At Upturn Bookkeeping, About Us

Meet the Founders

Julie (left)— QuickBooks ProAdvisor, cleanup specialist, and systems thinker. Loves turning chaos into clarity.

Nancy (right)— Sales strategist and small business owner. Passionate about helping entrepreneurs grow with confidence.

Upturn Bookkeeping was founded on the belief that every small business deserves clarity and confidence in their numbers. What started as a shared vision between two lifelong friends has grown into a trusted bookkeeping service. Julie blends financial insight with genuine care, transforming numbers into clarity, trust, and long-term business health, while Nancy contributes her sales and marketing expertise, and her firsthand perspective as a business owner who understands the need for reliable bookkeeping. Together, we combine our strengths to help other entrepreneurs thrive.

Testimonials

“As a small business owner, I know how overwhelming messy books can feel. My passion was running the business, not sorting the numbers behind it, and the lack of clarity was holding me back. Partnering with Julie was a game-changer. Her attention to detail and organizational skills turned my chaos into clarity and gave me the confidence to make smarter decisions.

I realized that if you don’t know your numbers, you don’t truly know your business. And when you can’t measure, you can’t grow. Julie not only transformed my own business, but when we decided to combine our talents and launch Upturn Bookkeeping together, it just made sense. Now, I not only get the benefit of her expertise, but we also get to help other small businesses thrive with the same clarity and confidence.”
— Nancy, Co-Founder & Client

“Small business owners don’t really want bookkeeping — they want time back, confidence, and peace of mind.“

Our Expertise

  • Certified QuickBooks ProAdvisor

  • Specializing in cleanups, catch‑ups, and workflow optimization

  • Serving Florida small businesses

  • Experts in turning messy books into clean, tax‑ready financials

Why Businesses Choose Us

  • Transparent pricing

  • Local market understanding

  • Clean, accurate, decision‑ready books

  • Friendly, judgment‑free support

What We Believe

  • Every business deserves clean, accurate books

  • Numbers should empower, not overwhelm

  • Bookkeeping should be simple, visual, and stress‑free

  • Business owners deserve clarity, not confusion

Who We Serve

  • Service‑based businesses

  • Solo entrepreneurs

  • Growing small businesses

  • Florida business owners

  • Anyone overwhelmed by messy books

How We Work

  • Discovery Call

  • Diagnostic Review

  • Cleanup & Setup

  • Weekly Transaction Recording

  • Monthly Reconciliations & Financial Reporting

Trusted by Small Businesses Across Florida - from Solo Entrepreneurs to Growing Teams

What Happens Next

After you book your clarity call, we'll:

  • Review your goals

  • Look at your current setup

  • Recommend the right plan

  • Answer any questions — no pressure, no pitch