Work With Lisa
The Financial Diagnostic Review is Lisa's starting point for new clients who want answers before committing to ongoing work. She reviews your QBO file for reporting gaps, reconciliation issues, and transaction errors then delivers a practical action plan with clear next steps. It's the calm, thorough intake process that makes everything after it easier.
Whether your QBO file was never set up correctly or has drifted over years of use, Lisa can bring it current and build a structure that actually fits your business. She handles full setups, targeted cleanups, and ongoing maintenance — all personally, with no handoffs to other staff.
Lisa's monthly service keeps your QBO file reconciled, transactions categorized, and reports delivered on a consistent schedule. Service business owners get a clear financial picture every month and a bookkeeper they can actually reach when questions come up. No surprises, no backlog.
The Free Financial Health Check is a no-pressure first step that gives Lisa enough context to understand where your books stand. You get a clear picture of what support would actually look like before any commitment is made. A good place to start if you're not sure what you need yet.
Lisa handles every client engagement personally from the first conversation through monthly delivery. If you have questions about services, fit, or where to start, this is the place. Calm, direct, and no obligation
Briz Bookkeepers offers three services designed to work together — Financial Diagnostic Review, QuickBooks Online Setup and Clean-Up, and Monthly Bookkeeping and Financial Reporting. All three are delivered by Lisa directly, in Fort Wayne and virtually across the US.
Lisa's 33 years in ICU and ER nursing gave her a precision-first approach that carries into every client file she touches. Clients get clean books and a bookkeeper who pays attention, catches what others miss, and never lets things quietly drift. That's the standard financial clarity with a nurse's heart is built on.
Whether you're starting from scratch, cleaning up years of drift, or just looking for consistent monthly support, Lisa has a clear starting point for every situation. Reach out and she'll help you figure out exactly where to begin — no jargon, no pressure, just a practical next step forward.