About Us
Accurate, Dependable and Trusted Bookkeeping & Accounting Services
At By The Books, we’re professionals who believe that providing small businesses with a clear financial picture based on accurate and up-to-date bookkeeping and accounting records is fundamental to having a strong business. We offer affordable virtual bookkeeping, accounting, and payroll services to small businesses, entrepreneurs and sole proprietors. We save you money and help you focus on growing your business.
MEET OUR TEAM
Our team is trained to understand your needs and the environment in which you do business.
Sara Wolfe - Owner/Bookkeeper
Sara graduated from Texas A&M Commerce with a Bachelor's Degree in Education and a Minor in Accounting in 2000. She then received her Master's Degree in Curriculum Writing from the University of North Texas in 2005. Sara began to fulfill her love for numbers by bookkeeping for friends and family beginning in 2001. She officially started her company, By The Books, in 2011 and has been helping small business owners ever since. Sara lives with her husband, two daughters, two dogs, and a cat. In her free time, she loves to hang out with friends, read, road bike, cross-fit, play the French horn, and go on cruises with her family to see the world.
Scott Wolfe - Owner/Bookkeeper
Scott has worked his magic behind the scenes for By The Books since the company began. He worked on projects, processed budgeting and analysis tasks, and assisted Sara when she'd need an extra pair of hands After graduating from UTA, Scott worked for over 24 years with a real estate information and analytics company as a business and information analyst. Unfortunately, in the Spring of 2021, he was laid off and, at that point, decided it was time to come off the bench and finally play full-time for By The Books. Currently, Scott specializes in new client onboarding, financial and analytical reporting, and manages client accounts. Outside the professional world, he is an avowed girl dad, trombone player, and fan of college football and major league baseball, and has a passion for road cycling and CrossFit activities.
Tony Gibson - CPA/EA
Tony Gibson is an Enrolled Agent who paid attention to his family's taxes at the age of 10 and prepared them for the first time at 22 years old. He officially began his tax and accounting career in 1998. Tony is experienced and highly educated on how the tax system can work for individuals, businesses, trusts, and estates. He worked 4 years with Ernst and Young (EY) prior to starting his own practice in 2017. He holds a degree in Accounting and Information Systems from University of Dallas, and a MBA w/ Accounting Concentration from Keller School of Management. Tony eagerly joined By The Books in 2020 and is excited to be an integral part of the team. Tony is a native of Duncanville, TX and enjoys spending his free time with family and playing soccer. To learn more about the services Tony provides for By The Books, please click here.
Amber Shaffer - Ofice Manager/Bookkeeper
Amber has been working as an administrative and virtual assistant since 2009. Her many skills include hotel management, payroll processing, data entry, invoicing, inventory, reconciliations, large scale data auditing, and custom project management. As the onboarding and payroll specialist for By The Books, Amber thrives on making sure all of our payroll clients rest at ease knowing that their payroll will always be processed with the utmost care and precision. She enjoys hosting game nights for family & friends, learning new skills, and traveling.
Mary Roper - Bookkeeper
Mary has been working as a bookkeeper since 2004 and has vast experience with reconciling, accounts payable, accounts receivable, payroll, P&L and Balance Sheet auditing, and sales tax reporting. As an account manager at By The Books, Mary loves helping small business owners maintain their books on a monthly basis and is always there to tackle any task, big or small. She enjoys spending time with friends, hanging out with her high school sweetheart (and now husband), going to Dallas Stars games, taking random road trips, and enjoying their love of music together.
Lisa Williams - Bookkeeper
Lisa graduated with her Associate's Degree in Accounting from Northwest College in Powell, Wyoming. She has been bookkeeping since 1995, has a wide range of bookkeeping experience, and is excited to be of service to our clients. When she is not working, Lisa enjoys traveling with her husband and their little cattle dog.
