Meet the Executive Management Team

Julie J. Small, CEO, brings twenty-five years of executive business management and ownership experience specializing in accounting, bookkeeping, payroll, and administrative services.  Her diverse expertise ranges from Finance, Medical, Healthcare, Telecommunications, and Service industries to the Design, Architectural, Real Estate, Commercial and Residential Construction, Sales, Distribution, and Retail sectors. Always looking beyond traditional accounting services, Ms. Small takes a personal approach to her clients and franchisees combining a keen sense of entrepreneurialism, with a fresh and profitable approach to business management.

Julie has honed the development and implementation of accounting systems and controls bringing her clients efficient methodologies and solutions to ensure immediate productivity and profitability.  She intimately understands the process of business valuation, private equity, and the process of maximizing shareholder value.  

Ms. Small’s successful hands-on development, assessment and training approach to financial matters delivers a top graded performance to move organizations to a higher level of efficiency.

Andrea F. Smith, CPA graduated from the University of South Florida in 1981 and has thirty plus years of tax and accounting experience. Her experience includes consulting with small business and not for profit organizations regarding profitability and accounting procedures. Ms. Smith has significant experience in preparation of corporation, partnership, and individual income tax returns. She also is proficient with payroll and sales tax filing requirements. Ms. Smith’s dedication, experience and desire to help others is a major attribute to those she serves.