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
Some Small Businesses Restore Group Health Coverage
Sunday 21 August 2016
By Ruth Simon Some small companies that dropped group health insurance for their employees are reversing course, driven by a tightening labor market and rising costs and fewer choices for individual coverage. Laura Cottrell, owner of a seven-person home-furnishings and home-improvement products business in St. Louis, dropped group coverage in 2014, not only because of...
New Techniques Used to Target Business Email
Thursday 4 August 2016
By Robert McMillan An Internet-security firm Thursday offered new insights into the perpetrators behind an increasingly popular type of cyberfraud targeting small businesses, tracing the attacks to Nigerians involved in earlier types of email scams.In one variant of the scheme, SecureWorks Inc. said criminals break into email accounts and change bank-account information to capture payments...
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...