Everything we offer

Six services. One standard.

Every service is delivered by our in-house team — never outsourced, never a contractor pool, always the same dedicated person on your account.

01
📋
Self-directed · Instant access
SOP Systems
The exact playbook our team uses — ready to hand to your bookkeeper.
$47 – $497
one-time · per niche pack · lifetime updates

Proven step-by-step Standard Operating Procedure packs built for eCommerce, real estate, and service businesses. Hand it to any bookkeeper on day one and watch the chaos stop.

  • ✓ Full onboarding to monthly close SOP
  • ✓ Chart of accounts, transaction rules, journal entry templates
  • ✓ eCommerce: Amazon FBA/FBM, Shopify, LMB/A2X, COGS
  • ✓ Real Estate: rental income, depreciation, 1031 exchanges
  • ✓ Service-Based: invoicing, contractor payments, monthly close
  • ✓ Instant download · works with any bookkeeper, anywhere
Get the SOP pack →
02
🎓
Done-with-you · Live training
Train Your Bookkeeper
I personally train your bookkeeper on your real accounts — live, on Zoom.
$497 – $1,997
single session · 4-week program · team license

Reading a playbook is one thing. Having an expert train your bookkeeper on your actual QBO setup, live on Zoom, is what turns a good hire into a great one.

  • ✓ Live Zoom — your bookkeeper, your accounts, me
  • ✓ QBO setup, LMB/A2X mapping, COGS, first monthly close
  • ✓ 1 session $497 · 4-week program $997 · team of 5 $1,997
  • ✓ Session recording + SOP pack included
  • ✓ "Trained by MyerrsCFO" certificate for your bookkeeper
  • ✓ Works with bookkeepers anywhere in the world
Book training →
03
👥
Done-for-you · In-house team
Bookkeeping Team
Onboarding Specialist, Bookkeeper, and Senior Bookkeeper — every account.
$500 – $2,500+
per month · ongoing retainer · cancel anytime

Every full-service engagement runs a three-person in-house team: an Onboarding Specialist to set you up right, a dedicated Bookkeeper for your monthly work, and a Senior Bookkeeper for second-round review and sign-off.

  • ✓ Onboarding Specialist — seamless client setup from day one
  • ✓ Dedicated Bookkeeper — your day-to-day account manager
  • ✓ Senior Bookkeeper — independent 2nd-round review every month
  • ✓ Monthly P&L, Balance Sheet, reconciliation report
  • ✓ Dedicated bookkeeper — 100% focused on your account, not spread thin
  • ✓ 100% staff retention — your team doesn't disappear
Start a discovery call →
🇬🇧🇨🇦
04
UK · Canada · International compliance
VAT Filing
UK VAT returns and Canadian GST/HST/PST filing handled by our compliance team.

Selling into the UK or Canada means VAT and GST/HST obligations most bookkeepers aren't equipped to handle. Our team files accurately and on time — so you stay compliant without the stress.

🇬🇧 UK VAT returns — HMRC 🇨🇦 Canadian GST / HST / PST
  • ✓ UK VAT return preparation and HMRC submission
  • ✓ Canadian GST, HST, and PST filing by province
  • ✓ VAT reconciliation integrated with monthly bookkeeping
  • ✓ Deadlines tracked and managed — nothing missed
  • ✓ Available standalone or bundled with bookkeeping team
Enquire about VAT filing →
🇺🇸
05
United States · Multi-state compliance
Sales Tax Filing Assistance
Nexus identification, tracking, and filing support for US eCommerce sellers.

US sales tax is one of the most misunderstood obligations for eCommerce sellers — especially after South Dakota v. Wayfair. We help you identify your nexus, track obligations, and file correctly.

  • ✓ Economic nexus analysis — identify where you owe sales tax
  • ✓ Sales tax tracking integrated with your bookkeeping
  • ✓ Filing assistance for applicable US states
  • ✓ Shopify, Amazon, Etsy marketplace facilitator guidance
  • ✓ Works alongside your US CPA for full compliance
Enquire about sales tax →
The people behind your books

Three dedicated roles. Every single account.

