Julie Johnson

Report directly to the Managing Partners. Hand selected by Partners to build and perform Accounting related services for Firm's current and future Clients. Client services include periodic financial statements, payroll, tax returns and annual accounting reconciliations for Trusts. Converted time tracking from Sage to Clio. Converted manual accounting system and payroll to Quickbooks. Responsible for monthly financial statements, payroll, budgets, projections, billings, collections. Extensive use of Quickbooks, Google Sheets, Excel and Clio.

Report directly to CFO and President. Responsible for converting financial data of 7 companies from Quickbooks to Sage Intacct including consolidation of entities with intercompany transactions. Created a consistent chart of accounts and identified business cost centers. Automated Management and Divisional Dashboards in Sage. Automated feeds from Amazon and American Express into Sage. Extensive use of Quickbooks, Google Sheets, Excel and Sage Intacct.

Report directly to the CEO. Responsible for all Financial Reporting and Analysis of a local Advertising Agency. Led Agency through COVID-19 pandemic by implementing work from home procedures and ultimately resulting in a $1M annual increase in Sales. Identified negative margins on Clients representing 20% of Gross Revenue and reduced billable hour inefficiencies by streamlining internal processes. Implemented Financial Dashboard for Executive Review using Excel Pivot Tables. Partnered with landlord to reduce overall rental space resulting in $450K of savings over the 5-year lease term. Supervise Office Manager.

Report to the CFO with responsibilities including monthly financial statement preparation and budgeting for multiple entities, individual tax projections and work directly with CFO and Owners on special projects. Transitioned General Ledger from Quickbooks to Great Plains. Direct communication and resolution with Federal, State and Local taxing authorities. Managed all aspects of the biweekly pay for approximately 500 employees including annual tax filing of 1099's, W-2's and 1095's. Took advantage of recent tax regulations and saved ownership close to $2M in State and Federal taxes. Extensive use of Excel, Word, QuickBooks, Great Plains and MPay. Annual preparation of corporate, partnership, trust, non-profit and individual tax returns.