Julie Schell Email and Phone Number

Work with and for entrepreneurs and organizations to understand their business and identify their goals. I then create and implement strategic plans to obtain these goals. Specializing in bookkeeping, strategic financial planning, organizational development plans, operational efficiency strategies and general management assistance.

Responsible for unionized payroll calculations and Public Works cost accounting as well as writing reports and agendas for Public Works committee meetings and town council meetings. Write tender documents for the Public Works Department. Organize and maintain complex electronic and paper filing systems. Assist Director of Public Works with budget monitoring and various other tasks.

Duties included client representation during CRA audits, bookkeeping, income tax returns, sales tax returns, payroll, auditing and correcting accounting problems brought in by clients

Determine clients current financial position and financial goals. Create a strategic financial plan to obtain clients goals. Mutual fund sales, segregated fund, life insurance sales, medical benefits sales, group investment plan sales, mortgage and lending sales

Responsible for bookkeeping, payroll, government compliance, product registrations with each US state, export documentation, website maintenance, build and maintain databases, administrative duties