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A woman practicing yoga outdoors during sunset, performing a low lunge pose with arms raised.

Namaste CPA…

Namasté CPA offers a different kind of relationship with your finances. Most accounting firms hand you a return and send you on your way, knowing exactly as little as when you walked in. We do it differently: we explain what we're doing and why, so you actually understand your own money.

Your finances are tangled up with the rest of your life, so we hold space for the harder conversations too, no judgment, no shame, just honesty.

Our Team

I'm Julie Wilson, CPA and founder of Namasté CPA, with a genuine love of numbers and an even deeper belief that money work should feel human.

I started preparing taxes in 2008 and became a CPA in 2014. The traditional firm culture I found myself in was efficient, but it wasn't kind, and it wasn't really connecting with clients as people. That gap is what led me to start Namasté CPA.

Somewhere along the way, I stopped just crunching numbers for other people's dreams and started designing my own finances around the life I actually wanted to live. Now I help my clients do the same.

Outside of work, I'm usually chasing some new adventure, with my pup Bodhi close behind.

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Robert Porter is a licensed CPA with a long, varied career in public accounting, including eight years with a large statewide firm handling tax preparation and planning for individuals and small businesses.

He joined Namasté CPA after realizing traditional firm life no longer fit the person he'd become. He wanted more room for real connection with clients, and more freedom in how he worked. That same shift is often exactly what our clients are going through too, so he understands it firsthand.

Outside the office, Robert and his wife Elaine, married 38 years, spend as much time outdoors as they can: hiking, camping, bicycling, and rock climbing.

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Interested in working together?

We work with therapists, counselors, and healers who want real clarity about their money, not just a return filed on their behalf. If that's you, the first step is simple: schedule a free call.

SCHEDULE A FREE CONSULT

common questions

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  • Every person's finances are different, so there's no single formula. We start with your actual situation and your actual goals, not a generic plan, and build from there.

  • The queen bee represents you at the center of your world, in charge, aware, all the parts working for you in perfect harmony. The moon represents the natural cycles and rhythms and finding understanding and mastery of our selves and our world by tuning in to these cycles.

  • Simple: fill out the form on our contact page, or book a consultation directly. Either way, the first step is just a conversation.