When you hire MyerrsCFO, you get a dedicated in-house team — each person with a clear role, working together from your very first day to every monthly close. No overloaded generalists. No revolving doors.

1
🧭
First point of contact
Onboarding Specialist

Your journey starts here. The Onboarding Specialist makes sure everything is set up correctly from day one — so your bookkeeper can hit the ground running with zero confusion.

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

Your Bookkeeper is the person dedicated to your account — every single month. They know your business, your platforms, and your preferences. Unlike other firms where bookkeepers juggle dozens of clients, we believe quality over quantity so we never overload our bookkeepers. Your account always gets the focus it deserves.

  • Day-to-day transaction categorization and bank rules
  • Monthly platform reconciliation — Amazon, Shopify, multi-channel
  • COGS journal entries and inventory adjustment tracking
  • Bank and credit card reconciliation each month
  • Prepares draft 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. They perform an independent second-round review every month — catching anything that needs correction and ensuring everything meets our standard before delivery.

  • Independent review of all monthly work — separate from the Bookkeeper
  • Checks categorization accuracy, reconciliation, and COGS entries
  • Reviews P&L and Balance Sheet for anomalies or errors
  • Signs off and approves before reports are delivered
  • Ensures delivery to you on the 10th of every month
  • Ensures compliance with VAT, sales tax, and reporting standards
Active: review & delivery by the 10th
01
Onboarding Specialist sets you up

From day one, your Onboarding Specialist handles everything — intake, QBO setup, platform connections, and handover. You don't start your first month with a messy setup.

02
Bookkeeper manages your account monthly

Your dedicated Bookkeeper takes over from month one — categorizing, reconciling, managing your platforms, and preparing your monthly reports. Same person, every month.

03
Senior Bookkeeper reviews — delivery on the 10th

Every report passes through an independent Senior Bookkeeper review before it reaches you. Once it passes, it is delivered to you on the 10th of every month — systematic, predictable, never late.

Why MyerrsCFO is different

A team you keep. Not a face you replace.

Most bookkeeping firms assign you whoever is available. When that person leaves — and they will — you start over: re-explaining your platforms, your preferences, your business. Again.

We built something different. Our bookkeepers are full-time, in-house employees. They receive professional and personal wellness training, carry a deliberately limited client portfolio, and stay. Our retention rate is 100% — because we invested in the people who serve you.

🏢
100% in-house — no remote contractors
Every team member works directly for MyerrsCFO Inc., full-time. No freelancer platforms, no outsourcing. You know your people and they know your books.
🎯
Quality over quantity — not quantity over quality
Unlike firms where one bookkeeper handles dozens of accounts, we believe quality over quantity. We never overexhaust our bookkeepers — so yours brings full focus, deep knowledge, and real care to your books every month.
🌱
Personal & professional wellness training
Our team receives ongoing professional development and personal wellbeing support. Fulfilled people produce better work and stay — and that stability flows directly to you.
🔍
Two rounds of review — every month
Your Bookkeeper completes the work. Your Senior Bookkeeper independently reviews it. Nothing reaches you without passing two sets of expert eyes.
The MyerrsCFO promise
🏢
In-house only

Full-time employees, not contractors. Your team is hired, trained, and invested in by us — permanently. A CFO with a heart built this team on purpose.

🎯
Quality over quantity

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

📅
Delivered on the 10th

Your reviewed books land in your inbox on the 10th of every month. Systematic, predictable, reliable — you always know when your numbers are ready.

🔍
Two-round review

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

Industries we specialize in

Deep expertise. Not a generalist shop.

🛒
eCommerce

Amazon FBA & FBM, Shopify, Etsy, Walmart, eBay, TikTok Shop. Multi-channel payouts, LMB/A2X automation, COGS by seller type, returns, reimbursements, and inventory valuations. UK VAT and US sales tax compliance included.

