Overview
Julie has been helping real estate business owners and their stakeholders realize profitable growth since 1994. She is a Certified Public Accountant with over 30 years of experience serving clients in the construction, property management, and real estate development industries. As a trusted advisor to general contractors, subcontractors, homebuilders, and developers, Julie provides strategic tax, accounting, and financial consulting services designed to support growth, improve profitability, and maintain compliance in a highly regulated and project-driven environment.
Experience
She started property and construction management in the Washington DC area back in 1994, then moved to Charlotte to continue practicing. She focuses on working with owners and helping them grow their business. Julie’s deep understanding of construction-specific accounting methods helps clients make informed decisions about revenue recognition, job costing, and project performance. She also provides advisory services that address succession planning, entity selection, cash flow forecasting, and contractor licensing compliance. Julie is particularly skilled at helping closely held construction companies navigate the challenges of transitioning leadership or ownership to the next generation.
Education & Affiliations
Julie earned a Bachelor of Science in Business Administration from the University of South Carolina and completed the CPA program at the University of Virginia. Her professional affiliations include Construction Financial Management Association (CFMA), American Institute of CPAs (AICPA), and Certified Construction Industry Financial Professional (CCIFP).
Insights
