CFO Associates
Julie D. is a seasoned tax accountant with a robust background in tax-related roles, currently serving at CFO Associates since January 2025. Prior experience includes positions at The Baupost Group and EY, where Julie D. advanced from tax intern to senior tax associate over several years, gathering extensive expertise in tax accounting. Julie D. holds a Master of Science in Accounting and a Bachelor's degree in Business Administration with an Accounting Concentration from Northeastern University.
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CFO Associates
CFOs & Tax Advisors helping Private Equity Firms, Family Offices, and Closely Held Corporations grow cashflow through financial accounting and tax planning. Our team consists of seasoned financial leaders with strong business acumen obtained through many years of senior level experience in public accounting and with multi-national Fortune 500 companies. Our objective is to provide our clients with a one stop financial and tax planning source for their organization and family. By outsourcing accounting and back-office to us, our clients are able to save money, improve financial reporting, receive continuous tax planning, and consolidate all of their financial questions and needs to one team. Our CFO accounting and advisory services (CAAS), seek to modernize organization's financial infrastructure to better understand, plan, and react to financial information. We implement cloud-based and paperless financial systems so information is readily available and documents are electronically and securely maintained. The collaborative and proactive approach we take leads to stronger client relationships and constant visibility into finances. Our services: - Virtual CFO - Controllership Services - Back-Office Accounting - Business Process Design - Cloud base solutions - Metrics and KPIs Call us today for a free consultation, and let us show you how powerful your business can be!