Julie Jones

Profile

Julie is a Managing Director in the Washington, D.C. office. With a career focused exclusively on not-for-profits spanning nearly 30 years, Julie brings a wealth of experience, knowledge, insight, and value to her clients. A leader in CBIZ’s Client Accounting & Advisory Services practice, she is a driving force for creating a culture of collaboration, innovation, and growth for the company.

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 a large not-for-profit client portfolio — a tribute to her technical, people, business, and service skills.

Numerous not-for-profits 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 not-for-profits 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.

Professional Memberships

• American Institute of Certified Public Accountants (AICPA)
• Finance & Administration Roundtable (FAR)

Professional Designations

• Certified Public Accountant (CPA), Washington D.C. & Virginia

Community Involvement

• Ronald McDonald House Charities of Greater Washington, Former Board Chair, Treasurer & Audit Committee Chair
• Make-A-Wish Foundation, Former Board Member

Awards

• 2023 GWSCPA Women’s Innovator Award