Julie L Jones CPA

With a career focused exclusively on nonprofits and spanning nearly 30 years, Julie brings a wealth of experience, knowledge, insight, and value to her clients. A leader in Marcum's Managed Accounting Services practice, she is a driving force for creating a culture of collaboration, innovation, and growth for the Firm.

Through her innate ability to encourage and help those around her flourish, Julie serves as a mentor and role model to her colleagues while simultaneously managing one of the largest nonprofit client portfolios in the Firm — a tribute to her technical, people, business, and service skills.

Julie's strong leadership and steadfast commitment to nonprofits made her the obvious choice to serve as National Co-Leader of Marcum's Nonprofit & Social Sector Group, a role she will fully assume upon the retirement of the team's founder and current leader of nearly 40 years.

Known for her collaborative approach and ability to deliver results, clients consider Julie a true partner and critical to their efforts to advance their missions. Numerous nonprofits count on her to advise them on topics across the gamut — from operational efficiencies to financial best practices and growth acceleration. Julie currently functions as the outsourced CFO for multiple nonprofits and trade associations, including Equal Justice Works, the Federation of American Societies of Experimental Biology, and Salzburg Global Seminar.

Julie is frequently sought out as a guest speaker for clients and conferences, such as the AICPA and annual membership associations. She is also asked to do speaking engagements at universities, including the University of Maryland, George Washington University, and American University, where she has presented on topics ranging from nonprofit management to Federal grant compliance and reading financial statements and 990s.

Beyond her work at Marcum, Julie is committed to making a positive impact in her community. She currently serves on the Board of the Marcum Foundation and previously served as Chair of the Board of the Ronald McDonald House Charities of Greater Washington and on the Board for the Make-A-Wish Foundation.

EDUCATION

Bachelor of Science, Accounting
Virginia Tech