Monkey Off Your Back

I was referred to Julie by a friend and I owe my friend big time! I have worked with Julie only twice so far and in that short time she has taught me enough about Quickbooks to take over the financial management of our small vineyard and winery. I am a newly retired 37-​year veteran educator, and I can say unequivocally that Julie is a master teacher!

I can’t recommend Julie’s services enough. She has helped me set up my husband’s business on Quickbooks with ease and is super knowledgable and great to work with. I have been really happy with her level of support and ongoing suggestions to help make our day to day business bookkeeping tasks easier. She is super practical, relaxed and most of all reliable. I couldn’t have learned Quickbooks without her. She is truly a professional.

After hiring two incompetent so called accountants who screwed up my books, didn’t do the job I paid them for, and basically just wasted my money, Julie came to the rescue. She brought my Quickbooks up to date and reconciled it with my bank statements to a T. She also coached and trained me so that I could run Quickbooks all by myself. After our sessions were over, I called her with a few questions and problems I was having on my own, and she immediately returned my call, and walked me through everything step by step. Julie and Monkey Off Your Back, truly has the best interest of the client at heart. She was very knowledgeable and very easy to work with. I will definitely be using Julie in the future for my small business accounting needs. Thanks for all your help Julie!

I found Julie via Unilocal and reading the below reviews.
I am a psychotherapist (I work in private practice and am a sole proprietor) and have struggled with how to keep track of incoming checks and billing for the past two years. I needed to learn Quick Books desperately and just wasn’t doing it on my own. I needed a coach. And that is where Julie came in.
She assessed my sorry quick books attempt and then laid out a plan to sanity. After two months I’m now looking forward to the end of the month so I can feel like a billing wiz. And I’m even reconciling quick books with my bank statements — because it is fun. The world may end tomorrow.
Julie helped me get set up and then if I have any questions I email her and she gets back to me quickly. She is awesome. Hire her.

Julie has kept my books for 3 years now, and they are in excellent order and easy to manage. She’s on top of invoicing and receivables, and puts all the expenses in logical accounts so it’s easy for me to understand my P&L.
She honest, fast, and hard working. I know I can count on her to get things done, even when she’s busy.
I highly recommend her. You’ll be glad you talked to her.

I was so happy to find Julie and Monkey Off Your Back!
After a tediously mind-​numbing weekend of crunching numbers for my service-​based businesses’ taxes, I decided it was time to back away from the pile of receipts and let an expert work her magic so this will never happen again.
Julie is responsive, quite knowledgeable, and a delight to talk with on the phone and in person. In no time she waved her magic wand and set up my accounts in QuickBooks with ease. She also taught me how to keep records for her without over-​organizing myself into a state of complete battiness.
As a sole proprietor trying to make the most of my business tax deductions, I’m so grateful I can outsource brainspace to Julie so I can concentrate on doing what I love, which has absolutely nothing to do with QuickBooks.
If you need help managing finances, give her a call! You’ll be happy you did.

I came across Monkey Off Your Back on Unilocal and am THRILLED with Julie. I have been through four bookkeepers and Julie is GOLD! (Why is it so hard to find a bookkeeper?)
She helped me fix the Quickbooks MESS that was left by my former bookkeeper and taught me how to do it myself. She’s very practical in her approach and makes common sense decisions.
And she’s very easy to get along with. I couldn’t be happier.

Helping to run a small business can be draining. When our accountant left for a one year sabatical to Rome I knew I needed to get a better grasp on Quickbooks. Julie was a fantastic teacher and provided me with the confidence to approach our bookkeeping without dread. She also helped to set up our new 401K account in Quickbooks and with our 401K provider. Her fees are more than reasonable and she is a kind person to work with. Highly recommend her.

Julie is great. She helped me set up my quickbooks which I had neglected to do for almost a whole year. It was reconciled and she gave me a lesson on how to keep it up to date– all in less than 2 hours and for a very modest price. I’ll continue to do business with her.