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JR Bookkeeping

JR Bookkeeping

Reviews Summary

JR Bookkeeping receives overwhelmingly positive feedback, with most reviews praising Juliana and her team for their exceptional knowledge, professionalism, and dedication. Clients highlight their expertise in QuickBooks, payroll, and tax compliance, as well as their willingness to educate and support small businesses. Many appreciate their friendly, honest, and personalized service, often describing them as trustworthy and community-oriented. A few negative mentions cite unreturned calls or inaccuracies, but these are rare amid widespread acclaim for their reliability and impact on business success.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
QuickBooks

Contact Information

Address

3639 E Harbor Blvd #201

Ventura, California 93001

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I had one of my great customer experience today as I met with Juliana from JR Bookkeeping. I'm happy to give Juliana a 5 star review not only for her bookkeeping knowledge, especially when helping me with my Quickbooks, but also for her kind heart and her eagerness to help small business owners, such as myself. You truly earned this rating Juliana, thank you very much.

The team at JR Bookkeeping have been amazing. After dealing with subpar bookkeepers in the past, working with professionals like Juliana is a breath of fresh air! I sleep better at night knowing they are working hard to provide a comprehensive bookkeeping service. I would highly recommend JR Bookkeeping!

I'd love to heap praises on JR Bookkeeping. While I don't use them as much as I'd like to, Juliana and her team are amazing, and I would recommend them to anyone. She was super helpful in helping me get my Quickbooks set up the right way.

Juliana and the JRB team possess a wealth of knowledge and are always enthusiastic about assisting with our bookkeeping needs. The JRB team is dedicated to ensuring our organization's success by offering support wherever it's needed. It is reassuring to know we have such dedicated support on our side.

I have been working with JR Bookkeeping since 2011. She helped me with three years of back work and has kept me current since. Juliana's work is seamless. She brings in more than an accounting firm to your doors, she is very human, very real. I have attended four anniversaries of her business and have met many of her clients who have been working with her longer than me. I know all of them love JR Bookkeeping's services.

I have been a client of JR Bookkeeping for the past 3 years. And let me begin by saying that their help, service, and professionalism is outstanding. My family and I run an independent used car dealership. In 2012 she helped us put our books straight from 2011 through 2012 (which was so much work on her part and ours) and she has helped us to stay up to date and on track ever since. She is on top of us about Sales Tax, our Payroll, and Making sure that we do our business taxes properly at the end of each ye

Juliana and her team are Awesome! They really are very knowledgeable on how to resolve our complex bookkeeping needs as a client. I appreciate the time taken to explain and train our company staff in depth using QB online. They have shown our company a professional and outstanding attitude and is available when called upon for expertise advice. I recommend JR Bookkeeping for any accounting and bookkeeping services. Thank you! Daniel Furst MD, A Professional Corporation

Juliana and I had a conversation at a mixer that completely changed my perspective on being a business owner. I love her spirit, she is an extremely hard worker and a joy to be around! For any book keeping needs JR is the place to go!

I launched my business/Corporation June 2016 and JR Bookkeeping was recommended to me by someone at my church. Phoned several times, was told owner Juliana would call me back. Never heard from her. Now year end 2019 need to change payroll company due to increased rates, thought I'd try calling JR once again. OM GOSH-Same exact situation!! Have called 2 times speaking w gals who very politely tell me Juliana will call me back. Been several days now and NADA, ZIP, NO RETURN CALL! I reread the 5 star reviews

Juliana and her staff are wonderful. They are interested in giving a good service and being fair and that comes I think in part from the fact that Juliana is a church going person interested in doing good. She is honest and so is her staff. She does good things for the community as well.

My husband and I recently went to JR Bookkeeping after having an awful and very stressful experience with Blue Isle bookkeeping in Ventura. We spoke to Juliana Ramirez and she was everything you would want and expect from a professional bookkeeper. She was knowledgeable, honest and willing to take the time to speak to us. We have recently ventured out into the freelancing world and came to her with nothing but concerns and questions. She sat with us for about two hours answering our questions, did an honest

Juliana and her team are the best bookkeepers and payroll services provider in Ventura and Santa Barbara counties. They offer a variety of customizable solutions for all your accounting needs. I have several clients that utilize her bookkeeping service and all of them rave that she is the trusted advisor of choice. Look no further for someone who is truly passionate about helping your buisness grow.

I love JR Bookkeeping! They did the books for my business for several years before helping me get organized to sell my business. Thank you so much Juliana and team!!

I'd been evaluating bookkeepers for a long time, and am thrilled to have found JR Bookkeeping. The team knows QuickBooks inside and out, and is so knowledgeable about classification of entries. Thanks, JR.. I'm so relieved to know my books are in line with tax reporting rules!

Juliana was amazingly efficient, quick to understand and eager to bring me up a little in my business practices. We were fast friends in a few minutes. I trust her all the way.

used their service for a few years and came to find out my books weren't accurate. took me finding another book keeper to find out and fix issues. staff is great and always pleasant though.

Starting a new business is hard, We where going in the wrong direction until JR Bookkeeping educated us on doing things the right way, We completely changed the way we operated. We learned so much from them. Thank you so much for educating and pointing us in the right direction!

Great customer service, Juliana takes the time to explain my accounting. She has even picked up paperwork from our address when I've been super Busy. I would recommend her without a doubt.

Julianna Ramirez and staff have an outstanding business here in Ventura. Locally owned and operated for many years. Dependable friendly efficient staff!

Simply the best! My books are impeccable now that they have taken them over and their customer service is outstanding. Highly recommend!

Locally owned bookkeeping office. Fantastic location. Convenient parking. Second floor office. Friendly staff.

Excellent and friendly staff and they treat you like family! You can't go wrong with the services they provide!!

Great Christmas Mix n Mingle 2019 Fun was had by All

Great Service and staff, owner Juliana is very profesional and always willing to help.

They are a great team of dedicated, ethical, Christian women.

Most amazing Bookkeeping service!

(Translated by Google) They are very friendly and when I have a question I talk to them and they always help me, I like their professionalism and their work always looking for ways to improve the business. (Original) Son muy amables y cuando tengo una duda les hablo y siempre me ayudan, me gusta su profesionalismo y su trabajo siempre buscando como mejorar el negocio.

(Translated by Google) Progress since I met Juliana and she did my accounting for me. (Original) Progreso desde que conozco a Juliana y me hizo mi contabilidad.

(Translated by Google) They are exceptional in their treatment and they really know what they are doing. I really recommend that if you are looking for help with your business, try it. (Original) Son exceptional el trato y de verdad saben lo q hacen de verdad lo recomiendo q si buscan ayufa de su negocio traten

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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