Meet the Team

Julieta Davis

Julie graduated from Colgate University in 1999 with a degree in environmental geography.  Her experience with GPS data collection & analysis sparked her interest in databases and data analytics. For more than 15 years, she has been managing and optimizing workflows and systems in accounting and business administration.  Julie's experience ranges from establishing business goals and financial targets to budgeting, financial oversight, workflow optimization, financial software implementations & migrations, financial data analysis, automated communications and reporting, and many other corporate administrative functions.  She is driven by the desire to help small business owners get the financials insights they need to run successful businesses.

Karen Bailey

With more than 10 years and more $100 M in processed financial transactions, Karen's areas of expertise include accounts payable coding and optimization, cash and general ledger management, job cost expense management, procurement, employee expense reporting, and cash and credit account management & reconciliations.  She loves to work with people to help them get the information they need about their business’s financials.

Leslie Barley

Leslie graduated from the University of Dayton with a B.S. in Accounting and received her MBA from UD in 2015.  Since 2014, Leslie's experience in accounting includes project cost accounting, project management support, dashboards, and automated reporting for more than 500 projects and over $40M in financial transactions.  She takes an active role in workflow optimization so she can maximize her efficiency as a project support resource.  She has created and maintained numerous dashboards and data analysis is a part of her everyday functions. She conducts regular application research, testing, and training.