Juli Martin, CPA, CTC

Juli Martin
  • 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