready. Maybe you’re:
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Unsure if you’re categorizing expenses correctly
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Falling behind on tracking income & expenses
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Wanting a professional to keep things organized—but without the full-service price tag
The Essentials Edit is a streamlined bookkeeping package designed to keep your financials accurate, so you can stay focused on growing your business. Get the basics you need, with the flexibility to add extra services anytime.
What's Included:
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Detailed Income & Expense tracking and categorization
(up to 50 transactions)
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Complete maintenance of your QuickBooks account
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Bank and Credit Card reconciliation (up to 2 accounts)
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1 Third-Party Payment Software (Paypal/Stripe/Other)
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Monthly financial package via Email
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Unlimited Email/Text support
Starting at $300/month
for DIYers!
The Ledger Lounge
Your go-to bookkeeping support system, whenever you need it.
Unlimited 1:1 support for DIY Bookkeepers! You’re handling your own books, but sometimes you need quick answers from a pro. Maybe you:
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Are not ready to invest in monthly support but would really like to ease your mind for a safe space to ask questions
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Second-guess if you’re categorizing transactions correctly
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Get confused about what’s actually deductible
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Wish you had someone to ask when bookkeeping questions pop up
With The Ledger Lounge, you can ask me anything, Monday–Friday, and I’ll help you keep your DIY books on track!
What's Included:
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Unlimited 1:1 bookkeeping support via Voxer
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Expert guidance to keep your DIY books accurate
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Support when you need help categorizing expenses
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Tips to make your bookkeeping process smoother
Starting at $45/month
One-Time Services
The Refined Reset
A catch-up & clean-up service. If your books need some extra attention (aka they've been collecting dust in the back of your shelf [pun intended]), let’s get them back on track—we’re here to help!
After we clean things up and get everything organized, we usually move onto our regular monthly bookkeeping to keep everything running smoothly and stress-free! Can be used to send to CPA to file taxes.
Timeline: 2 weeks
What's Included:
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Full Diagnostics of your Books
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Quickbooks Setup (as needed)
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Detailed Income & Expense tracking and categorization
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Bank and Credit Card reconciliation
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Collaboration with your CPA
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Limited access to me for financial advice
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Final Reports at the End of Service
Starting $2,700 for 12 Months or $1350 for 6 Months
Pricing can vary based on needs
1:1 Clarity Call
You’re managing your own bookkeeping, but you want to make sure you’re doing it correctly. Maybe you:
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Feel lost when setting up your books and don’t know where to start
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Want a second set of eyes on your finances before tax time
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Need a pro to walk you through your specific bookkeeping questions
In this 60-minute clarity call, I’ll guide you through exactly what you need to do to keep your books in order, answer your questions, and give you a personalized action plan.
What's Included:
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60-minute private strategy call with Lika
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Call recording and detailed session notes for you to refer back to later
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Personalized recommendations tailored to your bookkeeping setup
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Step-by-step action plan to streamline your DIY bookkeeping process
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Pre-session Questionnaire
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2 weeks of email follow-up support for any lingering questions
$200 one-time
One Time Projects
(custom quotes)
Switching to S-Corp and not sure where to start?
We’ll guide you through every step, from paperwork and account registrations to payroll setup and choosing the right salary.
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.
How Monthly Bookkeeping Works
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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
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Free Discovery Call
We'll hop on a call (or text) and talk through your situation and find the best option for you - whether to go straight into bookkeeping or a diagnostics review.
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Onboarding
If you're ready to move forward, you'll sign the contract, pay the invoice, complete a quick onboarding checklist, and have the option for a kickoff call.
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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.
05
Catch Up or
First Month
I’ll update 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.