PROFESSIONAL
- 35 years of experience
- Specialties
- Management of accounting, attest, and tax engagements for:
- affordable housing tax credit partnerships
- not-for-profit entities
- employee benefit plans
- construction entities
- medical and law practices
- Management of accounting, attest, and tax engagements for:
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- Consulting, including:
- internal control evaluations
- accounting procedures manuals
- key strategic/performance indicators reporting tools
- Consulting, including:
- Founded a bookkeeping and tax preparation service in college
- Professional Affiliations
- American Institute of Certified Public Accountants
- Delaware Society of Certified Public Accountants (DSCPA)
- Awards
- Delaware Theatre Company – Stephen Daniel Foulk Volunteer award
- DSCPA – Women to Watch (Experienced Leader) award
- Delaware Today/Delaware Business Times – 2019 Women in Business honoree
- Education: California State University
PERSONAL
- Coached and refereed youth soccer (ages 3 – 12)
- San Francisco 49ers fan in good times and “otherwise”
- Wife, mother, grandmother and one of five siblings (middle child, middle sister)
- Obsessed with straight hair…childhood nicknames: Tumbleweed; Wooly Julie
- Bucket list includes: Cooking school; Violin lessons (played 1st chair through high school)
- Unable to control tears on hearing our National Anthem and Pomp & Circumstance
- Enjoys camping, boating, fishing, motorcycle riding, clay pigeon shooting, golf and performances at the Delaware Theatre Company
- Volunteers with the Better Business Bureau of Delaware, Habitat for Humanity, Delaware Theatre Company, Nativity Preparatory School, Serviam Girls Academy, Connections CSP
