Services

Running your business is a full-time job. As your business grows, staying on top of your financial information—such as Accounts Payable and Accounts Receivable, Insurance requirements and Payroll Coordination—becomes increasingly complicated. Whether you’re running your business out of filing boxes and check registers or if you have under-utilized QuickBooks Accounting software, By The Book is here to help.

You can trust By The Book for all the detailed assistance you need:

QuickBooks Consulting

With Certified QuickBooks Pro Advisor expertise, we’ll help you set up, maintain and troubleshoot your QuickBooks files.

By The Book provide individualized training on QuickBooks for business owners and their employees. Client specific manuals are created to assist the client after the training is complete.

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Bookkeeping

We provide comprehensive bookkeeping and invoicing services for all kinds of small businesses, including AP, AR, payroll, bank and credit card reconciliation. Many of our clients count on us for a variety of detailed financial reports, including P&L, Balance Sheet, Accounts Payable Aging, Accounts Receivable Aging, and Bank and Credit Card Reconciliations. We would also alert you to any issues or concerns and answer any questions that arise.

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Back Office Support

Payroll Coordination

By The Book will coordinate with the local payroll company of your choice or if Job Costing is required, will set up and process payroll using Intuit’s Assisted Payroll product.

Insurance Coordination

We can manage your annual Workers Compensation Audit, coordinate with your health insurance provider, and make sure your subcontractor and employee documentation complies with all state and federal reporting agencies.

Accounts Receivable

Your sensitive Accounts Receivable issues can be handled by us in a diplomatic manner, allowing you to better maintain your client relationships.

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Monthly Financial Review

By The Book reviews and reconciles your QuickBooks file, analyzing your previous month’s activity and providing valuable financial tools to the business owner and staff.

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Small Business Consulting

We review and update your procedures, identifying and correcting problems and providing you with more efficient and effective bookkeeping and back office support functions.

Our on and off-site bookkeeping and business services are available on an as-needed basis. We bill in 15-minute increments, which means that you only pay for the services you use.

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