Online Bookkeeping Services: How Tiered Packages Help You Stay Profitable
If you’ve ever spent your “CEO time” chasing down receipts, running last-minute payroll, or Googling how to fix a QuickBooks report—you’re not alone.
Many business owners start their day with the best intentions, only to get buried under admin tasks, cash flow questions, or backlogged bookkeeping. It’s easy to confuse busyness with progress. But the truth is, growth doesn’t come from spreadsheets—it comes from strategy.
And that’s where online bookkeeping services come in. At ClearView, our monthly support packages are built specifically to meet business owners where they are—and help them move forward.
Whether you’re catching up, leveling up, or scaling out, our tiered bookkeeping packages are designed to clear the clutter, give you clarity, and drive profitability.
Why Tiered Support Matters
No two business owners need the same level of financial support. A solo contractor managing a handful of clients doesn’t need the same tools or time investment as a growing healthcare practice or a construction company with payroll and job costing.
That’s why we don’t offer one-size-fits-all solutions. Instead, we’ve created three distinct levels of support—so you can get exactly what you need (and nothing you don’t) at each stage of your growth journey.
Let’s walk through how each tier of ClearView’s online bookkeeping services helps lighten your workload and build financial momentum.
Tier 1: Foundational Support
Best for: Business owners who need clean, current books and up-to-date reports
If you’re still doing your own books—or you’ve outgrown a part-time bookkeeper who’s always behind—this is where we start.
Our foundational bookkeeping support gets your records accurate, your systems organized, and your reports delivered on time.
What’s included:
Full software setup and QuickBooks optimization
Monthly reconciliations and transaction categorization
Basic financial reporting (P&L, Balance Sheet, Cash Flow)
Entry-level advisory: clear insights and support to understand the basics
What you gain:
Relief from the monthly grind of data entry
Financial clarity with minimal lift
A clean foundation to make decisions with confidence
This tier is especially valuable if you’re behind on your books, unsure whether your reports are accurate, or just ready to hand off the monthly grunt work so you can get back to leading.
Tier 2: Enhanced Strategy
Best for: Businesses with growing complexity, cash flow concerns, or big decisions on the horizon
Once your books are in good shape, you may find yourself asking better (and bigger) questions:
Can I afford to hire?
Should I change my pricing?
Why is there cash in the bank but no profit showing up on paper?
Tier 2 is designed for business owners who want more than clean books—they want answers.
What’s included:
Everything in Tier 1
Strategic reviews of your financials
Cash flow analysis and forecasting support
Personalized insights to help you plan ahead
What you gain:
Greater visibility into what’s working—and what’s not
Monthly support that helps you interpret trends
Confidence in financial decisions that affect your team, your pricing, and your growth
This tier is perfect for those who are past survival mode and ready to use their numbers as a growth tool.
Tier 3: Full Financial Partnership
Best for: Owners who want expert support without building an in-house finance department
This is where operational bookkeeping becomes a strategic partnership. Tier 3 is built for businesses that need full-service support across bookkeeping, accounts payable, payroll, and financial strategy—without hiring a controller or CFO internally.
What’s included:
Everything in Tier 2
Full-charge bookkeeping (bill pay, invoicing, collections)
Payroll coordination (via trusted partners like Cirrus Payroll)
Strategic financial sessions with CFO-level insight
Optional add-ons: AP/AR management, custom reporting, job costing
What you gain:
A trusted financial team that grows with your business
Strategic guidance aligned with your long-term goals
The time and headspace to lead your business—not manage the back office
We often describe this tier as your “financial engine room.” You get a full team running in the background so you can stay out front—leading, selling, building, and growing.
Built to Fit. Designed to Grow.
The beauty of tiered online bookkeeping services is that they evolve with you. You’re never overpaying for support you don’t need—or stuck trying to force your growing business into a box that’s too small.
Whether you’re just getting organized or preparing for rapid growth, we help you stay focused on what really matters:
✅ Timely data you can trust
✅ Systems that save you time
✅ Strategy that supports real profitability
Our monthly packages aren’t just about reports—they’re about results. When your financials are clean, current, and working for you, the whole business moves smoother.
Let Us Handle the Numbers—You Focus on Growth
You didn’t start your business to run spreadsheets. And the longer you try to juggle it all, the harder it is to scale.
ClearView’s monthly online bookkeeping services are built to relieve the burden of managing your financials alone—so you can finally lead with confidence, not confusion.
We meet you where you are. We grow with you. And we never disappear when things get busy.
Curious which support level fits your business best?
Book a free Diagnostic & Review with our team and we’ll help you find the right package to increase profit—and reduce your workload.
You’re the CEO. We’ll be your financial backbone. Let’s move your business forward—together.
