Connect With Our Team

For client support, secure document access, scheduling,
or engagement inquiries, please use the appropriate channel below.

We operate with structure and discretion to
ensure clarity, responsiveness, and professionalism.

Phone

Phone: (888) 428-2669

Available 9am-5pm EST Monday-Friday.

For scheduling or general inquiries outside business hours,
please use our AI Scheduling & Support Assistant below.

AI Scheduling & Support Assistant

Click Below to Speak to Our
AI Scheduling & Support Assistant

Our AI assistant is available 24/7 to:

• Schedule consultations
• Answer general questions
• Direct you to the appropriate engagement pathwa

• Answer common questions
• Direct you to the appropriate service
• Help schedule appointments
• Provide general guidance

Begin With a Financial Clarity Conversation

If you are a business owner seeking integrated oversight across business, tax, and personal finances, begin here.


This is the appropriate starting point for:

• Multi-entity business owners
• $500K–$5M+ revenue operators
• Owners seeking long-term financial structure
• Those who want strategic partnership — not transactional accounting

Need Tax Filing or Compliance Support?

If your primary need is tax preparation or compliance-related services, begin here.

Already a Client?

For document uploads, secure communication, and ongoing coordination:

Speaking Engagements &
Professional Partnerships

Cheston Bulgin is available for:

• Professional speaking
• Podcast Interviews
• Strategic partnerships
• Collaborative events
• Advisory roundtables

Inquiries can be directed through
our AI assistant or by scheduling a
brief introductory call.

By the Books Consulting does not provide financial advice
via email or unscheduled calls.

Complex tax or advisory matters require a scheduled consultation.