Amazon FBA/FBMShopifyLMB / A2XCOGSVAT
🏠
Real Estate

Rental properties, short-term rentals, fix-and-flip, and real estate entities. Rental income, depreciation schedules, 1031 exchanges, and multi-entity setups — clean for your CPA at year-end.

Rental incomeDepreciation1031 exchangesMulti-entity
💼
Service-Based

Agencies, consultants, coaches, and freelancers across the US, UK, and Europe. Invoicing workflows, contractor payments, and monthly close — clean, simple, and tax-ready.

AgenciesConsultantsCoachesContractors
How The CFO with a Heart works

A systematic process.
Books on the 10th. Every month.

01
Onboarding

Your Onboarding Specialist sets everything up — QBO, platform connections, chart of accounts, opening balances. Your books are properly configured from day one. Not month three.

02
Bookkeeping

Your dedicated Bookkeeper works through the month — categorizing transactions, reconciling platforms and bank accounts, tracking COGS, and building your monthly reports. Quality over quantity, every time.

03
Books review

Before anything leaves our hands, your Senior Bookkeeper performs an independent second-round review — checking every figure, every entry, every reconciliation. Nothing ships until it passes.

04
Delivery — every 10th

Your reviewed P&L, Balance Sheet, and reconciliation report land in your inbox on the 10th of every month. Same day, every month. No chasing, no guessing, no surprises.

Philippines · Exclusively for MyerrsCFO clients

Meet your personal bookkeeper.

Work side by side with your Onboarding Specialist, Bookkeeper, and Senior Bookkeeper — at our Conference Office or at Myerrs Glass Resort.

★ Free accommodation at Myerrs Glass Resort for all clients
Two places to connect with your team
MyerrsCFO Conference Office Philippines
Work visit · Philippines
MyerrsCFO Conference Office

Come into our dedicated Conference Office and sit down with your full team — Onboarding Specialist, Bookkeeper, and Senior Bookkeeper — all in one room. Walk through your accounts, ask your questions, and build a working 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 strategic session
  • Professional environment designed for focused collaboration
  • Arrange through your account manager — available any time
Myerrs Glass Resort Philippines
Premium stay · Free for all clients · Philippines
Myerrs Glass Resort

Our elegant private resort in the Philippines is exclusively available to MyerrsCFO clients — completely complimentary. Combine a working visit with a premium retreat and experience the culture behind the team that manages your business every month.

  • Complimentary accommodation — free for all active clients
  • Meet your personal Bookkeeper face-to-face at the resort
  • Elegant, private resort exclusively for MyerrsCFO clients
  • Combine with a Conference Office working day if needed
  • 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. All active MyerrsCFO clients are welcome. You cover your flights; we handle everything else.

  • Complimentary accommodation at Myerrs Glass Resort
  • Meet your Onboarding Specialist, Bookkeeper, and Senior Bookkeeper
  • In-person account review and strategy session with your full team
  • Access to all resort facilities throughout your stay
  • Option to combine with a Conference Office working day
  • Arranged through your MyerrsCFO account manager
Myerrs Impact Foundation

Every invoice funds a future.

We built MyerrsCFO Inc. to mean something beyond the balance sheet. Five percent of every dollar we earn goes directly to the Myerrs Impact Foundation — our commitment to empowering aspiring accountants and financial professionals in the Philippines who have the potential but not yet the resources.

When you hire MyerrsCFO, you're not just getting clean books. You're helping fund scholarships, real training programs, and career pathways for young Filipinos who are ready to build something — and just need the door to open.

🎓

Myerrs Scholars Program — financial assistance and mentorship for accountancy students who cannot afford to study without support.

💡

Myerrs Training Academy — free practical bookkeeping training using the same systems MyerrsCFO uses with real US, UK, and Canadian clients.

