Subscribe to our newsletter for monthly tax tips:

Julie Castleman

Schedule a Free Consultation Learn About Our Services Log Into The Client Portal

Julie Castleman

Who doesn’t love a clean inbox? Who doesn’t love an accountant who loves a clean inbox? Yep, that is Julie. She likes to get a lot done, check off the list and leave at the end of the day with a clean desk. She is the perfect person to keep you organized and make sure your bookkeeping, payroll or taxes get done. However, she’s not your typical “bean counter”, and this is to your advantage as Julie’s client. She doesn’t speak in numbers and tax code, she speaks plain English. She has a knack for being able to explain things in terms her clients can understand.

She has been doing this work for a variety of small businesses for 25 years and she knows her stuff as evidenced by her status as a QuickBooks ProAdvisor. One of her tricks is to explain things in terms of household finance…we all can relate to that. This comes naturally for Julie since her own household is pretty busy. She is mom to 4 children from college to middle school. They keep her busy. She loves quality time spent with her family either at dance recitals for her girls at car shows with her husband. In the summer you might find her golfing or boating on Island Lake.

Fill out the form below to e-mail Julie.
Phone Number
Best time to call