Julie Wheeler - Fahrenheit Advisors
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Julie Wheeler

Senior Consultant

With over 20 years of finance and accounting experience, Julie stands out as a seasoned controller and QuickBooks Pro Advisor, excelling in job costing, payroll management, general ledger mastery, and taxation ensuring that her clients’ financial data remains accurate and accessible.

Julie began her accounting career with a small CPA firm in Richmond, where she honed her skills in all facets of accounting, payroll, and taxation. During this pivotal period, she laid the foundation for her commitment to delivering excellence and precision in financial management. Her proficiency extends across a spectrum of industries, including med-tech, construction, nonprofits, and more. Her strategic insights have empowered clients to navigate complex financial landscapes with confidence while improving inefficiencies.

 

 

FUNCTION & SPECIALIZATION

  • Fractional/interim controller
  • Accounting support (AP/AR, financials, sales and use tax filing and reporting)
  • Payroll
  • Financial analysis and projections
  • Budget preparation and analysis
  • Job-costing
  • Month-end close
  • Quickbooks Pro Advisor

representative clients & past experiences

  • Serenity First
  • SW Funk Industrial Contractors
  • Fringe
  • Brand Federation
  • Zimmer Biomet
  • Riverstone General Contractors
  • Salmon & Associates, CPA
  • Medaphis/CompMed
  • Chesterfield County Public Schools
  • The Art Factory

education, licenses & certificates

  • B.S., Accounting, Elon University
  • QuickBooks Online Pro Advisor