Experience

Joe has spent his entire professional career servicing closely-held businesses. On November 1, 1998, Joe was admitted as a partner in the Firm. He has been involved in different capacities with numerous companies in a variety of industries. The annual revenues of these companies range from less than $1 million to over $100 million. Joe has performed a wide range of accounting, auditing, tax and consulting services including:

• Management Advisory Services
  • Interim CFO
  • Accounting Information Systems
  • Interaction with bankers and sureties
  • Budgeting and forecasting
  • Analysis related to purchasing a closely-held business
  • Analysis related to selling a closely-held business
• Accounting and Auditing
  • Audits
  • Reviews
• Tax
• Individual Planning
• Corporate Planning
• Tax Preparation for all types of entities

Education

• Bentley College – Bachelor of Science, Accountancy, 1988
• CPA Designation, 1991

Professional Designation

• Member, AICPA