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Our professional bookkeeping and financial organization services provide small business owners with tax-ready records.
Our professional bookkeeping and financial organization services provide small business owners with tax-ready records.
Júlia Meyer Accounting offers professional small business bookkeeping, financial organization services, and record management to help business owners maintain accurate financial records and ensure they are ready with tax-ready records for the upcoming season.
I founded Júlia Meyer Accounting, LLC to assist small business owners in maintaining accurate books, organized records, and tax-ready financial information. With over 7 years of accounting experience and two master's degrees in accounting, including a concentration in finance, I offer small business bookkeeping and financial organization services designed to keep small business owners focused on growth while ensuring their records are always tax-ready.
Start with a conversation about your financial organization services. Our consultation services help identify your bookkeeping needs, provide answers to your questions, and determine the best solution for your small business bookkeeping, ensuring you maintain tax-ready records.
Ideal For:
- Prospective clients
- Business owners seeking small business bookkeeping support
- Businesses needing a customized service plan to enhance their financial organization services
Includes:
- Discussion of bookkeeping needs
- Review of current challenges
- Service recommendations to achieve tax-ready records
- Customized quote
Not Included:
- Bookkeeping work
- Tax preparation
- Financial analysis
- Cleanup work
Our ongoing bookkeeping services ensure that your small business bookkeeping remains accurate and organized, keeping your financial records tax-ready throughout the year.
Starting Price: $325/month
Price varies based on transaction volume and complexity.
Ideal For:
- Small businesses with basic bookkeeping needs, including small business bookkeeping services
- Service-based businesses
- Sole proprietors
Includes:
- Transaction categorization
- Account reconciliation
- Monthly financial reports
- Ongoing bookkeeping support, ensuring client access to tax-ready records
Not Included:
- Tax preparation
- Payroll processing
- Historical cleanup work
Starting Price: $550/month
Pricing may vary based on transaction volume, account complexity, and scope of services.
Ideal For:
- Growing businesses seeking financial organization services
- Businesses requiring additional small business bookkeeping support
- Owners looking for better financial organization
Includes:
- Everything in Essential Bookkeeping
- Enhanced financial organization
- Additional account monitoring
- Detailed financial reporting
- Ongoing bookkeeping support to ensure tax-ready records
Not Included:
- Tax preparation
- Payroll processing
- Historical cleanup projects
We offer additional financial organization services that can enhance your existing small business bookkeeping package or cater to specific business needs, ensuring you have tax-ready records.
Starting Price: $150/month
Pricing may vary based on vendor volume and business needs.
Ideal For:
Small businesses needing assistance with financial organization services and managing vendor obligations.
Includes:
- Bill tracking
- Vendor payment monitoring
- Accounts payable review
- Tax-ready records preparation
Not Included:
- Vendor negotiations
- Payment processing
- Check signing authority
Starting Price: $150/month
Pricing may vary based on invoice volume and business needs.
Ideal For:
Businesses needing assistance tracking customer payments with effective financial organization services.
Includes:
- Invoice monitoring
- Customer payment tracking
- Accounts receivable review to ensure tax-ready records
Not Included:
- Collections services
- Legal enforcement
- Customer communication campaigns
Starting Price: $100/month
Pricing may vary based on employee count and payroll frequency.
Ideal For:
Small businesses needing payroll support and small business bookkeeping services.
Includes:
Payroll review, payroll processing support, and payroll record organization.
Not Included:
Payroll tax filing, benefits administration, and HR services. Our services also focus on financial organization services to ensure your business maintains tax-ready records.
One-time bookkeeping projects that provide financial organization services to resolve specific issues, clean up records, and prepare your small business for future growth with tax-ready records.
Starting Price: $75
Pricing may vary based on file size, account complexity, and scope of review.
Ideal For:
- Businesses using QuickBooks
- Business owners concerned about bookkeeping accuracy
- New bookkeeping clients looking for comprehensive financial organization services
Includes:
- Review of QuickBooks file
- Identification of bookkeeping issues to ensure tax-ready records
- Recommendations for improvement
- Summary findings report
Not Included:
- Cleanup work
- Corrections to records
- Ongoing bookkeeping
Starting Price: $300
Pricing may vary based on account condition and scope of work.
Deposit Required: 50% Deposit required after scope is determined.
Ideal For:
New QuickBooks users
Businesses with inaccurate QuickBooks records
Includes:
QuickBooks setup or review
Account structure review
Cleanup recommendations
Correction of bookkeeping issues
Our financial organization services are perfect for small business bookkeeping and ensuring you have tax-ready records.
Not Included:
Ongoing monthly bookkeeping
Tax preparation
Starting Price: $500
Pricing may vary based on number of months, transaction volume, and complexity.
Deposit Required: 50% deposit required after the scope is determined.
Ideal For:
- Businesses behind on bookkeeping
- Businesses preparing for tax filing
- Businesses seeking financing
Our financial organization services are designed specifically for small business bookkeeping needs. This ensures you have tax-ready records to streamline your processes.
Includes:
- Historical bookkeeping review
- Account reconciliations
- Correction of bookkeeping issues
Not Included:
- Tax preparation
- Ongoing monthly bookkeeping
Starting Price: $200
Pricing may vary based on document volume and scope of work.
