Shareholder, Advisory & Assurance
Julie leads the firm’s Advisory & Assurance practice and is known for providing her clients with great technical proficiency & understanding.
What is your area of focus?
I work closely with owners, controllers and bookkeepers of companies with operations in the United States, as well as international companies in various parts of the world. As former controller, I understand the importance of finding a balance between the technical and compliance aspects of financial reporting and the information that is important to my clients and their stakeholders. My time is focused on working with the Advisory and Assurance team to perform audits and reviews of traditional financial statements in various industries. I also support clients with employee benefit plans, internal control reviews, performance reporting, and technical standards implementation assistance.
How long have you been at Clayton & McKervey?
What is the favorite part about your job?
I enjoy the energy and innovation from smart and talented coworkers, clients and business associates.
Contact Julie to see how we can help you.