A member of BKD National Health Care Group, Juli has more than 14 years of experience providing an array of audit and consulting services to long-term care organizations, continuing care retirement communities and assisted living facilities. She also serves on the executive committee of the practice’s senior living industry team.
Her experience includes serving as an engagement executive on senior living audit and review engagements and audits in accordance with Government Auditing Standards and Single Audit requirements. In addition, she assists long-term care providers with strategic planning, preparation of operating budgets, review of internal controls, Medicare and Medicaid cost report preparation and review and development of strategies to enhance reimbursement and improve operating efficiencies and profitability. Juli also is responsible for overseeing the preparation of monthly financial statements and other accounting outsourcing services provided to senior living providers. She helps review Real Estate Assessment Center filings for entities that have financing with the U.S. Department of Housing and Urban Development.
Juli has presented on senior living topics at state industry organizations, including LeadingAge Missouri, LeadingAge Iowa, LeadingAge Oklahoma and Missouri League of Nursing, and is a contributing author to BKD Thoughtware®.
She serves on the advisory board for Drury University’s Breech School of Business Administration. She also serves as the leader of the Southwest Missouri practice unit’s Employee Engagement Council. The council is responsible for gathering information, evaluating and developing improvements to firm policies and programs to promote employee engagement and performance excellence in all areas of the firm. The council also provides insight on long-term strategies for improving employee performance and morale.
Juli is a member of the American Institute of CPAs and Missouri Society of CPAs. She is a 2004 summa cum laude graduate of Drury University, Springfield, Missouri, with a B.A. degree in accounting and business administration.