Deposit Required: 50% Deposit required after scope is determined.
Ideal For:
- Businesses with disorganized records
- Businesses preparing for tax season
- Small business owners seeking financial organization services
Includes:
- Financial document organization
- Record review for tax-ready records
- Organization recommendations
Not Included:
- Tax preparation
- Legal services
- Ongoing bookkeeping
Starting Price: $350
Pricing may vary based on business size and process complexity.
Deposit Required: 50% Deposit required after the scope is determined.
Ideal For:
- Businesses seeking consistency in small business bookkeeping processes
- Growing businesses
- Businesses preparing to scale operations
Includes:
- Documentation of bookkeeping procedures for effective financial organization services
- Workflow recommendations
- Standard Operating Procedure (SOP) creation tailored to ensure tax-ready records
Not Included:
- Employee training
- HR procedures
- Legal compliance documentation
We offer tax-related services focused on financial organization services to assist individuals and businesses in meeting their filing requirements. Our expertise ensures that you maintain tax-ready records and stay compliant throughout the year, including efficient small business bookkeeping.
Starting Price: $30
Pricing may vary based on the complexity of filing and the supporting documents provided.
Ideal For:
- Students
- First-time filers
- Taxpayers with simple returns
Includes:
- Form 1040 preparation
- Up to 5 W-2s
- Form 1098-T review
- Limited 1099-INT and 1099-DIV reporting
Additional Note: Our financial organization services are designed to help ensure your tax-ready records are in order, but this package does not include small business bookkeeping or services for:
- Schedule C
- Rental properties
- Complex investments
Starting Price: $75
Pricing may vary based on filing complexity.
Ideal For:
Individuals with straightforward tax situations seeking financial organization services.
Includes:
- Federal tax return preparation
- Electronic filing
Not Included:
- Self-employment income
- Rental properties
- Complex investments
This service also provides essential support for small business bookkeeping and ensures you have tax-ready records.
Starting Price: $125
Pricing may vary based on investment activity and complexity.
Ideal For:
Taxpayers with brokerage accounts and investment income, as well as those seeking financial organization services.
Includes:
- Federal tax return preparation
- Investment income reporting
- Tax-ready records for accurate filings
Not Included:
- Schedule C businesses
- Rental properties
- Small business bookkeeping services
Starting Price: $175
Pricing may vary based on bookkeeping conditions and business complexity, especially when it comes to small business bookkeeping.
Ideal For:
- Sole proprietors
- Independent contractors
- Freelancers
Includes:
- Schedule C preparation
- Federal tax return preparation, ensuring your financial organization services are tax-ready records.
Not Included:
- Partnership returns
- Corporate returns
Starting Price: $250
Pricing may vary based on the number of properties and complexity.
Ideal For:
Property owners with rental activity seeking financial organization services.
Includes:
- Schedule E reporting
- Federal tax return preparation with tax-ready records
Not Included:
- Business entity returns
- Tax planning or small business bookkeeping.
Starting Price: $500
Pricing may vary based on complexity, schedules required, and supporting documentation.
Ideal For:
- High-income taxpayers
- Taxpayers with multiple income sources
- Complex filing situations
Includes:
- Federal tax return preparation
- Required schedules and forms
- Electronic filing
- Tax-ready records to ensure your filings are accurate and timely
Not Included:
- IRS representation
- Tax planning engagements
- Business entity returns
- Small business bookkeeping services
Starting prices for our financial organization services are provided for general guidance. However, final pricing will depend on factors such as the complexity of your business, transaction volume, account condition, and scope of work. For small business bookkeeping and tax-ready records, a personalized quote will be provided after an initial consultation.
We assist small business owners with our financial organization services, ensuring accurate bookkeeping and tax-ready records. Contact us to discover how we can help your business thrive.
Phone: +1 (786)-520-5584 E-mail: Julia@JuliaBundrichMeyer.Com
Open today | 07:00 pm – 09:00 pm |
Responses may be delayed during holiday closures. Urgent matters will be addressed on the next business day.
Closed on the following days:
Have a question? Browse our frequently asked questions below. If you don’t find the answer you’re looking for, please contact us at julia@juliabundrichmeyer.com.
Yes. I work with clients remotely throughout the United States using secure online platforms for communication and document sharing.
I provide bookkeeping, financial organization, QuickBooks support, bookkeeping cleanup projects, and tax preparation services for individuals and small businesses. Services are available remotely throughout the United States.
Yes. I provide QuickBooks setup, QuickBooks health checks, bookkeeping cleanup, and ongoing bookkeeping support for QuickBooks Online users.
Yes. Tax preparation services are available for individuals, self-employed taxpayers, rental property owners, students, first-time filers, and certain complex tax situations.
Yes. The Bookkeeping Consultation & Scope Review is complimentary and allows us to discuss your needs, review your current situation, and determine the best services for your business.
Pricing varies based on the scope of work, transaction volume, and complexity of your bookkeeping or tax needs. Many services have starting prices listed on our website. Schedule a free consultation for a personalized quote.
Some project-based services require a 50% deposit after the scope of work has been determined. Deposit requirements will be discussed before work begins.
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