Julie, Founder

  Julie is a passionate and experienced financial professional with a holistic view of business success. For over 30 years, she held a variety of leadership roles within major companies across several industries. She has worked within manufacturing, supply chain, strategy, marketing, and sales teams. Unlike many third-party accounting professionals, she has deep industry experience and knows the challenges and trade-offs business owners face. She passed the CPA exam in 1992 and has the knowledge and experience to keep your books and partner with you on business decisions. She has raised two grown sons and enjoys yoga, biking and gardening.