“I take a proactive approach to serving my clients. This involves gaining a complete understanding of my clients’ businesses, their business objectives and personal goals, and helping them to achieve those goals. I strive to be a trusted business advisor to my clients, and to deliver value added services that make a difference. Not to mention, I try to have a little fun in the process!”
Joe has successfully served as a valued resource and trusted advisor to his clients for nearly 17 years. Throughout his career, he’s had experience working with businesses in many industries including construction and real estate, manufacturing, healthcare/medical, transportation, printing, and equipment dealerships, among others.
To these clients, he provides audit services, (including financial statement and agreed-upon procedures), Federal, State and local tax, accounting, and business planning and consulting services. When a client needs specialized services, Joe has also assisted clients in matters such as cost control and reduction, budgeting and forecasting, business plan development, sourcing financing, bookkeeping support, and compensation and succession planning.
Joe believes the first item necessary to best service a client is to understand their business as well as personal environment and goals. Once he’s gained this perspective, his focus points become assisting my clients with the vision and tasks required within that plan, educating them along the way to help them become more self-sufficient, all while maintaining a forward thinking approach and exceeding their service expectations.
- Bachelor of Science in Accounting, Wayne State University, Detroit, MI
Certifications, Memberships, and Involvement
- Michigan Association of Certified Public Accountants (MACPA)
- American Institute of Certified Public Accountants (AICPA)
- Construction Industry CPAs and Consultants (CICPAC)
- DFK International
- Sunrise Networking Group – Sterling Heights
When not in the office, you’ll find Joe…
…Spending time with his wife, three children and often extended “Italian” family, boating on Lake St. Clair, traveling internationally and enjoying sporting events…