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Your Trusted Accounting Partner in Raleigh, NC
Julie Moreno Bookkeeping & Payroll is a full-service bookkeeping firm based in Raleigh, NC, serving the North Carolina Triangle Area. Our team of certified QuickBooks Pro Advisors and accounting experts brings an average of over 20 years of experience to every client engagement. We specialize in delivering accurate, tailored financial solutions, including monthly reporting, payroll processing, and comprehensive bookkeeping services. Our approach combines technical expertise with personalized support, ensuring businesses receive timely, actionable financial insights. We work across all industries, offering both fully outsourced bookkeeping and customized training for clients who prefer self-management.Our commitment to responsiveness and deep understanding of local business needs positions us as a trusted extension of our clients' teams. We prioritize transparency, precision, and proactive communication to address financial challenges as they arise. With dedicated specialists in payroll, accounts payable/receivable, and financial reporting, we provide scalable solutions that adapt to evolving business requirements. Our focus on building long-term relationships has made us a preferred partner for businesses seeking reliable, expert financial management support.
Services
Monthly Reporting & Consultation
Payroll & Payroll Taxes
Banking
Accounts Payable
Accounts Receivable
Highlights and features
- We have a team of experts with an average of 20+ years in accounting.
- We are certified QuickBooks Pro Advisors specializing in accurate financial reporting.
- We offer customized QuickBooks setup and training for self-managed bookkeeping.
- We provide responsive support tailored to North Carolina Triangle Area businesses.
- We serve all industries with scalable, outsourced bookkeeping solutions.
Associations and certifications
- QuickBooks Pro Advisor
Services
Monthly Reporting & Consultation
We generate timely monthly financial reports including profit and loss statements, balance sheets, and budget analyses. Our team provides expert consultation on financial position, operational efficiency, and administrative processes. Clients receive actionable insights to support strategic business decisions and long-term growth planning.
Payroll & Payroll Taxes
We process payroll through QuickBooks Pro or external vendors, ensuring accurate tax filings and compliance. Our services include payment and filing of all payroll taxes with timely submission of weekly, monthly, and annual reports. Clients benefit from error-free payroll management and regulatory expertise.
Banking
We handle entry of all checks, debit card transactions, deposits, and payments with online banking integration. Our reconciliation process ensures financial accuracy and transparency. Clients receive organized banking records to maintain clear cash flow visibility.
Accounts Payable
We review and record vendor invoices while reconciling to prevent double payments. Our team ensures timely bill payment and accurate expense tracking. Clients gain confidence in vendor relationships and financial accountability.
Accounts Receivable
We record sales invoices, distribute customer statements, and track payments. Our collection efforts help maintain healthy cash flow. Clients benefit from systematic receivables management to reduce outstanding balances.
People
Julie Moreno
Accountant, Business Owner
Julie leads our team with 20+ years of accounting expertise. As a certified QuickBooks Pro Advisor, she specializes in financial reporting and business consulting. Her client-focused approach ensures personalized solutions for Raleigh-area businesses.
Johana Rivera
Office Manager
Johana oversees daily operations, ensuring seamless service delivery. With a focus on organizational efficiency, she coordinates team workflows and client communications to maintain our high service standards for North Carolina clients.
Emma J. Pina
Payroll Manager
Emma manages payroll operations with precision, handling tax filings and compliance. Her expertise ensures error-free payroll processing for businesses across industries in the Triangle Area.
Claudia R. Moreno
Payroll Specialist
Claudia supports payroll functions with attention to detail. She assists in tax filings and report generation, contributing to accurate financial management for our clients.
Ana Abad
Payroll Specialist
Ana specializes in payroll processing, ensuring timely and compliant tax submissions. Her work helps businesses maintain accurate payroll records and regulatory adherence.
Questions
What accounting services do you offer?
We provide monthly reporting, payroll processing, banking, accounts payable/receivable management, and QuickBooks consulting for North Carolina businesses.
Are you certified QuickBooks Pro Advisors?
Yes, our team includes certified QuickBooks Pro Advisors with expertise in financial reporting and software optimization.
Do you serve businesses outside Raleigh?
We serve all Triangle Area businesses in Durham, Cary, and surrounding North Carolina regions.
Can you help set up my QuickBooks file?
Yes, we customize QuickBooks files to client needs and provide training for self-managed bookkeeping.
How do you handle emergency financial requests?
We prioritize responsiveness, offering timely support for urgent bookkeeping and payroll needs.
