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Julie Lafferty, CPA

 CPA Manager

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Julie Lafferty is the CPA Manager at Batoff Associates, P.A. With her unique background in accounting and a keen eye for financial intricacies, Julie oversees all aspects of the firm's day-to-day operations, from financial management to client relations.

In the transactional law realm, the inclusion of an in-house Certified Public Accountant (CPA) stands as a strategic advantage. As Batoff Associates' in-house CPA, Julie brings a wealth of financial expertise that complements the firm's legal services, ensuring comprehensive client support. 

Batoff Associates is pleased to offer the following accounting services to clients under Julie's expertise:

  • Financial Analysis and Due Diligence:

    • Conducting thorough financial analysis and due diligence on behalf of clients involved in transactions such as mergers, acquisitions, or business expansions.

    • Review of financial documents, identification of potential risks, and explanation of strategic insights to clients and legal teams, aiding in informed decision-making.

  • Tax Planning and Compliance:

    • Providing proactive tax planning services to optimize clients' financial positions based on current tax laws and regulations.

    • Ensuring compliance with tax laws, assisting in preparation of tax returns, and providing guidance on tax implications of various legal transactions, mitigating tax risks for clients.

  • Compliance and Regulatory Guidance:

    • Staying abreast of evolving regulatory frameworks, ensuring clients' adherence to financial reporting requirements, industry standards, and compliance obligations.

    • Providing guidance on regulatory changes, assisting in implementing internal controls, and mitigating legal and financial risks associated with non-compliance.

Contact Julie Lafferty

410-864-6215

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