Your trusted business and tax advisor

Julie Merrill is a Certified Public Accountant and Quickbooks Online ProAdvisor providing tax advisory & preparation services, business consulting, financial & cost analysis, and bookkeeping services. 

Tax Preparation, Filing and Strategy

Hire a professional tax preparer for your business and personal tax needs. Optimize your personal and business tax savings today.

Learn More

QuickBooks Online Clean-up, Setup and Monthly Bookkeeping

Is your accounting software a mess? Need helping setting up your bookkeeping or taking it off your plate all together?

Learn More

Budgets, Models & Cost Analysis

Does your head spin seeing a spreadsheet full of numbers? Let me crunch the numbers for you. Know your profit margins, stick to a budget or run what-if scenarios on business opportunities. 

Learn More

FREE Calculator: Product Cost & Profit Margin

Do you know your cost per product? Profit margin per product? Make profit-driven decisions in your business today and put more money in your pocket. 

Send me the calculator

Talk to a professional

Interested in one of the services above?
Book a call with Julie now!

Schedule A Call

Let's Connect

Follow Julie on Instagram and Facebook @paddleboardingcpa 

Hi, I'm Julie Merrill

I graduated from UC Santa Barbara with a B.A. in Economics and concentration in Accounting.

I earned my California Certified Public Accountant license while working at Arthur Andersen in 1999.

I have setup, cleaned up and managed the accounting and finance functions at multiple companies and been an integral part of companies striving to start, grow and accelerate.

I have founded, owned and managed companies (SUPchic, Team Merrill LLC, FarmShake, Inc). I have seen hands-on what works and what doesn't and share those lessons learned with my clients.

I have been working with QuickBooks since 2001 and am also a QuickBooks Online Certified ProAdvisor.

In 2021, I began working with a local tax firm in San Diego, California, to include tax advisory and preparation in my services offered.

I love finding efficiencies and automating workflows, and I share these methods with my clients to help them save time and money.

Read more about my story here.

YouTube much?

Subscribe to Julie's YouTube Channel, The Paddleboarding CPA to get regular business, marketing and tech tips.

Watch Now

As Featured In...

What others are saying about Julie

Darrius Thompson
CEO at SweetLabs

Julie is amazing at helping to make any part of a business run more efficiently. This allows team members to get critical time back that can be spent on the most pressing opportunities. Julie is smart, adaptable, a joy to work with and one of the most reliable individuals I've had the pleasure to work with.

Chester Ng
Partner at Atomic

When I think of the wide range of challenges she has taken on from finance to accounting to HR to product management to partner management and how she has exceeded expectations in every role, I can only sum up how impressed I have been by Julie's versatility as such: "Julie of all trades, master of all."...

Misty Marcum Rolfs
Owner at Luna Moon SUP

Thanks for all your  tips, videos and info! Its been SUPER helpful for me becoming a legit SUP Biz :) You're amazing!!

Subscribe

Get exclusive offers, tips and strategies from Julie for leveling up your business!