Peace, Ease, and Clarity for Complex Financial Lives.
Financial blind spots keep you
from reaching your biggest goals.
We bring peace, ease, and clarity—
so you can finally move forward with confidence
Financial guidance for
individuals and business owners navigating complexity
We work with professionals, entrepreneurs, and growing businesses who want their finances handled correctly—without confusion, stress, or constant second-guessing.
Our clients often come to us because:
• Their financial life has outgrown simple solutions
• They manage multiple income streams, businesses, or entities
• They want confidence they’re compliant, protected, and well-positioned
• They value clarity, professionalism, and long-term thinking
Whether you’re filing personal taxes or managing a complex business structure, we meet you where you are—and help you move forward with clarity.
More than accounting - integrated financial clarity.
Most accounting and tax firms focus on isolated tasks: preparing returns, filing paperwork, or responding to notices.
At By the Books Consulting, we take a broader view.
We help eliminate financial blind spots by integrating:
• Tax strategy and compliance
• Business financial structure and reporting
• Personal financial clarity
This integrated approach allows us to identify risks, uncover opportunities, and support better decision-making over time—not just during tax season.
Thoughtful financial support designed to reduce stress and
build confidence
Tax Preparation & Compliance
Accurate, professional tax preparation for individuals and businesses—designed to remove uncertainty, reduce stress, and keep you compliant.
Financial Clarity & Planning
Guidance that helps you understand how your finances work together, identify blind spots, and plan with greater confidence.
Ongoing Advisory & Support
For clients who value continuity and want a trusted financial partner to support decisions as their life and business evolve. Every engagement is handled with care, discretion, and a long-term perspective.
What clarity
Actually Feels Like
Our clients often describe:
✔ Relief knowing someone competent is overseeing the details
✔ Confidence that nothing important is being overlooked
✔ Less stress around deadlines and decisions
✔ A sense of control over their financial life
When finances are handled correctly, something shifts.
That feeling—Peace, Ease, and Clarity—is the true value of our work.
Start with a Financial Clarity Conversation
The best place to begin is a Financial Clarity Conversation.
This is not a sales call.
It’s a focused, professional discussion designed to:
╰┈➤Understand your financial situation
╰┈➤Identify areas of risk or uncertainty
╰┈➤Determine what level of support would be most helpful
From there, we’ll outline clear next steps—so you can move forward with confidence.
Serving clients locally and nationwide
By the Books Consulting works with individuals and business owners across the United States.
Whether you’re local to our locations in Atlanta, GA or Raleigh, NC; or working with us virtually, our approach remains the same:
Thoughtful guidance, clear communication, and a commitment to your long-term financial well-being.
Clarity changes everything
When your finances are integrated and understood, decisions become easier.
Stress fades.
Confidence grows.
If you’re ready to move forward with peace, ease, and clarity, we’re here to help.