Small Business Enthusiast
I'm Lexi, founder of the Service Based Bookkeeper + Beyond the Books: Small Business Success
I am a trusted partner for entrepreneurs, committed to sharing insightful ideas and feedback that empower business owners to make informed financial decisions. I help strategize, plan, and grow businesses by providing accurate financial data and expert guidance, ensuring each client can reach their full potential with confidence and clarity.
As a first-generation entrepreneur, mom, and small business enthusiast, I know firsthand how challenging it can be to juggle finances, growth, and life all at once. That’s why I’m passionate about being more than a bookkeeper—I’m your small business ally.
With years of experience in bookkeeping, financial management, and business strategy, I specialize in helping service-based businesses understand their numbers, streamline their processes, and create strategic plans that align with their goals. Whether it’s mastering cash flow, preparing for tax season, or finding ways to scale without overwhelm, I’m here to simplify the financial side of your business so you can focus on what you do best.
Don’t be fooled, I’m not your average accountant. I create lasting relationships with my clients and infuse my energetic personality in my work and meetings.
When I’m not crunching numbers or strategizing with clients, you can find me hanging outdoors, exploring personal development books, or enjoying a quiet moment with coffee in hand.
Ready to take your business beyond the books? Let’s work together to create a financial plan that empowers you to grow your business and reclaim your time.
I provide bookkeeping services on a quarterly, monthly, or weekly basis. I offer several bookkeeping packages, and if you don’t see something that fits your accounting needs, We will work to develop a custom bookkeeping package just for your business. Want to know more? Click the Connect with Me button now and let’s create an amazing accounting plan for your business!
Sharing my tried-and-true so you can shortcut the
trial-and-error phase
What I've come to love
Looking for tools and resources to simplify your business and maximize productivity? Check out my curated list of trusted affiliate recomendations! These are the exact tools I use and love in my own business to stay organized, save time, and grow with ease!
Services
All subscription levels are assigned an expert bookkeeper and include complimentary QBO subscriptions.
If you need bookkeeping support in an area not mentioned, I can customize a package or project for your small business.
Quarterly
Biz owner just starting out
Cash basis, after-the-fact bookkeeping completed quarterly with period close and review. Customized quarterly reporting delivered to your inbox!
Starting at $129 billed monthly **100 transactions max quarterly
Monthly
Entrepreneurs looking to scale + grow their business
Cash basis, after-the-fact bookkeeping completed monthly with period close and review. Customized monthly reporting delivered to your inbox with the option to schedule a review discussion. Annual budget review & preparation.
Starting at $329 billed monthly
Weekly
Small business owner ready to delegate
Cash or accrual basis accounting includes monthly services PLUS: Weekly cash flow reports, AP Management, & AR invoicing. Bi-weekly bill pay and annual 1099’s.
Starting at $899 billed monthly
Custom
One-off projects or single-service offerings
Payroll management, financial analysis, clean up/catch up bookkeeping, budgeting preparations, 1099 filings, etc.
Cost determined based on services requested
Bringing results to your inbox
Screw the junk mail, I’m bringing the good stuff, right to your inbox. Actionable road maps, time-sensitive biz reminders, needle-moving challenges, and smart strategies to turn your vision into reality. You in?