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About Julie M. Sturgeon, CPA

Julie began her career in the private sector as Corporate Controller for Century City, Inc. and Moss & Co., real estate management companies.  Prior to starting her firm, Julie was staff accountant at local accounting firms specializing in audits, reviews, and tax preparation.  Julie is a graduate of the University of Southern California majoring in both business and accounting.  She also is a registered representative with H.D. Vest Investment Services (sm), a non-bank subsidiary of Wells Fargo & Company, who holds her series 6, 63, and California Life Insurance license.

When not in her office, you will find Julie participating in local fundraising events such as co-chairing "The Evening under the Stars" for the Michael Hoefflin Foundation.  She has been on the board of the Network Advantage, SCV Resource Center, Sulphur Springs PTA, La Mesa Jr. High PAC, and recently Michael Hoefflin Foundation.  She is a member of Soroptimist of Greater Santa Clarita Valley and in 2009, was nominated for Santa Clarita Valley Woman of the Year.  She also actively assists the SCV Theatre Project and Betty Ferguson Foundation.

This helps her to be in tune with the business community, tapped into the economy and how it is impacting Santa Clarita individuals, their families, and their business activities, both in and beyond the Valley.

 
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About our Team

Aimee Carlson has over 25 years CPA firm experience.  She has gained knowledge of all aspects of accounting, tax, payroll, financial services, and insurance.  Aimee is licensed as a certified tax preparer, and holds Series 6, 63 and a California Life & Health Insurance License.  Her broker-dealer is H.D. Vest Investment Services (sm), a non-bank subsidiary of Wells Fargo & Company.  Aimee’s role in the practice is to handle client needs for advanced bookkeeping, financial statement preparation, tax preparation, and financial services.

Vicci Zimmerman has over 25 years bookkeeping and business experience with extensive QuickBooks knowledge.  Her area of specialization is reconciliation of cash and accounts receivable, accounts payable, payroll, inventory control, and point of sale.  Vicci is responsible for both on-site and off-site training and bookkeeping.  Vicci has played an active role in such Santa Clarita non-profits as PTA, Girl Scouts, and the Betty Ferguson Foundation.

 
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Home AboutCalculators Services Contact
Julie M. Sturgeon, CPA28042 Ave. Stanford, Suite E, Valencia, CA 91355Tel: 661-251-6031
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