Julie is the founding partner of and has been a practicing Certified Public Accountant since 2001. With her years of experience, her background includes finance, administration and public accounting across diverse industries, in conjunction with financial services, healthcare, legal services, professional services, and manufacturing. Julie’s exceptional business acumen for operations, growth, and profitability has been honed through solid leadership abilities regarding financial management, cost reductions, internal controls, productivity, management, business planning, and staff development. Julie often functions as a high touch offsite CFO by strategizing with clients to help to achieve their goals.

Farihah is a tax consultant with over a decade of experience working with individuals, trusts and closely-held family businesses. Her experience working in public accounting and single/multi-family offices allows her to identify with the small business owners and provide them with high-level tax planning and service. She entered public accounting in 2004 and graduated from Wichita State University with a Masters in Accountancy. Farihah is a member of The American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.

Jamie is the office manager of the team. He brings with him a background in mathematics, a degree from Kennesaw State University, and ten years of experience as a business owner and operator. He and his family enjoy traveling, spending time outdoors, and reading. His goal is to one day take his family to visit all 50 states.

Heather is the team bookkeeper, and specializes in controller and CFO services. She assists clients with QuickBooks and reviewing financial statements. In her free time, Heather loves to travel and spend time with her family.