Julie D.Bauman, CPA
Julie D. Bauman is the owner and CEO of Julie D. Bauman, CPA, P.C., located in Falls City, Nebraska. She earned her CPA license in May 1995, when she passed the exam on the first sitting. Julie has served on the Nebraska Society of CPA’s Board of Directors. She was the Chairman for the Nebraska Society of CPA’s board for 2012. Julie finished serving as an Elected Member of the AICPA Council in 2019. She is a member of the Institute of Management Accountants and is licensed in Nebraska, Kansas, and Missouri. Julie has focused the firm on providing the following values to her clients:
• Robust Tax Saving Strategies
• CFO Responsibilities for Single Family Offices and Virtual Family Offices
• Regulatory Compliance / Reporting
• Financial Strategy / Planning
• Fraud Investigations
• Strategic Wealth & Growth Strategies
• Team Building & Leadership
• Communication / Problem-Solving
• Expert testimony
• Audit & Internal Controls
• Wealth Protection
She loves to read books about famous people and American History. Her mentor is Warren Buffett.Read More...
Ashley joined the JDB team in August 2015 after she had previously interned for a couple summers. Ashley is the leader for the Wealth Management and Financial Planning Team. She organizes and leads the Finance Team by strategically planning goals and connecting with clients to find the best solutions for their future. Ashley streamlines the internship program, providing the JDB interns with insight on her experience and helpful guides to JDB tasks. Ashley has totally revitalized the internal management system of JDB, and she is always looking for ways to make every situation better. Ashley is a member of the American Institute of Certified Public Accountants (AICPA) and the Nebraska Society of CPAs. She is currently pursuing her CPA license, and she recently graduated from Peru State College with a double major in Accounting and Computer Management Information Systems. Ashley brings a lot of hard work, determination, and heart to the JDB team.Read More...
Her guilty pleasure is ice cream.
Jeffrey G. DeLine, CPA
Jeff comes to Julie Bauman, CPA, with 28 years of accounting and auditing experience. Jeff graduated from the University of Nebraska - Lincoln in May 1989 and began working for the Nebraska State Legislature. After a little over two years at the Legislature, and a tour to Saudi Arabia as part of Operation Desert Shield/Storm, he went to work for the Nebraska State Auditor's Office. Jeff worked eight years at the State Auditor's Office, with the last three years as the Report Review Manager. He began working for Dana F. Cole and Company, LLP (DFC) and worked there for twenty years, managing and participating in multiple audits, reviews, and compilations for governments and non-profit organizations. Jeff is also a proud member of the United States Army Reserves. He serves as the Force Protection NCOIC for the 102nd Division (TASS), located in Fort Leonard Wood, MO, where he performs evaluations of the Division Brigades and Stand-Alone Facilities regarding Force Protection requirements. Jeff has deployed twice during his career, once during Desert Shield/Storm in 1990/91, and most recently to Afghanistan in 2014 as part of Operation Enduring Freedom. Jeff is a Certified Public Accountant, passing the exam in 1996 and receiving his permit in 1997. He is currently licensed in Nebraska, Missouri, and Michigan. He is a member of the NE Society of CPAs, where he served as the chairperson of the Governmental Accounting and Auditing Committee, and also is a member of the AICPA, Association of Certified Fraud Examiners, and the Government Financial Officer Association.Read More...
If you can't find Jeff, you are looking at the wrong golf course!
Stacie has been at our office since September 2014. Stacie is usually the bright and shining face you would see walking into our office. However, even thought the settings have changed, Stacie is still that bright and shining face we see first thing in the morning on our team zooms. Stacie is our morning meeting facilitator. Stacie's tasks span from accounts payable and receivable, contacting clients, scheduling, assiting with audits, and all of the above. During our remote tax season, Stacie will be the virutal assistant that will finish off your appointment. Stacie is always willing to lend a hand and help out in any way she can.Read More...
"Smile and the world smiles with you!"
Jenny joined the JDB team August 2015. She is our Chief Financial Strategist and the JDB Tax Team leader. Her main focus is on accomplishing and implementing tax savings plans to help companies grow their businesses. She prepares multi-state and multi-level corporate and individual tax returns. Jenny is the bold individual that leads the JDB team to have successful and efficient tax seasons, year after year. Along with these tax strategies, she prepares payrolls, budgets, and financials. Jenny brings a lot of knowledge and laughter to the JDB team!Read More...
Sky diving is on her bucket list.
Becky is advancing our human resources with payroll. She joined us in March 2019 with a focus on payroll while completing other duties such as sales tax and financial statements. She is constantly working on how we can better our payroll department and provide the best payroll services to our clients. Becky brings efficiency and a lot of fun to the JDB team, which is important in the remote world!Read More...
