Personalized Bookkeeping & Financial Support

Clarity in
your finances,
confidence in
your business.

LB Financial Insights provides reliable bookkeeping and financial organization for small businesses — with the personalized attention you deserve.

Get in Touch →

My Promise

“When you work with LB Financial Insights, you work directly with me — not a team of rotating accountants.”

— Lilly, Founder

About

Solo provider.
Personal attention.

LB Financial Insights provides reliable bookkeeping and financial organization for small businesses. As a solo provider, every client receives personalized attention and consistent support. You are never treated like just another account.

My goal is to give small business owners clarity and confidence in their financials so they can focus on running and growing their business.

Lilly B - Founder of LB Financial Insights
Lilly B
Founder | LB Financial Insights
View my LinkedIn → QuickBooks Certified ProAdvisor
1:1
Direct access — you always work with me, not a rotating team
100%
Dedicated to small businesses and their unique needs
~1 day
Typical email response time — because your questions matter

Services

Everything your
books need.

From monthly upkeep to catching up on past records, I provide the financial organization and insight small businesses need to thrive.

01

Monthly Bookkeeping

Accurate categorization of transactions and reconciliation of accounts so your books stay organized and up to date every month.

02

Financial Reporting

Monthly financial reports including Profit & Loss statements and balance summaries to help you understand your business performance.

03

Catch-Up Bookkeeping

Behind on your books? I can clean up and organize past financial records so everything is accurate and ready for tax season.

04

Financial Insights

Clear explanations of your financial reports so you can make informed, confident decisions for your business — in plain language.

Pricing

Transparent plans
for every stage.

Simple, honest pricing designed around the needs of small businesses. No surprises.

Starter Plan
Starter
Starting at
$200 / month

Designed for small businesses with straightforward finances and a lower number of monthly transactions.

  • Monthly transaction categorization
  • Bank account reconciliation
  • Basic financial organization
  • Monthly Profit & Loss report
  • Email support for bookkeeping questions

Ideal for businesses managing up to 100 monthly transactions

Growth Focused
Growth
Starting at
$350 / month

Designed for growing businesses that need more detailed financial tracking and insight into their performance.

  • Everything in the Starter Plan
  • Higher monthly transaction volume
  • Multiple account reconciliation
  • Detailed financial reporting
  • Balance Sheet reporting
  • Monthly financial summary & insights

Ideal for businesses managing up to 250 monthly transactions

As Needed
Cleanup
Starting at
$75 / hour

If your books are behind or disorganized, I can clean up and organize past records so everything is ready for tax preparation.

  • Organizing past transactions
  • Reconciliation of prior months
  • Cleaning up inaccurate books
  • Preparing records for tax filing

Billed hourly — scoped to your needs

How I Work

Simple, consistent,
personal.

I provide personalized bookkeeping support designed specifically for small businesses. There are no rotating accountants or large teams — just consistent, reliable financial organization and reporting.

01
You Reach Out

Send me an email and I’ll get back to you within one business day to learn about your business and what you need.

02
We Align on a Plan

We discuss your current financial situation and agree on the right service level for your business stage and needs.

03
I Keep Your Books

I handle the ongoing categorization, reconciliation, and reporting — consistently and accurately, every month.

04
You Get Clarity

You receive clear reports and plain-language insights so you can make confident, informed decisions for your business.

Contact

Let’s work
together.

Interested in working together or have questions? I’d love to hear from you.

lilly@lbfinancialinsights.com →

I typically respond within one business day.