By The Book

Our Services

Our company believes in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

The following are services provided directly "By The Book"

• Bookkeeping Service
  The core of our portfolio of professional services. Whether you elect to use our online computerized bookkeeping system or utilize our streamlined manual recording system, each month we arrange to have your current month's data transmitted to us and transmit back the prior month's management report and summary. We create useful management reports that allow you to monitor the financial position of your company. Timely reports allow you to make those critical business decisions. Allow us to create a bullet proof audit trail including your receipts, disbursement, payroll and general journals as well as your general ledger. Included with your monthly bookkeeping service is the calculation and filing of your monthly Sales Tax obligation. By The Book ensures your Sales Tax Returns are filed on a timely basis eliminating costly and unneeded penalties.

• Payroll Processing
  We provide both live and after-the-fact payroll services. Electronic tax payments can be paid on the tax due date or earlier for cash flow budgeting purposes. Unlike many of the other payroll preparation companies that impound your money into their own bank account and pay your taxes at some later date, By The Book initiates an ACH Debit that transfers your tax payment directly from your bank to the appropriate taxing agency. Today's technology of Direct Deposit and online data entry are available to allow you to have a totally paperless payroll environment. We support every pay period type, weekly being the most common. Our service is all inclusive, including all quarterly and annual tax forms and filings. Payroll forms are filed electronically to ensure timeliness and accuracy.

• Tax Planning
  By The Book offers two levels of tax planning services. Our standard quarterly tax estimate report provide business owners with the guidance they need to understand what their tax liabilities will be at year end. Our enhanced tax planning report is a totally comprehensive report encompassing all aspects of your personal tax return. Allow us to provide you the information you need to make educated decisions about your finance and tax matters.

• Tax Preparation
  We provide electronic filing free of charge to all of our tax clients. Return preparation for all entities is supported along with returns for every State that requires an income tax return to be filed. No longer subject yourself to tax preparers who operate 'Seasonally'. Our offices are open year round allowing you full access to our professional staff and managers. We deal with you personally and directly striving to provide you the maximum refund that you are legally entitled to.

• Workman's Compensation Insurance
  Our company is a participant in the InsureLinx program. Unlike traditional Workmen's Compensation plans that require a substantial down payment and hefty installment payments based upon an estimated payroll, the InsureLinx directly to your insurance company. The program will then auto debit the exact premium due for that pay period. This eliminates the 'Year End' audit surprise of an additional premium due when you realize that the estimate you provided earlier in the year was much lower than actual.

The following are services provided by our Strategic Business Partners:

In the continual effort to be our client's very own personal Strategic Business Partner, By The Book has created a list of our own Strategic Business Partners in the following areas of business which allows us to provide solutions for each and every of your business needs.

• Estate and Eldercare Planning
• You have worked very hard to accumulate the savings you now enjoy. It would be a financial disaster if any one of life's many tragic events caused the unexpected death or long term illness of a loved one. Proper planning now can safeguard your home and financial nest egg from the debilitating effects of estate inheritance tax and assisted care medical facility costs. Ask us to have our Eldercare Estate Planning Attorney Strategic Business Partner to contact you.

• General Business Insurance
  Over the years we have worked with numerous insurance agents of our clients. As with any profession, we have found many to be ethical and credible while others to be everything but. Allow us to provide you the names of credible agents who will ensure that you are covered for what you need and work to find you the lowest premiums possible.

• Healthcare Insurance
  Our Strategic Business Healthcare Partner will meet with you to determine the exact needs for your company's healthcare policy. They will present you with an in-depth comparison chart that allows you to truly compare insurance carrier to insurance carrier, policy coverage to policy coverage allowing you to make the best educated choice in coverage for not only your company, but also your own family. Contact us today.

• Residential and Commercial Mortgages
  Buying a new home or commercial piece of property can be one of the most exciting and rewarding of life's events. Allow us to eliminate the paperwork nightmare that many people encounter when applying for a mortgage. As your tax provider, we already have a majority of the financial data mortgage underwriters require in the application process. Call today and let By The Book originate your mortgage to one of our Strategic Business Partner Mortgage Company.

• Credit Card Processing
  Today we find that we are quickly moving towards a cashless society with customers paying with Credit & Debit cards. Allow our strategic partners to review your processing costs and merchant fees to see how much you can save.