About  Julie

Julie Spencer

My career in accounting and bookkeeping spans over 30 years, including eight years in the senior living industry where I became well-versed in Medicare, Medicaid and private insurance. I observed the need for additional money management assistance, especially with seniors and those with disabilities. A daily money manager’s services work hand-in-hand with professional financial planners and tax accountants, but on a more personal, day-to-day fundamental level.

The services I offer are designed to provide peace of mind and independence to the clients I serve, as well as help reduce stress and conflict within families dealing with their loved one’s finances.

I also enjoy working with small business owners and solopreneurs to keep their bookkeeping on track, allowing them to do what they do best: run their business.

I earned a Bachelor’s Degree in Business Management with an Accounting emphasis from CSU Global, and hold an IRS record of completion for the Annual Filing Season Program (AFSP) for the calendar year.  My passion of helping people of all ages, especially seniors, is an excellent fit for my role as a Daily Money Manager and Professional Fiduciary.