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CORPORATE ADVISOR

Julia David

After 25+ years in executive roles, I’ve learned that I love evolving tasks which constantly demand fast learning and successful execution. I have developed a unique skill set backed by a never-quit, can-do attitude that I bring to my corporate counseling services.

With advanced experience in legal, financial and tax, I’m well prepared to help clients in both start-up and existing commercial business matters. I take pride in making sure the details are handled so that my clients can focus on other important goals.

My specialties: Legal documentation, tax preparation support, bookkeeping, investment management and strategic planning, A/R and A/P support, multi-state corporate filing systems, and notary services.

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