Your dedicated in-house team

Meet your
bookkeeper.

Three dedicated in-house roles on every account. Not one overloaded generalist — a structured team with a clear process, quality over quantity, and books delivered on the 10th of every month.

3
Dedicated roles per account
In-house
100% — no contractors
10th
Books delivered monthly
100%
Staff retention rate
Why three roles matter

You don't get one person
doing everything alone.

Most bookkeeping firms assign you one person — and hope for the best. That person categorizes, reconciles, reviews, files, communicates, and manages your account. Alone. Across 20, 30, sometimes 40 clients.

At MyerrsCFO, every full-service account runs three dedicated in-house roles. Each person has a specific responsibility. Nothing falls through the gaps. Nothing is reviewed by the same person who made it. Quality is built into the structure — not left to chance.

  • Onboarding Specialist sets your account up right from day one
  • Dedicated Bookkeeper manages your account every month
  • Senior Bookkeeper independently reviews everything before delivery
  • Same team every month — continuity you can count on
  • Never overloaded — quality over quantity, always
🏢
100% in-house — every single person
Every team member is a full-time MyerrsCFO employee — hired, trained, and invested in by us. Not a freelancer, not a contractor, not someone juggling ten other firms simultaneously.
🌱
Personal and professional wellness training
Our team receives ongoing professional development and personal wellbeing support. Fulfilled people do better work and stay. Our 100% retention rate exists because we actually invest in the people who serve you.
🎯
Quality over quantity — not overloaded
We never overexhaust our bookkeepers with more clients than they can serve well. Your dedicated person brings full focus to your account — not split attention across dozens of clients.
💛
Built by a CFO with a Heart
Elena built this team on the belief that the way you treat your own people is exactly how they'll treat your clients. A team that feels valued delivers work that reflects it.
Your dedicated team

Three roles. Every account.

A clear structure where every person has a specific purpose — and nothing reaches you without passing through all three.

1
🧭
First point of contact
Onboarding Specialist

Your journey starts here. Everything configured correctly before month one begins — so your Bookkeeper can hit the ground running with zero confusion.

  • Collects all intake information and platform access
  • Sets up QBO company file, chart of accounts, bank feeds
  • Connects LMB or A2X to all selling platforms
  • Confirms COGS method, fiscal year, opening balances
  • Completes full handover to your Bookkeeper
Active: onboarding period
2
📊
Your dedicated account manager
Bookkeeper

Your Bookkeeper is the person who manages your account every single month. They know your business, your platforms, your preferences — and they never work more accounts than they can genuinely serve.

  • Day-to-day transaction categorization and bank rules
  • Monthly reconciliation — platforms, bank, credit cards
  • COGS journal entries and inventory adjustments
  • Platform management — Amazon, Shopify, multi-channel
  • Prepares monthly P&L and Balance Sheet for review
Active: every month, ongoing
3
🔍
Second-round review & sign-off
Senior Bookkeeper

Before anything reaches you, it passes through the Senior Bookkeeper. Independent, separate review — every single month. Two sets of expert eyes on your books, every time.

  • Independent review — completely separate from the Bookkeeper
  • Checks categorization, reconciliation, COGS accuracy
  • Reviews P&L and Balance Sheet for anomalies
  • Signs off before reports are delivered to you
  • Ensures delivery on the 10th of every month
Active: monthly review & sign-off

The process that delivers
books on the 10th.

The same four steps, every client, every month. No variations. No shortcuts. This is how consistency happens.

01
🧭
Onboarding

Onboarding Specialist configures everything. QBO, platforms, chart of accounts, opening balances. Done once, done right.

One-time
02
📊
Bookkeeping

Dedicated Bookkeeper works through the month — categorizing, reconciling, managing platforms, building reports.

Monthly
03
🔍
Books review

Senior Bookkeeper independently reviews all work. Nothing ships until it passes. Two sets of expert eyes — every time.

Quality control
04
📬
Delivery

Reviewed P&L, Balance Sheet, and reconciliation report delivered to your inbox. No chasing. No surprises.

Every 10th
10th

Your books — delivered on the 10th of every month.

Onboarding → Bookkeeping → Books Review → Delivery. The same date, every month, without you having to ask. Not a promise. A result of a system that works — built by a team that cares.

Meet your team in person.

Because we're 100% in-house and based in the Philippines, when you visit — you meet the actual people who work on your account every single month. Not a representative. The real team.

Philippines · Exclusively for MyerrsCFO clients

Sit across from
your bookkeeper.

Conference Office for working visits. Myerrs Glass Resort for a premium stay. Both available — free accommodation included.

★ Free accommodation at Myerrs Glass Resort
[ Resort photo here ]
🏛️
[ Office photo here ]
Work visit · Philippines
MyerrsCFO Conference Office

Our professional Conference Office is the place to sit down with your full team — Onboarding Specialist, Bookkeeper, and Senior Bookkeeper — in one room. Walk through your accounts, ask your questions, and build a relationship that goes beyond a screen.

  • Meet all three team members who work on your account
  • In-person account review and live walkthrough of your books
  • Ideal for onboarding, annual reviews, or a deep strategy session
  • Professional, focused collaboration environment
  • Available any time — arrange through your account manager
🌴
[ Glass Resort photo here ]
Premium stay · Free for all clients · Philippines
Myerrs Glass Resort

Our elegant private resort is exclusively available to all active MyerrsCFO clients — completely complimentary. Meet your Bookkeeper in a genuine, human setting. Combine it with a Conference Office day and experience the full team that looks after your business every month.

  • Complimentary accommodation — free for all active clients
  • Meet your personal Bookkeeper face-to-face at the resort
  • Exclusive to MyerrsCFO clients — not open to the public
  • Combine with a Conference Office working day
  • Arrange through your account manager — you cover flights only
Your stay at Myerrs Glass Resort is on us.

This is how we believe business relationships should be built — with presence, trust, and a genuine human connection behind every number on your P&L. When you're in the Philippines, we take care of you.

  • Complimentary accommodation at Myerrs Glass Resort
  • Face-to-face time with your personal Bookkeeper
  • In-person account review and strategy session
  • Option to combine with a Conference Office working day
  • You cover flights — we cover everything else

What makes our team different.

The same four commitments — on every account, every month, without exception.

🏢
In-house only

Full-time employees. Not contractors. Every person is hired, trained, and invested in by us — permanently.

🎯
Quality over quantity

We never overexhaust our bookkeepers. Your dedicated person brings full focus to your account — not split attention.

🔍
Two-round review

Every report passes through your Bookkeeper then your Senior Bookkeeper before it reaches you. Two sets of eyes. Every month.

📅
Delivered on the 10th

Same date, every month. Not whenever it's ready — on the 10th. Systematic, predictable, reliable.

Ready to meet your team?

Book a free discovery call and we'll match you with the right team for your business — and walk you through exactly what to expect.

Discovery calls are free and zero-pressure. We'll tell you exactly what you need — even if it's not us.