📍 Birmingham, Alabama

Clarity in Your Books.
Confidence in Your Vision.

We help small business owners get their finances clean, current, and organized — so you can stop stressing about the numbers and start focusing on building your vision.

"Know well the condition of your flocks, and give attention to your herds." — Proverbs 27:23
Book a Free Call See Our Services
10+
Years in Audit
100%
Virtual Service
BHM
Birmingham Based
Sound familiar?
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Books are months behind and you don't know where to start
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Tax season has you stressed and scrambling every year
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You don't know if your business is actually profitable
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You're too busy running your business to manage the books
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You're making decisions on gut feeling, not real numbers
What We Do

Services Built for Small Business Owners

From cleanup and ongoing bookkeeping to financial forecasting, scenario modeling, and strategic advisory — we bring full financial clarity to your business.

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Bookkeeping Cleanup

Books behind or disorganized? We specialize in getting messy, outdated financials cleaned up, reconciled, and CPA-ready — fast.

  • Months or years of records rebuilt
  • Every transaction reviewed & corrected
  • CPA-ready handoff included
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Monthly Bookkeeping

Ongoing monthly bookkeeping so your records are always current, accurate, and giving you a real-time picture of your finances.

  • Bank & credit card reconciliation
  • Expense categorization & tracking
  • Financial statements delivered monthly
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Financial Reporting

Monthly and quarterly financial reports — Profit & Loss, Balance Sheet, and more — so you always know where your business stands.

  • Profit & Loss statement
  • Balance Sheet & Cash Flow
  • Plain-language insights included
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CPA-Ready Books

We work with your CPA, not against them. Clean, organized books that make tax time simple, efficient, and stress-free.

  • Organized records for tax season
  • Direct communication with your CPA
  • No more shoebox of receipts
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Financial Analysis & Forecasting

Forward-looking financial analysis so you can make confident decisions about where your business is headed — not just where it's been.

  • Cash flow projections & forecasting
  • Profit & Loss trend analysis
  • Forward-looking financial summaries
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Scenario Modeling

Thinking about hiring, expanding, or taking on a new location? We model the financial impact so you can move forward with clarity and confidence.

  • New hire financial impact modeling
  • Expansion & growth scenario planning
  • Break-even and viability analysis
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Financial Advisory

We don't just report the numbers — we help you understand them. Strategic financial guidance to help you lead your business with confidence.

  • Profit First implementation & coaching
  • KPI development & tracking
  • Growth strategy & decision support
About Phillip

Detail-Driven. Faith-Guided.

With an accounting degree and 10+ years of internal audit experience, I bring a level of precision and integrity to bookkeeping that small business owners can rely on.

I started Clear Vision Bookkeeping because I've seen firsthand what happens when small business owners don't have clean, accurate financials — stress at tax time, decisions made on gut feeling instead of real numbers, and money left on the table.

As an entrepreneur, consultant, husband, and father, I understand what it means to wear every hat. That's why I take the financial burden off your plate — so you can focus on what you do best.

"Whoever is faithful in very little is also faithful in much."

— Luke 16:10
10+
Years Audit Experience
BHM
Birmingham Based
∞
Commitment to Integrity
Phillip Godfrey
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Stewardship

Every dollar in your business is entrusted to you. Managing it well is an act of faithful stewardship.

⚖️

Integrity

Accurate books. Honest communication. Transparent reporting. Every single day.

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Vision

We don't just manage numbers — we serve your vision and help make it financially possible.

Transparent Pricing

Simple, Flat-Rate Plans

No hourly billing. No surprises. Just clean books delivered consistently every month.

Starter

Clarity

$300–$350 / mo

Essential bookkeeping for freelancers and solo business owners under $100k revenue.

  • Monthly bank & card reconciliation
  • Expense categorization
  • Monthly financial statements
  • Email support
Get Started
Most Popular
Growth

Vision

$350–$450 / mo

For growing businesses that need clear numbers and a reliable monthly process.

