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.
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.
Our Services Packages
At By The Book, we understand that every business has unique needs when it comes to financial management. That’s why we offer a range of service packages designed to provide the right level of support for your business, whether you’re just starting out or looking to optimize and grow. Each package is tailored to help you manage your finances efficiently, stay compliant, and focus on what you do best—running your business.

Elite Package
Our Elite package is designed for businesses that require comprehensive financial management and strategic oversight. It’s perfect for those who want to leverage the Profit First methodology to maximize their cash flow and drive long-term growth.
includes:
- Cash Flow Management based on Profit First Methodology
- Quarterly Financial Performance Review meetings
- Cash Flow Management
- Compliance Bookkeeping
- Annual Budgeting
- Monthly Written Management Report
- Sales Tax Returns
- Preparation of Annual Form 1099 and 1096

Premium Package
The Premium package offers robust financial management and cash flow oversight, ideal for businesses that need more than just basic bookkeeping but may not require the full scope of our Elite services.
includes:
- Compliance Bookkeeping
- Cash Flow Management based on Profit First Methodology
- Cash Flow Management
- Monthly Written Management Report

Starter Package
Our Starter package is perfect for businesses that need essential bookkeeping services and periodic financial insights. It’s a great option for those who are just getting started or need help staying compliant.
includes:
- Compliance-only Bookkeeping
- Quarterly Written Management Report
Most of our clients invest $15,000 or more per year in these comprehensive services.
Additional Fee-Based Services Available
- Business Coaching
- Financial Projections
- Budget planning
- Tax Advisory
- Tax Services – Business and individual
- Accounting & Advisory
- Entity Selection
- Business Filings
- Invoicing & accounts receivable management
- Bill Pay & accounts payable management
- Payroll
- Sales tax filing
- 1099 analysis and filing
- Clean-up of accounting records for past months or years