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Ongoing Monthly Bookkeeping

Enjoy peace of mind with our reliable monthly bookkeeping services.

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Catch-Up & Clean-Up Bookkeeping

We help you regain control of your finances by organizing and correcting past records.

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One-Time Setup Bookkeeping

Get your business off to a strong start with our one-time setup service.

Whether you’re just starting out, playing catch-up, or ready to hand off your monthly books for good, I offer straightforward services designed to meet you where you are. As a CPA and Certified QuickBooks Online ProAdvisor, I make it easy for you to get organized, stay on track, and feel confident in your financial picture.

Comprehensive Bookkeeping Solutions for your Business

Ready to Take Your Books to the Next Level? 

Let us handle the bookkeeping so your team can focus on growing your business.

Contact Us!
I need this!
  • Starts at $150 per hour
  • Set up initial QuickBooks Online (QBO) subscription
  • Chart of accounts customized for your business
  • Link bank, credit card and payment app accounts
  • Establish opening balances
  • Establish invoicing items (products & services)
  • Establish customer & vendor records
  • Categorize transactions
  • Reconcile accounts
  • Provide you with accurate financial statements & custom reports


If you’re a new business owner or finally ready to upgrade your bookkeeping system, this service is for you. I’ll set up your QuickBooks Online platform the right way from day one, ensuring that your books are well organized, accurate, and tailored to your specific business needs.

Starting from scratch?
Let's build a foundation.

One-Time Setup Bookkeeping

Yes please!
  • Starts at $150 per hour
  • Analyze the current state of your books
  • Review & troubleshoot your system set up
  • Review existing transactions for completeness & proper classification
  • Troubleshoot, enter & categorize missing transactions
  • Reconcile account balances
  • Tidy up your books, make sense of your financial transactions, summarize the financial results
  • Provide you with accurate financial statements & custom reports


Whether you’re a few months or a few years behind, I specialize in getting your books back in shape. I'll bring a fresh set of eyes to organize your transactions and help you get caught up, cleaned up, and moving forward.

Behind on your books?
We've got you covered.

Catch-Up & Clean-Up Bookkeeping

For small business owners who want to spend their time running their business, not reconciling bank statements, this is a stress-free solution. I take care of the day-to-day bookkeeping so you don’t have to. I’ll provide monthly reports so you always know your numbers.


Consistent Bookkeeping, Peace of Mind All Year

Let's Get Started!
  • Starts at $650 per month
  • Enter and categorize transactions
  • Reconcile your accounts & ensure everything is accounted for
  • Provide you with accurate monthly financial statements & custom reports
  • Keep up to date so you can proactively plan & make informed decisions
  • Build budgets & track progress towards your goals
  • Prepare state & local tax returns
  • Prepare end of year data for your tax CPA


ONgoing MOnthly Bookkeeping

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.

Our Clients Say...

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