who will be doing my books?
When you initially come on as a client, you will work with our client on-boarding specialist for one to three months. Towards the end of that time, one of our Account Managers will join your team and eventually you will be transferred completely to the Account Manager with oversight and review by a Senior Account Manager.
my books are a mess! do they need to be clean before i hand them over to business by the book?
No way! We will include retroactive/clean-up bookkeeping as part of our scope of work estimate.
do you help with invoicing?
Business by the Book offers Accounts Receivable services, but we do not send any invoices to your clients unless it is explicitly directed. This service is not included in the base package, so if you need assistance with your invoicing, please be sure to mention it to the Client On-boarding Specialist.
do you offer bill pay services?
Business by the Book offers Accounts Payable services, but this service is not included in the base package. If you need assistance with your accounts payable, please be sure to mention it to the Client On-boarding Specialist.
Do you offer sales tax services?
Yes, Business by the Book will help you track the sales tax you collect, file your sales tax report, and set up remittance to your state. Business by the Book does not offer this service to clients living in Alabama, Alaska, Arizona, California, Colorado, Idaho, or Louisiana.
DO YOU OFFER payroll services?
Yes, Business by the Book offers payroll services.