G2
G2Tax
Company Employees
Julio Velasquez
Bookkeeper/Accountant/Financial Analyst/Manager @G2Tax
Verified
🎯 Senior QuickBooks Certified Bookkeeper & Intuit Tax Planning Strategist Bilingual finance professional (English/Spanish) with 5+ years of transforming small and medium business finances through comprehensive accounting solutions and strategic tax optimization. QuickBooks & Intuit certified expert with a proven track record of saving clients $5K-$15K annually while streamlining their entire financial operations. 🏆 Core Expertise & Certifications:✅ QuickBooks ProAdvisor Certified - Advanced setup, cleanup & optimization✅ Intuit Tax Planning Certified - Strategic tax reduction strategies✅ Full-cycle bookkeeping & monthly financial reporting✅ Payroll processing, compliance & quarterly filings✅ Cash flow forecasting & budget planning✅ Business formation (LLC setup, S-Corp elections)✅ Financial audits & year-end reconciliations✅ Accounts payable/receivable management✅ Multi-entity accounting & consolidations✅ Cloud-based accounting system migrations✅ Bilingual client service (English/Spanish) - 15-20% premium value 🎯 Industries & Client Success:Specialized experience across construction, retail, professional services, restaurants, and growing SMBs nationwide. Expert in serving businesses with 5+ employees generating $10K+ monthly revenue. 📊 Service Delivery Excellence: • Monthly financial reporting with actionable insights • Quarterly tax planning sessions to maximize deductions • Annual tax preparation with strategic planning • Same-day to 48-hour response guarantee • Secure cloud-based systems for nationwide service • Flexible onboarding (1-14 days based on complexity) 💡 Results-Driven Approach:Specializing in turning chaotic financial records into strategic business intelligence that drives growth decisions. My comprehensive approach combines meticulous bookkeeping with proactive tax planning, ensuring clients not only stay compliant but actively save money while scaling their operations. 🚀 Value Proposition:I don’t just manage your books - I become your financial strategic partner, providing the insights and plaMore...