Julie Malone, Business Manager – Senior Accountant

Accounting Today for a Better Tomorrow

Fort Worth CPA Deborah McDowell CainIn addition to Julie’s responsibilities in helping manage the firm, she enjoys giving all the clients superior customer service. Julie has twenty-seven years of diversified bookkeeping and accounting experience in various industries, including dealerships, manufacturing, retail, medical offices, construction, legal offices, graphics fulfillment, restaurants, and mortgage loan brokers and many other industries. She works with clients on location as well as through our virtual client services log in. Her experience in helping clients solve complex issues is invaluable to our firm.  She specializes in helping new businesses get off to the right start through Quickbooks training and our Quickbooks “check-up” and “tune-up” services.

Julie Is Experienced with:

  • Certified ProAdvisor Quickbooks
  • Certified ProAdvisor Online Quickbooks
  • Financial Statement Analysis and Reporting
  • Multi State Payroll Processing
  • Multi-State and Federal Payroll Tax Reporting
  • Employee Benefits Administration including Human Resource Issues, Record Keeping, Knowledge of Federal and State Reporting Requirements
  • Multi-State Sales Tax Reporting and Exemption Requirements
  • Accounts Receivable Credit Evaluation and Collections
  • Depreciation and Fixed Asset Tracking
  • Analysis, Preparation and Reconciliation of General Journal Entries
  • Complex Bank and Credit Card Reconciliations
  • General Ledger Reconciliations
  • Budget Analysis and Preparation
  • Vendor Maintenance, Including 1099 Preparation and Reporting Requirements

Julie enjoys making jewelry and other crafts, volunteering in her community, spending time with her family and pets (Precious, Tink and Gizzy) and cooking for her friends. She also enjoys spending time at work with her co-workers and clients. Just ask any of them!

contact office of deborah s cain cpa fort worth

Click Here to E-mail Julie