about us
About Clarity Finances
Meet Julie Shopa, Financial Healer at Clarity Finances
Julie loves helping business owners have a better relationship with bookkeeping and their finances. She chose to use Clarity in the company name because she hopes to make the numbers clear and easy to understand. Julie has seen over and over how proper bookkeeping can increase profits and doesn’t need to be viewed as just another expense. Julie has been a bookkeeper most of her adult life. She graduated from Penn State with a B.S. in Finance.
She worked for seven years with a CPA firm as their Quickbooks expert, trainer and bookkeeper. She is an advanced Quickbooks Certified Proadvisor. Those years gave her invaluable insight in knowing exactly what the CPA wants – especially at tax time. Julie has also completed the certification process with Profit First and has multiple clients using the Profit First system.
Clarity Finances’ Core Values – L.I.G.H.T.
Love
Love is about connection. This is a connection with others, not just clients but those in our community and around the world. Connecting with others requires an open heart and an open mind.
Love is Giving—and not just donating time or money, but also giving people your full attention. We love our clients and we want our clients to love us!
Integrity
Integrity means being trustworthy, keeping promises and keeping commitments even when it is challenging. It includes being on time, showing respect to yourself and to others. Along with integrity is the willingness to be held accountable and to speak up and hold others accountable.
God
God has created each of us for a purpose. We value a willingness to live guided by this purpose with faith that God helps us every step of the way. He is always with us. We have an attitude of thanksgiving to have a loving God that wants the best for all of us. Ultimately we desire to know the love of God more each day and share that love with others in all that we do.
Health
Health includes physical, mental and spiritual. We strive to eat well, exercise and get enough sleep at night. We take time to clear our minds. We look for opportunities to minimize stress for ourselves and others. We are responsible for our own emotions; how we feel and how others feel around us matters. We reach for the best possible emotion, shifting the focus of our thoughts accordingly. (short version: be positive)
Transcend
Growing, learning, improving, giving and adding value are a continual focus at Clarity Finances. How can we help more people? How can we help our clients grow? Where can we work smarter? How can we give more? How are we making the world a better place?