Your Numbers, Finally Working for You.
I'm Lisa — a bookkeeper, payroll specialist, and analytics strategist serving solopreneurs and small service businesses in NE Oklahoma and NW Arkansas. I don't just keep your books. I help you understand them.
You're Running a Business. Your Numbers Shouldn't Be Running You.
Most of my clients come to me one of three ways: They've been doing their own bookkeeping for months — maybe years — and they're behind, frustrated, or quietly dreading tax season. They have a bookkeeper, but all they get is a P&L they don't fully understand and no one to explain it. Or they know their business is doing well, but they can't quite see why — or where the opportunities are. That's where I come in. I combine the discipline of clean, accurate bookkeeping with the clarity of analytics — so your financial data becomes a decision-making tool, not just a compliance requirement.
Everything You Need. Nothing You Don't.
Monthly Bookkeeping
Clean, reconciled, tax-ready books delivered every month.
Payroll Processing
Accurate, on-time payroll with all filings handled.
Cleanup & Catch-Up
Behind on your books? Flat-fee project with zero judgment.
Analytics Dashboards
Custom dashboards built around your business metrics.
KPI Tracking
The metrics that matter, tracked and interpreted every month.
Cashflow Forecasting
Know what's coming before it arrives.
Profitability Analysis
Find out exactly where your business makes money.
Trend Reporting
Monthly patterns that reveal the story behind your numbers.
Advisory Sessions
One-on-one strategy time to talk through your data and next move.
Analytics-Driven Clarity. That's the Difference.
Most bookkeeping services stop at the numbers. I start there. Before I built my bookkeeping practice, I spent years in retail analytics supporting Fortune 500 suppliers to Walmart and Sam's Club — the #1 retailer in the world. That experience is not typical for a bookkeeper. I worked inside one of the most demanding, data-driven retail environments that exists, where the accuracy of a report and the clarity of a dashboard could directly impact a supplier's performance, shelf space, and bottom line. I learned something working at that scale that applies to every business, no matter the size: numbers are only useful when they're clear, relevant, and connected to action. I bring that same approach to every client. Your books aren't just a record of what happened. They're a window into where you're headed — and I help you see through them.
Built for Solopreneurs and Small Service Businesses
I work with service-based businesses across NE Oklahoma and NW Arkansas — coaches, consultants, therapists, contractors, creatives, agencies, and anyone who runs a lean business and needs financial clarity without corporate overhead. You don't need a team of accountants. You need one person who knows your numbers, understands your goals, and shows up consistently. That's what I do.
What My Clients Say
[Client testimonial coming soon]
— Service Business Owner, NE Oklahoma
[Client testimonial coming soon]
— Consultant, NW Arkansas
[Client testimonial coming soon]
— Creative Agency, Tulsa Area
Ready for Financial Clarity?
Start with a free 30-minute consultation. I'll learn about your business, review your current situation, and tell you exactly what I can do for you — no pressure, no obligation.
Or email me directly at lisacops2@gmail.com
Services Built Around What You Actually Need
A complete range of financial and analytics services for small businesses — from foundational bookkeeping to custom dashboards and strategic advisory. Every service is designed to give you more clarity, more confidence, and more time.
Clean books. Accurate payroll. A solid base for every decision.
Monthly Bookkeeping
Ongoing monthly bookkeeping keeps your financial records accurate, reconciled, and organized — so you always know where your business stands. Every transaction categorized. Every account balanced. Clean P&L and balance sheet delivered each month, ready for your tax preparer and ready for your decisions.
What's Included:
- Transaction categorization and coding
- Bank and credit card reconciliation
- Monthly Profit & Loss statement
- Monthly Balance Sheet
- Year-end financials ready for your CPA
- Secure client portal access
- Responsive email support
Starting at $275/month
Handled by an Intuit Bookkeeping Certified Professional with QuickBooks Online Level 1 & 2 certifications.
Payroll Processing
Accurate, on-time payroll — without the headache. I handle employee pay runs, tax withholding calculations, direct deposit coordination, and quarterly and annual payroll tax filings so you never miss a deadline or make a costly error.
What's Included:
- Bi-weekly or semi-monthly payroll runs
- Federal and state payroll tax calculations and filings
- Direct deposit setup and processing
- W-2 and 1099 preparation and filing
- Payroll records maintenance
- New hire setup and onboarding support
$75/month base + $6/employee/month
Managed by an Intuit Payroll Certified specialist.
Bookkeeping Cleanup & Catch-Up
Months — or years — behind on your books? No judgment, just a clear plan. I assess your current records, build a project quote, and get your books accurate and tax-ready from whatever starting point you're at.
What's Included:
- Full diagnostic review of existing records
- Transaction categorization and reconciliation (all months)
- Chart of Accounts setup or restructuring
- Historical P&L and Balance Sheet
- Handoff to clean monthly bookkeeping
Starting at $200/month of backlog — quoted after free review, no hourly surprises.
