Certified
Full Charge
Bookkeeper

Welcome

I like numbers. I like to do bookkeeping. I like to see your books all neat and clean with the expenses in the right bucket and income coded properly so you aren’t paying extra taxes on money that isn’t yours! 

Hi! I'm Julie

After a couple decades of progressive experience in different businesses, I understand bookkeeping. And it isn’t complicated. You need numbers. Good numbers. Timely numbers. I provide a casual, calm, professional atmosphere that is tailored to YOUR needs as business.
 
I like to make a personal connection with my clients so I can look at the whole picture, assess your business needs and save YOU time (and money!). I work with multiple business types on various levels and will work with you to determine exactly what your business needs.

Welcome

I like numbers. I like to do bookkeeping. I like to see your books all neat and clean with the expenses in the right bucket and income coded properly so you aren’t paying extra taxes on money that isn’t yours! 

Hi! I'm Julie

After a couple decades of progressive experience in different businesses, I understand bookkeeping. And it isn’t complicated. You need numbers. Good numbers. Timely numbers. I provide a casual, calm, professional atmosphere that is tailored to YOUR needs as business.
 
I like to make a personal connection with my clients so I can look at the whole picture, assess your business needs and save YOU time (and money!). I work with multiple business types on various levels and will work with you to determine exactly what your business needs.

Services

  • Provide online, remote, virtual bookkeeping services via Quickbooks online or desktop.
  • Implement and/or maintain company data files and financial processes.
  • Manage your chart of accounts, enter and track income and expenses.
  • Manage receivables and payables.
  • Create financial statements, manage sales tax and process returns.
  • Perform bank and credit card reconciliations
  • Analyze what you’re spending vs what you’ve budgeted.
  • Coordinate payroll with payroll companies
…and I will work directly with your CPA to provide info for your tax returns.
“I’ve worked with Julie for about 6 years now and she is always on her game! Nothing gets by this lady. She is such an integral part of our company’s finance planning and forecasting.”
Jamie L.

Services

  • Provide online, remote, virtual bookkeeping services via Quickbooks online or desktop.
  • Implement and/or maintain company data files and financial processes.
  • Manage your chart of accounts, enter and track income and expenses.
  • Manage receivables and payables.
  • Create financial statements, manage sales tax and process returns.
  • Perform bank and credit card reconciliations
  • Analyze what you’re spending vs what you’ve budgeted.
  • Coordinate payroll with payroll companies
…and I will work directly with your CPA to provide info for your tax returns.
“I’ve worked with Julie for about 6 years now and she is always on her game! Nothing gets by this lady. She is such an integral part of our company’s finance planning and forecasting.”
Jamie L.
“Julie is the best! I don’t know where we would be right now as a company without her help with our finances. Definitely not my strong suit! Highly recommend!” – Jon P.
“There are so many things that you have to take care of as a business owner, and it is even harder when you are a small business, with a little team. Julie has been a life saver! No one in our office had any experience with how to hand our business finances, and bringing Julie on-board was one of the best decisions I’ve made!” – Mary T.

Contact

Have questions? I’ve got answers! Fill in the form below and I will get back to you shortly!
“Julie is the best! I don’t know where we would be right now as a company without her help with our finances. Definitely not my strong suit! Highly recommend!” – Jon P.
“There are so many things that you have to take care of as a business owner, and it is even harder when you are a small business, with a little team. Julie has been a life saver! No one in our office had any experience with how to hand our business finances, and bringing Julie on-board was one of the best decisions I’ve made!” – Mary T.

Contact

Have questions? I’ve got answers!
Fill in the form below and I will get
back to you shortly!

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