  • Everything in Clarity
  • Quarterly performance summary
  • Profit & Loss statement
  • CPA coordination
  • Priority support
Get Started
Premium

Legacy

$450–$750 / mo

Full-service for established businesses needing cleanup, reporting, and hands-on support.

  • Everything in Vision
  • Bookkeeping cleanup included
  • Custom financial reports
  • Balance Sheet & Cash Flow
  • Monthly financial review call
Get Started

Not ready for monthly? Quarterly bookkeeping available at 75% of monthly rate. Cancel anytime.

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First Month Satisfaction Guarantee

If you're not completely satisfied with our work in the first month, you don't pay. We're confident in what we deliver — and we want you to be too.

Add-On Services

Go Beyond the Books with Strategic Support

Need more than monthly bookkeeping? These project-based and retainer add-ons are available separately to help you make confident financial decisions and plan for growth.

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Financial Analysis & Forecasting

Forward-looking financial analysis so you can make confident decisions about where your business is headed — not just where it's been.

  • ✓ Cash flow projections & forecasting
  • ✓ Profit & Loss trend analysis
  • ✓ Forward-looking financial summaries
Project-Based Pricing
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Scenario Modeling

Thinking about hiring, expanding, or taking on a new location? We model the financial impact so you can move forward with clarity and confidence.

  • ✓ New hire financial impact modeling
  • ✓ Expansion & growth scenario planning
  • ✓ Break-even and viability analysis
Project-Based Pricing
💡

Financial Advisory

We don't just report the numbers — we help you understand them. Strategic financial guidance to help you lead your business with confidence.

  • ✓ Profit First implementation & coaching
  • ✓ KPI development & tracking
  • ✓ Growth strategy & decision support
Monthly Retainer Available

Pricing for add-on services is scoped per engagement. Book a free call to discuss your specific needs.

Book a Free Call
Our Foundation

Business Rooted in Faith & Integrity

We believe good stewardship is an act of faithfulness. How you manage your finances reflects your values — and we bring that same conviction to every client we serve.

01

Stewardship

Every dollar in your business is entrusted to you. We help you manage it well — with accurate records and honest reporting that honors that trust.

02

Integrity

We do the work right, not just quickly. Accurate books. Honest communication. Transparent reporting. Integrity isn't just a value — it's how we operate.

03

Vision

Every business owner has something they're building toward. We see it as our role to help make that vision financially possible. Your dream drives our work.

Client Stories

What Clients Are Saying

★★★★★

"My books were 8 months behind when I reached out. They got everything cleaned up and delivered to my CPA ahead of the deadline. Tax season was completely stress-free."

Marcus T.Owner, Electrical Contracting Co.
★★★★★

"I finally understand my own financials. The monthly reports are clear, organized, and actually tell me something useful about my business. Complete game changer."

Denise W.Owner, Boutique Spa
★★★★★

"The attention to detail is unmatched. They caught errors my previous bookkeeper had made and corrected them before my CPA ever saw them. I trust them completely."

James R.Owner, Staffing Firm
ROI Calculator

What Are Messy Books Costing You?

Adjust the sliders to see exactly how much disorganized finances are costing your business — and what you would save by partnering with Clear Vision Bookkeeping.

Monthly revenue $10,000
Hours per month spent on bookkeeping 8 hrs
Your effective hourly rate $75/hr
Estimated missed deductions per year $2,000
Time cost per year
$7,200
Missed deductions
$2,000
Total annual cost
$9,200
Clear Vision annual cost
$4,200
Your annual savings
$5,000
Return on investment
119%

You could save $5,000 per year — for as little as $350/month

Book a Free Call
Get in Touch

Let's Talk About Your Books

Whether your books are a mess or you just need a reliable partner going forward — reach out. No pressure, no obligation. Let's see if it's a good fit.

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LocationBirmingham, Alabama (Serving clients virtually)
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Schedule a CallFree 30-minute consultation
Book a Free Consultation
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