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.
Andrew, Director of Sales and Marketing
Andrew is an outgoing and friendly team player who enjoys connecting with people and helping others. He understands the significance of working for a company that supports women. He knows how hard you work to keep your customers happy and is ready to provide you with the same great customer service. He is looking forward to learning about your business and offering solutions to your accounting and financial needs. Andrew is a dog lover and sports enthusiast, especially about basketball. When he is not working, you can find him walking his dog, Kobe, or cheering on his Alma Mater, the Dayton Flyers.
