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From our base in Gordonsville, VA, we provide ongoing financial services that go beyond seasonal needs. Our work centers around personalized, year-round support through bookkeeping using QuickBooks Online, payroll and expense tracking, and business consulting designed to encourage growth and improve operations. We focus on helping clients understand and implement effective tax strategy and advisory services that align with their financial goals. Whether ...

Our approach to bookkeeping and tax strategy is shaped by a professional background that spans more than just numbers. Years spent in customer service have taught us the importance of listening closely, understanding the unique needs of every client, and responding with solutions that truly fit. We don’t believe in one-size-fits-all advice. Instead, we focus on building real relationships that allow us to provide support that’s not only accurate but also ...

Our journey began with a deep and lasting interest in finances, taxes, and the daily responsibilities that come with building and running a business. Over the years, that interest turned into a lifelong commitment to helping others take control of their financial picture. Since high school, bookkeeping and business ownership have been a central part of our lives, and we’ve never strayed far from that path. With over 40 years of experience growing our own ...

Tailored Financial Planning

Strategies designed for your goals and business structure.

Knowledge & Expertise

Over 40 years supporting small business financial success.

Year-Round Tax Guidance

Ongoing support to reduce taxes and ease your workload.

QuickBooks Online Certified

Helping you track finances and organize records efficiently.

What Our Clients Say

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Michael Connelly - Contractor

Outsourcing my bookkeeping to Julie was the best decision I made for my business. She’s knowledgeable, detail-oriented, and truly cares about her clients' success.

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Adam Cheise - Entrepreneur

Julie’s guidance has been invaluable to my business. She found deductions I never knew existed, and now I have a solid financial plan that helps me grow confidently. Highly recommended!

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Amanda Lee - Small Business Owner

Julie has completely transformed my bookkeeping process. Her expertise and strategic approach have saved me both time and money. I no longer stress about tax season!