Bookkeeping & Marketing That Work Together
We're Eastern NC's trusted bookkeeper for small businesses — who also offers done-for-you marketing automation for owners who want to grow. Start with clean books. Then build the systems that bring in more of the right customers.
Bookkeeping Services
As a local bookkeeper in Havelock, NC, we take bookkeeping off your plate entirely — so your books are always clean, your numbers are always clear, and tax season never catches you off guard. Whether you need bookkeeping services in New Bern, NC, Morehead City bookkeeping services, or a small business bookkeeper anywhere in Eastern NC, we've got you covered. Not sure which plan fits? Book a free 15-minute call and we'll tell you exactly what you need.
CLEAN START
$299/month
Best for solo operators and startups with simple finances who need their books kept clean, accurate, and ready for tax time — without the headache of doing it themselves.
What's included:
- Up to 75 monthly transactions
- Bank reconciliation
- Monthly profit & loss statement
- Monthly balance sheet
- Year-end summary for tax prep
CLEAR BOOKS
$449/month
Best for small businesses with employees or multiple accounts that need more hands-on tracking and a quarterly check-in to stay on course.
What's included:
- Up to 150 monthly transactions
- Everything in Clean Start
- Accounts payable / receivable tracking
- Quarterly financial review
- QuickBooks Online management
FINANCIAL COMMAND
$649/month
Best for growing businesses that need financial clarity and strategy — not just clean books, but a trusted advisor in their corner every month.
What's included:
- Unlimited transactions
- Everything in Clear Books
- Monthly advisory call with Toby
- Cash flow forecasting summary
- Priority response time
Marketing & Automation Packages
Once your finances are in order, let's make sure your business is visible, your leads are captured, and nothing slips through the cracks. Clean books gave you the clarity to see what's working — now we build the systems that turn that clarity into growth.
THE FOUNDATION
$397/month + $500 setup fee
Once your finances are in order, let's make sure your business is visible. The Foundation builds and actively manages all four pillars of your digital presence so local customers can find you, trust what they see, and reach out — without you lifting a finger.
What's included:
- Google Business Profile setup and optimization
- Local directory listings
- Smart lead-capturing website
- Facebook setup and consistent posting
- Email list setup and monthly email
- Monthly Performance Snapshot — a clear, simple report showing how your four pillars are performing so you always know where you stand
THE GROWTH SYSTEM
$747/month + $750 setup fee
You've got the foundation. Now let's make sure no lead slips through the cracks. The Growth System layers intelligent automation on top of your four pillars — so every missed call gets a response, every website visitor gets engaged, and every lead gets nurtured until they're ready to buy.
What's included:
- Everything in The Foundation
- Missed call text-back
- AI chatbot
- Google Reviews management
- Nurture email sequences
- Monthly Performance Report with Optimization Notes — detailed tracking across all your platforms with specific recommendations for what we're adjusting next month based on real data
THE FULL FRONT OFFICE
$1,097/month + $1,000 setup fee
This is the complete picture. Every pillar fully managed. Every lead captured and re-engaged. And every month, we sit down with the real data from your business — what's working, what's not — and tell you exactly what we're adjusting and why. You focus on your craft. We run the front office.
What's included:
- Everything in The Growth System
- Re-engagement automation
- Full social media management
- AI booking assistance
- Monthly Strategy Call + Full Analytics Review — we dig into your GMB ranking, website performance, email results, and social reach, then tell you what the numbers mean and what we're doing about it
Not sure which plan is right for you?
Let's jump on a quick 15-minute call. We'll look at where your business is today — your books and your marketing — and tell you exactly what you need.
Book Your FREE 15-Minute Growth Assessment