With eight years of experience in the banking industry and more than three decades in public accounting, Julie has enjoyed a well-rounded career. Her passion for excellence brings assurance that she will provide personalized, top-notch services to her clients.
Julie has extensive experience with clients in the non-profit sector as well as various for-profit industries. As an audit partner, her primary responsibilities are to closely manage client relationships and oversee financial statement engagements including audits, reviews and compilations and consult with clients on a variety of financial issues.
As a certified fraud examiner, she also oversees fraud related services such as fraud prevention and detection services and fraud investigations.
Julie has been with Redwitz, Inc. since 1994. In 1996, she received her license to practice as an Enrolled Agent and in 1998, she received her license to practice as a Certified Public Accountant. In 2004, she received her license to practice as a Certified Fraud Examiner. Julie was admitted as a principal in the firm in January 1999.
Julie is a member of the American Institute of Certified Public Accountants, the California Society of CPAs, and the Association of Certified Fraud Examiners.
Julie also serves on the board of directors of two local non-profit organizations, The Mardan School which is a school for children with learning disabilities and Stage Door Repertory Theatre, which provides theatrical presentations that nurture local artistic expression. Julie has also actively served on the not-for-profit core team of AGN International since 2004 and in this role she assists in planning educational forums for professionals who specialize in the non-profit arena.
Julie is a California native and currently resides in Yorba Linda with her family.