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Beyond The Books

After more than two decades of working alongside business owners, I’ve learned that building a successful business is about so much more than the numbers.

Beyond the Books brings together the practical lessons, real-world experience, and principles I’ve learned throughout my career to help business owners build with greater confidence, understand
their numbers, make better decisions, and create a business that’s both profitable and meaningful.
This book is about building a business that works; not just on paper, but in real life.

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

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20+

Years Accounting Experience

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Roles

City Treasurer, Controller, CFO, Founder

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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."

WHY I WROTE THIS

A Personal Note from Stacey

This book is about building a company the right way, with integrity, hard work, and a genuine desire to help people. 
It’s about creating something that matters beyond the numbers, it’s about building YOUR business!

Inside these pages, I share the experiences, lessons, and challenges that helped shape Shoebox Bookkeeping Service into what it is today, along with the knowledge I’ve gained from helping countless other business owners navigate the challenges of building and growing their own businesses. 

Bookkeeping and financials are an important part, but every business owner also needs to focus on their leadership skills, relationships, growth and building a business that truly supports their people.  

From my practical, real-world experiences, my goal is to encourage you, the business owner, to build something profitable, sustainable, and meaningful, all without losing sight of why you started in the first place. 

- Stacey Gardner, Founder & CEO, Shoebox Bookkeeping Service

WHO THIS BOOK IS FOR

This Book Is For You If...

You're starting a business and want to build it on a strong foundation

You've been in business for years but know there are areas you could manage better

You want to better understand your numbers and use them to make confident business decisions

You want practical, real-world guidance on the things business owners need to know, from finances and taxes to hiring, leadership, time management, and planning for growth

You're ready to stop simply reacting to what comes your way and start running your business with greater intention

You want to build the right team, put better systems in place, and create a business that doesn't depend entirely on you

You're building for the long term and want to create something that's profitable, sustainable, and meaningful

You believe owning a business is about more than making money, it's about building something with purpose and creating an impact that reaches beyond the books

Navigate The Business Beyond the Books

Building a successful business means navigating more than just the numbers. Beyond the Books brings together the financial knowledge, practical business foundations, leadership lessons, and long-term thinking every business owner needs along the way.

Build your Foundation

Start Strong and Protect What You're Building

Business planning

Choosing the right entity structure

Operating agreements

Insurance and compliance

Taxes

Building your Business Dream Team

Know Your Numbers

Understand the Financial Side of Your Business

Financial management

Budgets and cash flow

Understanding your financial reports

Payroll

Owner's payroll vs. draws

Planning and making informed financial decisions

Build & Lead

Create a Business That Can Grow

Hiring and building the right team

Leadership

Time management

Networking

Client experience

Technology and systems

Plan Beyond Today

Build Something That
Lasts

Long-term business planning

Personal finance for entrepreneurs

Creating a business that isn't entirely dependent on you

Exit strategy

Building a profitable, meaningful business

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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