Julie handles the ongoing bookkeeping for IAS clients, many of them owner-operated businesses. As Accounting Services Lead at Integrated Accounting Solutions, she keeps their books accurate and current month after month, so owners always have a clear, reliable picture of where the business stands.
Month to month, that means recording and categorizing transactions, reconciling bank and credit card accounts, producing monthly financial statements, and running a dependable close. Working in QuickBooks Online as a Certified ProAdvisor, she keeps each client’s books organized and tax-ready, so the numbers are current and there when an owner needs to make a decision.
She brings more than 15 years across public accounting, bookkeeping, financial reporting, audit, and business operations. Earlier roles in audit management and real estate acquisitions sharpened her read on the financial and operational realities owners face, and it shows in how she structures and maintains a client’s books today.
Outside work, Julie and her husband, Erick, keep up with their three daughters and their dogs. Their free time runs to the outdoors and anything active: hiking the Virginia mountains, scuba diving off the Florida coast, and chasing down new roller coasters.