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
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
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.
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.
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
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
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.
Our goal is to maximize the amount of after
tax dollars our clients realize from their business. Allow
one of our Certified Financial Planning partners to provide
you with the solution for all of your educational funding,
investment, savings, retirement and life insurance
Estate and Eldercare
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.
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
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
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.
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.