🤝

Work-to-Learn Program — top graduates are offered internship and employment pathways inside MyerrsCFO Inc. — paid, real work, real career.

"We don't just close the books. We open doors."

— Elena Sosa, The CFO with a Heart · Founder, MyerrsCFO Inc. & Myerrs Impact Foundation
Learn more about the Foundation →
3%

of every dollar earned by MyerrsCFO Inc. goes directly to the Myerrs Impact Foundation — automatically, every month, on every engagement.

3
Structured programs for aspiring accountants
Free
No cost to scholars or training participants
PH
Philippines-rooted, community-first
→
Employment pathway for top graduates
Platforms we work with
QuickBooks Online Amazon Seller Central Link My Books A2X Shopify Etsy Walmart Inventory Lab Seller Board PayPal / Stripe Wise HMRC (UK VAT) CRA (Canada GST/HST)

"For the first time, I have a bookkeeper who actually cares about my business — that's what The CFO with a Heart truly means."

3 roles
Onboarding · Bookkeeper · Senior review
In-house
100% team no contractors
Dedicated
Bookkeeper per account — quality over quantity
10th
Books delivered every month — on schedule
100%
Staff retention rate
Free
Resort stay Glass Resort PH
3%
Revenue to Myerrs Impact Foundation
★★★★★

"My Onboarding Specialist had everything set up before I even had to ask. My Bookkeeper now knows my Amazon setup better than I do — and the Senior review means I never receive a report with errors."

Sarah M.
Amazon FBA seller · Private Label · USA
★★★★★

"Having our UK VAT and bookkeeping handled by the same team — with a Senior Bookkeeper reviewing everything before it reaches me — is the first time I've felt genuinely on top of our compliance."

James T.
Multi-channel seller · Wholesale · UK
★★★★★

"I visited Myerrs Glass Resort and sat across from my Bookkeeper in person. Knowing the whole team — Onboarding, Bookkeeper, Senior — completely changed how I think about this relationship."

Marcus D.
Real estate investor · 12 properties · USA
E
Elena Sosa — The CFO with a Heart, Founder of MyerrsCFO Inc.
Meet the CFO & Founder · MyerrsCFO Inc.

Elena Sosa

CFO · Senior Bookkeeper · Accounting Specialist · 10 Years in Practice
✦ The CFO with a Heart

"We don't just close the books. We open doors — for your business, and for the people who serve it."

Elena Sosa is not a consultant who theorizes about bookkeeping from the sidelines. She spent a decade working directly in accounting — including as a Senior Bookkeeper inside a professional accounting firm — where she saw first-hand the gap between what business owners needed and what they were getting.

A consistent top student and academic valedictorian, Elena brings the same analytical precision to her clients' books that she applied to her studies. She has worked with companies across industries, helping them build and establish clean bookkeeping and accounting processes from the ground up — not patch things after they break, but design systems that work from day one.

After years of watching business owners struggle without clear financial direction, and seeing bookkeepers stretched across too many clients to do their best work, Elena founded MyerrsCFO Inc. with a clear mission: give every business owner the focused, expert team they deserve — and build that team the right way.

10+
Years in accounting & bookkeeping
Valedictorian
Consistent academic top performer
Proven
Tested in real firms, real companies

She knows the problems you're facing. Because she's seen them from both sides.

Working inside an accounting firm showed Elena what most business owners never see — the systemic reasons their books are always behind, always confusing, and never quite right. She built MyerrsCFO specifically to solve every one of those problems.

This is not theory. Every process, every SOP, every team structure at MyerrsCFO comes from real experience in real accounting environments — shaped by a CFO who has the heart to genuinely help, not just deliver a report and move on.

When you work with MyerrsCFO, you're working with a team that was built with purpose — by someone who understands both the business owner's frustration and the bookkeeper's reality.

