Back to top

About Us

Background

JL Consulting has been providing quality, personalized financial services to individuals and businesses in the Tri-Valley area since 2001. Our expertise ranges from basic tax and accounting to more in-depth services such as financial projections and forecasts.

Our Mission

JL Consulting, APAC is a Certified Public Accounting firm dedicated to helping our clients succeed. We provide quality accounting and tax services to a wide variety of businesses and individuals. Through our personal approach, we design unique solutions to meet our clients’ ever-changing needs. Our knowledgeable team enjoys working closely with our clients to help them achieve their dreams.

Our Team

Julie Loomis, CPA

Certified Public Accountant, Certified QuickBooks Online Pro Advisor

As president of JL Consulting, Julie A. Loomis, CPA is dedicated to working closely with business owners, real estate investors, and individuals to minimize taxes and increase their bottom line. Julie has worked hard to create a company that develops business and tax strategies with real people in mind.

While working for a public accounting firm in San Mateo, California, Julie was awarded her Certified Public Accountant license in 2000. Inspired by being the daughter of a second generation small business owner, Julie opened JL Consulting, A Professional Accounting Corporation in 2001.

At JL Consulting, Julie uses her twenty five years of accounting experience to guide businesses and individuals toward success. She has held a variety of corporate accounting positions in such industries as banking, restaurant, government, construction and automobile sales.

A native of the San Francisco Bay Area, Julie is committed to the growth of the local accounting and business community. Julie is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA) and the Pleasanton Chamber of Commerce.

Julie graduated from California State University Sacramento in 1996 with a Bachelor of Science in Business Administration with a concentration in Accountancy. In her spare time Julie enjoys fitness, wine tasting and painting.

Christy Damante, Billing Manager

cdamante@jlcpa.net (925) 846-1859

Brianna Claire, Accountant

bclaire@jlcpa.net (925) 846-1859 x203 Certified QuickBooks Online Pro Advisor

Affiliations

American Institute of Certified Public Accountants (AICPA)

California Society of Certified Public Accountants (CalCPA)

Pleasanton Chamber of Commerce

Certified QuickBooks Online Pro Advisor