Specialization

• Estate and trust planning and preparation
• Outsourced accounting and payroll services
• Preparation and review of financial statements
• Succession planning
• Tax planning, consulting, and preparation
• Closely held businesses and owners
• High-net-worth individuals
• Real estate

Experience

Julia Meredith, CPA, is a Partner Shareholder at Monroe Shine & Co., Inc., where she has built her distinguished career since 1994 and became a partner in 1998. As a CPA since 1984, Julia brings decades of insight to closely held businesses, real estate entities, and high-net-worth individuals, providing tax, estate, and succession planning strategies that help clients secure their financial futures.

Beyond her advisory work, Julia oversees Monroe Shine’s outsourced accounting, payroll, and bookkeeping operations, ensuring clients benefit from accurate, efficient, and reliable financial management. She is also experienced in the preparation and review of financial statements, helping clients maintain clarity and compliance in their reporting. Julia’s combination of technical expertise, long-standing client relationships, and operational leadership make her a valued partner for both her clients and the Monroe Shine team. 

Certifications

• Certified Public Accountant (CPA) – Licensed in Kentucky

Professional Memberships

• American Institute of Certified Public Accountants (AICPA)
• Kentucky Society of CPAs (KYCPAs)
• CPAmerica International

Awards & Recognition

• Monroe Shine, Public Service Award (2018)
• Louisville Business First, 20 People to Know In Accounting Honoree (2014)
• Monroe Shine, Public Service Award (2003)

Community Involvement & Volunteering

• Sunrise Children’s Services, Board of Directors (Past)
• Elderserve, Inc., Board of Directors (Past); President (Past); Treasurer (Past)
• Elderserve, Inc. – Development and Finance Committee, Member (Past)
• Kentucky Society of CPAs (KYCPAs) – Public Relations and Communications Committee, Member (Past); Key Contact Group for Legislature, Participant (Past); Speakers Bureau, Contributor (Past)

Education

• Bachelor of Science in Accounting – University of Louisville