Let's get your money working as hard as you do.
Done-for-you bookkeeping for service-based business owners who are ready to stop guessing & start growing. You built something real — it's time your finances reflected that.
PACKAGES
CHOOSE THE LEVEL OF SUPPORT THAT FITS WHERE YOU ARE RIGHT NOW.
No lock-in panic. No confusing tiers. Just three clean options depending on where your business is & how much you want off your plate.
QUARTERLY bOOKKEEPING
Perfect for solopreneurs keeping it lean
$149/MO
Billed Monthly
WHAT'S INCLUDED
After-the-fact bookkeeping on a quarterly basis — so everything's clean, categorized, & ready when tax season rolls around (Whew — no more scrambling!).
✔ Done-for-you quarterly bookkeeping
✔ Transaction categorization
✔ Custom financial reports
✔ Tax-ready financials
MONTHLY bOOKKEEPING
For Entrepreneurs looking to grow + scale
$629/MO
Billed Monthly
WHAT'S INCLUDED
Monthly after-the-fact bookkeeping with a real human (hi, that's me or my team!) reviewing your numbers, flagging anything new, & delivering reports that make sense.
✔ Done-for-you monthly bookkeeping
✔ Transaction categorization
✔ Custom monthly financial reports
✔ Tailored financial insights & commentary
✔ Ongoing support as your business grows
CFO Package
For serious biz owners who need a strategic partner
$2,399/MO
Starting at - let's talk
WHAT'S INCLUDED
This is the whole picture. You get a strategic financial partner who bridges the gap between where you are & where you're going — without the full-time salary. Let us step in & let you get back to what actually drives revenue.
✔Accounts receivable & payable management
✔ Cash flow analysis & forecasting
✔Weekly KPI review & reporting
✔Strategic financial advisory calls
✔Full-team support (not just one person)
✔Growth-focused financial insights
WORKING WITH MY TEAM
What to expect when you say yes.
No awkward onboarding. No confusing back-and-forth. Just a clear, simple process that gets your books in order fast.
01. We connect & get clear
Discovery call to understand where you are, what you need, & which package fits.
02. You send us the headache
Share access to your account & let us do the heavy lifting. No judgement - we've seen worse!
03. We deliver & explain
Clean books, real reports, & plan-English insights - every single time.
04. You make confident decisions
Finally know that your numbers mean - and use that new-found knowledge to grow.
MEET THE TEAM
Lexi Vance
Founder of Service Based Bookkeeper
Lexi has years of experience in bookkeeping, financial management, and business strategy along with a formal bachelors degree in Accounting.
A note from Lexi: "My goal is simple - give service providers real data to streamline, scale, & reach their goals."
When Lexi isn't digging into spreadsheets & preforming financial analysis, she enjoys spending time with her fam, taking in nature, & chasing whatever is currently on her heart. "I thrive off creating lasting connections & helping women realize their worth (in business & everyday life)."
Tori Wieneke
Lead Bookkeeper
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Adrienne Schreiner, CPA
Operations & Support
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FREE RESOURCES
NOT READY TO COMMIT? START HERE.
Two free tools that'll give you immediate wins — no credit card, no catch.
FREE DOWNLOAD
THE CONFIDENT PRICING TOOLKIT
Unsure what to charge? Stomach-churning when you say your rate? This toolkit walks you through exactly how to build prices you can stand behind.
FREE 5 DAY GUIDE
PATH TO PROFIT
A step-by-step guide that walks you through your numbers, your expenses, & how to generate more revenue — in just 5 days.
don't miss out on updates
newsletter
No nonsense, ever. Just real life updates, accounting deadlines you need to know, & important updates to keep your biz running smoothly.
service based bookkeeper
Helping service-based business owners understand their money, price with confidence, & build businesses that actually pay them well.
services
Quarterly or Monthly Bookkeeping
CFO Package
Work with my team
learn
Charge with Confidence
Confident Pricing Toolkit
Path to Profit Guide
CONNECT
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