The highest credential the IRS awards to tax professionals
An Enrolled Agent (EA) is a federally licensed tax professional authorized by the U.S. Department of the Treasury — the only credential issued directly by the IRS itself. It is the highest credential the IRS awards, and it represents a level of expertise and ethical commitment that sets EA-credentialed professionals apart from standard bookkeepers.
Admitted to Practice Before the IRS
An Enrolled Agent is one of only three types of professionals authorized to represent taxpayers directly before the IRS — the other two being attorneys and CPAs. Julie has personally represented and resolved client matters with the IRS. If you ever receive a notice from the IRS, having an EA who understands exactly how the IRS operates is a significant advantage.
Ongoing Education — Every Year
Unlike many financial certifications that are earned once and maintained indefinitely, EA status requires ongoing continuing education every year. This means Julie is constantly current on the latest IRS rules, regulations, and tax law changes. That knowledge flows directly into how she manages your books and keeps your business compliant — before problems arise, not after.
Bound by Federal Ethical Standards
Enrolled Agents are governed by the U.S. Treasury's Circular 230 regulations — a strict code of professional ethics and conduct. Julie has made a formal commitment to uphold these standards. This isn't optional — it's a federal requirement that holds her to a higher level of accountability than an uncredentialed bookkeeper.
Why This Matters for Your Books
The closer your bookkeeper is to current tax law, the cleaner and more compliant your books are. Julie's EA status means your financial records are maintained with a deep understanding of what the IRS expects — reducing your risk, protecting your business, and making your CPA's job significantly easier.
"Being an Enrolled Agent isn't just a credential on my wall — it's a commitment I renew every year to stay current, stay ethical, and stay in your corner."
— Julie Petry, Enrolled Agent
Learn more directly from the IRS — the authoritative source on what Enrolled Agents are and what they do:
The highest tier Intuit awards — earned by less than 1% of all QuickBooks ProAdvisors
A QuickBooks ProAdvisor is a certified expert who has passed rigorous exams administered by Intuit, the makers of QuickBooks, validating their proficiency with the software and their bookkeeping knowledge. ProAdvisors are qualified to help businesses with QuickBooks setup, training, troubleshooting, and ongoing bookkeeping support.
Elite is the highest level in the QuickBooks ProAdvisor program — and fewer than 1% of all ProAdvisors nationwide reach it.
What It Takes to Reach Elite
Elite status isn't handed out — it's accumulated over years of demonstrated performance. To reach Elite, a ProAdvisor must complete advanced certifications in both QuickBooks Online and QuickBooks Desktop, maintain an active client base, consistently refer and support QuickBooks users, and earn ongoing points through continued education and testing. It rewards longevity, volume, and quality of service — not just passing a single exam.
25+ Years with QuickBooks
Julie has been working with QuickBooks for over 25 years — since the days when QuickBooks Desktop was the only option available. She experienced the full evolution of the platform firsthand, including the industry's migration to QuickBooks Online. Today, Petry Bookkeeping uses QuickBooks Online exclusively because it allows us to serve clients across San Antonio, Austin, Bulverde, and surrounding areas without interruption — accessing your books securely from anywhere, in real time.
Priority Support from Intuit
Elite ProAdvisors receive priority support directly from Intuit. That means if a technical issue arises with your QuickBooks file — a data problem, a sync error, a complex configuration — we have a direct line to the people who built the software. Your books don't sit in a support queue. Issues get resolved faster, with less disruption to your business.
What This Means for Your Business
When your bookkeeper holds Elite ProAdvisor status, your QuickBooks is set up correctly from day one, maintained properly every month, and never misused in ways that create problems for your CPA. Complex issues get resolved quickly. Reporting is accurate. And you have the confidence of knowing your books are in the hands of someone Intuit itself recognizes as among the very best.
"I've grown up with QuickBooks — from the early Desktop days to everything QuickBooks Online can do today. That depth of experience means I know what works, what doesn't, and exactly how to make it work for your business."
— Julie Petry, Elite QuickBooks ProAdvisor
Learn more about the QuickBooks ProAdvisor program directly from Intuit:
Petry Bookkeeping — Serving San Antonio · Austin · Bulverde & Surrounding Areas
We Get Your Books Ready. Your CPA Gets Right to Work.
You built a business worth running. Don't spend your nights and weekends in QuickBooks. Petry Bookkeeping handles the books — accurately, independently, and on time — so you can get back to what you do best.
Most Business Owners Come to Us Saying One of These Things
If any of these sound familiar, you're exactly who Petry Bookkeeping was built to help.
"I'm running the business. There's no time left for the books."
You didn't start a business to spend your evenings reconciling accounts. Every hour you spend on bookkeeping is an hour you're not spending on growth, clients, or the work that actually moves the needle. It's time to hand it off.
"We've grown fast and the bookkeeping just hasn't kept up."
What worked when you started doesn't work anymore. Messy books, missed entries, and unreconciled accounts are a sign that your business has outgrown a DIY approach — and that's actually a good problem to have. Let's fix it.
"My bookkeeper handles everything — but who's checking their work?"
