Juli Martin, CPA, CTC
President
Juli Martin
CPA, CTC
President
- Certified Public Accountant (CPA) since 2001
- Budgeted and Strategized as the Controller at Simpson University for 7 Years and as the CEO/CFO of J.R. Martin, CPA since 2009.
- Holds Certified Tax Coach (CTC) designation to benefit small business owners with specialized tax strategies to minimize their taxes, including mergers and acquisitions strategy.
- Plans for small business success through tax planning, budgeting, and strategizing – to increase revenue and lower expenses.
- Founded CoreMastery Network – along with other top CPAs around the country – to equip small business owners to realize their dreams by providing business education.
- Expert trainer and consultant for QuickBooks Desktop and QuickBooks Online.
- Associations include:
- California Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- Professional Association of Small Business Accountants (PASBA) – board member emeritus.
- QuickBooks ProAdvisor Certification
