FAQs
What services does By The Book offer?
By The Book offers a wide range of financial services including bookkeeping, budgeting, tax strategies, financial coaching, cash flow management, and Profit First implementation. We also provide additional services such as business coaching, financial projections, tax advisory, and accounting & advisory services.
What is the Profit First methodology?
The Profit First methodology is a cash management system that ensures your business prioritizes profit. Instead of the traditional formula where profit is what’s left over after expenses, Profit First encourages you to set aside profit first, then allocate the remaining funds to expenses. This helps businesses maintain financial health and grow sustainably.
How does By The Book customize its services for my business?
We believe that every business is unique, which is why we tailor our services to meet your specific needs. Whether you need basic bookkeeping or comprehensive financial management, we’ll work closely with you to understand your business goals and challenges, then customize our approach to help you achieve success.
What makes By The Book different from other bookkeeping services?
By The Book stands out because of our holistic approach to financial management. We go beyond basic bookkeeping by offering strategic financial advice, personalized coaching, and the implementation of proven methodologies like Profit First. We’re not just a service provider—we’re your partner in business growth.
How do you ensure the accuracy and confidentiality of my financial information?
Accuracy and confidentiality are our top priorities. We use industry-standard software and follow strict protocols to ensure your financial data is accurate and secure. Our team is trained to handle sensitive information with the utmost care, and we maintain confidentiality in all our dealings.
How often will I receive reports on my business’s financial performance?
The frequency of reporting depends on the service package you choose. For example, our Elite package includes monthly written management reports and quarterly financial performance reviews. We’ll work with you to determine the reporting frequency that best meets your needs.
What are the benefits of financial coaching with By The Book?
Our financial coaching provides you with personalized guidance to help you understand your numbers, make informed decisions, and grow your business. Whether you’re new to financial management or looking to refine your strategy, our coaching services give you the clarity and confidence you need to succeed.
How do I get started with By The Book?
Getting started is easy! Simply contact us to schedule a consultation, and we’ll discuss your business needs and how we can help. From there, we’ll tailor a service package that aligns with your goals and get to work on helping you achieve financial clarity and success.
What is the cost of your services?
The cost of our services varies depending on the package and additional services you choose. Most of our clients invest $15,000 or more per year for comprehensive financial management. We’ll provide a detailed quote after understanding your specific needs during our consultation.