Practical resources to help you understand your finances, protect your business data, and get more out of your relationship with your bookkeeper.
Plain-English articles on topics that matter to small business owners — written by people who work with your books every day.
Copilot is now embedded in Word, Excel, Outlook, and PowerPoint — and it may already be active on your computers. This guide explains what it accesses, what the real risks are for financial services firms, and exactly how to protect your data.
Read the GuidePasskeys are replacing passwords across the web. This plain-English guide explains what they are, how they compare to strong passwords and password managers, and exactly what to do about them today.
Read the GuideAI tools like ChatGPT, Claude, and Google Gemini are genuinely useful — but there are important things every business owner should understand before making them part of your regular workflow.
Read the GuideA plain-English security primer from someone who spent 14 years in software development before ever touching a bookkeeping file. The real vulnerabilities aren't where most people are looking.
Read the EssayA practical checklist for what clean, CPA-ready books look like — and what happens when they're not.
Coming SoonSimple tools to help you think through your numbers — no login required.
Estimate the real cost of managing your own books — in time, errors, and missed opportunities.
Coming SoonA quick estimate of your payroll tax obligations based on your team size and compensation.
Coming SoonAnswer a few questions about your business and we'll tell you whether DIY is still working — or whether it's quietly costing you.
Coming SoonAccess your documents, share files securely, and stay connected with Julie through the Petry Bookkeeping client portal.
Reach out directly — Julie is happy to talk through anything on your mind, no obligation.
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