Joe is a manager in Assurance and Advisory Services serving clients in diverse industries, including manufacturing/distribution, construction, professional services, retail, and employee benefit plan audits. He has been involved with various special projects including acquisitions and internal control analysis. His responsibilities include coordinating all aspects of the engagement with the client and partner, from the planning process to the issuance of the financial statements. Joe works closely with staff in executing, managing, and reviewing engagements.

Joe builds close relationships with his clients to fully understand their business. He uses this knowledge to offer recommendations and process improvements. His diverse background allows him to provide unique ideas for his clients’ business challenges.

Joe joined Bober Markey Fedorovich in 2016 after spending more than six years in public accounting and industry finance roles.

Specializations

• Construction
• Employee Benefit Plans
• Financial Reporting Framework for Small/Medium-Sized Entities
• International Financial Reporting Standards
• Manufacturing & Distribution
• Medical Industries
• Professional Services
• Retail
• Revenue Recognition and Implementation

Education

• Master of Science in Accounting, Concentration in Assurance Services, Kent State University
• Bachelor of Science in Business Administration, Kent State University

Certifications

• Certified Public Accountant (CPA)

Professional and Civic Memberships and Activities

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA)
• NEOhio Region of the Sports Car Club of America, treasurer
• BMF Revenue Recognition Implementation Committee
• BMF Employee Engagement and Enrichment Committee
• BMF IDEA Implementation Committee

Awards

• NEOhio Region Sports Car Club of America, Thomas Prescott Memorial Award, 2020

CliftonStrengths

• Responsibility
• Deliberative
• Analytical
• Maximizer
• Consistency