Washington Society of Certified Public Accountants
American Institute of Certified Public Accountants
National Association of Certified Valuators and Analysts
Kirkland Chamber of Commerce
B.A., University of Wisconsin, Milwaukee
Julia has provided accounting, tax, and consulting services for over 20 years. She has worked predominantly with closely held businesses and their owners to address issues related to compliance, tax, compensation planning, as well as business expansion and succession.
Julia uses her expertise in the finance and accounting fields to serve and assist clients in a wide range of industries. Ranging from real estate development, high technology, start-ups, manufacturers and their representatives, and equipment leasing to professional medical services groups.
She effectively integrates her extensive knowledge, experience and familiarity with business entity selection, accounting system design and implementation, cost controls, financial analysis and projection, job costing and project analysis, tax planning and business consulting to help her clients accomplish financial goals.
Not only is she committed to understanding the diverse needs of businesses and individuals, but she consistently maps out and implements excellent planning strategies in order to execute the visions and goals of her clients.