About Joseph

Joe is a Principal in our Audit & Advisory Group. He has a diverse client base and serves as auditor, accountant, and business consultant for privately-held companies and nonprofit organizations. Joe’s client base includes clients in the health care (including hospitals), real estate (including HUD projects), retail, manufacturing and distribution industries.

Additionally, Joe has significant experience assisting clients with mergers & acquisitions, due diligence reviews, evaluating and assisting clients with obtaining financing, and performing operational and business office reviews and analyses.

Joe is in charge of the Firm’s employee benefit plan audits, a member of the Firm’s Quality Control Committee and has been a member of our practice since 1985.

Market Focus & Services:

  • Audit & Advisory
    • Accounting and Assurance Issues
    • Attestation Services-Audits, Reviews, Compilations and Agreed-Upon Procedures
    • Audits Subject to Government Auditing Standards and OMB A-133 Requirements
    • HUD Financed Projects
    • Employee Benefit Plans
    • Corporate, Individual, and Partnership Taxation
    • Retailers and Wholesalers
  • Entrepreneurs
    • Closely-Held Businesses
  • Manufacturers & Distributors
  • Mergers & Acquisitions

Memberships & Associations:

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

Education

Cleveland State University