Trusted by Business Owners
Across the USA
Our Bookkeeping & Financial Mentorship Services
What’s Included in Each Service
Choose a service below to see who it’s for, what you get, and what happens next.
Best For
- Busy business owners who want clean books
- Anyone behind on bookkeeping
- Owners who want monthly clarity for decisions
What You Get
- Monthly categorization & reconciliation
- Profit & loss and balance sheet reporting
- Cleanup/catch-up options
- Ongoing support and check-ins
- Organized records for tax time
How It Works
- Quick discovery call
- Secure onboarding + access setup
- Monthly bookkeeping + simple reporting
Best For
- Individuals, freelancers, and small business owners
- Anyone who wants to maximize deductions and avoid surprises
- Clients who need help with IRS letters or tax questions
What You Get
- Federal tax return preparation and filing support
- Tax planning strategies to reduce annual tax liability
- Review of deductions, credits, and write-offs
- Estimated tax guidance for self-employed clients
- IRS notice assistance and compliance guidance (if needed)
How It Works
- Quick consult + checklist of documents
- Review, prep, and accuracy check
- File/submit + planning tips for next year
Best For
- Business owners who want to manage their own books confidently
- New bookkeepers seeking real-world guidance
- Anyone needing QuickBooks support and bookkeeping systems
What You Get
- Step-by-step bookkeeping coaching (weekly or biweekly)
- QuickBooks guidance (setup, cleanup, workflows, reports)
- Training on categorization, reconciliation, and bookkeeping best practices
- Templates, checklists, and systems for consistent bookkeeping
- Q&A support for real scenarios (errors, reports, month-end process)
How It Works
- Assessment call + goals (where you are vs where you want to be)
- Personalized mentorship plan + live sessions
- Practice + feedback + ongoing support until you’re consistent
Who we are?
Miss LC's Bookkeeping & Beyond is a finance focused service helping small businesses manage books, handle taxes, and make smart financial decisions for long term growth.
Meet Lisa Culverwell & The Team
Meet Lisa Culverwell, our lead instructor with 10+ years of experience in bookkeeping and tax preparation for small and big businesses. With her, we have dedicated students that help us power a community built on 100% accurate accounting, tax-ready books, and smarter financial reporting.
Guided by Faith, Committed to Excellence
Remaining Biblically Balanced
Distance shouldn’t mean confusion. We educate our clients on reading financial statements and understanding their data. We believe there is no such thing as a stupid question, if you don’t ask, you’ll never learn.
Education
An important step of a business’ success is educating the clients and students in reading financial statements and in application. It’s also important to know that there’s no such thing as a stupid question. If you don’t ask, you’ll never learn.
Communication & Connection
Just like every successful marriage, communication is key to having a successful relationship with our clients and students. In the same way, treating a client’s business as if it were our own and having their best interests at heart go hand-in-hand.
20+ Years of Experience
With over 20 years of experience, Lisa Culverwell brings clarity and order to your books, making them simple, accurate, and easy to manage with care and confidence.
Our Story: A Unique Approach to Bookkeeping
Lisa Culverwell started Miss LC’s Bookkeeping & Beyond with a unique goal: to teach bookkeeping in a way that makes sense. We know that the best way for people to learn is by doing, which is why we created our nationwide Bookkeeping Discipleship Program.
How It Works: With your permission, our trained bookkeepers manage your accounts under the strict and direct supervision of our experienced professionals.
Seamless Service: Utilizing modern cloud tools, we manage your books remotely with the same care as an in-house team.
Win-Win: Our students gain valuable experience, and you receive competent, reviewed, and cost-effective bookkeeping services.
Our Latest Insights
Proprietary data, expert analysis and bold thinking for leaders who want to achieve the extraordinary.
What Our Clients Say
Frequently Asked Questions
Do I need a bookkeeper for my small business?
Yes, if you have regular transactions, payroll/contractors, or tax-time stress. A bookkeeper keeps everything organized, accurate, and ready for smarter decisions.
What does a bookkeeper do for a small business?
A bookkeeper records income/expenses, reconciles accounts, tracks invoices/receipts, and prepares reports (like profit & loss) so you always know what’s happening financially.
Do I need a bookkeeper if I use QuickBooks or other accounting software?
Usually, yes. Software helps you enter data but a bookkeeper ensures it’s categorized correctly, reconciled, and clean enough to trust (and use for taxes).
How often should I update my bookkeeping records?
Ideally weekly, with at least monthly reconciliations. Staying current prevents errors, missed deductions, and year-end cleanup panic.
What documents do I need to bring to my tax preparer?
Bring prior-year returns, income forms (W-2/1099, etc.), bank statements, expense summaries/receipts, and any documents tied to deductions/credits. We’ll provide a checklist so nothing gets missed.
What documents do I need to bring to my tax preparer?
Bring prior-year returns, income forms (W-2/1099, etc.), bank statements, expense summaries/receipts, and any documents tied to deductions/credits. We’ll provide a checklist so nothing gets missed.
What is the average fee for a tax preparer?
It depends on complexity. Many individual returns land in the few-hundred-dollar range, while business or more complex filings can be higher, pricing is typically based on forms, time, and how organized the records are.