Jason Dunbar - Bookkeeper
Jason enjoyed working with numbers even at a young age in school. His true passion for numbers came to him as a teen with a paper route when he noticed that the numbers were not adding up. Solutions oriented, he found the problem and determined the solution. This made for a profitable route as a result. He is always diligent in his own personal finances and bookkeeping. Jason is a pastor at Ramseur Baptist Church, and he is excited for the opportunity to serve the clients of By the Books! Jason enjoys spending time with his wife and kids, and various activities like board games, hikes, trips to the park, and a family favorite: Buc-ee’s.
Amanda Parker - Bookkeeper
Amanda graduated from Texas A&M with a BBA in Business Management. She works as a supply chain analyst during the day and as a bookkeeper for By the Books in her free time. Her interests include playing with numbers, travel, and personal finance. She lives with her partner and their fur babies in Dallas.
About Us
By The Books based bookkeeping and accounting company that provides small businesses with fully customizable bookkeeping, payroll, tax and general bookkeeping services. Whether you need a simple strategy or a more involved accounting manager for your small business, we can make things easier for you.
Why Choose Us
By The Books is a virtual bookkeeping and accounting firm you can count on. Our mission is to offer accurate, personal, and professional bookkeeping services that focus on the daily measure of financial management for our clients. In addition, we take pride in working together with the community in order to build and strengthen a long-term relationship with each of our valuable clients. This translates into being trusted as a dependable resource for financial solutions and opportunities that meet the needs of our clients.
What sets By The Books Bookkeeping Services apart?
• Affordable: No “one size fits all”. Your bookkeeping and accounting needs change over time. Sometimes you need to solve a complex issue. Sometimes you just need to get high volume work done. At By The Books, we will assess your situation and match your needs so that you never over-pay.
• Trust: our bookkeepers, CPA's, and EA's are screened, background checked, and continuously trained.
• One Stop Shop: We are here to solve all of your payroll, bookkeeping, and accounting needs. Our payroll partnerships with Intuit and ADP help keep our prices more affordable than the big box chain payroll companies.
• Fast & Efficient: And last but not least, we provide high quality work and a quick turnaround time, that will save you billable hours with an outside firm.
Who we work with
The people and businesses we work with are quite diversified. If you run a small business and are in need of a bookkeeper, certified accountant, or your very own accounting manager, give us a call to discuss it further. By The Books will work with you to create a system that works specifically for your business.
Our promise to you
We promise to be your dedicated bookkeeping and accounting team to help meet all your tax prep and filing needs. From bookkeeping, payroll, business setup, and consultation services, we provide it all. We take care of your bookkeeping related matters to make sure that you invest your time and thoughts for growth of your business. You will always find us available for consultation in taking the most appropriate decisions.
Bookkeeping with Quality and Efficiency
• Our virtual bookkeepers and CPA's are based out of the Dallas – Fort Worth metro area. We operate remotely and serve the business across the U.S. with the use of QuickBooks Online.
• Bookkeeping assignments range from short projects (e.g. QuickBooks cleanup) to longer term relationships (e.g. weekly or monthly activities).
• Each of our virtual Bookkeepers has gone through a thorough background check and is trained on the latest QuickBooks updates.
We might be a good fit if:
• You’re onto your third bookkeeper in as many years and you are looking for a more stable and reliable solution.
• You are keeping up with QuickBooks yourself, but you’ve reached a point when your time could be better spent on higher value-added activities.
• Basic day-to-day bookkeeping and accounting is handled by your receptionist or office manager, but once a month, you could use some additional expertise to review QuickBooks and perform the more complex tasks.
• And lastly, your employees are constantly knocking at your door wondering where their paychecks are.
Testimonials
Reviews
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How we can help
At By The Books, our professionals have a depth of accounting, bookkeeping, payroll and advisory services which enables us to work as a strong, locally-owned and managed firm. We understand that making sound business decisions starts with a clear picture of your business' financial situation. Keeping accurate and up-to-date books while managing your business can be overwhelming. That's where we come in. We take care of this for you. We make sure you have accurate accounting information for your business from general journal entries to a trial balance and everything in between.