Holistic Bookkeeping

Do you know how much money you have?

As an bookkeeper and money management coach I bring a can-do attitude to the complex financial situations that can hamper a business or an individual. I work together with you to implement and maintain regular task management and identify gaps in information. Knowing the whole story is crucial to making important decisions. I use my talent for organization, data mining, and compassionate, direct communication to get you the information you need to make the right decision for your life and your business.

Now accepting local clients in Longview, WA and surrounding areas, and remote clients from anywhere in the USA!

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  • Quickbooks Pro 
  • Excel
  • Budgets
  • Cash Flow
  • 1099s
  • Invoicing
  • Asset Tracking
  • Job Costing
  • A/P
  • A/R
  • Payroll

Get a Free Consultation!

Testimonials

“Lisa worked with me at Brookline Community Foundation and was an incredible asset to the organization. Lisa was incredibly adept and picking up a new project or task and running with it with absolute efficiency through completion. If she hit any roadblocks, Lisa was great about asking for clarification to ensure that she completed the project as expected. It was a sad day when Lisa moved away and left the organization.” ~ Annette Florczak, CFO Brookline Community Foundation

 

“Lisa is great. She’s super sharp, thinks on her feet, and knows when to ask questions. She is highly detail oriented and really gets into the mission of what the company is all about. I’ve always known I could rely on her to get the job done and do it well. Her standards and integrity are very high and I consider her one of my most reliable, trusted, and valued people.” ~ Tia Zilberstein, Co-Founder, Sacred Circle Dance

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