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Julia B.

Julia B.

Shelby, MT
100% Job Success
Top Rated

Quickbooks Online ProAdvisor and Bookkeeper

Hi, I'm Julia! As a QuickBooks Online Certified ProAdvisor, I bring calm to your books. Let me help you improve profitability, get organized, reduce unnecessary subscriptions and expenses, and remove the pain of tax season by ensuring your end of year financials are ready for your tax preparer. Do you want to spend more time on the profit side of your business rather than the behind the scenes? Invite me to your job - I excel at behind the scenes. Are you a small business or freelancer who needs assistance setting up, organizing, and managing your books? You are: a small business or entrepreneur using (or ready to switch to) QuickBooks Online Then I can help! HOW I WORK 1. I offer monthly plans for businesses looking for an ongoing bookkeeping partner. I will keep tabs on your financial transactions so you can focus on your business. And come tax season, I can be the liaison between you and your CPA so taxes are no longer a headache. 2. I offer Set Up including customized Chart of Accounts for businesses new to QuickBooks and Catch Up for businesses who have gotten lost or delayed in their books. HOW I CAN HELP YOU * Set up a QuickBooks Online account and customized Chart of Accounts (if needed) * Record all financial transactions each month so you don’t have to worry about bookkeeping * Reconcile all your bank accounts so you can be sure the numbers are accurate * Invoicing and Accounts Receivable, making sure you get paid in a timely manner * Prepare accurate and timely monthly reports so you can understand the numbers and gain actionable insights * Prepare all documentation your accountant will need at tax time * Add ons include: Invoicing clients, entering bills, and attaching invoices
Rating is 5 out of 5.
5.00 Jan 21, 2022 - Mar 8, 2022
Private earnings
Rating is 5 out of 5.
5.00 Dec 1, 2021 - Jan 25, 2022

"Julia delivered strong. She is amazing. Quick and focused. I just rehired her for second project. She finished ahead of schedule"

Private earnings
Dec 11, 2021 - Jan 13, 2022

No feedback given

Private earnings
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Skills

  • Intuit QuickBooks
  • Accounts Payable
  • Bank Reconciliation
  • Accounts Receivable
  • Bookkeeping
  • Accounting Basics
  • Accounting Software
  • QuickBooks Online
  • Cash Flow Analysis
  • Account Reconciliation

Testimonials

Endorsements from past clients

"Julia and I worked several years together and throughout that time I was continually impressed with her administrative skills. She assisted project managers and other team members with organized and accurate reviews and distribution of work product. She is a valuable team member and her involvement in several aspects of our technical and business operations was always a benefit. Also, her sunny disposition helps brighten anyone’s day. "

Anita S.
Nov 2021
Verified

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