By the Books Financial Services Pays It Forward by Helping Others Pay Themselves

Several years ago, Lisa Prunty took Prospera’s Power Up: Create your business, financial, and marketing plan workshop to help guide her with a business concept. Through the course of the workshop, she recognized that her original idea would not be a business she would enjoy. With this knowledge, she restructured her vision to create By the Books Financial Services, where she now uses her 30 years of experience and skill as a CPA to provide financial guidance to other business owners.

Designed to be a one-stop-shop for financial services for small businesses, By the Books offers a variety of packages from traditional daily bookkeeping to CFO advisory services to help businesses grow and succeed. They also help small businesses navigate their finances by offering advice on implementing systems, processes, and internal controls, which allow businesses to focus their valuable time on scaling their companies instead of feeling overwhelmed by the burden of financial organization.

When Prunty isn’t helping businesses succeed through By the Books, she is helping them through her extensive involvement in Prospera. Aside from participating in the Monthly Member Meet-Ups, taking courses such as Link Up, and volunteering on the Sip and Chip and Prosperity Party committees, she also teaches trainings and helps facilitate the financial sessions for both the Power Up and Link Up workshops. Prunty uses her “Profit First” certification as a foundation for guiding business owners because “the concepts behind Profit First help businesses simplify their cash management and can prepare them in the long-term for unforeseen circumstances, such as a global pandemic,” said Prunty. “Volunteering for and supporting Prospera is really a way for me to pay it forward because Prospera and the Montana Women’s Business Center have been a key element to getting my business off, running, and growing.”

Before she was leading the financial portion of Link Up, Prunty had taken the workshop two separate times and is considering enrolling a third time. Of Link Up, Prunty said, “There are so many women business owners in our community, doing really cool things. They inspire me to keep pushing myself to grow and create jobs here in the Gallatin Valley.”