Julianna D’Angelo

CPA | Senior Manager

About

With the number of roles she’s capable of playing, it’s no wonder Julianna loves the theater.

Dedicated to the fine art of client service and relationship-building, Julianna can become whatever it is her clientele need in the moment. As a senior manager in the firm’s Accounting and Consulting Services Group, she’s acted as a CFO and controller; a management consultant; an onsite, full accounting department; a mentor and coach; a merger and acqusition support team; and a family office. She excels at analyzing situations, developing plans, and taking the necessary steps to achieve success.

Julianna has over 15 years experience providing financial consulting, outsourced accounting services, and audit and assurance services to a wide range of clients in a variety of industries.

Practice Emphasis

  • Outsourced CFO Services
  • M&A support services
  • Interim finance leadership
  • Privately held businesses
  • Monthly close and financial reporting
  • Internal-use-only financial statement preparation
  • Accounting process evaluation and improvement
  • Family office support
  • Agreed upon procedures
  • Cash management and budgeting

Proven Results

  • Performed specialized engagements built to meet clients’ specific needs.
  • Provided interim accounting management to mid-sized company. Developed processes to increase efficiencies and improve financial reporting.
  • Provided M&A support services through integration into new company.
  • Worked with clients to strengthen their internal controls and operational processes.

Education

  • Gonzaga University, Bachelor’s Degree in Business Administration — Accounting
  • Gonzaga University, Master’s Degree in Accounting

Activities

  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Worldwide Fistula Fund, Finance Committee member
  • Saint Mark School, treasurer
  • Seattle University, adjunct professor

My Life by the Numbers

2

Tuxedo cats

2

Energetic daughters

6

Siblings

7

Friends for life met at Clark Nuber