Photo of Bethann Gusitsch and Dana Daul highlighting promotions.

Celebrating Career Advancements: Juna’s Strategic Promotions and Growth Plan

Juna’s Strategic Growth Plan: Announcing Key Team Promotions Committed to advancing our firm and serving a growing, diverse client base, Juna Financial Solutions is excited to announce two significant promotions. We take pride in offering meaningful career opportunities for our exceptional team, fostering an environment that encourages learning and growth. Bethann Gusitsch – Stepping Up…

A screenshot of QuickBooks reporting and Sales Revenue

Leveraging QuickBooks Reporting: A Guide to Improve Your Business

Leveraging QuickBooks Reporting: A Guide to Improve Your Business QuickBooks Reports Are a Solid Bet–If You Use Them Last month, Intuit hosted 3,000 accounting professionals and platform partners for the annual QuickBooks Connect Conference in Las Vegas, proving once again that small business owners and accountants are “all in” on the popular accounting software.  And,…

Image of a focused woman attorney meticulously reviewing IOLTA and Trust accounting documents. These comprehensive resources have been provided by Juna Financial Solutions, aiding in her understanding and management of client funds in accordance with legal and ethical guidelines.

Mastering IOLTA Account Reconciliation: A Detailed Guide for Attorneys

Navigating IOLTA Account Reconciliation: An Essential Guide for Legal Professionals As attorneys, the task of managing and reconciling IOLTA (Interest on Lawyers’ Trust Accounts) accounts is crucial and non-negotiable. These accounts, specifically designed to hold client funds, are governed by stringent regulations, and non-compliance can lead to severe repercussions from state bar associations. This blog…

Thumbnail image of Alicia Amaral's educational YouTube video titled 'Understanding Income Statements'

Mastering the Income Statement (P&L): A Comprehensive Guide

Unraveling the Complexities of the Income Statement (P&L): An Educational Series by Alicia Amara https://www.youtube.com/watch?t=365s&v=FswvKELI1GU Alicia Amaral, partner and co-founder at Juna Financial Solutions, is committed to empowering clients with the knowledge they need to make informed business decisions. In this ongoing educational series, she dissects key financial reports that are vital for every business…

Thumbnail image of Alicia Amaral's educational YouTube video titled 'Understanding Balance Sheets'

Unraveling the Mysteries of Balance Sheets: A Comprehensive Guide

Simplifying Balance Sheets: A Tutorial by Alicia Amaral https://youtu.be/uDYsD1Ej_uw In this enlightening video, Alicia Amaral, co-founder and partner of Juna, simplifies the seemingly complex concept of understanding balance sheets. For business owners, acquiring the skill to read a balance sheet is just the first step. The real challenge lies in interpreting the figures accurately and…