Our Services

Your service package with us is completely curated to your unique needs. We offer a range of personalized options and additional services that can be combined to best fit your situation.

A customized package will be prepared for you following a discovery call with our Director of Client Services.

business tax services bookkeeping bootcamp

Bookkeeping Bootcamp 

During this one-time service, we can set-up your QuickBooks Online account, integrate your project management software, and provide you with basic bookkeeping foundations to help you get started off on the right foot.  

  • 30-minute Onboarding Call

  • QuickBooks Online Set-Up and/or Review

  • Integration of project management system

  • Chart of Accounts Set-Up

  • Custom Reports Set-Up

  • 1–hour Review and Training Session

Catch Up bookkeeping for creative business

Retroactive/Catch-Up Accounting

Pricing depends on individual client needs.

If your bookkeeping is not up to date, we can provide retroactive bookkeeping services to ensure that your business finances are accurate and compliant. 

  • Transaction Catch-Up

  • Reconciliation Catch-Up

  • Sales Tax Review and Audit

  • Comparison of project management system data to QBO data

  • Accounts Receivable / Payable Review and Audit

accounting and tax filing for interior designers

Recurring Accounting Services

We offer monthly recurring bookkeeping packages that are customized to fit your needs. 

  • Recording daily transactions

  • Reconciling bank and credit card accounts

  • Preparation of financial reports

  • Communication with your CPA

  • Payroll processing, including payroll tax filing

  • Sales Tax and government reporting, including optional filing of 1099s in January each year

  • Accounts Receivable (Invoicing & Time Billing Support)

  • Accounts Payable (Bill Payment Support)

  • Purchase Order Management, including inbox management

  • Job Costing

  • E-Commerce Support

Financial Analytics Programs

Business by the Book offers a variety of Financial Analytics programs to proactively address common issues and questions from our clients.

We currently offer the following options:

  • Weekly Accountability Meetings

  • Quarterly Financial Review Meetings

  • Monthly Financial Review Meetings

  • Monthly Transfer Recommendations for Savings

  • CFO Program

  • CFO for a Day Program

payroll and 1099 prep services

Platforms We Use

All of our clients utilize QuickBooks Online for financial management. We will work with whatever project management solution is best for your business. We have experience with the following software integrations:

  • HouzzPro & IVY

  • Design Files

  • Designer Logic

  • MyDoma

  • Dubsado

  • Salon Iris

  • Jackrabbit

  • Square

  • Shopify

  • Clover

  • ShopKeep

  • Airtable