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
Few Small Businesses Take Advantage of Mini-IPOs
Thursday 7 July 2016
By Ruth Simon Roughly a year after the passage of new rules making it easier for fledgling businesses to tap U.S. capital markets, just a handful of them have succeeded in doing so. A Phoenix-based startup that makes three-wheeled vehicles raised roughly $17 million through one such mini-IPO, in which small companies can raise as...
Profiting From Politics Proves Challenging for Startups
Thursday 23 June 2016
By Ruth Simon Politics is difficult business as many startups are finding out.Some of the top digital, fundraising and analytics operatives on both sides of the U.S. political divide have tried to parlay their campaign skills into for-profit enterprises, creating startups that build on their campaign expertise. Michael Slaby, who worked on both of Barack...
Head of SBA Focuses on Access to Capital
Thursday 16 June 2016
By Ruth Simon As the head of the U.S. Small Business Administration, Maria Contreras-Sweet has moved to modernize the agency and boost access to capital for underserved communities. The 62-year-old agency, which supports small businesses and entrepreneurs, provided backing for more than 69,000 loans to small businesses totaling nearly $28 billion in the last fiscal...
Small U.K. Firms Are Less Wary of Exit
Tuesday 14 June 2016
By Denise Roland LONDON—Tony Bastock, co-owner of the 100-employee Contract Chemicals Ltd. in Prescot, England, expects to spend more than $500,000 over the next few years complying with European Union regulations, and says that outside the bloc, the U.K. could develop “more sensible” rules.Nevertheless, he plans to vote to stay in the EU on June 23,...