Overview
Joe is a CPA in the nonprofit practice, spending time in both New York and New Jersey. He specializes in serving nonprofit and social services organizations, with a strong focus on independent schools and mission-driven entities.
Joe brings extensive experience providing audit, accounting, and advisory services to organizations navigating complex regulatory environments, including single audits and nonprofit tax considerations. He partners closely with clients to strengthen financial reporting, improve internal controls, and implement practical solutions that enhance operational effectiveness.
Known for his relationship-driven approach, Joe is passionate about helping clients, colleagues, and community partners achieve their goals. He works collaboratively to identify challenges, provide thoughtful insights, and deliver value beyond compliance by offering actionable recommendations that support long-term success.
Education
Bachelor of Business Administration from Marywood University
Masters of Business Administration from Marywood University
In the community
CLA Foundation, Board of Directors
2023, 2024 NJBIZ Accounting Power 50
Morristown Salvation Army Corps, Advisory Board Member
New Jersey Society of CPA's Emerging Leaders Council (NJCPA), Chair
NJCPA CPA Pipeline Task Force, Member
American Institute of Certified Public Accountants (AICPA), Member