About Financial Foothold

Dedicated to Helping You Grow

Financial Foothold is an end-to-end back-office solution. From bookkeeping to CFO-level advisory services to sales tax returns, we want to provide a complete picture of your business and transform your back office into a cohesive process that works for you! We are passionate about helping business owners succeed. We deliver insightful guidance and financial clarity all while you, the business owner, is doing what you do best, making money.

Meet The Team

Julianne Autry

About The Founder

Hi! I’m Julianne Autry. I have over 29 years of experience as a corporate financial analyst and as a financial manager. I got laid off in 2008 which changed my life. I founded my first business, Southwest Bookkeepers to meet the financial and bookkeeping needs of business owners. After 11 years, I made the natural move to offer higher-level services like CFO advisory services and consulting services. The new company Financial Foothold was born. I graduated in 1993 from Chico State University with a BS in Accounting. After becoming a widow at a young age, I relocated to Lakeway, Texas where I currently live with my family. In my free time, if I’m not traveling, I’m relaxing by the pool or on the lake spending time outdoors with friends and family.

Tim
Shaler

CFO

Tim Shaler has literally analyzed hundreds of companies during his 25 year career and has personally directed investments into at least five dozen projects and issuers.

He is now available on a fractional basis to help Financial Foothold's clients match their capital-raising goals to their spending goals, optimizing for cash management, equity returns and financial sustainability.

Kevin
Gerland

CFO

Kevin is a Chief Financial Officer with experience in both public and private equity companies in manufacturing, oilfield services, and engineering environments. Demonstrated expertise and accomplishments encompass all aspects of financial management, compliance, and reporting.

Valued for ability to partner with business leaders to set and exceed targeted operational and financial goals. Recognized for ability to develop and deliver finance related training programs to all levels. Kevin holds a BBA from Texas A&M University in Accounting, SLB Advanced Finance Program from Wharton Business School and is a licensed CPA in the state of Texas.

Ann
McCafferty

Accounting Director

Ann has held senior management roles in various industries such as legal services,
consumer goods and international publishing and is recognized for her
commitment to team building and problem solving.  
With 30 years of experience, her expertise spans across multiple disciplines from financial reporting, cash management and billing to business development, marketing, sales and operations with a consistent track record of process improvements and increased profitability. 

She has a B.S. degree in Accountancy and is a Licensed Title Agent. In her spare time, Ann enjoys gardening, entertaining and traveling with her family.

Meliza
DeVera

CFO

Meliza holds a degree in Business Administration and Accountancy. She is also a Certified Public Accountant with over a decade of experience. She has worked with Ernst & Young, one of the Big 4 Accounting firms, in auditing real estate companies. Meliza has spent majority of her career in the fast moving consumer goods industry having progressive finance roles across multinational companies.

Her expertise is in helping businesses craft strategic plans and financial goals, and serves as a guardian to reach company KPIs. She has also partnered with multiple US ecommerce startups and helped them scale and expand in other international countries and venture into retail. In her personal time, Meliza loves to travel with family and friends, read books, and take care of her four dogs.

April
Garabiles

Lead Accounting Supervisor

April has over 7 years combined experience of external audit in a Big Four and bookkeeping. She is a Certified Public Accountant in the Philippines, Certified QuickBooks ProAdvisor, and halfway of becoming a US Certified Management Accountant.

She loves investigation and solving issues. In her spare time, she teaches music and leads young people in the Church.

Jonah Colina

HR Generalist

Coming soon 

Her

Dennice
Pintano

Onboarding Specialist

Dennice has over thirteen years of experience in bookkeeping and finance functions in different industries. She graduated with Bachelor’s degree in Accounting and is a Certified Public Accountant in the Philippines.

She used to work in the hospitality industry as an Accountant in one of the 4-star chains of hotels in Malaysia. She loves running, hiking, and reading during her free time.

Dana
Warwick

Staff Accountant

Dana joined our team in 2011. She has completed the Advanced Certification in QuickBooks Online. She graduated from Georgia State University with a Bachelors in Business Administration in Accounting. 

After that, she spent four years working for Ernst & Young and then an additional 7 years working in private industry. She left the private industry to raise her two daughters. She and her family have lived in Austin for 24 years. In her free time, she enjoys working out, running and reading.

Doreen
Evite

Senior Accountant

An accountant for almost 10years working with diverse industry experience. She passed the CPA board exam on 2012 months after graduating from her degree of Bachelor of Science in Accountancy.

She loves to do accounting work as this is her dream job. She just recently joined the firm and is a good addition to the team. She also loves to travel and camp at beaches.

Jillian
Porcelli

Staff Accountant

Jillian, originally grew up in New York but moved to Richmond, Virginia for college. She received her BA in Arts Management and started her career working for a non-profit theatre and worked her way up to Accounting Manager. 

She has also been a full charge bookkeeper and payroll support for a few companies in the Richmond Virginia area. She has passed her QuickBooks Online Certification. This year she got married and moved to Memphis, TN with her husband. In her spare time, she loves to cook, explore her new city and spend time with her husband and dog. She is very excited to be a part of the Financial Foothold team!

Shelby
Perry

Staff Accountant

Shelby originally grew up in Georgetown, TX but moved to South Texas in 2018. She is has passed her QuickBooks Online Certification, and will soon be working on her Advanced Certification.

She worked as a Veterinary Technician for 9 years, but has decided to pursue her Bookkeeping Career. She is soon to be married to her fiancé Zach, a mother to her son Ryker and daughter Skylar. She has started a small children’s boutique, which she runs in her spare time, along with spending time with her family. She is very excited to be apart of the Financial Foothold team!

Jeni
Jeffrey

Senior Accountant

Sherwin used to work in the Private Equity Industry in a Financial Services BPO environment and ROHQ Norwegian and UK based companies. In his free time, he loves cooking and traveling with family.

Jeric
Perez

Staff Accountant

Jeric graduated in 2017 at Polytechnic University of the Philippines with a Bachelor’s degree in Accounting. He has over 4 years of experience in bookkeeping, accounting and finance.

He spent his first 2 years working with Ernst & Young, handling local and international clients in various industries such as real estate and manufacturing. He then used his experties in bookkeeping and finance when he transferred to a private company where he helps with the accounting of books, strategic planning, budgeting and forecasting. In his leisure time, he enjoys watching movies and playing video games with his family.

Kathy
Peters

Staff Accountant

Kathy graduated from Westmont College with a bachelors degree in Business Economics. She spent nine years working in the accounting departments of various types of industries including banking, construction, and a non-profit charitable organization.

Following that she took time off to raise and homeschool her four children. Now that they are all grown she is excited to be working in accounting again. She lives in the Atlanta area with her husband and two of their children. When not working she enjoys hanging out with her family, quilting, and reading.

Lacey
Lytal

Senior Accountant

My name is Lacey Lytal. I have over 20 years of experience in bookkeeping and payroll services. I have primarily worked in CPA firms as a full charge bookkeeper for multiple industries including dental practices, retail, manufacturing, and small businesses.

I will soon graduate from Southwestern Oklahoma State University with my bachelor’s degree. When I am not working or going to school, you can find me spending time with my family at the ball field.

Katrina
Prohibido

Senior Accountant

coming soon

Edria Penaflorida

Senior Accountant

Team member is about to be added

...as well as some additional information

Coming soon

Title
Team member is about to be added

...as well as some additional information

Stop carrying the burden of doing it all yourself.

Financial Foothold is a partner you can trust to manage your finances so you can focus on scaling your business with confidence. Contact us today to schedule a free consultation.