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Beyond The Books

After more than two decades of helping entrepreneurs navigate the financial side of business, Stacey Gardner has gathered the practical lessons, real-world experience, and foundational principles every business owner deserves to know. Beyond the Books is a clear, approachable guide to understanding your numbers, making stronger decisions, and building a business with greater confidence and long-term purpose.

A Bookkeeper’s Guide to Building
a Profitable, Meaningful Business

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20+

Years Accounting Experience

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150+

Businesses Served

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Roles

City Treasurer, Controller, CFO, Founder

WHY I WROTE THIS

A Personal Note from Stacey

“Over the past 20+ years, I’ve worked alongside hundreds of small business owners, celebrated incredible wins with them, helped navigate difficult seasons, and watched avoidable mistakes cost people time, money, and confidence.

I wrote this book because I believe every entrepreneur deserves practical guidance before they have to learn these lessons the hard way. Beyond the Books brings together the conversations I’ve had across conference tables, bookkeeping meetings, coaching sessions, and years of working beside business owners every day.
My hope is that this book helps you build not only a profitable business, but one that reflects your values, supports your family, and creates the future you envision.”

- Stacey Gardner
Founder & CEO, Shoebox Bookkeeping Service

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“Owning a business isn’t just about making a living; it’s about creating something that reflects your purpose, persistence, and passion.”

WHO THIS BOOK IS FOR

This Book Is For You If...

You’re preparing to start your first business

You’ve been in business for years but still don’t feel fully confident with your finances

You want to better understand your financial reports

You need practical guidance without complicated accounting language

You’re building with long-term goals in mind

You believe success should be measured by more than profit alone

WHO THIS BOOK IS FOR

Find Your True North, Four Directions at a Time

Every business needs a compass. These are the four directions Beyond the Books will help you navigate.

N FOUNDATION

Build a Strong Foundation

Business planning

Entity selection

Insurance

Taxes

Building your professional team

"Your Business Dream Team: Who should be in your circle?"
E CLARITY

Understand Your Numbers

Cash flow

Budgets

Financial reports

Payroll

Owner compensation

S MOMENTUM

Lead and Grow

Hiring

Leadership

Mindset

Technology

Networking

"Time is your most valuable business resource—not your products, not your skills, and not even your money."
W LEGACY

Build a Lasting Legacy

Personal finance

Exit planning

Long-term growth

Creating meaningful impact

MEET THE AUTHOR

Take a Look inside

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“Owning a business isn’t just about making a living; it’s about creating something that reflects your purpose, persistence, and passion.”

MEET THE AUTHOR

Stacey Gardner, Founder & CEO, Shoebox Bookkeeping Service

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20+

Years Accounting Experience

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Roles

City Treasurer, Controller, CFO, Founder

Stacey Gardner is the Founder and CEO of Shoebox Bookkeeping Service, which serves clients across Utah and beyond. 

With over 20 years of accounting experience, she has held roles that include City Treasurer, Controller, and CFO.  She is passionate about helping small businesses succeed and she believes strong businesses are built through integrity, relationships, and a genuine desire to serve others.  Through her work, she helps business owners gain clarity, confidence and the financial foundation needed to grow both their business and their vision.

Early Praise

Frequently Asked Questions

MEET THE AUTHOR

Ready to Build a Business with Greater Confidence?

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"Owning a business is more than a career choice; it's a privilege and, for many, a dream realized."

LOVE LEARNING?

Continue the Journey with Shoebox

Shoebox Bookkeeping helps business owners stay organized, understand their numbers, and confidently manage the financial side of their business.

Beyond the Books

A Bookkeeper's Guide to Building a Profitable, Meaningful Business, by Stacey Gardner.


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