Organized wooden desk with a laptop, steaming coffee cup, books, calculator, pens, and a tablet, with a neutral background.

Welcome to Stress-Free Bookkeeping

Black calculator with large buttons and a blank display on a light wooden desk near a window with sunlight

Idrissa Lipscomb
Founder, Books AND Beyond Financial Services

With nearly 20 years of experience in bookkeeping, accounting, auditing, and banking, Idrissa Lipscomb founded Books & Beyond Financial Services to provide small businesses with the clarity, confidence, and strategic guidance necessary for financial success.

Idrissa holds a degree in business and brings advanced expertise in QuickBooks and accounting systems. She specializes in building customized, streamlined bookkeeping solutions that improve operational efficiency, reduce financial stress, and support data driven decision making. Her firm collaborates with entrepreneurs across a wide range of industries, providing the financial structure and strategic insight needed to support sustainable growth and informed decision making.

Beyond her technical acumen, Idrissa is a dedicated advocate for financial literacy. She believes that empowering individuals with financial knowledge is essential to long-term personal and professional success. In particular, she is committed to equipping the next generation with the tools and confidence needed to build strong financial futures- laying a foundation for informed, empowered communities.

Who we are

A black desk with a white sheet of paper, a cup of black coffee, a smartphone, a pen, and a printed tax document.

Explore what we offer

Bookkeeping Services

  • Monthly Bookkeeping
    Accurate, organized financial records to keep your business running smoothly. Includes monthly transaction categorization, account reconciliation, and financial reporting.

  • Account Reconciliation
    Ensure your financial records align with your bank and credit card statements for accurate, up-to-date books.

  • Invoicing & Bill Pay Support
    Assistance managing your accounts receivable and payable, so you stay on top of cash flow.

  • Payroll Tracking
    Keep payroll records accurate and organized.

  • Financial Reports
    Monthly or quarterly reports (P&L, Balance Sheet, Cash Flow) to help you understand your business finance

  • Catch-Up Bookkeeping
    Fallen behind? We’ll help you get your books up to date—fast, clean, and tax-ready.

  • Technology Integration & Cleanup
    Start fresh or get your existing files organized and optimized for efficiency.

Person in a suit holding a newspaper titled 'Business' in an office setting.

Business Formation Services

  • Entity Selection Guidance
    Get expert support in choosing the right legal structure for your business—LLC, S Corporation, or sole proprietorship—based on your goals, liability, and tax needs

  • State Registration
    We handle the paperwork to officially register your business with the appropriate state agencies, so you can start operating with confidence.

  • EIN Application
    Secure your Employer Identification Number (EIN) quickly and accurately for tax filings, bank accounts, and hiring.

  • Basic Compliance Setup
    Stay compliant from the start with help preparing foundational documents like operating agreements and business licenses.

  • D-U-N-S Number Registration

    We assist you in applying for a D-U-N-S Number through Dun & Bradstreet—a unique business identifier often required for government contracts, grants, and building business credit. Get set up accurately and efficiently with our guidance.

  • Accounting System Setup
    Set your business up for success with a properly organized bookkeeping system tailored to your operations and industry.

What’s Next

*

What’s Next *

A silver laptop with a black screen on a wooden desk, with decorative items on each side: gold geometric bookends on the left and a small potted succulent plant on the right.

In addition to our core services in bookkeeping and business formation, we're expanding to offer new tools and support for your financial growth. Here's what's in development:

Financial Planning Tools
– Custom Financial Planners
– Budgeting Notebooks
– Business Expense Trackers

Budgeting & Forecasting Support
Gain deeper insight into your cash flow and plan for future growth with personalized budgeting strategies.

Business Credit Guidance
Learn how to build and manage business credit to open up funding opportunities and strengthen your financial foundation.

Annual Tax Preparation
Streamlined, stress-free support for filing your business taxes accurately and on time.

Interested in early access or want to share what you'd like to see? Let’s chat!

Schedule a time with us

An open weekly planner on a wooden desk. The pages show dates for the week, with some handwritten notes.

Let’s Talk About What You Need

Every business has its own path. Whether you're launching your first business or looking to get more organized as you grow, we offer guidance that’s tailored to your stage and vision. We’ll work with you to understand your goal, tackle challenges, and find the right solutions-from solid bookkeeping systems and business formation to smart financial tools that support long-term growth.

Schedule a free consultation and get clarity on your next step.

Follow us on social

Minimalist line drawing of a person wearing glasses looking at a smartphone, with a soft shadow on their face.