By the Book PRofits & Financial Management
Empower Your Business with Financial Clarity
At By The Book, we transform financial overwhelm into actionable insights and strategic growth. With personalized bookkeeping, expert tax planning, and dedicated financial coaching, we’re here to simplify your finances so you can focus on what matters most—growing your business. Let us be the partner that guides you to financial confidence and long-term success.
Meet Your Financial Partner
At the heart of By The Book is Melissa, a seasoned financial expert with over 30 years of experience. Driven by a passion for helping small business owners succeed, Melissa founded By The Book to offer more than just bookkeeping—she offers peace of mind.
Why Work with By The Book?
- Personalized Support: We tailor our services to meet your unique needs, ensuring that your financial management is as efficient and effective as possible.
- Expert Guidance: With decades of experience, Melissa provides strategic insights that help you make informed decisions and drive your business forward.
- Stress-Free Finances: We handle the details, so you can focus on what you do best—running and growing your business.
- Proactive Tax Planning: Our tax strategies are designed to minimize your liabilities and maximize your savings, giving you more control over your finances.
- Growth-Oriented Approach: We don’t just manage your numbers—we help you use them to achieve your business goals.
Our Services
Bookkeeping
Our meticulous bookkeeping service keeps your financial records organized and accurate. By handling your day-to-day transactions, we free up your time to focus on running your business. No more stress over missed receipts or incomplete records—just clear, up-to-date financials that help you make informed decisions and stay compliant.
Budgeting
Effective budgeting is the cornerstone of financial success. We work with you to create a tailored budget that aligns with your business goals and helps manage expenses. With a solid budget in place, you can track spending, plan for growth, and ensure that you’re investing in the areas that drive your business forward.
tax Strategies
Navigating tax laws can be overwhelming, but our strategic tax planning ensures you’re maximizing deductions and minimizing liabilities. We design tax strategies that fit your unique situation, helping you save money and avoid surprises come tax season. This proactive approach ensures you’re always prepared and optimized for financial efficiency.
Financial Coaching
Our financial coaching provides personalized guidance to help you understand your numbers and make better business decisions. Whether you’re new to financial management or looking to refine your strategy, we offer actionable insights and support to help you grow. With our coaching, you gain clarity and confidence in managing your business finances.
Fractional CFO
Our Fractional CFO services provide small businesses with high-level financial expertise on a part-time basis. This service is a cost-effective way to access professional guidance without the commitment of a full-time CFO. We help you optimize cash flow, create growth strategies, and make informed financial decisions tailored to your unique business goals.
Cashflow Management
Maintaining healthy cash flow is crucial for business stability. We analyze your cash flow patterns and help you implement strategies to manage inflows and outflows effectively. Our goal is to prevent cash shortages and ensure you have the resources needed to seize opportunities and navigate challenges smoothly.
Personalized Service
At By The Book, we understand that every business is unique, and so are your financial needs. That’s why we offer personalized service tailored specifically to your business. Whether you need assistance with bookkeeping, strategic planning, or something entirely different, we’re here to provide the support you need, when you need it.
Maximize Your Profits with Profit First
Running a business shouldn’t mean constantly worrying about cash flow or wondering where your profits went. At By The Book, we’re certified Profit First professionals dedicated to helping you achieve financial success by putting profit at the forefront of your business strategy.
What is Profit First?
Profit First is a revolutionary cash management system that flips the traditional accounting model on its head. Instead of treating profit as the leftovers after expenses, we help you prioritize profit from the start, ensuring your business remains financially healthy and sustainable.
Profit First FAQ – Frequently Asked Questions
Profit First Overview &
Profit First One-Sheet
With Profit First, you take a predetermined percentage of profit from every sale first, and only the remainder is available for expenses.
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We Love Our Clients!
It is a joy and honor to serve each one of you!
“Melissa is THE team player you want to work with!”
“She is fastidious with details and deadlines, neat and organized, and proactive about getting whatever needs done, done. Besides being brilliant with numbers and details Melissa is genuine and authentic. I trust her completely with my business and financial information, and I count her as a dear friend.”
Sherri E.
Texas
“We’ve been doing business with Melissa at By the Book Bookkeeping for several years.”
“She takes care of our personal and business bookkeeping, along with our tax preparation. She is very knowledgeable and has excellent customer service. I would highly recommend her.”
Shelly S.
Texas
“Melissa Garza with By The Book is absolutely amazing. ”
“She is very person centered, thorough, and kind. She takes the time not only to accomplish her job well, but to also ensure she explains everything to her customer. You can be rest assured that she will provide excellent service every step of the way.“
Chris B.
Texas
“As a growing company I am always trying to find ways to streamline things and find better ways to utilize my time. I was getting bogged down by the everyday accounting items such as AP, bank recs and general bookkeeping. Since hiring Melissa from By the Book Bookkeeping my days are better spent helping the company grow and stay working as efficiently as possible. I would highly recommend Melissa to anyone looking for bookkeeping services. She has been a life saver!”
Amanda M.
Texas
“Encouragement to Stay on Track!”
“I can’t begin to tell you what a struggle & failure I had been with completing my taxes….I procrastinated, struggled, and ran from completing them for years. I was introduced to Melissa, and with some nudging, follow through, and gentle poking I finally gave in & started on the trek with her & By The Book. Once we got started I was consistently notified of what was missing and/or needed in a timely manner. We started way back where I first screwed up, and slowly & methodically completed 5 year worth of late taxes and even a bonus of one amended return with a positive return of over $15,000!!! I can now feel comfortable & confident when I see Melissa in public knowing she’s not going to remind me of any needed documents– instead it’s encouragement to stay on track & be ready for 2022!! Which I am!! I would highly recommend Melissa & By The Book to anyone, business, large or small for accounting & tax preparation!!“
Scott S.
Texas
