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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

  • 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 eff
  • ective 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)
  • Member, Rotary Club of Seattle
  • 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

Julleen’s presentation to our Board was exactly what we needed. She hit the nail on the head. I had many board members come up to me after the meeting to echo my opinion and to say that they really appreciated the handout (What Board Members Need to Know About Not-for-Profit Finance and Accounting).

– Briel Schmitz, Head of School, Spruce Street School

Contact with Julleen J. Snyder, CPA, CGMA