Joe has nearly two decades of combined experience in public accounting and private industry. He works closely with clients in the consumer products, technology and software, healthcare, cannabis and professional services industries. Throughout his career, Joe has assisted companies around the globe with a variety of audit and advisory projects.

Joe serves as an audit partner in the firm’s Orange County, California office.

Bachelor of Business Administration in accounting 
Dallas Baptist University (Dallas, Texas) 

Leads and manages projects for foreign operations, development stage companies, initial public offerings, reverse mergers, and compliance with Section 404 of the Sarbanes Oxley Act of 2002 

Participates in audit and advisory engagements for U.S., Japanese, Canadian, European, Korean, and Chinese-owned entities 

Manages internal control compliance for companies in the Asian/Pacific region 

Formerly directed the Japanese Services department for a top public accounting firm 

American Institute of Certified Public Accountants (AICPA) 

California Society of Certified Public Accountants (CalCPA) 

Written and presented on a number of audit-related topics including: 
-Difference between IFRS and US GAAP, specific to Japanese owned subsidiaries in the US 
-Compliance with PCAOB audit 
-Compliance with PM Internal Control Manual 
-Major differences between IFRS and US GAAP, published in an accounting journal issued by Gakushin University in Japan 

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