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Stress-free bookkeeping 

OUR PROCESS

1. UNDERSTAND

​Your consultations include:

  • Discover where your business is at

  • Identify where you want to take it

  • Offer A-Z Diagnostic Inspection Service

    • In-depth review of your accounting

    • Present systems to support Ultimate Financial Goal Plan

2. IMPLEMENT

Cloud based inital services:

  • Quickbooks Online setup

  • Cleanup

  • Software Conversion​

  • Training & support

​

3. MAINTAIN

​Recurring bookkeeping services:​

  • Weekly

  • Monthly 

  • Quarterly

  • Yearly 

Easily check financial stats

anywhere, anytime

Dashboard Banking Sales Expenses Employees Reports GST Accounting My Accountant Apps Tara Hoover Designs Tara Hoover Designs UNPAID Invoices $250 PAID $2,000 $500 $2,000 $200 $50 BUSINESS SPENDING $2,500 Expenses Meals Office supplies Mileage $250 $2,000 $250 BUSINESS PROFIT $6,000 Profit and Loss $1,500 REVIEWED $1,500 FOR REVIEW $1,500 REVIEWED Income Expenses $1,500 FOR REVIEW Sales THIS QUARTER $2,236 Bank of America (Checking) Bank balance In QuickBooks Bank balance $1,521 Updated 2 days ago $4,789 $15,523 $4,800 Chase (Saving) 2 for review 33 for review Bank accounts Tips Home Dashboard Activity EXPENSES A$6,905 INCOME NET PROFIT A$10,450 Profit and Loss A$17,355 UNPAID PAID OVERDUE NOT YET DUE LAST 365 DAYS LAST 30 DAYS Invoices $250 $2,000 NOT DEPOSITED DEPOSITED $500 $2,000 $200 $50 Review transactions June 2017
ABC is QBO ProAdvisor Certified
Our Process
Meet Julia

We work with banks and apps you already use

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Meet Julia

STORY
MISSION
TECHNOLOGY

I started my career working retail in a small town in southern CO. I started my first foray into accounting by working my way up from salesperson to manager. These duties included ordering supplies, managing the company budget, and overseeing sales and
inventory.

As opportunities arose to begin a career as an Accounting Clerk with a quasi-governmental company, the principles and standards increased. Throughout the years, I have honed my skills in a variety of fields and I have kept and maintained the high principles and standards that I learned in the beginning:

​

  • Clearly document and make a written process for every step in your role.

  • Maintain accurate records.

  • Organize your accounts.

  • Always be ready for an audit - keep things simple, detailed, and standardized.

  • Communication and forward-thinking are key.

  • When working in finance confidentiality, trust and competence are expected not options.


I am committed to always continuing to grow personally and to working with you as you grow your business.

​

My mission is to work with you in a way that helps you thrive, whether you are the owner of a small business or a large corporation.


We get the answers to questions like:

​

  • What do you want?

  • How do you want the information presented?

  • How can I provide reports that accurately support the above?

​

In order to accomplish this, my team and I focus on instilling confidence in the accounting process by using terms and language that you can easily understand and taking advantage of the correct technology to facilitate your needs.

We have teamed up with Quickbooks Online to provide remote bookkeeping services. Quickbooks Online also has relationships with other software to personalize what you need.

 

We have experience in the following accounting or accounting compatible programs

 

QuickBooks Pro Desktop

QuickBooks online

QuickBooks POS - Inventory Software

Great Plains Dynamics

PeachTree

Oracle

Timberline (dos based)

Deltek

Deltek Vison

Corrigo - Field Service Sales & Dispatch

 

 

We are proficient at managing migrations, installing/customizing software systems, and documenting procedural processes as we go to maximize use of these tools within your company.

WHAT PEOPLE SAY

Crystal Saenz, Owner

Julia Poe has done accounting work for our drywall company.  We have been impressed.  She is very professional, accurate and prompt!  She does excellent work! 

 

We would recommend her to anyone looking for accounting and bookkeeping

Amie Jacobs, Engineer ll

Julia!! You have been amazing to work with Thank you for everything you have done for me over the years! It was so nice having one person I could go to that knew everything about accounting problems. I have never met anyone else like you.

Torrent Saunders, APM

It has been a pleasure.  You have always been super accommodating, responsive and so helpful.

Bjorn Helgeson, Division Manager

I would like to thank Julia for her many years of hard work and dedication.  Without Julia, this division could not have grown to the well-rounded team we are now.

Testimonials

Remote access 

anywhere

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