Having an in-house bookkeeper reconcile their own work is like grading your own test. Without an independent set of eyes on your books, errors — and worse — can go unnoticed for months or years. Most business owners don't find out until it's too late.
Why Independent Oversight Matters
Here's What Happens When Nobody's Checking
Business owners are trusting by nature. You hire good people and rely on them. But without independent oversight of your books, you have no way of knowing what you don't know. These are real situations Petry Bookkeeping has uncovered — situations that would have continued indefinitely without a fresh, objective set of eyes.
Personal expenses on the company card.
A routine review of a client's books revealed that an office manager had been running personal vehicle expenses through the company credit card. The business owner had no idea. We identified it immediately and helped the client rectify the situation — before it became a much bigger problem.
$105,000 owed to the business — uncollected.
During a books review, we discovered that a business was owed $105,000 they didn't know about. It was sitting in the numbers, invisible to everyone who should have caught it. We found it. They got paid.
You don't have to be a bookkeeper to protect yourself.
Part of what we do at Petry Bookkeeping is train business owners to quickly and randomly spot-check key areas of their own books. You don't need to understand everything — you just need to know where to look. We show you exactly how.
These aren't rare exceptions. They're exactly why an independent bookkeeper isn't a luxury — it's a safeguard.
What We Do
Three Ways We Protect and Support Your Business
Clean, accurate, independently managed books — delivered every month so you can run your business with complete confidence.
Bookkeeping
Stop losing sleep over whether your numbers are right. We maintain your books every month — reconciled, categorized, and ready for your CPA.
Bank & credit card reconciliation
Profit & loss statements
Balance sheets
QuickBooks management
Sales tax filings
Coordinating with your CPA
Payroll
Payroll mistakes are expensive — in penalties, in employee trust, and in time spent fixing them. We handle every detail so your team is paid correctly and your filings are never late.
Full payroll processing
Vacation & sick day accruals
Federal & state tax reporting
EFTPS deposits
W-2, W-3 & 1099 preparation
Consulting
Whether your books are a mess, you're just getting started, or you want to understand your numbers better — we meet you where you are and get you where you need to be.
QuickBooks setup & training
Historical books cleanup
New business setup
Business owner spot-check training
Individual consultation
Why Petry Bookkeeping
An Independent Expert in Your Corner
Experience, credentials, and a genuine commitment to making sure your business is always protected.
35+
Years of Experience
Working directly with and inside CPA firms — Julie knows exactly what your accountant needs and how to deliver it.
EA
Enrolled Agent Status
A federally licensed credential issued by the U.S. Treasury.
QB
Elite QuickBooks ProAdvisor
The highest tier of QuickBooks certification — earned by less than 1% of ProAdvisors.
1:1
You Work Directly with Julie
No junior staff, no handoffs. Senior-level personal attention on your account every single month.
✓
Independent Third-Party Oversight
A third-party bookkeeper isn't just convenient — it's a safeguard. We provide the objective review your business needs to catch what insiders miss.
⤴
We Teach You to Stay Protected
We train you to spot-check the key areas of your own books — so you're never completely dependent on anyone, including us.
About Julie Petry
Your Books Deserve More Than a Spreadsheet
Julie founded Petry Bookkeeping on a simple conviction — that small and mid-sized business owners deserve accurate, independent, professionally managed books without having to hire a full accounting department to get them.
Enrolled Agent (EA) — Licensed by the U.S. Dept. of the Treasury
Elite QuickBooks Online ProAdvisor — Highest Tier
QuickBooks Desktop Certified ProAdvisor
35+ Years Professional Bookkeeping Experience
"My job isn't just to keep your books clean. It's to make sure you always know your business is protected — and that you're never blindsided by something that should have been caught."
— Julie Petry, Enrolled Agent
If you run a business and need your books done right, we can help. We've worked with clients across dozens of industries — each with its own compliance needs and financial rhythms.
Medical Practices
Attorneys & Legal
Construction
Real Estate
Service Industries
Retail
Non-Profits
Startups & Growing Businesses
Professional Services
Important Note — Petry Bookkeeping is Not an Accounting Firm
Petry Bookkeeping is not an accounting firm. Functions such as reviews, compilations, audits, and the creation of financial statements cannot be performed by Petry Bookkeeping. A CPA or accounting firm will need to be hired for those functions. We work alongside your CPA to deliver the clean, accurate records they need to serve you efficiently.
Ready to Stop Worrying About Your Books?
Let's have a conversation about where your business is and what peace of mind looks like for you. No obligation — just clarity.
Bookkeeping That Protects Your Business As Much As It Organizes It.
Clean books aren't just good for your CPA. They're your first line of defense against errors, oversights, and the kind of surprises no business owner wants to face.
Petry Bookkeeping is committed to providing quality bookkeeping services to small and medium-sized businesses with the highest levels of integrity. We serve each client with professionalism, a personal touch — and the independent objectivity that in-house bookkeeping simply can't provide.
Small Business Financial Services
Comprehensive Financial Support
Every service we offer is built around one goal — giving you and your CPA complete confidence in your numbers, every single month.
