Building the relationship between myself and our clients is a collaborative process. I take pride in creating and nurturing positive relationships to ensure there is support for mutual success through guidance, knowledge and providing the necessary resources to promote transparency and excellence.
Julie is a Manager in DKB’s Outsourced Accounting Services Practice. She is focused on making sure that her team provides innovative, effective, and thoughtful solutions to each one of the firm’s clients. With over twenty years of experience in finance and accounting, both in the private and public sector, Julie has unique accounting, and financial insight. This expertise has allowed her to gain a deep understanding of how finance, and accounting departments should function. Julie’s knowledge, leads to her constantly looking for ways to help her client’s improve their financial, and accounting operations.
Julie provides outsourced CFO, and controller support, to the firm’s business clients. She also has specific expertise in budget preparation, cash flow analysis and forecasting, bookkeeping, preparing and analyzing financial statements, internal control reviews, and accounting system implementation. She also assists clients with assessment, review and creation of accounting policies, and procedures. With any service she provides, Julie is focused on creating an environment of respect and trust. It is her goal for her clients to always feel comfortable addressing any questions and concerns they have. With this level of open communication, Julie can better understand their needs, and help develop a plan for current, and future financial success.
Education and Certifications
- Bachelor of Science, Finance St. John Fisher College
- Masters of Science, Educational Leadership University of Rochester
- Hospice Volunteer – The Advent House
- Volunteer, Adopt a Military Family for the Holidays – Western New York Heroes
Julie and her two sons reside in Fairport, NY. In her free time Julie likes to spend time with her friends and family, most importantly her two sons, and significant other Tom. She loves to experience new sights and sounds around Rochester, reading, and relaxing with her two cats Ziti and Ravioli.