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.

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. 

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

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

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