Joe Balus

Joseph F. Balus, III

CPA

Partner

+1 (608) 240 2339

Joe Balus, a partner with Baker Tilly, has been with the firm since 2006.

Joe specializes in serving manufacturing and distribution companies across the supply chain in various industry sectors. He is a firmwide resource for accounting and auditing technical matters, including group audits, international consolidations, and accounting standard changes, including lease accounting implementation. In addition to his client-facing manufacturing and distribution focus, Joe also spends his time working internally with the firm’s assurance professional practice group, ensuring all communications, tools, templates, and initiatives related to the assurance practice have been properly designed and vetted to ensure cohesive operations and consistent practical results.

  • Leader for delivery model innovation initiatives who has been instrumental in developing the firm’s methodology for supporting clients as they adopt new accounting standards
    – ASC 606: Revenue from Contracts with Customers
    – ASC 842: Leases
    – ASC 805: Business Combinations
  • Works with multinational companies, incorporating a thorough understanding of relevant financial reporting requirements and group auditing standards
  • Performs accounting, assurance and advisory services for manufacturing and distribution clients, including implementing and managing attest services
  • Assists clients in drafting financial statements and disclosures
  • Provides technical guidance, performs research and offers management recommendations for the improvement of accounting, financial reporting and internal control systems
  • Develops firmwide standardized audit tools and templates that encourage an efficient process while maintaining high-quality accounting industry standards
  • Manages the planning, execution and completion of employee benefit plan audits in compliance with Department of Labor standards
  • American Institute of Certified Public Accountants
  • Wisconsin Institute of Certified Public Accountants
  • Institute of Management Accountants

Location

Madison, WI

Education

Bachelor of Science in business administration, accounting and management information systems

Creighton University (Omaha, Nebraska)