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Home / Professionals / Maggie Schultz, CPA, CFE

Maggie Schultz specializes in providing audits of community banks and employee benefit plans. She has worked with financial institutions with assets ranging from $50 million to $600 million. She also is the firm specialist in agreed upon procedures of interest only trust accounts.

Maggie enjoys regularly communicating with her clients to stay up to date on their needs and to offer proactive guidance. She also appreciates the need for ongoing staff development, and has provided internal training and presentations for the firm.

Outside of work, Maggie enjoys studying topics of personnel finance, and using that knowledge to help others achieve their financial goals. She used this passion to co-found the Champaign County Budget Coaching program. The program is in association with the Champaign County Chamber of Commerce and the Leadership program, of which Maggie was a 2018 graduate.

CPA – State of Ohio CFE – Certified Fraud Examiner
American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants
Treasurer, Thrive Church of Urbana, OH Member of Champaign County Chamber of Commerce, iLead Program Volunteer with Junior Achievement Executive Committee Member of the West Liberty Historical Society Toastmasters, Urbana Chapter
B.B.A., Accounting & Operations Management, University of Cincinnati

Certifications & Licensure

CPA – State of Ohio CFE – Certified Fraud Examiner

Professional Affiliations

American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants

Community Activities

Treasurer, Thrive Church of Urbana, OH Member of Champaign County Chamber of Commerce, iLead Program Volunteer with Junior Achievement Executive Committee Member of the West Liberty Historical Society Toastmasters, Urbana Chapter

Education

B.B.A., Accounting & Operations Management, University of Cincinnati

Industry & Service Specialization

Articles

From Maggie

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