All Advisors
Julie M. Poeling
Business Accounting Senior Manager
Specialties
- QuickBooks®
- Individual and Corporate Tax Planning
- Cloud Accounting
- Payroll
- Accounts Payable and Receivable
Professional Profile
Julie is a business accounting senior manager. She has over 25 years of accounting experience performing controllership services for small businesses. Julie assists clients with their individual and corporate tax and accounting functions including accounts payable and receivable, general ledger review, bill pay, account reconciliation, sales/use tax and payroll. She has experience working with businesses in a variety of industries, including construction, manufacturing and health care. A QuickBooks Pro Advisor, Julie can easily convert and transfer client data to the cloud for easy access to their financials.
Joined the firm in 2017
Education & Certifications
- Certified QuickBooks® Online Pro-Advisor (2013-Present)
- Certified QuickBooks® Pro-Advisor (1998-2005, 2013-Present)
