Business Details
22 Years
experience
Expert Bookkeeping & Business Consulting Services
Founded in 2004, JC Bookkeeping & Consulting has established itself as a trusted partner for businesses seeking comprehensive financial management solutions. Our team, led by owner Julia Cloonan, brings over two decades of experience in bookkeeping and financial systems optimization. Julia's expertise spans multiple accounting platforms including QuickBooks, Xero, and FreshBooks, where she holds advanced certifications. We specialize in delivering tailored bookkeeping services ranging from basic coaching to full-charge daily financial management. Our consulting division helps businesses streamline operations through customized technology solutions and workflow optimization.With a client-centric approach, we prioritize personalized service and continuous education to ensure our clients' financial success. Our commitment to excellence is demonstrated through our industry certifications and partnerships with leading software providers. We work closely with each client to understand their unique needs, providing actionable insights that drive business growth. Our services are designed to give business owners the financial clarity they need to make informed decisions. Backed by extensive experience and technical proficiency, we remain dedicated to evolving with industry advancements to better serve our clients.
Services
Bookkeeping Services
Business Consulting
Technology Consulting
Systems Consulting
Setup & Coaching
Financial Organization
Workflow Improvement
Payroll Management
Tax Filing Services
Software Training
Details
- Year established: 2004
Highlights and features
- 20+ years of bookkeeping experience since 2004
- Advanced certifications in leading accounting software platforms
- Personalized financial coaching and system customization
- Expertise in multiple accounting software ecosystems
- Customized solutions for unique business requirements
Associations and certifications
- QuickBooks Advanced Certified ProAdvisor
- Xero Certified
Services
Bookkeeping Services
We provide comprehensive bookkeeping services including daily transaction recording, payroll processing, and tax preparation. Our certified professionals ensure accurate financial records using industry-leading software. Services range from monthly filings to full-charge bookkeeping, helping businesses maintain compliance and financial clarity.
Business Consulting
Our consulting services focus on improving business operations through financial strategy and system optimization. We help clients implement effective accounting processes, choose appropriate software solutions, and streamline financial workflows to enhance overall business efficiency and decision-making capabilities.
Technology Consulting
We offer technology consulting for accounting systems, including cloud storage implementation, remote access solutions, and data backup strategies. Our experts help businesses select and integrate technology tools that improve financial management efficiency and data security across multiple platforms.
Systems Consulting
Our systems consulting focuses on creating and improving organizational processes. We develop customized workflow solutions, implement document management systems, and create process manuals to help businesses achieve operational efficiency and maintain consistent financial practices.
Setup & Coaching
We assist with financial system setup and provide ongoing coaching for accounting software. From initial configuration to advanced training, our services ensure businesses can effectively use their chosen platforms for invoicing, payroll, transaction management, and financial reporting.
People
Julia Cloonan
Owner
Julia Cloonan is a certified bookkeeping professional with 20+ years experience. She holds advanced certifications in QuickBooks and Xero, and specializes in financial systems optimization for small businesses.
Questions
What accounting software platforms do you support?
We support QuickBooks (Online and Desktop), Xero, FreshBooks, Aplos, PeachTree/Sage 50, Quicken, Wave, and SimplyAccounting.
Do you offer both bookkeeping and consulting services?
Yes, we provide comprehensive bookkeeping services along with business consulting focused on financial systems optimization and workflow improvement.
What certifications do your professionals hold?
Our team includes a QuickBooks Advanced Certified ProAdvisor and Xero Certified professional with ongoing industry credential development.
Can you help with payroll processing?
Yes, we offer complete payroll management including payroll tax calculations, filings, and year-end reporting requirements.
Do you work with remote clients?
We serve clients nationwide through remote access solutions and cloud-based accounting platforms.
What experience do you have in bookkeeping?
Our owner has been providing bookkeeping services since 2004, working with diverse businesses to establish and maintain effective financial systems.
