About Julie Bee, CPA

Professional Overview

I’m a licensed CPA and results-driven finance executive with more than 20 years of experience in financial operations, capital strategy, and multi-entity oversight. I currently serve as Corporate Controller for Fort + Home Companies, a vertically integrated real estate portfolio with $200M+ in assets under management, 14 subsidiaries, and 100+ active investors.

Before this role, I spent over a decade running an independent consulting practice, providing fractional CFO and controller services to companies across healthcare, SaaS, construction, manufacturing, CPG, and professional services. During that time, I helped clients secure more than $250 million in combined lending and private equity relationships, delivered average annual cost savings of $150K per client, and accelerated month-end close by an average of 10 days.

I started my career at PricewaterhouseCoopers in Pittsburgh, performing corporate tax preparation for Fortune 500 clients. I’m also a former business owner – I built and scaled a digital marketing agency from startup to a successful six-figure exit.

Areas of Expertise

Financial Modeling & Forecasting • Capital Strategy & Deal Structuring • Commercial Lending & Refinancing • Investor Relations & Reporting • ERP Implementation & Migration • Multi-Entity & Multi-State Accounting • GAAP Compliance & Month-End Close • Internal Controls (P2P, OTC, Treasury) • Process Improvement & AI Automation • Transgenerational Team Leadership

Education & Credentials

Certified Public Accountant (CPA) – North Carolina

Master of Professional Accountancy – West Virginia University

Bachelor of Business Administration, Minor in Communications – West Virginia University

Publication

Burned: How Business Owners Can Overcome Burnout and Fuel Success

Matt Holt Books, an imprint of BenBella Books (2024)