Julie Poeling
Associate
Construction / Healthcare / Home Builders / Manufacturers and distributors / Not For Profit / Professional Services / Real Estate Investors and Developers / Tax Compliance
EXPERIENCE

Julie Poeling is an Associate and a member of the Controllership Team. She performs controllership services for small businesses, which includes accounts payable, accounts receivable, general ledger review, reconciliation of accounts, business licenses, sales/use tax, and payroll.

  • Provides accounting software support and training, and prepares individual and business tax return
  • Trained in multiple accounting software packages from off the shelf to custom industry
  • Joined Purk & Associates in 2013
SPECIALIZATION
  • Controllership Services
  • QuickBooks
EDUCATION & MEMBERSHIPS
  • Certified QuickBooks Pro-Advisor, 1998 – 2005, and 2013 – Present
  • Certified Online QuickBooks Pro-Advisor, 2013 – Present
COMMUNITY INVOLVEMENT
  • Boy Scout Troop, Treasurer
  • Homeowners Subdivision, Treasurer
EMAIL Julie
“Purk is a full-house provider of accounting and controllership services, tax, audit, valuation, consulting and wealth management, which allows us to serve their individual and business needs.”