Our Process
Working with Julius Financial is simple and transparent.
Step 1: Book a Consultation
We begin with a short consultation to understand your business and current financial setup.
Step 2: Book Review
You provide access to your QuickBooks account so we can review your financial records.
Step 3: Financial Assessment
Within 48 hours, you will receive a clear assessment of your books and a recommended plan.
You are free to accept the plan or decline.
Step 4: Monthly Bookkeeping
If you move forward, work begins on the first day of the next month.
Financial reports are delivered by the 10th of every month.
Step 5: Quarterly Financial Review
Every quarter we schedule a short review conversation.
We review your numbers and discuss the trajectory of your business.