FAQs - By the Book Profits and Financial Management

Are you insured?

Yes. By the Book Profits and Financial Management, LLC is insured for our client’s protection.

We use QuickBooks Online to manage your day to day bookkeeping needs.

How do I get started with By the Book Profits and Financial Management?

Complete our online Client Intake Form. During your free initial consultation, we will explore which of our services may be helpful to you once we learn about you and your needs.

What is Your Privacy Policy?

All client relationships are always strictly confidential. We do not exchange, distribute, or share any information we receive from our clients with any third party, unless our client authorizes us to do so. We keep confidential information under lock and key and password protected. We take privacy seriously and regularly review our internal processes and technology infrastructure to ensure maximum protection for our clients.