Julie Lunn – Director of Bookkeeping Operations

After years of performing personal bookkeeping and financial organization for family and friends, Julie formed her own business as The Small bookkeeper, LLC, providing clarity, organization and professionalism to each client’s set of circumstances.

 

As the Director of Bookkeeping Operations for OmniBizServices, LLC, Julie  oversees the daily activities of the bookkeeping staff, as well as communicating with clients on bookkeeping requirements and issues which may arise.

 

Julie has degrees in computer technology support, court reporting, and accounting; all of which require a high degree of accuracy, attention to detail, thoroughness, and  completion of projects and reports in a timely manner.

 

With over 20 years of experience, Julie has been associated with several professional organizations, including The American Association of Daily Money Managers. Additionally, she is a QuickBooks Online Certified ProAdvisor.  She has also served as the treasurer of a small non-profit organization in Kentucky prior to relocating to Maryland with her family.

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