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.
Julie and her team bring extensive experience advising entrepreneurs and business owners on Rollovers for Business Startups (ROBS) — a financing strategy that allows individuals to deploy retirement assets as equity capital in a new or existing business without incurring early withdrawal taxes or penalties. From establishing the required C-corporation and 401(k) plan structure to ensuring ongoing compliance with ERISA and Internal Revenue Code requirements, Julie and her team guide clients through every stage of the process. Her combined depth in both business and individual tax means clients benefit from an advisor who understands not just the mechanics of the ROBS structure, but the full financial picture — owner compensation planning, ongoing tax strategy, and exit planning — and the broader tax and wealth implications that come with being a business owner and founder. This integrated perspective allows Julie and her team to help clients protect both their investment and their retirement assets while building a tax-efficient foundation for long-term business success.
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) and American Institute of CPAs (AICPA).