Our Process

Experience the Power of Next Level Accounting

01.

Assessment

Begin your Juna journey

Your Juna partnership begins with a free, no obligation assessment. We start by getting to know your business and understanding your financial reporting needs. We’ll then assess your books and processes to identify any areas that could be improved to take your current operations to the next level.

02.

Custom Package

Prepare for takeoff

We’ll work together to design a custom package based on your unique needs. Packages include all bookkeeping and financial reporting services with cloud technologies that make the operations seamless for you. For those aiming even higher, we offer packages that also include cash flow forecasting, budgeting and financial projections.

03.

Cleanup

Raise the bar on your books.

Once you decide to work with Juna, your books better buckle their seatbelts. Whether your books need some major cleanup or just a little TLC to get GAAP-compliant, we’ve got you covered.

04.

Reporting

Elevate your insights

Let’s talk reporting. We provide you with customized reports and the support to interpret them. The reports can help get you to your next level because they give you the data so you can keep an eye on trends, KPIs, cash flow and expense management.

System Implementation

Take your workflow to new heights

Whether you’re embarking on your business journey and need a system set up, or you’ve ready to migrate to an ERP solution, Juna is here to assist you in establishing the perfect accounting system tailored to your organization’s needs.

From here, the sky’s the limit

From this point, the sky’s the limit. With Juna, your books can lead you to higher profitability, growth, expanding opportunities like new markets, or even a successful exit.

Ready to take off?