WHAT INSPIRES YOU, INSPIRES US.

Julie A. Helms, CPA

Senior Manager

Julie A. Helms

I like helping clients free up cash to feel more comfortable with their business or to expand or grow. It's really enjoyable knowing that what I do can make a difference for small business owners.

OVERVIEW

Julie is an experienced professional in capitalization and repair and maintenance issues who has Big Four firm experience. She's knowledgeable about property regulations and responsible for implanting new rules within the firm.

When you work with Julie, you can expect an energetic partner who can help you meet requirements and prepare your business or team for bigger growth. She's committed to helping clients stay informed about tax news, developments and trends so they can make the right decisions for their unique needs.

When she's not at work, Julie stays busy running, traveling and enjoying nature – especially at the lake! Julie and her husband stay even busier taking care of their youngest son.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • American Society of Cost Segregation Professionals

Designations/Licensures

  • Certified Public Accountant

Education

  • Bachelor of Science – Minnesota State University Moorhead, Moorhead

KNOWLEDGE

Client Work

  • Worked with clients, client relationship managers, construction companies, store personnel, engineers and project managers responsible for remodels or construction projects.
  • Managed transaction cost analyses and R&D credit studies, and managed cost segregation studies from start to finish.
  • Kept up with new tangible property regulations and was responsible for implementation within the firm.
  • Served on Eide Bailly's National Tax Office team, and was committed to helping clients stay informed about tax news, developments and trends.

COMMUNITY

COMMUNITY

Community Involvement

  • Feed My Starving Children, volunteer
  • Kidney Walk, participant
  • Donated to the American Cancer Society, the American Heart Association and her local church