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Juli Reynolds

CPA, MBA

Senior Manager

Professional Overview

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 financial statements, preparation of compilations, general ledger analysis, and family office services. She also provides clients with advisory services and scalable outsourced accounting solutions to assist owners in growing their business through accounting, finance, and operations support.

Education, Credentials, and Special Training

•Certified Public Accountant, licensed in South Carolina

•Certified QuickBooks ProAdvisor

•MBA, The Citadel

•BA, 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

•Treasurer, St. Matthew’s Lutheran Church

•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

Services

Accounting Advisory Services

Industries

Closely Held Business

Healthcare

Not-for-Profit

Professional Services