Joe has over 12 years of public accounting experience. He is the lead on multiple client engagements, assisting in month-end closes, financial consolidation, financial analysis and reporting, and preparation of annual budgets. Joe is the main point person during client audits and maintains clients’ internal control policies, as well oversees his engagement teams and client staff in daily operating functions. Joe also acts in the Chief Financial Officer and Director of Finance Role for multiple clients. Joe has managed and overseen the implementation of the Intacct Accounting System and other applications implementations, such as BILL with a variety of clients. Joe received his Master’s in Business Administration from the University of Maryland and graduated from Marist College with a Bachelor’s of Science degree in Accounting. He obtained the Not-for-Profit Certificate in Core Concepts from the American Institute of CPAs.