Julie Morgan

  • CPA
  • Director


  • 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
    • Consulting, including:
      • internal control evaluations
      • accounting procedures manuals
      • key strategic/performance indicators reporting tools
  • 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


  • 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