we are partners

we will work together to achieve your specific set of goals

a t  p e a c e  o f  m i n d  b o o k k e e p i n g

customIzed services

TO SUIT THE UNIQUE NEEDS OF YOUR BUSINESS

  • Comprehensive management of all the financial elements of your business. Frequent one-on-one customized assessment of finances in order to ensure full transparency and organization of your business financials.

  • Assistance gathering & preparing annual business tax documents for returns and for retirement planning

  • Streamlining of the bookkeeping process to make sure the administrative tasks of your business are efficient and easy to manage

  • Hands on guidance to help you understand how effective bookkeeping can make your business more profitable and sustainable. Empowering you to become more adept at managing and interpreting your finances

partnerships

  • “Due in part to her (Julia’s) expert advice and bookkeeping talents, the business has become much more profitable and we are now looking to expand. Julia really cares about both the personal and financial success of her clients and their businesses.”

    • Kevin

  • “We have been working together since 2015 and I can honestly say that she is one of the most important parts of my business. We would not have been able to expand as quickly without her help. I cannot express how much her continued partnership means to us.”

    • Kim

  • “Julia put in the time to analyze my finances so she could understand my revenue and expenses. She was able to customize my books in a way that made sense for me. She’s saved me time, money and a whole lot of frustration.”

    • Pat

  • “Julia is smart, responsive, thorough, organized, honest and fast. She automated many of our manual processes and streamlined our bookkeeping. I highly recommend Julia's services!”

    • Doug

we are partners

we will work together to achieve your specific set of goals

a t   p e a c e   o f   m i n d   b o o k k e e p i n g

  • “Due in part to her (Julia’s) expert advice and bookkeeping talents, the business has become much more profitable and we are now looking to expand. Julia really cares about both the personal and financial success of her clients and their businesses.”

    • Kevin

  • “We have been working together since 2015 and I can honestly say that she is one of the most important parts of my business. We would not have been able to expand as quickly without her help. I cannot express how much her continued partnership means to us.”

    • Kim

  • “Julia put in the time to analyze my finances so she could understand my revenue and expenses. She was able to customize my books in a way that made sense for me. She’s saved me time, money and a whole lot of frustration.”

    • Pat

  • “Julia is smart, responsive, thorough, organized, honest and fast. She automated many of our manual processes and streamlined our bookkeeping. I highly recommend Julia's services!”

    • Doug

I keep my client list small in order to foster genuine partnerships with business owners

and even make some friends along the way!

“Julia put in the time to analyze my finances so she could understand my revenue and expenses. She was able to customize my books in a way that made sense for me. She’s saved me time, money and a whole lot of frustration.”

“Julia is smart, responsive, thorough, organized, honest and fast. She automated many of our manual processes and streamlined our bookkeeping. I highly recommend Julia's services!”

“Julia has been helping me and my business for over 17 years. Due in part to her administrative organization, expert advice and bookkeeping talents, the business has become much more profitable and we are now looking to expand. Julia really cares about both the personal and financial success of her clients and their businesses.”

  • Financial Management

    Frequent 1-on-1 customized assessment of finances in order to ensure full transparency and organization of your business financials

  • tax consultation

    Assistance gathering & preparing annual business tax documents for returns and for retirement planning

  • administrative organization

    Streamlining of the bookkeeping process to make sure the administrative tasks of your business are efficient and easy to manage

  • business coaching & development

    Hands on guidance to help you understand how effective bookkeeping can make your business more profitable and sustainable