Joe is a CPA and CGFM with more than 30 years’ experience serving for clients that range from single service not-for profits to complex State Governments and Agencies. As a result, he has a broad view of the organizations that serve the public.
He has lead advisory project to assist clients with: transformation of the finance function, best practice reviews, evaluation of internal controls, and monitoring compliance with federal grant regulations, cost allocation plans, and process improvement.
He has served as an audit partner for government and not-for profit clients have included general purpose governments, health care providers, educational institutions, student loan organizations, insurance companies, membership organizations, governmental financing authorities, pension plans, and foundations.
He has experience with assisting governments in meeting the Certificate of Achievement for Excellence in Financial Reporting, and assisted all clients in tax-exempt bond issues. Joe has consulted with clients on numerous accounting issues, and is proactive in assisting clients with the implementation of new accounting standards.