QuickBooks Setup

Are you new to QuickBooks? That is ok! We are here to get your new QuickBooks account set up and in order. You will have confidence knowing that everything is in one place and easy to access. Now it’s time for you to relax and let us get your books in order. Haven’t signed up yet? Contact me for a discount!

QuickBooks Training and Consulting

QuickBooks should not be an overwhelming process. We know that small mistakes can cost you time and money. Our solution is to provide training and consulting so you get the most out of the program, to help your company.

Transaction Entry and Categorization

Manually entering transactions can be daunting, but with the right software and the accounting knowledge to do it correctly, your transactions can be automatically matched and categorized with our assistance.

Bank and Credit Card Reconciliations

We make sure that the transactions made through your bank and/or credit cards match the transactions that show up in your general ledger, an essential process for all companies to ensure correct accounting records and prevent fraud!

Trustworthy Service, Beyond the Numbers.

Rated 5/5 on Google & Facebook

Accounts Receivable/Accounts Payable Support

Accounts payable and accounts receivable are two of the most important processes for every company to help improve cash flow and the financial well-being of your company. Let us help you stay organized and streamline these processes!

Financial Statement Preparation

Your financial statements are the navigation into your company’s finances, business performance and financial position. By having an expert on your side to lead the way, it gives you the freedom to invest more time into your company and help you make the right decisions for your company’s financial health. Need to supply your financial information to lenders or creditors? We can help!

State Sales Tax Preparation

Are you required to file monthly or quarterly state sales tax to your local government agency? Let us help calculate and file the reports for you giving you one less thing to have to worry about.

Payroll Processing & Tax Deposits

Making sure your payroll amounts are correct for your employees and that taxes are reported and calculated properly are important services that we can offer to your company. There are also many online processing companies available, and if necessary, we can help point you to the right solution for your company’s needs.

1096/1099 Preparation

Small business owners have a number of tasks to complete during tax season, and one important step is providing 1099 forms to independent contractors. If your business utilizes independent contractors, we can assist you with 1096 and 1099 form preparation and ensure your forms are completed and submitted accurately.

County Business Property Tax Listings

Your Business Property Listing is an important form that should not be overlooked. We have the knowledge and experience needed to understand this form and help you report the business personal property listings properly for your business each year.

Stay up to date with our latest news and updates!

When I hired Beyond Bookkeeping in 2017 I was embarrassed by the state of my antiquated bookkeeping practices. Julie spent some extra time making sure that all my bookkeeping needs were brought up to date. Since using Julie’s services, I have been able to focus on growing my business and not just trying to hold onto figuring out stuff that is not in my wheelhouse. Hiring Beyond Bookkeeping was definitely one of the best business moves I have made in my career and would highly suggest them to anyone looking for help with financials, organization, and business accounting.

B. Corbett

We have worked with Julie for several years and have always found that she is on top of what we need! Always quick to respond to questions and have reports ready for us in a timely manner! A great personality too! Thanks Julie!

J. Linthicum

Julie’s team is a crucial part of my business! They handle the bookkeeping and other important items so that I can spend my time taking care of other parts of my business. In addition, they were able to untangle a mess created by a previous accountant and answer any questions when I have them. I trust them 100% with my financials!

S. Brewer

We have worked with Julie and Beyond Bookkeeping for many years. Julie has provided terrific service. She has extensive knowledge in accounting for the construction industry, and communications with her are always easy. Our books stay up to date and accurate, so tax time, and other financial endeavors, always go smoothly. Their very reasonable fees are great, too.

J. Cloninger

I have used Julie and Beyond Bookkeeping since I opened my business in 2016. She is very friendly, knowledgeable, and easy to work with. When we first opened our business, the point of sale system was adding in our charges and payments twice. Julie cleaned everything up and got it organized for me. I also use her services to help me with my quarterly tax filings. This is such a lifesaver because it can get very confusing at times. I would recommend Beyond Bookkeeping to everyone!

K. Evans

Julie and I worked together at a CPA firm when I was fresh out of college. She provided most of my training in QuickBooks and was a valuable source of information. Now that I own my own business, I still turn to Julie with questions and advice. She’s always warm, welcoming, honest, and knowledgeable. I would highly recommend anyone to Julie if they were looking for a trustworthy, reliable, and competent accountant.

A. Scott

Julie and I were accountants at the same CPA firm for 9 years. She has experience in so many different areas of accounting, so I know that she can take care of your bookkeeping needs and make your job easier. In fact, she was the co-worker I relied on most often when I had a question, either accounting or QuickBooks software related. I would recommend Julie’s services to anyone – she is knowledgeable, trustworthy and very helpful! Call her so she can help you!

M. Nichols

Julie has been wonderful to work with in all areas. Professional, competent, dependable and a warm personality that makes it a joy to work with her. She would be an asset to any individual, or company, in need of bookkeeping assistance.

G. Jordan and J. Gussenhoven

Services