Joanna is a Senior Accountant in the firm’s accounting & advisory services department. Joanna provides accounting, consulting, and tax services to clients in many different industries.
Outside of the office, Joanna enjoys going on road trips, sightseeing, and hiking.
- Business accounting and bookkeeping services
- Family office services for high net worth, multi-generational families
- Compilations of financial statements for closely held businesses and exempt organizations
- Corporate, partnership, and individual tax preparation
- Tax and consulting for not for profit entities
- Controllership services to client’s seeking to outsource functions of their accounting department
- Estate, gift, and trust preparation
- Business consulting
- QuickBooks consulting including set-up, maintenance, and accounting support