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?
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