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Trusted Bookkeeping & Payroll Services in Raleigh, NC
Julie Moreno Bookkeeping & Payroll is a full-service bookkeeping firm based in Raleigh, NC, serving the North Carolina Triangle Area. Our team of certified QuickBooks Pro Advisors and accounting experts brings an average of over 20 years of experience to deliver accurate, reliable financial solutions. We specialize in monthly reporting, payroll processing, accounts payable/receivable management, and customized QuickBooks setup tailored to diverse business needs. Clients across industries rely on us as an extension of their teams, benefiting from our responsive support and personalized financial consultation. We prioritize transparency, operational efficiency, and timely delivery of services to help businesses maintain clear financial visibility.Our approach combines technical expertise with proactive communication to address challenges as they arise. Whether outsourcing bookkeeping entirely or seeking supplemental support, clients receive dedicated attention from professionals committed to their success. We emphasize accuracy in financial reporting, tax compliance, and strategic budgeting to empower informed business decisions. Our services are designed to adapt to evolving client needs while maintaining rigorous quality standards. With a focus on building long-term partnerships, we strive to become trusted advisors for businesses seeking financial stability and growth.
Services
Monthly Reporting
Payroll Processing
Accounts Payable
Accounts Receivable
QuickBooks Setup
Highlights and features
- We have certified QuickBooks Pro Advisors with 20+ years of combined experience.
- Our team provides responsive support during critical business moments.
- We offer customized QuickBooks setup and training for independent users.
- We serve businesses across all industries with tailored financial solutions.
- Our processes ensure accurate reporting, tax compliance, and operational efficiency.
Associations and certifications
- QuickBooks Pro Advisor
Services
Monthly Reporting
We generate timely profit and loss statements, balance sheets, and budget analyses while providing strategic financial consultation. Our team reviews business performance metrics, identifies trends, and offers actionable insights to improve financial decision-making. Clients receive comprehensive monthly reports with clear visualizations and expert interpretation.
Payroll Processing
We handle payroll execution through QuickBooks or external vendors, including tax filings and regulatory compliance. Our services cover wage calculations, direct deposits, paycheck distribution, and year-end W-2/1099 preparation. We ensure accurate tax withholdings and timely submission of federal, state, and local payroll taxes.
Accounts Payable
We manage invoice verification, payment scheduling, and reconciliation to prevent duplicate payments and errors. Our process includes vendor statement matching, approval workflows, and maintaining organized payment records. We implement controls to ensure all obligations are met while optimizing cash flow management.
Accounts Receivable
We track customer invoices, monitor payment statuses, and implement collection strategies for overdue accounts. Our services include generating aging reports, sending payment reminders, and maintaining accurate receivables records. We help businesses improve cash flow through systematic billing and follow-up procedures.
QuickBooks Setup
We configure customized QuickBooks files tailored to business structures and industry requirements. Our setup includes chart of accounts organization, inventory tracking implementation, and integration with banking systems. We provide training sessions to ensure clients can effectively manage their financial records independently.
People
Julie Moreno
Accountant, Business Owner
Julie Moreno leads our firm with extensive accounting expertise and a commitment to client success. She oversees financial strategy development and ensures service excellence across all client engagements.
Johana Rivera
Office Manager
Johana Rivera coordinates daily operations and client communications. Her organizational skills ensure smooth workflow management and timely delivery of bookkeeping services to all clients.
Emma J. Pina
Payroll Manager
Emma J. Pina supervises payroll operations with meticulous attention to tax regulations. She ensures accurate wage processing and compliance with federal and state payroll requirements.
Claudia R. Moreno
Payroll Specialist
Claudia R. Moreno handles payroll execution and tax filings. Her expertise ensures precise calculation of employee compensation and timely submission of required documentation.
Ana Abad
Payroll Specialist
Ana Abad supports payroll processing with a focus on accuracy and regulatory compliance. She assists with wage calculations and maintains detailed payroll records for client audits.
Questions
What services does Julie Moreno Bookkeeping & Payroll offer?
We provide monthly financial reporting, payroll processing, accounts payable/receivable management, QuickBooks setup, and customized bookkeeping solutions for businesses in all industries.
Which areas do you serve?
We primarily serve businesses in the North Carolina Triangle Area, including Raleigh, Durham, and Cary.
Can you help set up QuickBooks for my business?
Yes, we customize QuickBooks files to your business needs, provide training, and offer ongoing support for independent users.
Are your services available during urgent situations?
Yes, we prioritize responsiveness and are available to address critical financial challenges when they arise.
What industries do you work with?
We support businesses across diverse industries, adapting our bookkeeping and payroll solutions to specific operational requirements.
