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Get Started with Expert Support

Welcome! You're taking the first step toward better financial management and business growth. Whether you found us through social media, a networking event, or a referral, this page is your starting point to working with July Warner, LLC.

We understand that running a business is demanding, and managing finances can often take a backseat. That’s where we come in. Our strategic bookkeeping, tax management, and business support services ensure that you have the clarity, structure, and insights needed to make informed decisions and grow with confidence.

What to Expect

Getting started is simple. We take the time to understand your business, goals, and challenges before tailoring a plan that fits your needs.

Our process may include:

  • Financial Health Check– A deep dive into your business’s financial stability and areas for improvement.
  • Bookkeeping Setup & Cleanup– Organizing and optimizing your records for accuracy and efficiency.
  • Tax Preparation & Compliance – Ensuring you meet deadlines and maximize deductions.
  • Business Strategy & Support – Helping you implement systems that drive sustainable growth.

Your Next Step

Use the calendar to schedule a discovery call or select one of the standalone services below. If you're unsure where to start, choose the discovery call and—we’ll guide you in the right direction.

🚀 Let’s build a stronger financial foundation for your business!

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Standalone Bookkeeping Services

Our One-Time Services is perfect for business owners who need a professional to set up or clean up their financial records without committing to ongoing services. Whether you're just starting out, transitioning to a new system, or catching up on neglected bookkeeping, we’ll ensure everything is structured correctly so you can move forward with confidence.

Setup

Start Your Business with a Strong Financial Foundation

$400.00

Setup includes

  • Accounting Software Setup – We’ll set up your preferred platform with the correct chart of accounts for your business.
  • Bank Integration – Connect your bank accounts, credit cards, and payment processors for seamless transaction tracking.
  • Initial Financial Reports – Generate basic financial statements, including a Profit & Loss Statement and Balance Sheet.
  • Bookkeeping Best Practices – A guide to maintaining organized records and tracking cash flow effectively.
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Clean Up

Get Your Books Organized & Back on Track

$1750.00

Service Includes:

  • Transaction Review & Categorization – Sorting and classifying past income, expenses, and assets correctly.
  • Bank & Credit Card Reconciliation – Ensuring all transactions align with bank statements for accurate financial reporting.
  • Financial Statement Review – Identifying errors or missing transactions in your Profit & Loss Statement and Balance Sheet.
  • Correction of Common Bookkeeping Mistakes – Fixing duplicate transactions, incorrect categorizations, and unreconciled accounts.
  • Catch-Up Bookkeeping (Up to 12 Months) – Bringing overdue books up to date for tax preparation and financial clarity.
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Set Up and Clean Up

Get your business finances organized and on track—quickly and efficiently.

$2100.00

Service includes:

  • Bookkeeping System Setup – We’ll set up your accounting software (QuickBooks online is our preferred platform).
  • Transaction Categorization – Properly classifying income, expenses, and assets for accurate financial tracking.
  • Basic Financial Reports – A snapshot of your business’s financial health, including a P&L Stmt and Balance Sheet.
  • Bank & Credit Card Reconciliation – Ensuring your financial records match your actual transactions.
  • Best Practices Guide – A simple roadmap for maintaining organized and accurate financial records moving forward.
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Business and Strategic Planning

Our One-Time Business & Strategic Planning Services are perfect for business owners who need professional guidance to structure, refine, or realign their business strategy without committing to ongoing consulting. Whether you’re launching a new venture, pivoting your business model, or seeking a clear roadmap for growth, we’ll help you develop a strategic plan that aligns with your goals and sets you up for success.

Business Plan

Build a Strong Foundation for Your Business Success

$1500.00

Business Plan includes

  • Executive Summary
  • Business Model & Structure Definition
  • Market Research & Competitive Analysis
  • Financial Projections & Budgeting
  • Marketing & Sales Strategy
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Strategic Plan

Gain Clarity, Direction, and a Plan for Growth

$2000.00

Everything in Starter plan

  • Business Assessment & SWOT Analysis
  • Goal Setting & Key Performance Indicators (KPIs)
  • Market & Industry Positioning
  • Operational Efficiency & Process Optimization
  • Financial & Resource Allocation Strategy
  • Implementation Roadmap
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Join a community of business owners interested in growing their businesses. Our newsletter provides an executive perspective tailored to Owner-operators and Solopreneurs, with information about business finance, strategic planning, and operational support services. 

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