Our Team

At Profit by the Books, we take care to provide our clients high-quality services personalized for the business needs. We provide a variety of services, including:

Bookkeeping:

  • Input all transactions for bank accounts, credit cards and loans.
  • Reconcile all accounts.
  • Make adjusting entries as needed.
  • Provide Balance Sheet, Profit & Loss and custom reporting as desired.

Money Management:

  • Provide personal business assistance to clients who have difficulty managing monetary affairs.
  • For senior citizens, disabled, or busy professionals who lack time for organizing financial matters.
  • Pay bills on time, review medical bills and track insurance payments.
  • Organize and maintain financial records.

Training:

Our Team

Claudette DahlbergBookkeeper/Owner
Claudette Dahlberg is an entrepreneur, small and medium enterprise consultant, Advanced Certified QuickBooks ProAdvisor, QuickBooks Solution Provider, profit strategist, and owner of Profit by the Books, LLC. She helps her clients maintain impeccable accounting records, understand their financial statements, and increase their profits year after year. Over the course of the past 8 years in her business, Claudette has worked with hundreds of business owners including franchisees, real estate brokers, property managers, trade organizations, and SAAS corporations. Outside of work, her hobbies include running, hiking, and being a dog mom.
Lexi DiazBookkeeper
Lexi Diaz is an Advanced Certified QuickBooks ProAdvisor and has worked at Profit by the Books since 2015. Her favorite part of being a bookkeeper is providing some freedom to business owners. She recognizes that bookkeeping is one of the least favorite parts of owning a business. While she knows that others don’t enjoy it, she loves getting books organized and clean. Outside of work, her hobbies include running an Etsy Shop, crafts and spending time with her fur children.
Carla SadlerAdministrative Assistant
After 20 plus years of working in Child Development, Carla Sadler made a career change by joining Profit by the Books. She’s a native Charlotte. When the weather is nice, she and her black lab enjoy going on walks in the park and playing fetch. Family is very important to her and she always looks forward to their gatherings. Traveling is a passion of hers, and she and her husband love the outdoors, especially the ocean breeze.

Contact Profit by Books today to set up an initial consultation by clicking here or calling us at 704-765-2447.