If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
I started By the Book Tax and Bookkeeping firm in 2019 because I saw a tremendous need for small to medium business to have affordable and reliable bookkeeping assistance.
I have 15 years experience in tax preparation and 25 years in bookkeeping services.
I am passionate about helping business owners succeed and solve any issues they need assistance with.
I am a QuickBooks Pro Advisor and am a faithful participant in continuing education.
I take pride in our many years in the industry, which has taught us the ins and outs of tax preparation, auditing, and bookkeeping work. Our commitment to providing outstanding services is reflected in our personalized client relationships and genuine concern for their needs.
Overview
Serves Madison, WI
Background checked
3 employees
7 years in business
Business hours
SunClosedMon8:00 am - 4:00 pm
Payment methods
This pro accepts payments via Apple Pay, Credit card, Square cash app, and Venmo.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Julaina M.
Jun 29, 2023
Working with By the Book Tax and Bookkeeping LLC has helped our business tremendously. We clearly understand where our accounts are, the health of the company, and how to organize and track our financial information, thanks to Ami and her associates' diligent and professional work. Their attention to detail has saved us money and helped us to grow. We highly recommend By the Book Tax and Bookkeeping to anyone who wants to make the most informed financial decisions for their business.
Credentials
Background Check
Ami Todd
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based primarily on the time it takes us to get your bookkeeping to a monthly maintenance mode. Once we are in a monthly cadence, there will be a flat monthly fee for basic bookkeeping. Extra services requested would be billed hourly. Prices are based on average time and number of transactions we will manage on a monthly basis.
What is your typical process for working with a new customer?
New customers are sent a new client questionnaire and we will do a brief interview either in person, Zoom, or phone call. Once we have reviewed the client account, we will send a contract listing the scope of work to be performed and the monthly charge.
What education and/or training do you have that relates to your work?
We are certified Intuit QuickBooks Pro Advisors and have 45 years combined experience in bookkeeping and accounting. Both partners have multiple certificates of completion/degrees in different areas of expertise. There are Enrolled Agents and Tax Experts on staff.
