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By the Book Solutions, Inc.

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BTBS offers a wide variety of services, including:

System Setup, Implementation, and Training

By The Book Solutions' staff is committed to developing a "road map" for each of our clients with the focus on becoming system dependant and guiding them away from the common pitfall most business fall into of being people dependant.

We focus our services on current and new users for all QuickBooks accounting software packages and third party software solutions.

As an Intuit® Solution Provider BTBS will guide you in the following areas:

  • Evaluate all your business needs (not just financial systems) to ensure you receive the most complete service available.
  • Evaluate current hardware and network specifications to ensure proper setup of software.
  • Assessing and choosing the appropriate QuickBooks package and 3rd. Party Software Solution (if necessary).
  • Installation and configuration of software
  • Setup and customization of company data file. This is where we make QuickBooks fit your business so you don't have to change to fit QuickBooks.
  • Complete migration of existing data from other accounting platforms. (Limitations do exist to extent of data moved depending on current accounting software used)
  • Evaluate all the users of QuickBooks within your firm to determine what will be the most comprehensive and cost effective training package.
  • Provide ongoing onsite or remote access support.

Maintenance & Management Services:

Cost-effective bundled service options are available to clients with comprehensive bookkeeping, accounts-management and/or reporting needs. By the Book Solutions’ full suite of bookkeeping services include:

  • Routine maintenance & account reconciliation
  • Receivables/payables management
  • Inventory and cost control Budgeting & forecasting reports
  • Tax compliance & reporting services

Payroll systems management services can be provided onsite or via remote–access based on clients’ needs and budgets.

Training For QuickBooks and Enterprise Solutions Accounting Software Users:

By the Book Solutions helps new and existing users strengthen their QuickBooks skills through a variety of one-on-one training sessions and group workshops. Training can be performed onsite or online.

QuickBooks Data-File Analysis:

Trouble-shoot and debug the accuracy of your accounting systems, and correct entry-errors with By the Book Solution's Data-File Analysis (DFA) service. DFA enables new and experienced QuickBooks users to verify that their software is being used properly and that financial data is being reported correctly. As part of our comprehensive program you will receive a detailed report which will allow you to determine how and who will resolve any issues our service identifies. For more information please call us at (518) 813-9052.



Our Mission

Our clients are our mission! BTBS focuses on the unique and specific needs of each of our clients. We then develop a “road map” to enhancing a business’ financial systems which will result in powerful reporting. This will empower the business owner(s) to make reliable decisions to strengthen the business.

Understanding the Challenges

One common and challenging problem for many small businesses is their dependency upon people, especially in the financial field. Our objective is to systemize the financial systems with all of our clients so you will not have that paralyzing dependency on any one person with handling the lifeblood of your business – your finances.