Financial Accounting Software Setup & Training (QuickBooks)

a consultation

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Effective bookkeeping is more than just paying bills and filing taxes: you can extract a wealth of information from all the invoices and sales receipts, which can help you make important decision about your business. Julia Shanks Food Consulting can help even the most math-phobic restaurateurs and farmers set up and maintain an effective accounting system using the industry-standard QuickBooks.

  • Understand the specific bookkeeping needs for your business, including the reports that will be most helpful for business analysis and tax preparation
  • Set up QuickBooks with the appropriate accounts and services
  • Create templates so that entering daily and monthly revenue and expenses is effortless

For the DIY-ers, we offer short consultations sessions to help you refine your QuickBooks settings and answer business-specific questions. Schedule a one-on-one phone consultation with screen-share with Julia to get the assistance you need!

Ready to get started? We’ve created several versions of the chart of accounts which can be customized for food and agricultural entrepreneurs.  You can find the options here.

For more information or to schedule an initial consultation, call 617-945-8718 or send us an email. We look forward to helping you succeed!

Julia really understands our business, the various employees as well as my goals, and this is absolutely a result of the long term relationship we have built. She was able to see various places where we could save money, either through changing the product, the amount, or doing prep differently. At that time, I had no idea how QuickBooks (which she set up) would help us, but in fact, it has proved to be an invaluable tool for assessing our business. Her sense of integrity, humor and reliability over the past two years has made working together a real pleasure. Deborah Wollheim, Owner, Plates Cafe & Catering

Tips, Tools
And Templates

Writing a business plan? Looking for investors? Getting set up in QuickBooks? We’ve got the tools and templates you need, from planning a startup to growing your business.

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Our Services
What We Offer You

Whether you’re just starting out, or expanding your business to the next phase of growth, Julia Shanks Food Consulting can help you succeed. Click below to find out more about our services.

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Have Julia Speak
At Your Conference

Julia speaks about small business accounting, business planning and sustainability. Recent conferences include NY Veterans in Agriculture and Women in Sustainable Agriculture.

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