Certified
Full Charge
Bookkeeper

Welcome

I like numbers. I like bookkeeping. I like to see your books 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 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

Head shot of Julie Luciano, San Diego Bookkeeping

Welcome

I like numbers. I like bookkeeping. I like to see your books 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 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

Head shot of Julie Luciano, San Diego Bookkeeping
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.

“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, 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.

“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.

Bookkeeping Service in San Diego

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.

Bookkeeping Service in San Diego

Contact
Have questions? I’ve got answers!
Fill in the form below and I will get
back to you shortly!
© 2020 Julie Luciano | Designed by Pasquariello Design
San Diego Bookkeeping | Tax & Bookkeeping Services