Focusing accurately on the financials so clients can focus on what matters most.
- Sonoma State University, B.A., 1995
- San Jose Middle School PTA, Parliamentarian, 2019-2021
- Girl Scouts of the USA, Troop Leader, 2017-2021
- Girl Scouts of the USA, Treasurer, 2011-2021
As Accounting Manager, Julie Everson has well over two decades of demonstrated accounting experience. She manages the overall financial planning and accounting of the firm, from overseeing the firm’s financial performance through forecasting, to driving process improvements and day-to-day activities. Julie leads all aspects of accounting, accounts payable and receivables, payroll, client settlement payments, financial systems and any other accounting activities designed to assist the firm in achieving its financial goals.
Known to be a multi-tasker, detail oriented and a stickler for accuracy, Julie takes considerable pride in assisting the partners in designing a work environment that makes everyone’s life easier and the firm more successful, from embracing and bringing new technology into the firm, to staying current on new financial trends. Beyond her day-to-day role, Julie also values assisting the firm’s team in delivering positive outcomes and making a considerable difference in people’s lives.
Julie graduated from Sonoma State University in 1995 where she earned her bachelor’s degree. As a volunteer of her leadership and accounting skills, she served as Parliamentarian and Recording Secretary to San Jose Middle School PTA, and Treasurer and Executive Vice President to Hamilton School PTA. Outside of the school systems, Julie has most recently served as Troop Leader and Treasurer of the Girl Scouts of the USA.
How I Help Clients
when submitting client settlements so clients can focus on what matters most without worrying about the financials of their situation.
Quickly and accurately process vendor payments
to take the stress and extra steps off our client’s shoulders.
Strong advocacy and follow-through
to make progress and get answers gives clients peace of mind that we are on their team.
Get-it-done approach and attitude
moves cases along and drives timely results for clients.
How I like to spend my time…
I relish cheering on my three kids in a variety of sports from football, cheer and dance, to track, soccer and golf. When not supporting my family, I enjoy soaking up any extra time by reading, working out and traveling.
What’s on my bucket list…
- Travel to Greece, Italy and Spain
- Learn to play golf
- Retire in Hawaii or San Diego