Monthly Bookkeeping
Your books shouldn't be a source of stress — they should be a source of clarity. We maintain your financial records every month so the answer is always there and always accurate.
Bank and credit card reconciliation
Transaction categorization and coding
Profit & loss statements
Balance sheets
QuickBooks Online management
QuickBooks setup & training
Sales tax filings
Individual consultation
Direct coordination with your CPA
Consulting & Cleanup
Sometimes the books are behind. Sometimes QuickBooks was set up wrong from the start. We meet you where you are — and get things right.
QuickBooks setup and configuration
New company file setup
Historical books cleanup & catch-up
Business owner spot-check training
Chart of accounts review
Individual consultation & advisory
Payroll Services
Payroll mistakes are expensive — in penalties, in employee trust, and in time spent fixing them. We handle every detail so your team is paid correctly, on time, every time.
Full payroll processing
Vacation, sick & personal day accruals
Federal & state tax reporting
EFTPS deposits
W-2, W-3, and 1099 preparation
Who We Serve
Medical practices · Attorneys · Construction · Real estate · Service industries · Retail · Non-profits · Startups · Professional services
If you run a business and need your books done right, we can help — regardless of industry.
There's Something Your In-House Bookkeeper Can't Give You
An in-house bookkeeper reconciling their own work has an inherent blind spot — not necessarily from dishonesty, but simply from proximity. They see what they've always seen. An independent bookkeeper sees it fresh, every month.
At Petry Bookkeeping, we've uncovered unauthorized personal expenses on company accounts, found six-figure receivables that had gone uncollected, and identified errors that had been quietly compounding for months. In every case, the business owner had no idea — because no one was looking with fresh eyes.
That's what we do. Every month.
Important Note — Petry Bookkeeping is Not an Accounting Firm
Petry Bookkeeping is not an accounting firm. Functions such as reviews, compilations, audits, and the creation of financial statements cannot be performed by Petry Bookkeeping. A CPA or accounting firm will need to be hired for those functions. We work alongside your CPA to deliver the clean, accurate records they need to serve you efficiently.
Not Sure Where to Start?
Whether your books are current or months behind, let's talk about where you are and what it would take to get you where you need to be.
35+ Years of Experience. An Independent Expert in Your Corner.
Julie didn't just study bookkeeping — she built her career inside CPA firms, working directly alongside accountants. She knows what clean books look like, what messy books cost, and exactly what it takes to bridge the gap.
Julie Petry
Enrolled Agent · Elite QuickBooks ProAdvisor
Enrolled Agent (EA) — U.S. Treasury
Elite QuickBooks Online ProAdvisor
QuickBooks Desktop ProAdvisor
35+ Years Bookkeeping Experience
Meet Julie
Your Books Deserve More Than a Spreadsheet
I love helping my clients with their bookkeeping needs. But what drives me isn't just getting the numbers right — it's knowing that when I hand a client's books to their CPA, or when a business owner opens their financials, everything they see is accurate, complete, and trustworthy.
Over more than 35 years working with and for CPA firms, I've seen what happens when books are managed well — and what happens when they're not. I've found unauthorized expenses that nobody else caught. I've found six-figure receivables sitting uncollected. I've helped business owners go from dreading tax season to walking into it with complete confidence.
When you work with Petry Bookkeeping, you work directly with me. Not a junior staff member, not an automated system — me. Your account gets personal attention every single month, and you always know exactly who is responsible for your books.
"My job isn't just to keep your books clean. It's to make sure you always know your business is protected — and that you're never blindsided by something that should have been caught."
— Julie Petry, Enrolled Agent
What Makes Julie Different
Worked inside CPA firms
She understands both sides — what the business needs and what the accountant needs — and delivers books that work for everyone.
Enrolled Agent credentials
A federally licensed credential requiring demonstrated expertise and annual continuing education.
Elite QuickBooks ProAdvisor
The highest tier Intuit awards — earned by less than 1% of ProAdvisors.
She catches what others miss
Fresh eyes on your books every month — with a track record of finding what in-house staff and automated systems overlook.
Important Note — Petry Bookkeeping is Not an Accounting Firm
Petry Bookkeeping is not an accounting firm. Functions such as reviews, compilations, audits, and the creation of financial statements cannot be performed by Petry Bookkeeping. A CPA or accounting firm will need to be hired for those functions. We work alongside your CPA to deliver the clean, accurate records they need to serve you efficiently.
Ready to Have Someone Truly in Your Corner?
Let's talk about your business, your books, and what it would mean to have complete confidence in both.
Whether your books are in great shape or you're not sure where to start — reach out. There's no obligation, no judgment, just a conversation about where you are and how we can help.
Contact Information
We're Here to Help
Reach out by phone, email, or fill out the form and we'll get back to you promptly.
Important Note — Petry Bookkeeping is Not an Accounting Firm
Petry Bookkeeping is not an accounting firm. Functions such as reviews, compilations, audits, and the creation of financial statements cannot be performed by Petry Bookkeeping. A CPA or accounting firm will need to be hired for those functions. We work alongside your CPA to deliver the clean, accurate records they need to serve you efficiently.
