CPA helping individuals and business owners implement tax-saving strategies and make profit-driven decisions with less overwhelm. Julie Merrill lives for automation, sharing time-saving tips and hacks, and leading business owners through their journey in gaining wealth and freedom while paying less taxes.
She has helped entrepreneurs start, grow and scale companies since 2000. Her firm provides tax advisory, tax preparation, business strategy, fractional CFO services, bookkeeping, payroll setup, company setup and dissolution and other related services.
Julie spent years in the start-up company space and played an integral part in helping multiple founders obtain VC financing, setup and grow their operations. She has also started and scaled multiple companies herself, from consulting to Shopify E-Commerce stores. She is a speaker, advisor, coach, and hosted The Paddleboarding CPA podcast.
Fun facts: Julie is a military spouse, mom, Certified SUP instructor and speaks Italian