Julie D. Bauman, CPA, P.C.

Management Consulting/Tax Consulting/Asset Management

Process Improvements/Leadership

Over 20 years of demonstrated success planning and driving the financial performance, compliance, integrity, and excellence of diverse industry organizations.

Founder and CEO of a strategic consulting firm and a highly resourceful finance executive with background leveraging CPA credentials combined with a broad exposure in strategic wealth and growth planning, strategic tax consulting, compliance, and internal controls.  Influential financial leader, who skillfully works across clients and their teams to instill a culture of transparency, accountability, and cross-functional working environment.  Proven track record employing broad financial background and industry experience to provide effective recommendations and resolve complex financial, tax and regulatory issues for high net worth clients.  Creative problem solver with illustrated talent working with businesses to mitigate discrepancies, drive process improvements and strengthen internal controls.  Persuasive manager with a recognized ability to recruit, lead, train, and motivate teams to obtain ambitious goals.

Membership Level: Basic, Chamber Bucks

Categories: Financial