Biography

Joe has over 12 years of experience providing professional public accounting, audit, tax and advisory services, he specializes in servicing clients in the construction, insurance and distribution industries. His construction industry expertise includes working with heavy highway, site work, electrical, steel and other specialty contractors and subcontractors as well as servicing the needs of insurance agencies and managing general agents. Joe also has two years experience as a corporate controller.

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Joe is an active member of the Firm’s Construction Services Team and Insurance Services Group. In addition, he holds the CCIFP (certified construction industry financial professional) credential through the Institute of Certified Construction Industry Financial Professionals.

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The Direct Bill Decision
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Insurance agencies have the option to choose the way they bill the insured. One common type of billing method used is agency billing, which occurs when the insurance agency bills […]

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Share Trust Importance Trust account management is based on the concept of receiving payments from insured’s and immediately compensating the companies who are providing the service. Dispersing the commission income […]

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