WHAT THEY'RE SAYING
WE BELIEVE IN A PARTNERSHIP. WE TEAM UP WITH YOU TO HELP YOU FOCUS AND SUCCEED ON YOUR BUSINESS.
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 that 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."
Stephanie, Yoga Studio Owner
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.
Kaity Galvez, LJ's Deli
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.
Elena M.
I've known Julie for many years, and she's an all-around great person. She has been our bookkeeper for the past 5 years, working on a couple different businesses, and she's always done a fine job. I would recommend her to anyone looking to add a great associate to the team, specifically on the accounting side.
Mark S., snack co. founder.
I absolutely love working with Julie. We had a hard time getting our receivables, commissions, and payables in order but Julie was able to help us get organized. She got us acquainted with Bill.com and trained us on how to use it. So far switching to paperless has been extremely convenient. The best part about working with Julie is her attentiveness to our account. She is quick to respond to questions and has given us much better clarity about our company's financial standing!
Loryn Ferreira, PIVOT Marketing Agency
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