Sobel and Co Secure File Sharing Sobel and Co Client Portal Access Sobel and Co Site Search

973-994-9494

Sobel and Co LinkedIn PageSobel and Co Facebook PageSobel and Co BlogSobel and Co Facebook Page

Julie Helman

Julie helman accounting firm nj

Julie Helman, CPA
Senior Manager
(973) 994-9494 ext.117 | julie.helman@sobelcollc.com
Download vCard

Julie Helman, Senior Manager in the Nonprofit and Social Services Practice, has over 13 years of experience in public accounting, including a “Big Four” firm and a local firm.  She also spent eight years working with two nonprofit organizations, Catholic Charities of the Archdiocese of San Francisco and Inova Health System. The experience of serving nonprofit clients from both the audit/consulting perspective and the client perspective enables her to provide clients with unique insights. 

Julie spends all of her time in the social services and nonprofit area, including helping clients who receive HUD funding or low-income tax credits.  As a Senior Manager in the firm’s Nonprofit and Social Services Practice, Julie supervises the audit engagements conducted by Sobel & Co. for Patriots’ Path Council, Mental Health Association of Essex County, Cornerstone Family Programs, Jewish Vocational Services, Girl Scouts Heart of New Jersey, and various other social service agency clients. Julie is also responsible for reviewing and overseeing the preparation of nonprofit tax returns.  She also coordinates in-house training for the staff in the Nonprofit and Social Services Practice.

Credentials and Professional Associations

  • Certified Public Accountant
  • Member American Institute of Certified Public Accountants (AICPA)
  • Member of New Jersey Society of Certified Public Accountants (NJSCPA)
  • Member of the New Jersey CPA Society’s Nonprofit Interest Group

Community Involvement and Philanthropy

Julie carries her commitment to social services beyond the work place to include her personal involvement as:

  • Board member of HomeCare Options
  • Instructor for courses held at various NJSCPA chapters

Education

  • Bachelor of Science degree in Accounting, University of Richmond