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.
AI 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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