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 - CEO | Financial Foothold

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.

Jonathan
Capella

Accounting Manager

Jonathan is an operational and accounting manager with decades of experience spanning multiple diverse industries. From farm supplies and equipment to cutting edge software development, he has accounted for it all, while also helping ensure organizational going concern via process improvement and operational enhancement.

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.

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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.

Kori - FP&A

Kori
Patawaran

FP&A Analyst

“In a world where you can be anything, choose to be kind.”

Kori is an FP&A Analyst with over ten years of experience as a Certified Public Accountant and US Certified Management Accountant, with a keen eye for details and a strategic approach to business planning. Kori uses solid analytical and planning skills to advise senior leaders on key trends, help them reach revenue goals, and allocate vital resources efficiently.

Tim Shaler

CFO

“Stay Curious”

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.

Meet the Team | Financial Foothold

April
Garabiles

Lead Accounting Supervisor

“Leadership and learning are indispensable to each other.” 

April is the Account Team Lead with an experience in Financial Statements Preparation, Internal Controls, and Audit and working on Financial Foothold for one year and five months.

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

Jonah
Colina

HR Generalist

With almost six years of HR experience, Jonah Colina is a results-focused professional who delivers talent acquisition and HR admin processes. She helps companies hire great people and harness the full power of their most valuable asset – their employees.
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She is committed to providing quality service to companies and has the heart to go the extra mile in serving and helping people.

Outside the professional world, Jonah spends her time traveling, trying out different foods, going to the beach and/or mountains, doing extreme activities, and spending time with her dog. She is definitely an adventurous person!

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.

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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. 

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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.

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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.

Shelby
Perry

Bookkeeper and Apps Coordinator

“Big journeys come with small steps. Don’t be afraid to be great.”

Shelby is a Bookkeeper and is in the process of getting an Accounting Degree and gained all her experience through working with Financial Foothold over the past two years.

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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!

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.

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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.

Meet the Team Page | Financial Foothold

Edria Penaflorida

Senior Accountant

“Don’t judge your ability by what you can do now.”

Edria is a Senior Accountant with an experience in QB Desktop, QBO, Xero, ZOHO, MYOB, Quicken, Netsuite, and Advance Excel and started in October 2022 with Financial Foothold.

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She also worked in CPA firms handling the onboarding of clients and data migration. During her free time, she loves spending it with her kids.

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.

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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.

Coming Soon

Senior Accountant

Coming Soon

Senior Accountant

Coming Soon

Senior Accountant

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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.

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.