About Julie

My Story

Hello, I'm Julie Merrill. I'm an entrepreneur, Certified Public Accountant, tax advisor and strategist, and QuickBooks Online Pro Advisor.  

Over the years, I have worked at accounting firms, large corporate companies, startup tech companies, run my own E-Commerce business, and coached other business owners on both marketing and business strategies.

Multiple moves across the US and overseas, when my husband was active duty military for 22 years, instilled an ability to refocus and pivot my career time and time again.  So when COVID hit, I faced another life change and adapted again. I started working with a local tax preparer and pivoted to focus on tax preparation and personal CFO services. 

Today, I continue to work with new and seasoned business owners on strategizing AND implementing tax-saving strategies and streamlined workflows.

As a business owner myself, I understand the frustrations and NEED to make business-altering decisions on the fly.

My goal is to help make you more fiscally knowledgable, know the numbers that drive your business...  and enable you to make DATA-DRIVEN decisions in real-time.

Did I mention, I LOVE TO HELP people! From my podcast, to my YouTube channel to my online courses and free guides, I thrive on sharing tips, hacks and how-tos with my people.

In past seasons of life, I have also gone by "The Paddleboarding CPA" and recently started a channel called "Profit Above", where we talk about ways to drive your profits while keeping your business above board.

Today, I'm here to help YOU be the STAR of your business, to help you through starting, growing and streamlining your business while saving time and money.

Let me ask, "How can you utilize me as your resource?" 

I'm here ready to help and I can't wait to work with you!


Julie R. Merrill, C.P.A.

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