Year-end is fast approaching, let's make sure your numbers are ready for their close-up
I help Coaches clean up their finances and make sense of their money, without shame, stress, or spreadsheet chaos.
KNOW YOUR NUMBERS. LEAD WITH FACTS. GROW ON PURPOSE*
Always impressed by Lisa's professionalism and willingness to help. She's knowledgeable, organized, and an asset to every team she supports
A. stanley, Controller
3 Ways I Can Help You....
1
clean up & clarify
We'll untangle the numbers, fix what's been hiding in the background, and rebuild your books so they actually show what's happening. You'll see where money's flowing in, what's slipping out, and how to steer things with confidence, no more guessing, just grounded direction.
2
systematize & simpli fy
Once everything's accurate, we'll make it effortless. I set up solid, streamlined systems that keep your finances consistent and predictable. No more patchwork fixes or late-night reconciliations, just calm, reliable numbers that back you up.
3
track, plan & grow
Here's where your numbers start working for you. Together, we'll track performance, map out profit goals, and make smart moves based on data that actually means something. You'll stop hoping things balance out and start steering your business with intention.
Because knowing Your Numbers Isn't Optional, it's the Backbone of Growth
Clean Books, Clear Decisions
Too many savvy entrepreneurs are flying blind, busy and booked, yet still wonder where the money went. That's not a hustle problem; it's a systems problem. When your books match your business, you stop winging it and start leading with facts. That's where I come in.
steady systems, strong growth
At Fiscallytics, I help you build financial systems that keep you informed and in control. I'm not here to judge messy numbers; I'm here to make them make sense. Together we'll rebuild what's off, simplify what's overcomplicated, and set up tools that support how you actually run things.
Because when your numbers tell the truth, everything gets lighter, planning, paying yourself, and finally resting easy knowing the math adds up.
Trusted Tools:
Gusto
Bill.com
Xero
QBO
The Lisa Leffler Pop Quiz
my daily uniform:
T-Shirt, Jeans, a notebook, and a cup of coffee (Heavy on the creamer)
what i'm known for:
Making Numbers behave and cleaning up the mess nobody else wants to touch
my favorite spreadsheet moment:
When the math matches the story, and finally everything clicks into place.
biggest pet peeve:
Unlabeled accounts. (If I have to guess, it's already wrong.)
my happy place:
In the Upper Peninsula of Michigan, with Coffee poured, reports balanced, inbox quiet.
my secret superpower:
I can spot what's off in your books faster than most people find their car keys.
Enjoyed working with you over the years. We solved numerous problems and integrated processes that contributed to the success of many of our clients.
S. TAlbert, Onboarding account Manager
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