Joe has over twenty-five years of diverse experience with public accounting and financial services firms and has worked with companies with revenues ranging from start-up to $200M. He has provided companies with accounting, assurance, outsourced CFO and controller, business planning, and tax planning services, and has extensive experience with privately held construction and manufacturing companies. His proactive approach to client service coupled with his technical knowledge, attention to detail, and dedication to providing value has helped many clients grow and develop their businesses, and achieve more financial success.
Joe is in charge of the firm’s Audit and Assurance department, which includes the responsibility of coordinating and directing all of the firm’s audit engagements. Joe has significant experience auditing companies in a wide range of industries and actively monitors the ever-changing accounting standards landscape. He also oversees the firm’s quality control and peer review processes.
Joe is a Magna Cum Laude graduate from the University of Notre Dame, with a Bachelors of Business Administration degree with a major in Accountancy. He is a member of both the American Institute and Ohio Society of Certified Public Accountants. In addition, he has previously served for seven years on the Finance Committee of St. Francis of Assisi Parish, including two years as chairperson, and was treasurer of the Mayfield Area Chamber of Commerce for four years. Joe has also been active in the community by helping coach numerous youth sports teams. With their two sons now grown, Joe and his wife are…relieved…exhausted…proud…thankful…in search of hobbies and their next adventure together.