OUR SERVICES
BUSINESS
We handle your books so you can focus on your business. We work with your team to ensure speediness.
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PERSONAL
Sometimes personal finances can get tricky. We create systems to let you see exactly where your money is going, so you make better financial decisions.
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PAPERLESS BOOKKEEPING
We have tools that allow you to get rid of that filing cabinet, while maintaining all the necessary back up information.
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Don't take our word for it
See what our Clients have to say!
Too many cooks in the kitchen over many years made our books a mess. Our CPA suggested we get a new bookkeeper to straighten them out and recommended Julie. Now, our accounts are streamlined and we get accurate reports and finish our tax prep months earlier. Everything runs smoother thanks to her expertise and efficiency. "
Katie O'Rourke
California Long Term Care Insurance
Working with Julie this year has been one of the biggest blessings of 2020! She has an amazing attitude of positivity and calmness during Covid and having been shutdown twice has allowed me to run my company through the storm. She helped me come into the digital age of with my bookkeeping. I am very grateful to be working with her." |
Julie is an integral part of my business. The level of personal service she provides is incredible. I use her regular bookkeeping services which includes bank and credit card reconciliation as well as sales tax preparation, monthly and quarterly reporting. She corresponds directly with my Payroll service as well as my CPA to ensure my accounting is exactly where it needs to be, without me having to worry about it. I highly recommend Julie her team for an easy, flawless bookkeeping experience." |
Working with Julie Jacobson has been the best thing for our family’s financial health. Straightforward, kind and experienced, Julie was able to take us from confusion and distress to organized and smart. We will continue to work with Julie and her team to ensure our financial well-being from here on out. I highly recommend her bookkeeping services." |