朱莉娅·拉弗蒂,注册会计师

Partner | Director - Not-for-Profit 和 Employee Benefit Plan 服务

这对朱莉娅·拉弗蒂来说并不罕见, 会计师听到别人笑的时候说, “我们是审计员, 我们是来帮忙的,” because many people fear the 审计过程. She knows most professionals believe an 审计 is an unnecessary evil, so she’s on a mission to create a more positive outlook on the engagement so clients know she 和 her team are there to support the board 和 management to increase transparency 和 to further the organization’s mission. 在 审计过程, she strives to help organizations tell their “story” in the 财务报表 和 the 990 information in a clear underst和able manner.

Communication 和 relationship building is key for the partner 和 a director of 非营利性员工福利计划服务 在煤层气. 她的目标是成为团队的一员, Julia works cooperatively with management 和 board members to be upfront, 诚实的, 和 straightforward to resolve any hindrances to success.

Julia, who has more than 30 years of accounting experience, focuses on 非营利性s, 达成一致的过程,以及员工福利计划审核. She spent the first 15 years of her career with a Big Four accounting firm where she 审计ed organizations in a variety of industries then spent 10 years with a regional firm specializing in 非营利性组织 prior to  joining 老葡京手机app.

She works with organizations to review 和 improve their liquidity 和 going concerns, 同时提供 统一的指导 方向与支持. 她专注于内部控制, either assisting in the development of internal control systems or strengthening those in place. Julia frequently attends board meetings to discuss operations 和 financial conditions, 包括威胁和机会.

In an environment where more 和 more operations are going virtual, Julia has taken a lead role in helping organizations transition to an online world by transitioning accounting processes to the cloud so clients get the accurate 和 current information to make decisions for tomorrow 和 beyond. While it streamlines Julia’s interactions with clients, it also helps her provide more efficient 和 timely guidance on where an organization is 和 where they want to be.

A proud Penn State alum (as are her husb和 和 two daughters), 朱莉娅经常拜访朋友和家人, 参加尼塔尼狮队的足球比赛, 在州立大学浸透, PA. She’s also a dog lover 和 enjoys a good walk with her two Golden Retrievers, Bella 和 Daisy. 狂热的旅行者, who ranks Italy 和 London as her top two destinations, 迫不及待想去希腊.

专业资格及教育

  • Certified Public Accountant (CPA), Virginia
  • Certified Public Accountant (CPA), Pennsylvania
  • 马里兰州注册会计师(CPA)
  • 注册非营利会计专业人员 (CNAP)
  • B.S. 会计(大学学者)宾夕法尼亚州立大学

专业协会及活动

演讲活动和文章

  • 2020年至今——问 专家小组 at the GWSCPA 员工福利 Plan conference
  • 2018年至今- CNAP培训师, 注册非营利会计专业人员, 国家项目
  • 11月18日, 2021 – Impact of the New Revenue Recognition St和ards on Contributions, Grants 和 PPP Loan Forgiveness (for the Greater Washington Society of CPAs’ Nonprofit Symposium)
  • 2月2日, 2021 – Paycheck Protection Program Stimulus Funding: What is Consolidated Appropriations Act Means for You
  • September 16, 2020 – Defined Contribution Best Practices Panel Discussion (with PNC Bank)
  • 五月 20, 2020 – Ongoing 财务规划 和 Investment Considerations in the COVID-19 Era
  • 五月 1, 2020 – 401K Best Practice Panel Session – GWSCPA 2020 Employee Benefit Plan Conference
  • 4月15日, 2020 – Further Guidance on the Paycheck Protection Program (PPP) from the Small Business Administration
  • 5月9日, 2019 – Life in the Fast Lane: Optimizing Your Firm’s High-Quality Approach to 员工福利计划审核s (For the GWSPCA’s 6th Annual 员工福利 Plan Conference)
  • 11月28日, 2018 – Simplify Your Financial Process 和 Still Ace Your 审计 (for the Greater Washington Society of CPA)