Julius Financial
Financial Services & Pricing
Julius Financial helps businesses build stronger financial systems through bookkeeping, diagnostics, cleanup, and financial clarity.
Every service supports the Julius Financial AAA Standard: accurate books, better structure, and better business decisions.
Simple Pricing. Clear Scope. No Guessing.
Most businesses do not need twenty different accounting services. They need clean books, clear reporting, and a financial system they can actually trust.
Financial Diagnostic
one-time review
A fast review of your current bookkeeping and financial setup. Best for business owners who need clarity before committing to monthly service.
- QuickBooks and books review
- High-level financial risk check
- Visibility into reporting issues
- Recommended next-step plan
Monthly Bookkeeping
per month
Ongoing bookkeeping for businesses that need accurate books, reconciled accounts, and monthly financial reporting.
- Monthly transaction categorization
- Bank and credit card reconciliation
- Monthly financial statements
- Email support for bookkeeping questions
- Books closed monthly
Final pricing depends on account count, transaction volume, cleanup needs, and reporting complexity.
Catch-Up / Cleanup Bookkeeping
per month of backlog
For businesses with overdue books, missing reconciliations, or financial reports that cannot be trusted.
- Historical transaction cleanup
- Reconciliation repair
- Chart of accounts cleanup
- Financial statement restoration
- Transition into monthly bookkeeping if needed
Example: 12 months behind = starting around $1,200, depending on complexity.
Optional Add-Ons
Quarterly Financial Review
$125 / quarter
Short review call to discuss trends, cash flow, and financial direction.
Custom Reporting
Starting at $75 / month
Additional reporting for owners who need more than standard monthly financials.
Financial System Improvement
Starting at $250
Improve account structure, reporting clarity, and internal visibility.
Store Documents & Receipts
Starting at $25 / month
Organize and maintain receipts, statements, and support documents so your records stay cleaner and easier to verify.
How Pricing Works
Julius Financial uses starting prices rather than random flat quotes for every business. Your final price depends on:
- Number of bank and credit card accounts
- Monthly transaction volume
- How far behind the books are
- Cleanup complexity
- Reporting needs
- Business structure and workflow issues
If your books are simple, pricing stays simple. If your books are chaotic, pricing reflects the cleanup required.
Start With a Consultation
Every engagement starts with a conversation about your business, your books, and what kind of financial system you actually need.