Since joining the firm in 2013, Josh has worked on extensive projects in audit, accounting and tax.
A majority of Josh’s work is in financial reporting, auditing and preparation of tax returns of for-profit organizations and employee benefit plans for a diverse array of clients. Josh currently performs annual audits for over 30 organizations whose retirement plans are required to have audits under ERISA and is the firm lead in this practice area. Josh also performs extensive consulting with his clients on the implementation of recommended changes as well as on accounting or tax related issues.
Education
- Saginaw Valley State University: Bachelor of Professional Accountancy
Associations
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- AJCPA Employee Benefit Plan Audit Quality Center
Community
- Energize Bay Area Young Professionals Network
- 2018 Graduate of Leadership Bay County
- Chair & Treasurer of the Energize Steering Committee
- Bay Area Chamber of Commerce Board Member