Namaste CPA…

Offers a fresh approach to managing your finances and taxes. Our mission is to change the way CPAs and clients work together. Whereas most accounting firms gate-keep the knowledge, we aim to increase the financial literacy of our clients, empowering them to make financial decisions that are aligned with their personal values and goals. This results in happier clients who are more confident in managing their money.

One's finances are interconnected with their overall well-being. At Namaste CPA, we hold space for vulnerable conversations about personal finances, nurturing a judgment-free, safe, and encouraging environment.

So, as you embark on your financial journey with Namaste CPA, remember that you are not merely seeking financial guidance; you are embracing an experience that encompasses personal growth and self-empowerment. We are honored to be your guide throughout this process.

Our Team

I'm Julie Wilson, founder of Namaste CPA and a Certified Public Accountant with a unique financial perspective and a deep love for holistic living.

My early passion for puzzles and math guided me to a career as a CPA. Little did I know that my professional path would unfold in such a way that illuminated the gaps in my personal fulfillment. 

I began preparing taxes in 2008 and became a CPA in 2014. I found the traditional CPA culture lacked passion and authenticity. I yearned for more freedom and desired genuine connections with clients. This realization ignited the vision for Namaste CPA.

Beyond numbers, I'm passionate about adventure, learning, and growth. I love to embrace new opportunities to expand my horizons, especially alongside my canine companion, Bodhi. I'm excited to witness you bloom at Namaste CPA!

Julie and her poodle, Bodhi

Robert Porter, licensed CPA,  has had a long and diverse career in and out of public accounting. Before joining Namaste CPA, Robert spent 8 years with a large statewide public accounting firm where his work included tax preparation and tax planning for individuals and small businesses.

Robert joined Namaste CPA to gain the flexibility to live his best life. Life’s stages bring changes to one’s outlook, goals, and identity, and Robert realized his life was no longer being fulfilled working for a traditional large firm. He embraced those changes to live a life of freedom and purpose and wants to empower his clients to experience a similar feeling of fulfillment within their current stage of life. 

He has been married to his wife, Elaine, an Oncology Nurse, for 38 years, and together, they have raised two adult children. Robert and Elaine love all things outdoors, including camping, hiking, rock climbing, and bicycling.

Interested in working together?

We support individuals and small business owners who want to feel empowered with the knowledge and understanding of their business and personal finances. If you want to explore what it would look like to work together, your first step is to schedule a free call.

common questions

  • Finances are truly unique for every individual, and that’s what I love about this business: no two person’s journeys will look the same. We each have special gifts to offer the world. When we are able to tune into this and align it with our financial goals, that’s when true abundance can flow. That’s my goal at Namasté CPA.

  • The queen bee represents you at the center of your world, in charge, aware, all the parts working for you in perfect harmony. The moon represents the natural cycles and rhythms and finding understanding and mastery of our selves and our world by tuning in to these cycles.

  • Simple! Contact me through my form on the contact page or book an appointment here. I invite you to begin your journey to financial freedom today, and will be honored to guide you along the way.