our people

Professional Overview

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Juli has over 20 years of experience in accounting and consulting working with small and medium-sized businesses in a variety of industries. Her experience includes preparation and analysis of management reports, preparation of compilations, general ledger analysis, and family office services. She also provides customers with advisory services and scalable outsourced accounting solutions to assist owners in growing their businesses through accounting, finance, and operations support.

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Education, Credentials, and Special Training

• Certified Public Accountant
• Certified QuickBooks ProAdvisor
• M.B.A., The Citadel
• B.A., International Government and Commerce, Accounting and Business Administration (Minor), Newberry College

Professional Affiliations and Certifications

• American Institute of Certified Public Accountants
• South Carolina Association of Certified Public Accountants

Civic and Community Activities

• Past Treasurer, St. Matthew’s Lutheran Church
• Member, St. Matthew's Lutheran Church Finance Committee
• Member, MASC Women’s Strategic Development Committee
• Past Treasurer, Orange Grove Charter School PTO
• Past CIRT Member, Trident United Way
• Past Finance Committee, Charleston Metro Chamber of Commerce
• Leadership Charleston Class of 2013, Charleston Metro Chamber of Commerce