Your 2-Minute Overview

Not sure which bookkeeping tier or add-ons fit you best? We’ll look at how your business really runs—entities, job costing, and transaction volume—and recommend the right tier and separate services to support your growth.

Most small businesses invest less than a part-time hire to get full-time quality books, growth-ready reporting, and visibility tools. Our clients often recoup their fee through:

  • Time Saved
  • Missed Write-Offs Avoided
  • Smarter Decisions from Clean Reports
Tier 1 My Bookkeeper
Starting at $270 / month

Start with a solid foundation. My Bookkeeper keeps your day-to-day books clean and current so you always know where your money is going—without hiring a part-time bookkeeper. Perfect if you’re searching for bookkeeping services near me you can actually trust.

  • Cleanup Services — Get caught up fast and bring your books fully up to date
  • Gross Revenue Up To $250K — For businesses with annual gross revenue up to $250K
  • Number Of Monthly Transactions — Typically under 200 combined bank and credit card transactions
  • Weekly Transaction Categorization — Keep your books accurate and current
  • Weekly Update Emails — Stay informed with easy-to-read updates
  • Monthly Reconciliations — Match your accounts and ensure accuracy
  • Monthly Performance Reports — Understand your income and expenses clearly
  • Email Support — Quick help when you need it
Schedule My Tier 1 Call
MOST POPULAR
Tier 2 My Bookkeeper Growth
Starting at $500 / month

Built for businesses ready to grow. My Bookkeeper Growth includes everything in Tier 1 plus our private Growth Stack—branded booking, content, and tracking that helps the right people find you, trust you, and book with you.

  • Business Planning Guidance and Tools — Build smarter strategies and set financial goals with clarity
  • Gross Revenue Up To $500K — For businesses with annual gross revenue up to $500K
  • Number Of Monthly Transactions — Roughly 200–600 transactions per month across accounts
  • Branded Online Booking with Client Reminders
  • Unlimited Branded Social Media Posts
  • Instagram Lead Automation
  • Complete Website Tracking
  • Built-In Video Recorder w/ Teleprompter
  • 30-Minute Strategy Call (Monthly)
  • Email Support
Schedule My Growth Call
Tier 3 My Bookkeeper CFO
Starting at $1,000 / month

For owners who want a true financial co-pilot. My Bookkeeper CFO includes everything in My Bookkeeper + Growth, plus CFO-level forecasting and strategy so you can make bigger decisions with confidence—not guesswork.

  • Cash Flow Forecasting — See when money comes in and goes out so you can plan ahead
  • Gross Revenue $1M+ — For businesses with annual gross revenue of $1M+
  • Number Of Monthly Transactions — Often 600+ transactions per month across multiple channels
  • Budgets & What-If Scenarios — Explore how decisions impact your cash and profitability
  • Capital Allocation Guidance — Direct resources toward the highest-return areas
  • Safe Sizing of an Expandable Trading Pool — Grow responsibly while managing risk
  • 60-Minute Strategy Call (Monthly)
  • Email Support
Book My CFO Strategy Call
BOOKKEEPING TIERS + STANDALONE GROWTH SERVICES Our three bookkeeping tiers are the main way we help most clients. They keep your money organized and your reports easy to understand so you can make clear decisions.

The Separate Services / Add-Ons below are extra tools you can use on their own (even if we’re not doing your bookkeeping yet) or together with a tier as you grow. You can choose just one service, or mix a few to get more leads, better follow-up, or a stronger online presence.

Think of these as simple “boosts” you can turn on when you’re ready — and if you’re not sure where to start, we’ll help you pick what fits your business best.
Separate Service / Add-On
Google Business Profile & Map Pack Training

Live training to tune your profile, reviews, and posting strategy so you show up higher in local search and turn nearby searches into real calls and booked jobs.

Separate Service / Add-On
SEO & Authority Boost Campaigns

Done-for-you SEO campaigns that build authority, earn quality mentions, and improve rankings so ideal clients find you when they’re actively looking for help.

Separate Service / Add-On
Search Ads Management & Optimization

Strategy, setup, and ongoing optimization for your search ads—every click has a job: drive qualified leads into your funnel and onto your calendar.

Separate Service / Add-On
Lead & Client Email Follow-Up Sequences

Ready-to-send follow-up and nurture sequences that turn new leads, open estimates, and past customers into booked work and repeat business.

Separate Service / Add-On
Lead Magnets & Landing Page Systems

High-converting lead magnets and landing pages that capture contact details, start real conversations, and move prospects into your follow-up process.

Separate Service / Add-On
Branded Online Booking & Client Follow-Up

Branded booking pages with confirmations, reminders, and follow-up touchpoints so prospects can easily schedule and stay on track without you chasing them.

Separate Service / Add-On
YouTube & Short-Form Video Script Writing

Scroll-stopping, ready-to-record video scripts for YouTube and social media so you show up confident on camera and stay consistent without writing every line from scratch.

Separate Service / Add-On
Short-Form Video Clipping for Social & Shorts

Turn long videos into bite-sized clips tailored for Reels, TikTok, and YouTube Shorts so your best moments get seen, shared, and clicked on again and again.

Separate Service / Add-On
4K Video Hosting, Player, Embed & Analytics

Host your training and marketing videos in up to 4K with a fast, branded player, easy website embeds, viewer analytics, and the privacy controls you need to protect your content.

DISCLAIMER: A one-time cleanup fee may be charged depending on how much work is required to get your books caught up and accurate. Gross revenue ranges are guidelines only — we’re flexible and happy to place your business in the tier that makes the most sense.

NO TIME FOR BOOKS

A bookkeeper handles finances efficiently, minimizes errors, and provides expertise. We FREE up your time to focus on business growth, important priorities, and achieving better work-life balance.

MISSING PROFITS

A bookkeeper ensures accurate tracking of income and expenses. Knowing your cash flow allows smarter investing, efficient resource allocation, and better decisions to maximize profitability.

REQUEST AN ESTIMATE

Get a FREE quote today and see how our bookkeeping services can simplify your finances, save you time, reduce stress, and boost profits.

First Steps Snapshot

Our Estimate

Get Your Time Back.

Have More Money.

Let Us Organize Your Books!

Let's Meet

Which is Easier for You?

Phone, In-Person, or Over Camera?

Our Calendar is Below!

Our Partnership

Weekly Organized Books & Updates.

Up-to-Date Reconciled Accounts.

Monthly Performance Reports.

Hi, I'm Stacy!

I'm passionate about cooking and baking. Family is my heart, and I cherish every moment spent with loved ones.

Hello, I'm Jason!

I love traveling and experiencing new things with Stacy. I Enjoy Our time together while being healthy and fit.

Bookkeeping, Strategizing, Exposure

We. Can. Help.

Get Your FREE Estimate Today.

EXAMPLE INDUSTRIES WE SERVE

HOUSE CLEANING
PRESSURE WASHING
JUNK REMOVAL
HANDYMAN
TRUCKING & HAULING
PROPERTY MANAGEMENT
SALONS, BARBERS & SPAS
COFFEE STANDS & HOUSES

Customer Spotlight

Grateful for Our Amazing Clients and Excited to Help Others Grow!

Bookkeeping, Strategizing, Exposure

We. Can. Help.

Get Your FREE Estimate Today.

Bookkeeping, Strategizing, Exposure

We. Can. Help.

Get Your FREE Estimate Today.