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Julleen J. Snyder, CPA, CGMA

Julleen J. Snyder, CPA, CGMA

Partner

Julleen Snyder, Partner, has been with Jacobson Jarvis since February, 1995. She has both practical experience within a not-for-profit organization, as well as a solid background in accounting and auditing. This multi-disciplinary experience provides her with a unique perspective of the clients’ issues combined with the ability to implement timely, appropriate solutions.

I am proud of what we have built here at Jacobson Jarvis. It is a joy to work each day with such a dedicated team of professionals serving our not-for-profit community.

– Julleen Snyder, CPA, CGMA

Who I Am

  • An avid geocacher
  • Long time Seahawks season ticket holder
  • A founding member of the Crafty Catz
  • Proud mother of an aspiring accountant, Aaron, and talented cellist, Sarah
  • Beekeeper’s wife

Articles and Presentations

  • Presenter, “QuickBooks Class”
  • Author, “Not-For-Profit Financial Reporting: It’s Time for a Change”
  • Co-Author, “New Not-for-profit Standard Means New Disclosures and Big Changes to Your Financials”
  • Author, “How to Select an Auditor”
  • Author, “Why Your Organization Needs an Audit Committee”
  • Co-Author, “Effectively On-Boarding your Board Members”
  • Presenter, “Audit Committee Redux: Resources for an effective audit committee,” WSCPA Not-for-Profit Conference
  • Co-Presenter, “What Not-for-Profit Board Treasurers Need to Know,” WSCPA training course
  • Co-Author, “Audit or Review, How Much Assurance Do You Need”
  • Co-Author, “New to a Board? Here’s What You Should Ask”
  • Co-Author, “What Board Members Need to Know about Not-for-Profit Finance and Accounting”
  • Presenter, “Applying COSO Framework: Real Life Examples” WSCPA Not-for-Profit Conference
  • Author, “Monitoring: An Integral Component of Internal Control”
  • Author, “Increased Reporting Required for Nonprofit 403(b) Retirement Plans”
  • Co-Presenter, “Internal Controls – A Practical Guide to Documentation”
  • Presenter, “Safe and Sound: Protecting your Organization through internal control”
  • Author, “Congratulations: You’re the Board Treasurer!”, Washington CPA

Education

  • B.A., Business Administration, Cum Laude, Washington State University

Involvement

  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Washington Society of Certified Public Accountants (WSCPA)
  • Finance Chair, Fairwood Community United Methodist Church
  • Past Treasurer, Seattle Rotary Service Foundation
  • Past Chair, Board Member and Treasurer of the WSCPA
  • Past AICPA Council Member

Words of Praise for Julleen

I have always enjoyed working with the JJCo team, both in my past and present jobs. Whenever I need some insight from an expert, Julleen is there for me and I don’t have to worry about being billed for it. That’s a great support for a nonprofit like us. Here at CHS, we think highly of them.

–Tekle Bushen, MBA, MAFM, Director, Finance & Administration, Center for Human Services

Contact with Julleen J. Snyder, CPA, CGMA