Meet Our Manager

Julianne Schwallie, CPA, MBA

Meet Our Manager

Julianne Schwallie, CPA, MBA

As a Manager in our Audit & Assurance Department, Julianne Schwallie provides detailed, accurate and timely information so that clients can make business and financial decisions with more confidence. Her expertise in the audit process, along with her experience in a wide variety of audit situations and requirements, make her a key component of the team that brings the “Power of More” through high quality non-profit audits, corporate audits, and employee benefit plan audits.

Julianne has superior organizational skills and a sharp eye for detail, helping to meet the complex reporting demands associated with many of the not-for-profit organizations we serve.

Julianne is a graduate of Johnson & Wales University, where she earned both a Bachelor’s degree in Business and MBA in Accounting. She is a member of the Gray, Gray & Gray Charitable Foundation as well as the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs. She also sits as the Board Treasurer for 134 Collaborative, a non-profit organization which brings together like-minded organizations to build a community collaborative for social good in downtown Providence, Rhode Island.

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Charitable Foundation

We believe strongly in the concept and practice of corporate citizenship. As such, we have made a firm-wide commitment to being actively involved in the communities that we serve.

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