Julie has over 25 years of experience serving small to mid-size businesses. She has extensive experience helping clients with accounting, tax and implementation of accounting and bookkeeping systems. Julie is also a QuickBooks Advisor. Combined with her knowledge as a Certified Public Accountant, Julie establishes reporting systems for clients within Quickbooks which streamlines financial information used by management.
In addition, Julie has the depth and breadth of tax planning, tax consulting and tax preparation for high-net worth individuals, business owners and privately held businesses in the construction, real estate, manufacturing and professional service firm industries.