Erin Jones, CPA
Erin is one of our partners and focuses on consulting, tax return preparation, IRS representation, business advisement and compilations and reviews. She is a Nevada registered Certified Public Accountant (license number CPA-5134). Erin graduated from the University of Nevada, Reno, where she was the President of Beta Alpha Psi, an accounting honors society.
Upon graduation, Erin was hired by Excelsis Accounting Group (formerly Mark Bailey and Company, Ltd.) She quickly grew from a staff accountant to a manager, and ultimately ended up running the tax department. In addition to tax, Erin managed both audits of non-public companies and public companies. Erin specialized in non public audits related to manufacturing, retail and gaming. Additionally, Erin was in charge of year end audits and quarterly reviews for publicly traded entities. This included evaluation of internal controls.
Since 2016, Erin has been a Controller for two large homebuilders; one in Northern Nevada (Silverado Homes) and a custom homebuilder in Truckee, California. She has extensive experience in the following areas relating to contractors: Contracts, budgeting/proformas, income projection, client invoicing and accounts receivable collection, client invoicing, bank draws, cash flow management and change order recommendation/management.
Julie Rich, CB, CPS
Julie is one of our partners and focuses on our client’s daily operations. She is a licensed certified bookkeeper (license number 3548), and a licensed certified payroll specialist. Additionally, Julie is a QuickBooks ProAdvisor. Julie is an active member of the American Institute of Professional Bookkeepers and the National Association of Certified Public Bookkeepers.
Julie grew up in a town of 170 people, Southwest of Eugene, Oregon and moved to Reno in 1999. She was immediately hired by a local collection agency where she worked for three years as a data entry specialist and an assistant bookkeeper.
In 2001, she was hired to work in a single person accounting office in a medical department of the State of Nevada, at the University of Nevada, Reno. While working at the University, she was able to obtain three associates degrees in her spare time. She worked hard to gain the trust of management and became the manager of the expanding department and its employees. During her tenure, she personally implemented two computer systems, including QuickBooks, as well as an extensive medical billing system. Julie was nearing completion of a third purchasing and inventory system upon her exit with the University. Being part of the State of Nevada, University of Nevada, Reno and the Nevada System of Higher Education, she has extensive experience not only in the accounting field, but also in HIPPA, medical billing, collections, internal controls, audit preparation, documentation, and audits themselves.
After 10-1/2 years with the same department, the fantastic opportunity arose to start our own business. Julie currently handles our entire bookkeeping, medical billing and payroll departments. As our clientele continue to grow, she has taken on the role of supervising our bookkeepers.
In her spare time, Julie enjoys spending time with her husband and young daughters. Her family still lives in Oregon, so she likes to travel to visit them. Her hometown is near the ocean, so they always try to go to the beach to ride quads, visit coastal attractions (such as the aquarium) and simply enjoy the beautiful scenery. Julie also enjoys mountain biking, walks in the hills with her dogs, relaxing at the pool and spending time with her family and friends.