Feb 12, 2020
Julie loves helping business owners have a better relationship with bookkeeping and their finances. She chose to use “Clarity” in the company name because she hopes to make the numbers clear and easy to understand. Julie has seen over and over how proper bookkeeping can increase profits; and doesn’t need to be viewed as just another expense. Julie has been a bookkeeper most of her adult life. She graduated from Penn State with a B.S. in Finance.
She worked for seven years with a CPA firm as their Quickbooks expert, trainer, and bookkeeper. She is an advanced Quickbooks Certified Proadvisor. Those years gave her invaluable insight in knowing exactly what the CPA wants – especially at tax time. Julie has also completed the certification process with Profit First and has multiple clients using the Profit First system.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
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