Find answers to commonly asked questions about our bookkeeping services.
FAQs
- One-time setup bookkeeping
- Catch-up & clean-up bookkeeping
- Ongoing monthly bookkeeping
Each month, we categorize transactions, reconcile accounts, and keep your books accurate and up to date. By year-end, your books will be organized and tidy, ready to hand off to your tax CPA - no last minute scrambling, no stress.
Ongoing Monthly Bookkeeping
Whether you need new books or just a little cleanup, this is where we start. We’ll access your systems, set up shared folders, and create workflows. Once everything’s in order, we’ll transition to ongoing monthly bookkeeping.
Set Up or Clean-Up
We’ll start with a free discovery call to learn about your business, your goals, and your current bookkeeping setup. I’ll ask questions, answer yours, and determine if we’re a good fit.
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What to Expect
ready to get your quickbooks in order?
Denise k.
Working with Julie has been a fantastic experience from the start, especially during the initial phases of launching my LLC business. She helped me stay organized and focused, allowing me to dedicate more time to my clients. I truly appreciate her professionalism. I highly recommend Julie’s services to anyone looking for a reliable and supportive accountant.
Kris L.
Julie provided accounting services for a start-up, complex LLC. She knew the requirements of setting up a new business, was always thinking ahead, and provided timely reporting to multiple parties. I would definitely recommend her services!
Clinton F.
I cannot recommend Julie highly enough. She is exceptionally organized, demonstrates a deep knowledge of QuickBooks and accounting practices, and consistently manages the books with precision and efficiency. She requires minimal direction, anticipates needs proactively, and brings a high level of professionalism to every task. Above all, she has been an excellent partner to work with—reliable, knowledgeable, and committed to delivering quality results.
Alyson M.
Ms. Willmes has helped me in so many ways. From creating financial forecasting reports to filing out estate documentation the courts would need. She is someone I trust. I am so grateful for all her help and kindness. She has gone above and beyond for myself and for my family.
Jeff H.
Julie is in a league of her own when it comes to designing, implementing and using QBO. With her guidance, we modernized our business operations, streamlined record keeping and gained financial insight that was absent previously. Her assistance has changed the way we operate our farm and enabled us to reach new levels.
Matthew S.
Hiring Julie was easy. She’s trustworthy, highly skilled, and efficient—quickly streamlining processes as our needs evolved.
I highly recommend her.
Louise L.
Julie’s ability to analyze and assess financial data guided our decisions. Her persistence and attention to detail got us through a trying time in our business. We could not have succeeded without her high level of integrity and care and strong work ethic.
Rachael W.
Julie has been an incredible asset for my small business. Bookkeeping has always been a source of stress for me, but she makes it feel effortless. Beyond her deep expertise with QuickBooks and small business bookkeeping, I deeply appreciate her proactive approach and thoughtful questions. I now have reports that I didn't know I needed, and insights into my business that I didn't know were possible. She's a top-tier partner for any small business.
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