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.
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
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
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
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