Because knowing what happened matters less than knowing what to do next.
Analytics Dashboards
Custom dashboards built around your business metrics — not a generic template. Drawing on years of experience building performance dashboards for Fortune 500 Walmart and Sam's Club suppliers, I design visual, easy-to-read dashboards that put your most important numbers front and center.
What's Included:
- Custom dashboard design (Google Looker Studio or similar)
- Integration with your accounting and sales data
- Revenue, expense, and profitability views
- Monthly refresh and delivery
- Walkthrough session upon delivery
$300 one-time setup + $150/month ongoing
KPI Tracking
Every business has key numbers that tell the real story. I identify the KPIs that matter most for your type of business, track them consistently, and deliver a clean snapshot each month.
What's Included:
- KPI identification and baseline setting
- Monthly KPI report (3–7 tracked metrics)
- Variance analysis: month-over-month and year-over-year
- Plain-language interpretation included
Included in all monthly plans (Starter: 3 KPIs | Pro: 5 KPIs | Ascend: 7 KPIs)
Cashflow Forecasting
Cashflow problems rarely appear without warning — they appear without awareness. I build rolling cashflow forecasts that show you what's coming, when, and how to prepare so you can pay yourself, cover your expenses, and plan your next move with confidence.
What's Included:
- 13-week rolling cashflow forecast
- Monthly update and review
- Income and expense projection by category
- Low-cash alert identification
- Seasonal trend integration
$175/month add-on | Included in Clarity Pro and Clarity Ascend plans
Profitability Analysis
Revenue is exciting. Profit is the point. I dig into your revenue streams, cost structure, and margins to show you exactly where your business makes money — and where it doesn't.
What's Included:
- Service or product-level margin analysis
- Expense breakdown by category with benchmarking
- Revenue mix review
- Pricing recommendation insights
- Delivered quarterly or on-demand
$200/quarter add-on | Included in Clarity Ascend plan
Trend Reporting
One month of data is a data point. Twelve months is a story. Monthly trend reports surface patterns in your revenue, expenses, and key metrics so you can spot momentum, catch problems early, and plan around your business's natural rhythms.
What's Included:
- Monthly trend report (revenue, expense, and KPI trends)
- 12-month rolling comparison view
- Seasonal pattern identification
- Written narrative summary included
$125/month add-on | Included in Clarity Ascend plan
A thought partner who speaks your language — and knows your numbers.
Advisory Sessions
Sometimes you need more than a report — you need someone who understands your numbers to talk through them with you. Advisory sessions are focused, practical, and forward-looking: we look at your data together, identify your options, and leave with a clear plan.
What's Included:
- 60-minute one-on-one session (video or phone)
- Pre-session data review and prep
- Session notes and action summary within 48 hours
- Available quarterly or as-needed
$150/session | 1 session/quarter in Clarity Pro | 1 session/month in Clarity Ascend
Not Sure Where to Start?
Most clients begin with a free consultation. We'll talk through your situation and I'll recommend exactly what makes sense for where you are right now.
Transparent Pricing. Real Value. No Surprises.
Built for the businesses I serve in NE Oklahoma and NW Arkansas — straightforward tiers, competitive rates, and a clear path to the right fit.
All plans require a 3-month minimum commitment. Month-to-month available at 10% premium. Pricing based on listed transaction volume. A brief intake determines the right fit before we begin.
Clarity Starter
$275/month
Best for solopreneurs with straightforward finances
- Monthly bookkeeping (up to 100 transactions)
- Reconciliation of up to 2 bank/credit card accounts
- Monthly P&L and Balance Sheet
- KPI Snapshot — 3 tracked metrics, month-over-month
- Year-end financials for your CPA
- Secure portal access + email support
- Response time: within 2 business days
Payroll, cashflow forecasting, advisory sessions available as add-ons
Clarity Pro
$475/month
Best for small service businesses with employees
Everything in Starter, plus:
- Bookkeeping up to 200 transactions
- Reconciliation of up to 4 accounts
- Payroll processing up to 3 employees (bi-weekly)
- 13-week rolling Cashflow Forecasting, monthly update
- KPI Tracking expanded to 5 metrics
- 1 Advisory Session per quarter (60 min)
- Quarterly financial review call (30 min)
- Priority email — response within 1 business day
Clarity Ascend
$750/month
Best for growing microbusinesses wanting full financial management
Everything in Pro, plus:
- Bookkeeping up to 350 transactions
- Reconciliation of up to 6 accounts
- Payroll processing up to 5 employees
- Custom Analytics Dashboard (monthly refresh)
- KPI Tracking expanded to 7 metrics
- Profitability Analysis (quarterly)
- Monthly Trend Reporting
- 1 Advisory Session per month (60 min)
- Same-day email priority response
- Annual financial review & planning session (1 hr)
Add-On Services
| Add-On | Price |
|---|---|
| Payroll (standalone, 1–3 employees) | $75/mo + $6/employee |
| Payroll (standalone, 4–10 employees) | $100/mo + $6/employee |
| Cashflow Forecasting | $175/month |
| Trend Reporting | $125/month |
| Profitability Analysis | $200/quarter |
| Analytics Dashboard Setup (one-time) | $300 |
| Analytics Dashboard Monthly Refresh | $150/month |
| Additional Advisory Session | $150/session |
| 1099 Contractor Filing | $15/contractor |
| Sales Tax Filing | $75/month |
Cleanup & Catch-Up Pricing
Priced as a standalone project after a free diagnostic review.
