Jerilyn (Jeri) Ferguson brought her accounting acumen to Ullrich Delevati, CPAs in 2000, with abundant knowledge and experience in both the private sector and charitable organizations. Jeri truly seeks to understand the client’s point of reference, and is able to provide practical guidance on issues and challenges that are unique to not-for-profit clients. A Certified QuickBooks ProAdvisor in both the Desktop and Online platforms since 2005, Jeri is well equipped to provide comprehensive assistance with all aspects of the software.
Born and raised in Hawaii, Jeri moved to Woodland in 1976 after marrying her husband, Ted, whom she met at Biola University in Southern California. Ted is a math teacher at Pioneer High School and coaches both the school’s boys’ and girls’ tennis teams. Their son, Daniel, and daughter, Colleen, both enjoyed Woodland’s kid-friendly atmosphere while growing up before striking out on their own adventures. In her free time, Jeri enjoys playing the piano, spending time with her awesome grandkids, and reading anything and everything related to Pride & Prejudice.
Julie Yule joined Ullrich Delevati, CPAs in 1996, and for over 20 years, she has provided insightful and consistent tax planning and preparation services, accounting, and consulting services to our clients. As a CPA and former Senior Accountant in the firm, Julie has a long history of working with a wide range of individuals and businesses to provide them with complete accounting services to include specialized income tax services. In addition to serving as the firm’s Tax Manager, she is an adept QuickBooks ProAdvisor, certified in both the Desktop and Online platforms. In this role, Julie assists clients with QuickBooks account set-ups, conversions to QuickBooks Online, and training on how to use the software most effectively.
For the last ten years, Julie has enjoyed volunteering with her daughter’s school PTAs as treasurer and auditor. When she’s not working, she loves spending time with her family hiking and skiing in the mountains, vacationing in Hawaii, and exploring foreign countries.
Teri Lim, Senior Accountant
Teri Lim joined Ullrich Delevati, CPAs in 2017 bringing her substantial experience and dynamic knowledge of the private sector to our firm. This experience allows her a unique advantage in guiding clients through their accounting challenges, as she can apply both the perspective of the client and public accountant. She is also equipped to assist with QuickBooks Desktop and QuickBooks Online.