Scuba diving is a bucket list item for her.
After years of banking experience, Darlena joined our team in June 2019. She plays a vital role on the JDB team. Her focus is on preparing financial statements and assisting with audits. Darlena holds down the fort at the office, while we are all working from home. She is in charge of all of the documents that clients drop off, and she scans them in to keep us all connected. She is always willing to help out any team member, and she does it with a tremendous amount of patience and kindness.Read More...
The best name she has been called is Grandma.
Grace is our JDB intern. She joined our team June 2020, shortly after we went remote. Grace graduated in 2019 from Humboldt Table-Rock Steinauer. She is currently studying Accounting and Marketing with a minor in Management at the University of Nebraska-Lincoln, and she hopes to work towards her CPA license in the future. She assists with audits, completes financials and tax returns, and manages our social media pages and website. Grace handles all of our social media, podcast, and website updates and posts to ensure that we are always providing our viewers with the best information. Grace brings a lot of creativity, organization, and positivity to the JDB team!Read More...
"Whatever you are, be a good one." - Abraham Lincoln
Lydia graduated from Pawnee City in 2017, and pursued a degree in Business Administration shortly after. After three years in the banking field, Lydia decided to join the JDB team in August of 2020. Lydia helps the JDB team grow by brainstorming new ideas for the vision team and by helping complete tasks for the audit and financial teams. During our remote tax season, Lydia will be the virtual assistant that will greet you when you walk in, and provide you with guidance and information to make your appointment go smoothly. Lydia brings feedback, hardwork, and positivity to the JDB team!Read More...
Lydia's favorite Christmas movie is the Grinch, and wanted to marry him when she was three.
Lynn joins the JDB team as the Human Resource Coordinator and Marketing Director. She has a vast knowledge of collaborating with and onboarding new hires to ensure them a successful transition and expand their career path at JDB. In her role, she will provide support for benefit management, licensing, continuing education compliance and career path development. She will also be assisting the Finance, Audit and Tax teams. Lynn?s great communication and marketing background provides her team with the creativity and structure to propel the vision and core values that will drive the firm to be a leader in the CPA profession. The JDB team has embraced the remote world and this allows Lynn to work fully remote from Lincoln. Lynn has a dual Bachelor?s Degree in Business and Marketing from the University of Nebraska. For the past 15 years, she was the Department Manager of General Merchandise for the University Bookstore at the University of Nebraska-Lincoln.Read More...
Reva joined the Julie D. Bauman, CPA, P.C. firm in 2002 in the Tax and Financial Departments. Reva is a graduate of Southeast Consolidated High School. She received an Associate's Degree from Garden City Community College. Reva has an extensive array of work experience ranging from a self-employed business owner to hotel management, agricultural dealers, and restaurant experience. Reva is responsible for Financial Statement Preparations for industrial, construction, restaurants, agricultural, consulting and sales, trucking and oil companies. Reva is married and has two grown children, who both live in Richardson County.Read More...
Liz joined the JDB team in January 2021 as the Office and Processing Coordinator. She comes to JDB with Bachelors Degree from the University of Kansas in Geology and Astronomy. In her past experiences, she spent time at the Kansas Geological Survey, Nevada Bureau of Mines and Geology, and junior mining companies using GIS for geological map production and spatial database organization. Her variety of experiences outside of the accounting world will make her a great asset to the JDB team by bringing new perspectives and great insight! Her role here at JDB will consist of handling the drive thru, office file management, and other daily tasks to help make each day run smooth!Read More...
Emma Littrel decided to join as an intern in January 2021. Emma is an active junior at Falls City Sacred Heart. She participates in Volleyball, Basketball, Cheer, One Act, Speech, Pep Club, and Dance. Emma's great work ethic in and out of the classroom has helped her become a member of National Honor Society. When she is not busy with activities, Emma likes to hang out with family and friends. At JDB, Emma's duties will consist of help keep the office organized during tax season, as well as helping on the financial and marketing team. Emma's work ethic, positive personality, and time management skills will make her a great addition to the JDB team!Read More...
Madi Stamper joined the JDB team in January of 2021. She is one of the JDB high school interns. Madi is a junior at Falls City Sacred Heart. Madi is involved in One Act, Cheer, Dance, National Honor Society, and Basketball. If Madi is not actively participating in one of her numerous activities, you can find her doing art/craft projects or baking desserts. Her JDB duties range from office organizational tasks to helping complete financials to brainstorming ideas for the marketing team.Read More...