Executive Profile

Julie’s principal strengths lie in applying tax and accounting techniques to the actual day to day functions of running a business. Julie’s commitment is to provide prompt and personal customer service.
She excels in a communication style representing both professional knowledge and a clear manner in which to convey information.

Professional CPA Service

Every client is carefully evaluated. Julie meets with the stakeholders / shareholders to assure accurate and constructive communication. By examining the books several times each year, any necessary changes to organizational structure and strategy are proactively put in place.
Clients are assisted to maintain compliance, manage records accurately and effectively, for best possible elimination of risk.

Wall Street Journal Small Business News
'Free' Shipping Crowds Out Small Retailers
Thursday 28 April 2016
By Laura Stevens Ginger Greer, a Medford, Ore., attorney who does nearly all her shopping from work without leaving her desk, has drawn a line in the sand: “I absolutely refuse to pay for shipping,” she says.“You can find anything, anywhere at this point” that ships free, she adds. That includes a step stool for...
Logistics Investors Launch Supply-Chain Technology Accelerator
Monday 25 April 2016
By Loretta Chao A group of logistics entrepreneurs is launching a Silicon Valley-style accelerator for supply-chain technology startups, aiming to draw new investment and talent to the freight business.The founders say they will run the Dynamo program alongside a $12 million logistics venture fund in Chattanooga, Tenn. The accelerator will have a $3 million budget...
Farming Gets High Tech in Bid to Offer Locally Grown Produce
Thursday 14 April 2016
By Ruth Simon A crop of startups have emerged in recent years to grow vegetables on city rooftops or turn old factories into indoor farms. But their quest for locally grown lettuce is running into challenging business realities.BrightFarms Inc. last year pulled the plug on a planned greenhouse in Washington, D.C., 10 months into the...
Fidelity Marks Down Dropbox, Zenefits
Thursday 31 March 2016
By Rolfe Winkler Mutual-fund giant Fidelity Investments took an ax to the valuations of its private technology shares in February, cutting bellwether software startups like Dropbox Inc., Cloudera Inc. and Zenefits by as much as 38% compared with the prior month.On Wednesday, the Boston-based company released valuation estimates as of Feb. 29 for the holdings...