Image of Joseph C. Sassa III

Joseph C. Sassa III

Partner, CPA
215 972 2359

An audit partner and member of our education and public sector practice group, Joe has over 30 years of experience in public accounting. He is our engagement partner for colleges and universities, independent private schools, private foundations, and trade associations of a national, state, and local scope. He serves as the engagement executive for several of our major clients.

Experience

  • Partner-in-charge of the financial audits of numerous colleges and universities
  • Partner-in-charge of the financial audits of numerous independent private schools
  • Partner-in-charge of the financial audits of private foundations and other not-for-profit organizations
  • Partner-in-charge of single audits in accordance with OMB Circular A-133
  • Performs agreed upon procedures audits for debt compliance, community colleges and other specific requests
  • Presents financial and audit reports to not-for-profit boards and committees
  • Provides guidance on accounting policies and procedures to improve the operation of the accounting function and strengthen internal controls
  • Provides a variety of accounting and budgeting assistance to not-for-profit clients
  • Executor and Trustee for several clients including an estate and closely held corporation
  • Licensed CPA in Pennsylvania
  • FINRA Licenses Series 7, 66 (inactive)

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • National Association of College and University Business Officers
  • Eastern Association of Colleges and University Business Officers

Education

Drexel University
Bachelor of Science

Continuing Education

  • Generally Accepted Government Auditing Standards (Yellow Book) training
  • Not-for-profit/Education Accounting and Tax Seminar
  • Loscalzo's Not-for-Profit Industry Update
  • Public Sector Annual Update
  • EACUBO 2014 Annual Workshop
  • Annual Quality Update (Philadelphia Region)
  • AICPA Ethics (Philadelphia Region)
  • EACUBO 2013 Annual Workshop
  • Clarity Standards Update(Philadelphia Region)
  • Loscalzo's Step by Step Guide to Compliance Auditing - A Gateway to Efficiency
  • Loscalzo's Not-for-Profit Industry Update & Major Accounting & Disclosure Issues