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Set Up
We'll build the financial foundation so you can start with confidence.
Catch Up
We'll bring everything back into order and help you move forward with clarity.
Keep Up
We'll keep your books organized, accurate, and up to date.
Hand Off
We'll become the trusted partner who keeps your finances running smoothly month after month.
"Our job is simple: care for your business with the same ownership, precision, and commitment we'd expect for our own."
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LISA STAFFORD, FOUNDER
Our Trusted Team
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Meet Lisa
For more than 25 years, Lisa Stafford has helped business owners bring clarity, organization, and confidence to their finances. She understands that behind every set of books is someone working hard to build something meaningful, and she believes every business deserves a trusted financial partner.
With experience spanning construction, nonprofit organizations, and service-based businesses, Lisa brings expertise in bookkeeping, payroll, and financial operations. She holds a Bachelor's degree in Business Administration with an emphasis in Accounting and is a QuickBooks Online Certified ProAdvisor.
Known for her meticulous attention to detail and relationship-first approach, Lisa is passionate about helping business owners simplify their finances, build strong financial foundations, and move forward with confidence.
Meet Heather
As a Staff Associate at Stafford Bookkeeping and Consulting, Heather helps ensure clients' financial records stay accurate and current. She takes pride in providing the consistent, dependable support that keeps a business's day-to-day finances running smoothly.
Heather assists with core bookkeeping functions such as data entry for accounts payable and accounts receivable, account reconciliation, and payroll processing. She holds a Bachelor's degree in Business Administration with an emphasis in Management.
Known for her thoroughness and reliability, Heather is dedicated to supporting the team so clients always have accurate, well-organized books to rely on.
Meet Joel
For nearly 20 years, Joel has worked with small businesses to evaluate financial performance and understand the factors that drive long-term success. His background in commercial and SBA lending, along with senior credit and credit management roles, has given him a broad, practical understanding of the financial challenges business owners face.
As a consultant with Stafford Consulting & Bookkeeping, Joel works alongside Lisa to provide clients with an added level of financial insight and analysis. He holds a Bachelor's degree in Business Administration with an emphasis in Finance and Accounting and is a graduate of Pacific Coast Banking School.
Known for turning financial information into practical, actionable insight, Joel is committed to helping business owners understand what their numbers are telling them and plan confidently for the future.
What Our Clients Say
Let's Connect
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Every business is different. Tell us about yours, and we'll help you find the right path toward greater financial clarity and peace of mind.