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 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
Stew Leonard's Wines Looks to Grow
Friday 4 September 2015
By Lettie Teague In seemingly every part of the metropolitan region, there is a Stew Leonard’s wine store. From Clifton, N.J., to Danbury, Conn., to Yonkers in Westchester County and Farmingdale, Long Island, members of the Stew Leonard family run wine shops—and they’re looking for even more. A potential site must meet a few key...
Small Firms Are Slow to Embrace Chip-Card System
Thursday 3 September 2015
By Ruth Simon Many small businesses aren’t racing to update their checkout systems ahead of an Oct. 1 shift that will put merchants on the hook for some fraudulent card charges.That is the date when retailers are expected to begin using new security technology that accepts credit and debit cards with microchips, and for banks...
Inside Uber's Fight With Its Chinese Nemesis
Thursday 3 September 2015
By Eva Dou in Beijing and Rick Carew in Hong Kong As Uber Technologies Inc. chief Travis Kalanick was preparing for an all-out push into China, he visited the country’s dominant ride-hailing company in July 2014. Mr. Kalanick suggested Uber invest in the company, the Beijing startup’s chief executive says.“His message was they had conquered...
Uber Drivers' Suit Granted Class-Action Status
Wednesday 2 September 2015
By Douglas MacMillan Uber Technologies Inc.’s effort to stifle a legal challenge to its business model was struck down on Tuesday by a federal judge, who granted class-action status to a lawsuit claiming the car-hailing service treats its drivers like employees without providing the necessary benefits. A 68-page court ruling from U.S. District Judge Edward...