Julia Erdkamp New Managing Partner at Coxswain Consulting
Anaheim, CA, October 24, 2017 --(PR.com)-- Anaheim Hills, CA business and tax advisory firm Coxswain Consulting is pleased to announce that Julia Erdkamp has been named the firm’s Managing Partner, effective November 6, 2017.
As Managing Partner, Erdkamp will provide strategic leadership and direction, overseeing client, operations, marketing and community initiatives for the firm, which currently serves over 500 individual and business clients. Additionally, she will provide clients a broad range of expertise related to strategic planning, as well as state and local tax support.
Commenting on the appointment, Erdkamp said, “It is an honor and privilege to serve as Managing Partner. With a combination of seasoned practitioners and innovative minds, Coxswain Consulting is extremely well-positioned to service the rapidly changing business and tax needs of our clients in a variety of traditional and emerging industries. In addition to providing best-in-class accounting and tax services to our existing clients, I am also very excited about growing the firm’s new initiatives, including our expanding business and financial consulting and executive coaching.”
Prior to joining the leadership of Coxswain Consulting, Julia worked as a local government consultant, and directly managed a municipal client portfolio of approximately $5 billion in general revenues and 60 jurisdictions. Her primary focus was helping local officials, business owners, and residents enrich their communities through economic development and increased revenues. This included providing expertise on state and local taxation (SALT), economic development, and compliance. Erdkamp also worked for 14 years in the public sector managing various information technology, finance, and marketing departments.
Erdkamp earned both her bachelor’s and master’s degrees from the University of Southern California (magna cum laude), and holds both Payroll and ProAdvisor certifications from Xero,.
Senior Partner, Peter Morrey, will remain involved as the director of the firm’s subdivision Allstate Tax Services, which provides tax planning and preparation services to the firm’s clients. Morrey said, “This is an exciting time of growth and opportunity for our firm. Julia’s leadership skills and practical insights are ideally suited to lead the firm and advance our mission of providing excellent client service and high-quality business and tax advisory services.”
About Coxswain Consulting
With over 500 clients throughout California and still counting, Coxswain Consulting provides business, accounting and tax strategies that deliver measurable results. The Anaheim Hills based firm and it’s subdivision, Allstate Tax Services, have been a solutions partner to individuals and businesses since 1965. With a focus on exceeding client expectations using advanced technology, accounting, and business solutions, Coxswain Consulting uses innovative best practices that put its clients back in control of their future. To learn more, visit: www.CoxswainAdvisors.com.
As Managing Partner, Erdkamp will provide strategic leadership and direction, overseeing client, operations, marketing and community initiatives for the firm, which currently serves over 500 individual and business clients. Additionally, she will provide clients a broad range of expertise related to strategic planning, as well as state and local tax support.
Commenting on the appointment, Erdkamp said, “It is an honor and privilege to serve as Managing Partner. With a combination of seasoned practitioners and innovative minds, Coxswain Consulting is extremely well-positioned to service the rapidly changing business and tax needs of our clients in a variety of traditional and emerging industries. In addition to providing best-in-class accounting and tax services to our existing clients, I am also very excited about growing the firm’s new initiatives, including our expanding business and financial consulting and executive coaching.”
Prior to joining the leadership of Coxswain Consulting, Julia worked as a local government consultant, and directly managed a municipal client portfolio of approximately $5 billion in general revenues and 60 jurisdictions. Her primary focus was helping local officials, business owners, and residents enrich their communities through economic development and increased revenues. This included providing expertise on state and local taxation (SALT), economic development, and compliance. Erdkamp also worked for 14 years in the public sector managing various information technology, finance, and marketing departments.
Erdkamp earned both her bachelor’s and master’s degrees from the University of Southern California (magna cum laude), and holds both Payroll and ProAdvisor certifications from Xero,.
Senior Partner, Peter Morrey, will remain involved as the director of the firm’s subdivision Allstate Tax Services, which provides tax planning and preparation services to the firm’s clients. Morrey said, “This is an exciting time of growth and opportunity for our firm. Julia’s leadership skills and practical insights are ideally suited to lead the firm and advance our mission of providing excellent client service and high-quality business and tax advisory services.”
About Coxswain Consulting
With over 500 clients throughout California and still counting, Coxswain Consulting provides business, accounting and tax strategies that deliver measurable results. The Anaheim Hills based firm and it’s subdivision, Allstate Tax Services, have been a solutions partner to individuals and businesses since 1965. With a focus on exceeding client expectations using advanced technology, accounting, and business solutions, Coxswain Consulting uses innovative best practices that put its clients back in control of their future. To learn more, visit: www.CoxswainAdvisors.com.
Contact
Coxswain Consulting
Peter Morrey
714-786-8608
www.coxswainadvisors.com
Peter Morrey
714-786-8608
www.coxswainadvisors.com
Contact
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