About Julia Mercier, CPAHelping Individuals and Businesses Navigate Their Financial Journey with Confidence.
For Julia, accounting has always been about more than numbers. It's about helping people make informed financial decisions, reduce uncertainty, and build a stronger future.
Born and raised in Englewood, Florida, Julia understands the importance of serving the local community with honesty, professionalism, and personalized service. She believes every client deserves thoughtful guidance, clear communication, and the confidence that comes from having a trusted financial advisor by their side.
Julia earned both a Bachelor of Science in Finance and a Bachelor of Science in Accounting from Florida State University, followed by graduate-level accounting studies at the University of South Florida.
She began her career working in the Atlanta and Tampa Bay markets, where she spent more than fifteen years auditing banks and financial institutions while also administering Trusts, Guardianships, and Estates.
Those experiences provided a strong technical foundation while reinforcing the importance of accuracy, integrity, and attention to detail that continues to guide her work today.
Julia is a licensed Certified Public Accountant (CPA) and a licensed Community Association Manager (CAM).
She also owned and managed an association management company for eight years, giving her firsthand experience with the financial challenges facing condominium associations, community organizations, and business owners.
That unique combination of accounting knowledge and real-world management experience allows Julia to provide practical financial guidance tailored to each client's specific needs.
Serving the community has always been an important part of Julia's professional life.
She is an active member of the Rotary Club of Englewood, a graduate of Leadership Sarasota, and has previously served as Chair of the Florida Methodist Foundation.
Julia is also a member of the Florida Institute of Certified Public Accountants (FICPA) and has served on its Common Interest Realty Association (CIRA) Committee, where she contributed her expertise to the accounting profession and community association industry.
Julia believes every client relationship begins with listening.
Whether you're an individual preparing your annual tax return, a small business owner looking for dependable bookkeeping, or an entrepreneur seeking strategic financial guidance, her goal is to provide practical advice, responsive service, and long-term support.
Her approach is simple:
Build lasting relationships by helping clients make confident financial decisions today while preparing for tomorrow.
