Julie
Carter

Advisor

Julie is a fractional CFO, entrepreneurial coach, and management accountant who enjoys digging into data to drive profit and lower risk.

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Julie is a fractional CFO, entrepreneurial coach, and management accountant who enjoys digging into data to drive profit and lower risk. She brings a wide range of expertise to Breakaway clients as they expand. Julie has accelerated clients’ growth by handling events like employment conversion from 1099 to W2 status; cash to accrual; due diligence and audits; privately-held to publicly-traded; calendar to fiscal year; M&A, valuation, and exit planning.

You can find Julie on the water in a kayak, sipping a mocha in the corner of a cafe with a good book, or speaking dreadful French on her learning app with her headphones in.

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