Overview
As an assurance* partner, Joseph leverages his extensive experience and broad knowledge base to provide his clients with outstanding service. He performs financial statement audits*, reviews and compilations, and consulting services relating to complex accounting matters, including business combinations, stock-based compensation, and other equity transactions. Likable, dependable, and detail-oriented, Joseph is an ideal partner for companies of all sizes needing assurance and complex accounting services.
Experience
He works closely with held and PE-backed private companies in the manufacturing and distribution, real estate, technology, and entertainment industries, ranging from development-stage startups to established multinational corporations. Joseph provided meaningful inventory management and organization recommendations to a manufacturing and distribution client, resulting in a more than 30% increase in the inventory capacity their warehouse could maintain.
Education & Affiliations
Joseph earned a Bachelor’s in Business Management and Economics from the University of California, Santa Cruz. He is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA).
*Aprio assurance, attest, and audit services provided by Aprio, LLP.
Insights
