Testimonials

Sarah Zuccaro

Owner & Director

Urbanity Dance Chicago

I hired Julie for Bookkeeping, Budgeting, and Sales Forecasting. Despite being new to the dance industry, Julie created a forecasting template unique to my business. Not only did she deliver results in a timely manner, she went above and beyond to ensure that I was in a position to successfully utilize and implement everything. I was also impressed by how up-to-date Julie was when it came to various companies, softwares, funding opportunities, and new legislation related to her industry. Whatever questions or issues arose during our time working together, she was always able to provide a solution or some great insight. Overall, my experience with Julie has been top-notch. She is kind, thorough, knowledgeable, and incredibly passionate about helping her clients.

Leticia Segura

Owner

Adamma's Notions

I hired Julie because she is a woman-owned business, and she assists small to medium-sized companies. She organized my finances, created a budget, and cleaned up my books; she gave me advice about things I can improve in my business and what I can do in the future. Julie has a plethora of business information. She encouraged me to apply for various grants and assisted me with any questions I had. I can't say enough great things about the extraordinary work Julie does.

Eric C. Wagner

President & CEO

Visit Oak Park

Julie is an excellent choice for CFO work. Her financial knowledge and leadership qualities are demonstrated in her analyses, financial reporting, and forecasts that support and grow our business. She takes the complex world of finances and breaks it down to a simple road map for business leadership. Rarely do you find an individual with Julie’s skill set available to work with small and medium-sized businesses. Hard-working, committed, and focused, Julie knows how to get things done. She is great at digging in and finding solutions. On top of that, she is a great person. Julie has been a trusted advisor, and I would recommend her without reservation.

Rick & Diana Abens

CEO & Director of Administration

Foresight ROI

Julie’s strong accounting and analytical skills turned our company’s financial outlook to the positive quickly. She learned the details of our business and developed processes to fine-tune our management of cash flow and forecasted revenue expectations. We now have the financial information we need to make decisions. We had been through several accountants, and Julie was able to resolve outstanding issues and develop financial tools and reports that work for us.

Bailey Reiners

Owner

CandleTit LLC

When I started my small business, I completely avoided all things finance and became overwhelmed by the thought of bookkeeping and paying taxes — but for me, neither of which were as fun as making art! So I connected with my local women in business community, and Julie reached out with a helping hand. After one brief conversation, I knew she was the right person to help me. She’s kind, patient and knows how to parse down complicated financial lingo to exactly what I want and need to know in order to run my business. She continues to go above and beyond my expectations, and I’m so grateful to have her in my network of women supporting my work.

Charles Plante

Finance Director

Abbvie Pharmaceuticals

I had the pleasure of working with Julie for over two years at Kraft Foods where she supported multiple businesses in the Cheese Division. Without question, Julie was one of the strongest finance leaders at Kraft Foods and was well regarded by all. Julie’s skill set includes a strong finance and accounting base, exceptional analytical skills, and outstanding soft skills that help her drive competent decision making at all levels of an organization. Julie is extremely passionate about the initiatives she supports, which is recognized by her key stakeholders. I strongly recommend Julie to anyone considering using her services.

We are more than a bookkeeping company; we are a business partner who cares.

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