Joe’s approach to helping clients is much broader than conducting an audit or review. He works closely with them to appreciate their day-to-day operations and responsibilities. Joe truly loves collaborating with clients to improve not only the audit process but the business as well.
Joe’s technical expertise focuses on clients in the manufacturing, not-for-profit and service industries. He has extensive experience with complex entity structuring, including the unique issues associated with consolidations. He also works with clients to understand how they use accounting and productivity software to help them more effectively analyze business information.
- Engage! Cleveland (Finance and Executive Committees)
- Ohio Society of CPAs
- American Institute of CPAs
- Adjunct professor for John Carroll University’s Master of Business Administration program
Joe, his wife and their three children live in Lyndhurst, Ohio. One of Joe’s passions is truly accounting, but, when forced to step away from his spreadsheets, he is involved with his church, his kids’ sports leagues and is known to be quite a force on the Cohen soccer team.