Hey, I'm Lexi — the friendly CFO your business has been waiting for. I help service-based business owners get crystal clear on their money, price with confidence, and finally feel like the CEO they already are.
Bookkeeper | Educator | Speaker
Stop trying to figure out your finances alone.
Providing clarity, confidence, and direction
for sustainable business growth.
Start with support — no pressure, no obligation.
Honest discussion about your biz + goals & how I can help.
Stop trying to figure out your finances alone.
trusted by
service providers &
Entrepreneurs
Coaches &
consultants
creative biz
owners
solopreneurs ready to scale
6 & 7 Figure
Business owners
You’re doing the work — but it still feels chaotic.
Let me guess — you’re doing a lot.
You’re running a business, showing up for your family, and trying to keep all the moving pieces from falling apart… and somewhere in the middle of it all, your finances became another source of stress.
You know you should understand your numbers better. You want to feel confident when you make decisions. But most days it feels like you’re juggling, guessing, and hoping it all works out.
You don’t need more pressure or perfection — you need clarity, support, and someone in your corner who actually understands what this season of business (& life) looks like.
This is a judgement free zone. Resources & support available at every stage of entrepreneurship.
This is exactly where clarity changes everything.
When you understand what your numbers are telling you — and have someone to help you interpret them — decisions get easier, confidence comes back, and the chaos starts to settle.
GETTING STARTED
HOW TO WORK TOGETHER
No complicated onboarding. No jargon. Just clarity + confidence from day one.
01.
GET CLEAR ON WHERE YOU ARE + WHERE YOUR GOING
We take a real look at what's coming in, what's going out, & what your numbers are actually telling you.
02.
WE TAKE THE FINANCES OFF YOUR PLATE
You hand over the financial chaos. We clean it up, categorize it, & deliver reports that actually make sense.
03.
YOU RUN YOUR BUSINESS WITH CONFIDENCE
No more guessing. No more tax-time panic. Just a CEO who knows her numbers — because now you do.
Whether you’re just getting your footing or ready to fully delegate, there’s a way to work together that meets you where you are — with no pressure and no judgment.
SERVICES TAILORED TO YOUR BIZ
CHOOSE YOUR STARTING POINT
Whether you need someone to take over your books, learn how to price your services, or light up your next event — I've got you.
DONE-FOR-YOU
BOOKKEEPING SERVICES
Monthly, quarterly, or custom bookkeeping so you can stop stressing about your finances & start making real decisions with your dollars.
ONLINE COURSE
CHARGE WITH CONFIDENCE
Ready to stop undercharging? This course gives you the mindset shifts + tactical worksheets to price like the expert you already are.
SPEAKING
BOOK LEXI FOR YOUR EVENT
Confident decisions. Clear frameworks. Real talk — with heart. Bring a talk that your audience will be googling on the way home.
What others are saying
"THE EXCEL SPREADSHEET IS WORTH THE COST OF THE COURSE ITSELF."
- Alicia Ortman
BUSINESS Coach
I didn’t always feel confident with money — even when I “knew” what I was doing.
Here’s the part I don’t think we talk about enough.
Even with business school.
Even with the tactical knowledge.
Even while making money…
Finances still felt heavy.
There were seasons I focused too much on the numbers — obsessing, stressing, burning myself out. And other seasons where I avoided them completely, especially when I knew there wasn’t enough. Like if I didn’t look, it somehow wouldn’t be real.. ? (Anyone else relate?)
Add motherhood, late nights, client work, and the mental load of holding everything together — and it felt like a constant tug-of-war between ambition and exhaustion.
The turning point wasn’t just learning better strategies.
It was realizing mindset matters just as much as math.
I had to slow down, reflect, and make braver decisions — like raising my rates, setting stronger boundaries, and trusting myself enough to ask for what I actually wanted.
That’s when things shifted.
Not overnight.
But steadily.
My boundaries got stronger.
My decisions got easier.
And my profit started flowing in a way that finally felt sustainable.
If any of this sounds familiar, I want you to know something important:
You’re not behind.
You’re not bad with money.
You’re just ready for a different approach.
And you don’t have to figure it out alone.
If pricing your services feels like guesswork… this is for you.
Charge With Confidence was created for the woman who:
Is ready to grow her income
Knows her pricing needs to change
But doesn’t know how to set prices that align with her goals
This isn’t about complicated formulas or spreadsheets that make your head spin.
iT'S ABOUT:
Understanding your numbers without overwhelm
Setting prices you actually feel good about
Making confident decisions that support your life and your business
It’s a mindset shift and a tactical foundation — something you’ll come back to again and again as your business grows.
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business owners—whether they’re just starting to think about pricing or those who haven’t revisited their pricing strategy in years—would benefit greatly from this course!
Annia Mercado
Systems Consultant
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The information was all very helpful and to the point. I think it's a helpful workshop for any business owner!
Emily Abe
HR Consultan
This isn't about perfection.
It's about creating steady momentum - with support.
If you’re ready to stop second‑guessing and start trusting your financial decisions, this is your next step.
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[SBB] has helped me go from stressed out to streamlined. Lexi has been incredible to work with since day one. She jumped in, learned our processes quickly and has helped us implement systems that are easy to manage and maintain. She is responsive, thorough, and professional. Her integrity is second to none and I highly recommend her and her services.
Lauren Isbell
Executive Director
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Lexi is an absolute breathe of fresh air! Her knowledge, experience, and willingness to learn new tasks for us has been invaluable. She brings a great attitude to work everyday, and we are extremely greateful to have her on our team as we continue to grow.
Max McCreery
Entrepreneur
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Lexi is a hard worker and is more than willing to take on anything asked of her (accounting and not). While she is kind and friendly, she also has a great understanding of accounting policies and procedures. I would recommend her to any small business looking for an affordable and helpful accounting solution.
Ross Gordon
President
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Lexi helped me get my books together... Lexi made this process very clear and communicated all the needs in easy to understand steps. I highly recommend using Service Based Bookkeeper. The relief knowing that I have someone on my team with my best interest in mind is extremely valuable.
Brandon Tull
Consultant
FREE RESOURCES
NOT READY TO COMMIT? START HERE.
Two free tools that'll give you immediate wins — no credit card, no catch.
FREE DOWNLOAD
THE CONFIDENT PRICING TOOLKIT
Unsure what to charge? Stomach-churning when you say your rate? This toolkit walks you through exactly how to build prices you can stand behind.
FREE 5 DAY GUIDE
PATH TO PROFIT
A step-by-step guide that walks you through your numbers, your expenses, & how to generate more revenue — in just 5 days.
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No nonsense, ever. Just real life updates, accounting deadlines you need to know, & important updates to keep your biz running smoothly.
service based bookkeeper
Helping service-based business owners understand their money, price with confidence, & build businesses that actually pay them well.
services
Quarterly or Monthly Bookkeeping
CFO Package
Work with my team
learn
Charge with Confidence
Confident Pricing Toolkit
Path to Profit Guide
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