Bookkeeping and Accounting Services

Set down the calculator and skip the umpteenth cup of coffee. No more late nights stressing over your books. 

By the Books offers value-based packages with individualized offerings. With monthly and hourly rates, you only pay for what you need, freeing up your valuable time and money for what really matters: growing your business.

Lisa Prunty - By The Books Financial Services

MONTHLY BOOKKEEPING SERVICES

Need some help with your day-to-day accounting operations so you can focus on generating revenue? I can support you with bookkeeping services such as:

  • Invoicing clients so you get paid for all of your hard work

  • Sending payments to all vendors, suppliers, and contractors

  • Balancing the checkbook, credit cards, debt, and any other Balance Sheet accounts 

  • Paying your employees and contractors, and keeping you in good standing with federal and state agencies

  • Creating Monthly Financial Statements — and interpreting them, so you understand the big picture and the details

  • Providing employees and vendors with W2s and 1099s each January — keeping them AND the IRS happy 


CLEAN-UP & CATCH-UP

Have you been so focused on running your business that the books have gotten away from you? Not to worry, this happens to almost all small biz owners at some point. I can help! Depending on your unique needs, this process will likely include:

  • Optimizing your financial statement structure to fit your unique business model

  • Accounting for all the banking and credit card ins and outs 

  • Scrubbing the Balance Sheet to give your Profit-and-Loss statement a fresh start —   because reliable plans and projections start with clean books


PROFIT FIRST ADVISORY SERVICES

Any bookkeeper can reconcile your books. But how many can also drive profitability in your business? As a Profit First Certified firm, that’s what we do.

  • Receive a Profitability Assessment to see how your business stacks up to others in your industry

  • A certified Profit First Professional will develop your Profitability Implementation Plan and guide you on your journey

  • Finally, pay yourself what you’re worth

  • Work with one of the select few certified Profit First Professionals nationwide. Check out our endorsement from the author, Mike Michalowicz, below!



Ready to take your accounting and bookkeeping to the next level?

Schedule a Discovery Call to learn more about these services, or discuss custom packages to support your business.