1–3 months behind, low volume
$350–$600
3–6 months behind, medium volume
$600–$1,200
6–12 months behind
$1,200–$2,500
12+ months / complex
Custom quote
A free 30-minute review is required before any cleanup quote. You'll always know the full cost before work begins.
Frequently Asked Questions
My plans are priced for clients who already have a QBO subscription. If you need one, I can help you get set up — subscriptions run $35–$90/month directly through Intuit.
We'll identify that in the intake process and quote the right tier for your actual volume. I don't surprise clients with overage fees mid-month.
Absolutely — and it's the most common path. We get your books clean, then I take over ongoing monthly bookkeeping so you never fall behind again.
My focus is on this region because I know the local business landscape well. That said, I work 100% remotely and can serve clients anywhere in Oklahoma or Arkansas.
There is no setup fee for monthly bookkeeping plans. Cleanup projects and custom dashboard builds have one-time project or setup fees as noted above.
Ready to Find Your Fit?
Not sure which plan is right for you? A free 30-minute consultation gives you a clear recommendation with no pressure.
Bringing Analytics Thinking to Small Business Finance
Hi, I'm Lisa — and I think your financial data should work harder for you than it probably is right now.
I didn't start in bookkeeping. I started in data.
For years, I worked in retail analytics supporting Fortune 500 suppliers to Walmart and Sam's Club — the #1 retailer in the world. That environment is unforgiving. When your data is wrong, decisions fail. When your reporting is unclear, opportunities disappear. I built my skills inside one of the most rigorous, data-intensive retail ecosystems on earth — tracking sales trends, building performance dashboards, monitoring KPIs, and helping multi-million-dollar suppliers make better decisions with the numbers they had. I learned that good data, clearly presented, changes the way people think. And I learned that most people aren't afraid of their numbers — they're just frustrated because no one has ever helped them make sense of them.
When I transitioned into bookkeeping and financial services, I brought all of that with me. I built my practice around a simple belief: bookkeeping isn't just a compliance task — it's the foundation of every business decision you make. And when you pair clean, accurate books with the analytical layer that most bookkeepers skip, something shifts. You stop looking at your financials with dread and start looking at them with curiosity. That's what I call financial clarity. And it's what I'm here to help you find.
Education & Credentials
Bachelor of Science in Business Administration
Formal business education combined with real-world bookkeeping and financial management experience.
Who I Serve
I work with service-based solopreneurs and microbusinesses across NE Oklahoma and NW Arkansas — the coaches, consultants, creatives, contractors, and small agencies that power our local economies. These are businesses run by people who are really good at what they do, and who deserve financial support that's just as good. My clients aren't looking for corporate accounting. They're looking for a trusted partner who knows their numbers, communicates clearly, and shows up every single month — reliably, consistently, and without them having to chase anything down. I keep my client roster intentional so I can give every engagement the attention it deserves.
My Approach
I work fully remotely and 100% paperlessly. Your financials are handled in a secure client portal, delivered on time, and explained in plain language. I hold current Intuit certifications in Bookkeeping, QuickBooks Online (Levels 1 and 2), and Payroll — so your books are handled by someone who has been formally trained and tested on the exact tools we use. I believe in transparent pricing, honest timelines, and the kind of reliability that lets you stop thinking about your books — because you know they're in good hands.
Certifications & Credentials
Let's Work Together
I'd love to learn about your business and show you what financial clarity looks like in practice. Start with a free 30-minute consultation — no pressure, no pitch.
Let's Start a Conversation
Whether you're ready to get started or just exploring your options — reach out. No pressure, no sales pitch. Just a straightforward conversation about your business and how I can help.
Get in Touch
What Happens Next
I'll respond within 1–2 business days.
Every message gets a personal response. I review your note and reply with a brief message and a link to schedule your consultation.
We have a free 30-minute consultation.
This is a real conversation — not a sales call. We'll talk about your business, your current situation, and what you're looking for.
I send you a clear proposal.
After our call, I'll follow up with a written proposal: recommended service tier, scope, pricing, and a simple agreement. No surprises.
We get started.
Onboarding takes about one week. By the end of your first month, you'll have your first clean financials in hand.
Send a Message
Thank you, !
I'll be in touch within 1–2 business days. I look forward to learning about your business.
— Lisa
Based in NE Oklahoma. Serving the region. — Lisa