bookkeeper // controller // advisor

BTI Consulting Co.

100% virtual (Based in Altoona, PA)

Be confident in your books without the stress.

Benjamin Irvin, CPA, Owner

Know in your numbers
Save time for your business and life
Avoid the stress of doing it yourself
Receive consistent and timely reporting
Understand your financial reports
Partner with an expert

Fully virtual bookkeeping by professionals

Unlimited Communication

That means what you think it means! No surprise billings. Unlimited communication means that you have (almost) constant access to your bookkeeping team for questions and updates. We will either set you up on a Microsoft Teams channel or a Slack Channel. Of course we will answer a stray email or text if you send it our way!

Unlimited communication via Slack or Teams allows for real-time collaboration and support, enhancing the overall service experience.

This can also include unlimited ad hoc video meetings from time to time. Scheduled check-in's are included in certain packages.

Video answers to questions

Sometimes the clearest and fastest way to communicate an answer is with a quick video. This means you can get a more robust answer, often explained on-screen without having to set up and wait for a meeting. You can watch it at your leisure and barely miss a beat.

Regular review of the books

Especially for the DIY-er, this is a security blanket. Of course if we are doing the bookkeeping, we will review the work. But for the DIY-er who might be anxious and wondering if something is wrong with the books...or more likely, they KNOW something is wrong with the books, this can be a much-needed service. For those that want or need to handle their own bookkeeping, we will review your books as often as monthly after you close them, and we will provide written review notes back to you. If there are issues that require it, we can hop on a call to go over it with you.

Check-in meetings

Regular touchpoints provides you with clarity on your books and business's financial health, offers opportunities to address concerns promptly, and fosters a more collaborative working relationship.

Bookkeeping done for you

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Monthly reporting

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1099 filing

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W-9 collection

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Bill pay

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Credit card spend management

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Payroll

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Weekly cash flow reporting

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Budgeting & forecasting

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Cash flow management

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Invoicing / Billing

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Use email under your domain

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Do you books need caught up or cleaned up?
We do that!

Book a free discovery call

What clients are saying (coming soon)

Frequently Asked Questions

Do you bill hourly?

We sometimes bill hourly for project work, such as a cleanup on 1x project. All ongoing work is fixed fee.

Do you prepare tax returns?

No, we focus solely on accounting services. We work with your tax preparer to try to make the process as easy as possible for everyone. We can help review your return and help to interpret tax-talk.

Do you have good tax preparers you can recommend?

Yes! Also, if you are on the Advisor package we will also help you with the buying decision, if desired.

Do you ever meet client's at their business?

No, we are fully virtual. Our clients are spread across the country and international.

What accounting systems do you use?

We can serve your business with QBO and Xero

What if I use Quickbooks Desktop?

We can help migrate you to QBO!

How big is your team?

We are currently a team of 2 FTE's and 1 PT person.

SMS Privacy Policy

Most Recent Update: 9/17/2024

This Privacy Policy explains how BTI Consulting Co collects, uses and discloses personal information of its customers, prospective customers, and visitors to its website at https://bticonsultingco.com.

COLLECTION OF PERSONAL INFORMATION

Information collected directly from you: We may collect personal information directly from you, for example, through a web form, during an online or in-person registration, while making a reservation, while setting up an account with us, or when you email or text message us. Personal information we collect directly from you may include first and last name, business name, address, email address, and phone number.

Information collected from your device: Our website may use tracking technologies such as cookies, web beacons, pixels, and other similar technologies to automatically collect certain information from your device, including for example your IP address, browser and operating system information, geographic location, referring website address, and other information about how you interact with the website. You may disable cookies in your web browser, however parts of our website may not function properly. More information about blocking and deleting cookies is available at http://www.allaboutcookies.org. Our email campaigns may also use tracking technologies such as web beacons, pixels and other similar technologies to automatically collect certain information such as your IP address, browser type and version, and email engagement statistics.

USE OF PERSONAL INFORMATION

We use information collected directly from you to provide you with our services, customer service and support, and other relevant information. We may also use this information to market our products and services to you, including by email and text message subject to your consent.

We use information collected automatically from your device to provide our website to you, to optimize our website, and to assist with our advertising and marketing efforts.

DISCLOSURE OF PERSONAL INFORMATION

We may use third-party service providers to assist us with providing our services to you and we may share your information with such third parties for these limited purposes. For a list of those providers, please reach out to us at hello@bticonsultingco.com.

We may also share your personal information if necessary to comply with applicable laws and regulations, to respond to a subpoena, search warrant or other lawful request for information we receive, or to otherwise protect our rights.

SMS Consent and phone number will not be shared with third parties.

EMAIL AND TEXT MESSAGE COMMUNICATIONS

If you wish to unsubscribe from our email campaigns, please click on the Unsubscribe link at the bottom of any marketing email sent from us.

If you wish to stop receiving text messages from us, reply STOP, QUIT, CANCEL, OPT-OUT, or UNSUBSCRIBE to any text message sent from us.

YOUR PRIVACY RIGHTS

You may have the right to request access to the personal information we hold about you, to port it to a new service, or to request that your personal information be corrected or deleted. To exercise any of these rights, please contact us at hello@bticonsultingco.com.

CHANGES TO THE THIS PRIVACY POLICY

We may update this Privacy Policy at any time. Please review it frequently.

CONTACT INFORMATION

If you have any questions about this policy or our privacy practices, please contact us at hello@bticonsultingco.com or your engagement contact, if you are a client.

© BTI Consulting Co. All rights reserved.