About Critical Calculations

Hi, I’m Lisa Kodak, founder of Critical Calculations, where bookkeeping isn’t just about numbers—it’s about building dreams, fueling growth, and guiding business owners toward financial clarity with confidence.

Formerly a corporate accountant with over 25 years of experience in cost accounting and payroll, Critical Calculations was born out of a passion for helping small business owners feel empowered, not overwhelmed, by their finances. After decades behind the scenes of major financial systems, I realized that my true calling was working directly with passionate entrepreneurs—people like you—who are ready to grow, pivot, or launch with the right financial strategy in place.

I’m a certified QuickBooks Online ProAdvisor with a deep love for turning chaos into clarity. Whether it’s streamlining your bookkeeping systems, training you and your team, or setting up a solid foundation from scratch, I bring practical solutions, patient guidance, and a whole lot of heart into every client relationship. My sweet spot? Helping startups, growing service providers, and creatives get their books in shape and build systems that actually support their goals.

But this isn’t just about spreadsheets—it’s about connection. I’m eager to learn about your vision for success, and to become your go-to partner in financial strategy. I’m committed to being in your corner every step of the way, with a friendly face, easy-to-follow processes, and a shared excitement for what’s next.

From my cozy coral-colored office to every Zoom call, Critical Calculations is a space where your business can thrive with confidence, clarity, and a whole lot of encouragement.

Let’s build your business—one solid number at a time.

Testimonials

What Our Clients Say

Working with Critical Calculations LLC was a fantastic experience. Their work was professional, delivered faster than expected, and they provided a helpful video instruction reel with the final product. I will definitely be using them from now on.
Critical Calculations - Testimonial
Kaitlin K.
Winston-Salem, NC
We love working with LIsa. She takes the time to answer all of our questions and explain everything in a clear, easy-to-understand way. We've relied on her for all our bookkeeping needs and will continue to do so.
Critical Calculations - Testimonial 2
Dale & Dot M.
Kingsport, TN
Critical Calculations has been invaluable to the continued success of my business. They're always there to answer my questions, guide me through understanding my bookkeeping, and provide the support I need to keep everything on track.
Critical Calculations - Testimonial 3
Lisa P.
Naples, FL

FAQ

Frequently Asked
Questions

We work with a wide variety of small businesses, including service providers, creatives, consultants, and trades-based businesses. Whether you’re just starting out or you’ve been operating for years, our services are customized to meet your needs.

No! While we proudly serve the Tri-Cities TN/VA area, many of our clients are located across the U.S. We use secure cloud-based tools to handle everything remotely — so you can work with us no matter where you are.

We primarily use QuickBooks Online and can help you get set up if you’re new to it. We also offer training so you or your team can feel confident using the software day-to-day.

Absolutely. One of our most popular services is book cleanup — perfect for businesses that have fallen behind or need to fix errors before moving forward. No judgment, just results.

Our pricing depends on your business size, transaction volume, and service needs. We offer flexible monthly packages as well as one-time cleanup projects. Contact us for a personalized quote.

Each package is tailored, but typically includes:

  • Monthly bank and credit card reconciliations

  • Categorization of income and expenses

  • Financial reporting

  • Ongoing support and communication

Higher-tier packages include A/R and A/P tracking, advisory support, and more.

Yes, we recommend that you retain a tax professional for preparing and filing your returns. However, we work closely with CPAs and tax preparers to ensure your books are clean, accurate, and ready at tax time — saving you time and money.

If managing your books is taking time away from growing your business — or if you’re unsure of your financial position — it’s time. We help turn uncertainty into confidence with accurate records and actionable insight.

Absolutely. We use encrypted, cloud-based systems to ensure your data is protected and backed up. Your privacy and security are our top priority

Simply contact us to schedule a free discovery call. We’ll talk through your current setup, your challenges, and how we can help — then provide a custom proposal based on your goals.