Certified
Full Charge
Bookkeeper
Welcome
Hi! I'm Julie Luciano, EA
After a couple decades of progressive experience in different businesses, I understand accounting. And it isn’t complicated. You need numbers. Good numbers. Timely numbers. I provide a 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 needs and save YOU time (and money!). I work with multiple business types and entities and will work directly with you to determine exactly what your business needs.
San Diego Bookkeeping Services
Welcome
Hi! I'm Julie Luciano, EA
After a couple decades of progressive experience in different businesses, I understand accounting. And it isn’t complicated. You need numbers. Good numbers. Timely numbers. I provide a 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 needs and save YOU time (and money!). I work with multiple business types and entities and will work directly with you to determine exactly what your business needs.
San Diego Bookkeeping Services
Services
- Provide online, remote, virtual bookkeeping services via Quickbooks online, Quickbooks desktop, Zoho or Xero
- Implement, organize and maintain company data files and financial processes so you don’t have to
- Manage your chart of accounts
- Track income and expenses for a clean P&L and Balance Sheet
- Manage receivables and payables for an up to date cash position
- Perform monthly bank and credit card reconciliations
- Create and send you financial statements each month
- Help to manage sales tax and process returns
- Analyze what you’re spending vs what you’ve budgeted
- Coordinate payroll with payroll companies
- Quickbooks training and support
- Historical catch-up and clean-up
…and I will work directly with your CPA to provide info for your tax returns.
Services
- Provide online, remote, virtual bookkeeping services via Quickbooks online, Quickbooks desktop, Zoho or Xero
- Implement, organize and maintain company data files and financial processes so you don’t have to
- Manage your chart of accounts
- Track income and expenses for a clean P&L and Balance Sheet
- Manage receivables and payables for an up to date cash position
- Perform monthly bank and credit card reconciliations
- Create and send you financial statements each month
- Help to manage sales tax and process returns
- Analyze what you’re spending vs what you’ve budgeted
- Coordinate payroll with payroll companies
- Quickbooks training and support
- Historical catch-up and clean-up
…and I will work directly with your CPA to provide info for your tax returns.