PROFESSIONAL EXPERIENCE:
Joseph is a member of Cerini & Associates; audit staff where he works with our non-profit and for-profit clients. Joseph has experience in external auditing, including financial statement audits and employee benefit plan audits, tax preparation for non-profit clients, and bookkeeping services. Joseph’s knowledge and experience allow him to provide specific services including systems testing and analysis, internal and external audit functions, and bookkeeping functions.
AREAS OF EXPERTISE:
• Financial Statement and Employee Benefit Plan audits
• Financial Statement Reviews and Compilations
• Financial Statement Preparation
• Preparation of IRS Forms 990 & Related State returns
• Bookkeeping and accounting assistance
• Preparation and review of IRS Form 5500
• System testing and analysis
• Recommendations on improvements to internal controls
• Federal Single Audit compliance
• Audit and preparation of NYS Consolidated Fiscal Report (CFR)
KEY CLIENTS:
• Supporting and fundraising organizations
• Debt Settlement companies
• Amateur sports organizations
• Religious institutions and faith-based non-profits
• Healthcare providers
• Retirement plans
• Start-up entities
LICENSES & CERTIFICATIONS:
- Certified Public Accountant
EDUCATION:
Joseph graduated Magna Cum Laude from Marist College with a Bachelor’s degree in Accounting.
