Simplify Your Bookkeeping.
Streamline Your Workflow.
Gain Financial Clarity.
If your books feel overwhelming, inconsistent, or time-consuming, I help you identify what’s wrong, organize the process, and build a bookkeeping workflow that actually works for your business.
Services
Start with an Assessment
Get a clear picture of what’s working, what’s causing problems, and what steps will help simplify your bookkeeping and workflow.
Explore Support Options
Whether you want guidance, accountability, or more hands-on help, choose the level of support that fits your business and your workflow.
Learn the 1-Hour Workflow
A practical workshop that teaches you how to manage your bookkeeping in less time with a simple weekly process you can actually maintain.
About Me
Hi, I’m Juli.
I help small business owners simplify bookkeeping, improve workflows, and create practical systems that reduce stress and save time.
After spending 30 years in software engineering and systems development, I realized many small businesses struggle not only with bookkeeping itself — but with the processes surrounding it. Disorganized workflows, inconsistent habits, unclear systems, and financial overwhelm can make it difficult to stay on top of the business side of running a company.
My approach combines bookkeeping support with systems-thinking and practical workflow strategies. Instead of just “fixing books,” I help business owners better understand what’s happening financially, identify problem areas, and create sustainable processes they can actually maintain long term.
Whether you need an assessment, coaching, workflow support, or full bookkeeping services, my goal is to help you feel more organized, more confident, and less overwhelmed.
Because bookkeeping should support your business — not take it over.
”Juli has been incredibly helpful getting me oriented to QuickBooks. She is accommodating, incredibly patient, and very organized. I always appreciate her post-meeting notes which are especially helpful as reminders and checklists. She is very proactive in making sure I am up to date with meetings and appointments. She is also easy to reach and goes the extra step to find answers for me. I am truly thankful for her help!”
Heather Martin, Rising Tide Pottery
More Than Just Bookkeeping
Understand Your Numbers
I help you identify bookkeeping issues, organize your finances, and gain clarity about what’s happening in your business.
Build Better Systems
Together, we create workflows and habits that make bookkeeping easier, more sustainable, and less time-consuming.
Save Time & Reduce Overwhelm
With a background in software engineering and bookkeeping, I help streamline financial processes so you can focus more on running your business.
Simplify Your Bookkeeping. Streamline Your Workflow.
Get personalized guidance, actionable recommendations, and practical systems designed to support your business.