Stress Less. Profit More.

Let us handle your bookkeeping
so you can get back to growing your business.

 
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By the Books Financial Services takes a fresh approach to bookkeeping and accounting.

For the small business owner and entrepreneur who’s been DIY-ing it all, accounting and bookkeeping can be complicated. But when it comes to your company’s financial wellness, starting out on (or getting back to) the right foot will save you time, money, and headaches in the long run.

So take a deep breath. I’ve got your back.

 
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Accounting Packages

Less stress, more strategy.

You deserve a better approach to bookkeeping and accounting. With smarter technology, superior expertise, and approachable, affordable service, By the Books is the secret sauce in your recipe for business success.

 

MONTHLY BOOKKEEPING SERVICES

Let me take care of your bookkeeping essentials—like payroll, invoicing, and reconciliations—so you can focus on running your business.

BOOKKEEPING RESCUE

If the bookkeeping has gotten away from you and you’re ready to stop stressing over the books and start feeling confident in your financial situation and future.

PROFIT FIRST ADVISORY SERVICES

If you can’t figure out why you’re strapped for cash despite the “Net Income” the tax man sees, and are ready to take a new approach.

 
 

Ready to de-stress, streamline, and maximize your profits?

Schedule a Discovery Call to see if we’re a good fit.

 

About The Founder, Lisa Prunty, CPA

Three decades of experience — but I’m anything but a “typical” accountant. Big, bold, adventurous, sassy, and approachable? Check. Uber-conservative, serious, and timid? Not so much.

Sure, I nerd out on systems, processes, and numbers, but most of all, I love helping people build their businesses. By doing the bookkeeping for you, I help free up your time and energy to do more of what you love!

Lisa Prunty - By The Books Financial Services

“My clients appreciate how I explain accounting concepts in everyday language that actually makes sense. When we understand our business finances, we can conquer the feeling of overwhelm and get excited about planning for the future.”

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What our clients are saying…

Testimonials

“THANK you! You are awesome. Least stressful tax time so far : )”

~ Merissa Lambert - Merissa Lambert Photography

“Lisa is top notch. She is responsive and thorough. She has been very patient dealing with a first-time business owner. I can't recommend her enough!”

~ Cindy Bates - Three Rivers Medical Clinic

“Lisa is the best at what she does. She has been a HUGE help to our company. We are lucky to have the opportunity to work with her.”

John Montoya - Ensitio Design

“Lisa & I worked together for about a year. She provided full service accounting support for my company. She is fast, accurate, easy to work with and a great problem solver. She gets how a small business works and is willing to work with whatever limits/processes that are available.”

Steven Getto - Brideside

“Lisa is the bookkeeper of my dreams. She is willing to think outside the box and she always goes the extra mile to implement strategies to help streamline my processes while also giving us a clear picture of the business finances. She works seamlessly with other members of my team and often suggests new apps and tools to help us improve performance. She’s been an essential part of my team for years, and has been particularly valuable through navigating covid grants and loans. Work with Lisa — you won’t regret it!”

Tessa Witmer - Hattie Rex

“Lisa is amazing. She has been working with me since the inception of my business, and she is truly a partner for me. She is willing to have the hard conversations with me about what my business can handle and what it cannot from a cashflow perspective. Speaking of cashflow, she has graciously educated me on how to read and understand my financial statements, AND how to use them to make decisions. She also works extremely well with my CPA. Lisa is a critical support for my small business and I don't think we would have survived the pandemic without her.”

Amanda Diehl - Sky Oro