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YOUR
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Path tO

Financial FREEDOM

If you are a small business owner, managing your finances is a crucial part of managing your business…

As a small business owner, you are wearing many hats, focused on bringing in revenue, paying taxes and managing your personal finances. It’s easy to get overwhelmed. When is comes to finances you feel like you are in a fog and what you really want is financial clarity and freedom.

Financial clarity and freedom is way of life and it’s possible for you. Let us show you how to enjoy life through proven strategies that include personal financial coaching, bookkeeping tools, business entity structures, tax advice and a holistic approach to money in general.

When you have financial independence - free from confusion related to the complexities of operating a business - you free up space to start living the life you want.

You are passionate about your work. You can do more of the work you love while being free from the constant burden of financial stress. We can help you achieve all of this and more. 

About your Financial Advisors

Namaste CPA is founded on the principles of supporting you in living your best life- however you define it. Your business is your passion and you want to spend your time doing what you are passionate about not burdened by financial matters. In our view, money and taxes are simply a part of the puzzle. We are dedicated to helping you build your dream business and live your best life by providing you with financial coaching, tax and accounting support. We empower you with financial literacy by working with you and teaching you instead of doing it all for you. You are in the right place if you are here to learn and grow.

Julie Wilson, CPA, founded Namaste’ CPA in 2019 after 11 years of preparing taxes in traditional accounting firms. She started Namaste’ CPA to offer a holistic approach, providing clients a deeper understanding and knowledge of their taxes and finances. Her clients are able to tailor their financial decisions to their personal values and goals, allowing them to live happier, more meaningful lives.

Before joining Namaste CPA, Robert Porter spent 8 with a large statewide public accounting firm where his work included tax preparation, tax planning for individuals and small businesses, and outsourced accounting services. Today, his passion is empowering business owners to understand their full financial picture and ultimately make better business and life decisions.

If you are ready to feel confident and take charge of your finances, we’d love to help you. 

How we support our clients

Financial Therapy

Become more confident in your finances and create new habits to set you on a path toward your goals with 1-on-1 or group coaching.

Tax Consulting

Demystify and simplify the process of filing and paying your taxes with tax consulting and done-for-you preparation services.

Business Consulting

Feeling overwhelmed with business decisions? Find clarity and calm with our business guidance and consulting.

  • “Julie has been such a supportive part of my journey. I feel so relieved knowing that she is there for me whenever financial or life changes come my way. She is able to help me navigate new changes in my life leaving me feeling more assured and confident in the choices that I make. I am so grateful Julie is in my life!”

    Katie H.

  • “Julie Wilson has helped build my confidence as a business owner immensely. She knows accounting inside and out and can advise and assist with many complex topics. Julie has helped me find my ease and empowerment in handling complicated business matters. Just a week ago she recommended a book that has proven to be pivotal in my personal financial strategy. I highly recommend Namaste CPA to anyone looking to learn how to make their finances work for them and align with their lifestyle.”

    Candice S.

  • "Julie has been a highly influential and comforting presence on my journey to financial independence. She balances financial education and emotional support with ease. I have utilized Julie for business consulting, tax advising, and financial therapy. I cannot speak highly enough regarding her kindness, understanding, and expertise. As a young female and independent business owner, I have found Julie's services to be invaluable. Working with Julie has been a sound investment in both my personal and professional life."

    Rachel G.

Use the link below to file your taxes online for only $25!

Reach out if you would like assistance filing your return.

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