April 7, 2023

As a principal in the firm’s Audit and Assurance Services Group, Joe focuses on serving clients in the healthcare industry and the not-for-profit sector. He also performs compliance audits for various organizations. Joe’s technical skills and exceptional attention to detail provide a valuable resource for clients with whom he works. He enjoys the challenge of working through complex accounting issues and being a source of technical knowledge to those he works with.

Practice Emphasis

  • Provides audit, review, examination and compilation services
  • Specializes in not-for-profit organizations, including healthcare organizations, social service agencies, associations, and low-income housing
  • Performs audits under the Single Audit Act and/or HUD requirements
  • Conducts operational reviews
  • Merger and acquisition support
  • Provides Uniform Guidance, internal control and not-for-profit accounting trainings

Proven Results

  • Performed and supervised audits and reviews for not-for-profit organizations and privately owned companies.
  • Performed specialized engagements built to clients’ specific needs.
  • Assisted clients in strengthening their internal controls and operational processes.

Education

  • Seattle University, Bachelor’s Degree in Business Administration
  • Seattle University, Master’s Degree in Professional Accounting

Activities

  • American Institute of Certified Public Accountants