Personalized Bookkeeping & Financial Support
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 Me
Hi, I’m Lilly, the founder of LB Financial Insights.
I am a finance professional with experience in financial analysis, revenue management, and full-cycle bookkeeping. I currently work as a Senior Financial Analyst while completing my MBA in Finance. Through my professional experience, I have developed a strong background in financial reporting, budgeting, and helping teams make informed, data-driven decisions.
I started LB Financial Insights because I genuinely enjoy working with small businesses. As a small business owner myself, I understand how challenging it can be to run a business while also trying to stay on top of your finances. In a world that is increasingly dominated by large corporations and automated services, I believe there is real value in supporting small businesses and entrepreneurs who are building something meaningful in their communities.
My goal is to make financial information clear and accessible so business owners can feel confident about their numbers and focus on growing their businesses. When you work with LB Financial Insights, you work directly with me. I believe financial support should be personal, transparent, and built on trust rather than passed between multiple people or departments.
Outside of work, I enjoy spending time outdoors and learning new things. I take care of my chickens, enjoy growing fruits and vegetables, and am always curious about developing new skills. That same curiosity and dedication to learning carries into my work, where I am always looking for better ways to help my clients understand their finances and build stronger businesses.
If you are looking for a bookkeeper who takes the time to understand your business and provide thoughtful financial insight, I would love to connect.
Services
From monthly upkeep to catching up on past records, I provide the financial organization and insight small businesses need to thrive.
Accurate categorization of transactions and reconciliation of accounts so your books stay organized and up to date every month.
Monthly financial reports including Profit & Loss statements and balance summaries to help you understand your business performance.
Behind on your books? I can clean up and organize past financial records so everything is accurate and ready for tax season.
Clear explanations of your financial reports so you can make informed, confident decisions for your business — in plain language.
Pricing
Simple, honest pricing designed around the needs of small businesses. No surprises.
Designed for small businesses with straightforward finances and a lower number of monthly transactions.
Ideal for businesses managing up to 100 monthly transactions
Designed for growing businesses that need more detailed financial tracking and insight into their performance.
Ideal for businesses managing up to 250 monthly transactions
If your books are behind or disorganized, I can clean up and organize past records so everything is ready for tax preparation.
Billed hourly — scoped to your needs
How I Work
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.
Send me an email and I’ll get back to you within one business day to learn about your business and what you need.
We discuss your current financial situation and agree on the right service level for your business stage and needs.
I handle the ongoing categorization, reconciliation, and reporting — consistently and accurately, every month.
You receive clear reports and plain-language insights so you can make confident, informed decisions for your business.
Contact
Interested in working together or have questions? I’d love to hear from you.
lilly@lbfinancialinsights.com →I typically respond within one business day.