JULIA PENEDA

Julia brings over two decades of high-level financial and accounting expertise, with a career that spans public accounting, institutional finance, and strategic advisory services for businesses across the U.S.

She began her career at LGC&D, PC, where she specialized in internal accounting and tax preparation. In 2005, she joined IBT—later acquired by State Street Bank—where she oversaw recordkeeping and auditing for U.S. and Foreign Exchange-Traded Funds and led a national accounting team of 30 professionals, demonstrating strong leadership and operational excellence during a period of major market volatility.

In 2013, Julia brought her expertise to the Conservation Law Foundation in Boston, where she supported board-level financial reporting, audit readiness, and internal controls for a multi-million-dollar nonprofit.

Recognizing a gap in the market, Julia founded JP Bookkeeping Services with a mission to deliver the same caliber of precision, insight, and forward-thinking strategy typically reserved for large corporations to growth-focused businesses nationwide.

Since then, she has worked with a diverse portfolio of high-net-worth clients and entrepreneurs with businesses generating $1M to $75M in revenue—many operating across multiple states and industries. Her ability to streamline operations, ensure financial accuracy, and provide trusted strategic insight has made JPBS a go-to partner for ambitious business leaders seeking elevated financial support.