With over 12 years of hands-on experience managing the full financial operations of two dental practices alongside her husband, Julie brings a rare combination of operational insight and financial expertise to the healthcare industry. She has overseen everything from payroll, insurance billing, and vendor contracts to financing, acquisitions, and major practice buildouts, playing a key role in scaling a single-doctor, $400K practice into a thriving $2.3M, multi-doctor operation.

 

Julie’s leadership reflects both growth and discipline. Her practices have consistently achieved collections above 98%, kept accounts receivable over 60 days under 5%, and grown new patient flow from 15 to more than 60 per month. She also helped grow and sell a second location, from $650K to $1.2M in revenue, while navigating a devastating fire and significant operational hurdles.

 

Driven by a passion for solving complex financial puzzles, Julie is earning her Master’s in Forensic and Fraud Examination from West Virginia University and became a Certified Fraud Examiner (CFE). She applies this training across dental and auxiliary healthcare practices as well as in matrimonial and litigation support matters, bringing a forensic lens to both day-to-day operations and high-stakes disputes.

 

Julie specializes in helping private practice owners like herself identify vulnerabilities before they become costly problems. She has seen how gaps in systems, training, and oversight can lead to financial leakage or create an environment ripe for embezzlement. Her approach goes beyond traditional accounting. By combining operational experience with forensic analysis, Julie provides independent oversight, actionable insights, and practical systems that empower owners to regain control, protect their margins, and operate with confidence. She understands the financial and emotional investment required to build a successful business and is committed to helping others safeguard what they’ve worked so hard to achieve.

 

In matrimonial cases, Julie understands that divorce can be messy, painful, and overwhelming, especially when it involves mountains of financial records, reports, and data. She conducts lifestyle analyses, traces assets, verifies income, and provides litigation support and expert witness services all with a focus on bringing organization, understanding, and context to the numbers so clients and attorneys gain clarity as they navigate this already difficult process.

 

By combining her deep operational experience with detailed forensic analysis, she provides independent oversight, practical safeguards, and clear insights that empower business owners, divorcing spouses, and their attorneys to protect their finances, their enterprises, and the futures they are working so hard to build.