Claris Bookkeeping
"Certified Clio Administrator & ProAdvisor" Specializing in State Bar Compliance and the Clio-to-QuickBooks synch.
CLARIS BOOKKEEPING, Provides accurate, Timely, and Tailored Bookkeeping Services to business owners and law firms
ABOUT
Hi I'm Julie
My journey into the world of business began at age 14, during a summer vacation at my uncle's small mattress business in our hometown. What started as a simple cashier role quickly evolved. By the end of that summer, I was managing their bank deposits and petty cash accounts – an early dive into the financial operations of a business.
While my academic path initially led me to study History, my practical experience ignited a deeper interest in business, prompting me to pursue a Master's degree in Business Administration (MBA), My professional career spans over 15 years in banking, finance, and insurance,
Through these experiences, I've seen firsthand the critical financial challenges businesses face, particularly in gaining clarity and making informed decisions. My passion now is to empower entrepreneurs like you with accurate, easy-to-understand financial insights and forecasts, so you can confidently focus on building and expanding your empire.
Bookkeeping, Strategic Advisory & Payroll Services
As Virtual Legal Bookkeeper & QuickBooks ProAdvisor| Clio Certified Consultant | Specializing in IOLTA Compliance & 3-Way Trust Reconciliations for Law Firms. | We help Entrepreneurs Scale and Law Firms Stay Compliant | Accurate data is the heartbeat of a thriving business. With over 10 years in banking and finance, I help entrepreneurs stop playing "catch-up" and start building. As a QuickBooks ProAdvisor, I streamline your systems so you have the clarity to grow. Specialized Support for Law Firms: I bridge the gap between practice management and accounting. As a Clio Certified Administrator, I specialize in the "high-stakes" tasks that keep your firm compliant: 3-Way Reconciliations: Monthly alignment of Bank Statements, Clio Trust Ledgers, and QuickBooks Trust Liability (State Bar compliant). IOLTA & Trust Compliance: Strict management of unearned retainers to ensure zero commingling. Audit-Ready Reporting: Monthly PDF binders ready for a Bar auditor at a moment's notice. The "Clio-QuickBooks" Bridge: Expert management of your software sync to ensure zero "lost" expenses. Growth Analytics: Realization Rate analysis and WIP (Work In Progress) tracking so you never miss a billing cycle. I provide customized financial insights designed to fit your unique needs—because your growth is my priority.
Clean up / catch up
Reconcile your books
Business Budgeting
Financial Reporting
Quick books Payroll services
Account payables
Account receivables
Software setup
Software training
1099 filings
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We are here to help. Send us any question about our services We're here to ensure your experience is as smooth and productive as possible, so please let us know how we can assist you.
TESTIMONIALS
Highly trusted by businesses and individuals in the area.
Claris Bookkeeping provides customized, accurate, and timely bookkeeping services for diverse industries and entrepreneurs, using QuickBooks Online to deliver financial peace of mind.
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