Financial Stewardship for Complex Lives.

Built for business owners who have achieved success — but want structure, clarity, and protection around it.

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The Why

Successful business owners don't struggle because they lack intelligence.

They struggle because financial complexity grows faster than structure.

Multiple entities. Multiple accounts. Multiple advisors.

And no one truly overseeing how it all connects.

We built By the Books Consulting to solve that problem. Not by doing more paperwork — but by integrating business finances, tax strategy, and personal clarity into one cohesive structure.

What We Saw Missing

Over the years, we saw a pattern.

Successful owners were doing the right things:

They were paying accountants.
They were filing taxes.
They were growing revenue.

But they were quietly:

Overpaying in taxes
Making decisions without full visibility
Carrying unnecessary financial stress
Operating without long-term coordination

They weren't in crisis.

They were simply operating without integration.

That gap is where we work.

Our Philosophy

We believe:

Clarity reduces stress.
Structure protects wealth.
Oversight prevents invisible risk.
Peace of mind is a financial strategy.

Our role is not transactional. We serve as financial integrators and stewards — ensuring business, tax, and personal financial decisions align.

This is long-term partnership, not seasonal service.

Who We Serve

We work with business owners who:

Generate $500K–$5M+ in revenue
Operate multiple entities
Have outgrown reactive accounting
Want coordinated strategy, not piecemeal advice
Value discretion, structure, and long-term thinking

If you are simply looking for the lowest-cost tax filing, we are likely not the right fit.

If you are looking for oversight and clarity, we may be.

Cheston Bulgin, Enrolled Agent — Founder of By the Books Consulting

Leadership Grounded in Financial Stewardship

Led by Cheston Bulgin, Enrolled Agent.

Cheston Bulgin, EA

Founder · Enrolled Agent

An Enrolled Agent is federally licensed by the U.S. Treasury and authorized to represent clients before the IRS in all 50 states.

Our work spans:

Multi-entity tax strategy
Business financial integration
Advisory and planning
Long-term wealth coordination

But credentials are only part of the story. Clients choose us for judgment, steadiness, and partnership.

Our Posture

We are not the loudest firm. We are not the most promotional.

Deliberate.

Structured.

Grounded.

And we believe financial clarity should feel steady — not chaotic.

Ready for Peace, Ease, and Clarity?

Schedule a Financial Clarity Conversation.

It's not a sales pitch.

It is a professional discussion to determine whether structured oversight is appropriate for your situation.

Schedule a Financial Clarity Conversation →