— Elena Sosa · The CFO with a Heart · Founder, MyerrsCFO Inc.
😤
No clear direction on the numbers
Business owners were receiving reports they couldn't read or act on. Elena built MyerrsCFO to deliver numbers with context — P&L, Balance Sheet, and a Senior review that catches what matters.
📚
Bookkeepers handling 10+ clients — oversaturated
Inside the firm, Elena watched bookkeepers manage far too many accounts at once. Quality suffered. Clients felt it. At MyerrsCFO, we believe quality over quantity — so we never overexhaust our bookkeepers with more clients than they can serve well. Every account gets a dedicated person who is not stretched thin.
🧩
Own bookkeeper, wrong training
Many business owners had hired a bookkeeper — but had no one qualified to train them for the specific niche. That's why MyerrsCFO offers SOP systems and live bookkeeper training: your hire, our proven system.
💛
A CFO with the heart to help
MyerrsCFO is not a factory. Elena built a team she's proud of — one that genuinely cares about the businesses it serves and the people it employs. Work with us and see your company shine and rise. This is proven. Not theory.
Frequently asked questions

Questions we hear all the time.

When exactly will I receive my books every month?

You will receive your reviewed P&L, Balance Sheet, and reconciliation report on the 10th of every month — without exception. We follow a systematic process: Onboarding → Bookkeeping → Books Review → Delivery. The 10th is our committed delivery date so you always know when your numbers are ready. No chasing, no surprises.

What does the Onboarding Specialist actually do?

The Onboarding Specialist is your dedicated setup person — they collect intake information, build your QBO file, connect your platforms, configure your chart of accounts, and hand over a fully ready account to your Bookkeeper. You never start month one with a messy setup.

What's the difference between the Bookkeeper and Senior Bookkeeper?

Your Bookkeeper handles all day-to-day and monthly work — transactions, reconciliation, COGS, and report preparation. The Senior Bookkeeper is a separate person who independently reviews everything before it reaches you. They're your quality control layer — a second set of experienced eyes on your books every single month.

Do you handle UK VAT if I sell on Amazon UK and Shopify?

Yes. We prepare and submit UK VAT returns to HMRC, reconciled with your platform data — including Amazon UK and direct Shopify sales that trigger UK VAT obligations. Bundled seamlessly with your monthly bookkeeping.

Is the Myerrs Glass Resort stay really free?

Yes — accommodation is completely complimentary for all active MyerrsCFO clients. You cover your flights to the Philippines; we take care of the rest. Arrange through your account manager whenever you're ready to visit.

Can I meet all three team members — Onboarding Specialist, Bookkeeper, Senior Bookkeeper — in person?

Yes. Because our team is 100% in-house and based in the Philippines, when you visit our Conference Office or Myerrs Glass Resort, you meet the actual people working on your account — not a representative. Many clients combine a working day at the office with a leisure stay at the resort.

Are your bookkeepers really in-house — not remote contractors?

100% in-house. Every team member is a full-time, salaried MyerrsCFO employee. Not a freelancer, not a contractor, not someone juggling 30 other clients. They work for us — and by extension for you — with full oversight, accountability, and long-term commitment.

Get in touch

Let's open your door.

Tell us about your business and what you need. Whether it's a SOP pack, bookkeeper training, full-service bookkeeping, VAT filing, or a simple question — we'll get back to you within one business day. Every client matters to us. That's what it means to be The CFO with a Heart.

📧
Email
hello@myerrscfo.com
📍
Based in
Philippines · Serving US, UK & Canada
🕐
Response time
Within 1 business day
📞
Discovery call
Free · 30 minutes · Zero pressure
3% of every engagement funds the Myerrs Impact Foundation.
Send us a message
Fill in the form and Elena's team will be in touch within one business day.

We reply within 1 business day · Discovery calls are always free

✉️
Message received!

Thank you for reaching out. Elena and the MyerrsCFO team will be in touch within one business day. We're looking forward to hearing about your business.

Book a free call