Joe is a principal with Baker Tilly's New York healthcare practice. He has extensive experience serving both not-for-profit and for-profit healthcare organizations. Joe has provided accounting, auditing and management advisory services to healthcare clients for more than 25 years. His expertise includes audits of large, integrated delivery systems, academic medical centers, community-based hospitals, private equity-owned healthcare companies, physician practices, senior living facilities and various other providers. Joe's professional background includes financial reporting and analysis, review and enhancement of internal controls and re-engineering of accounting and financial reporting processes.
- Partner-in-charge of the financial audits of numerous healthcare providers and organizations
- Provides strategic direction and advice to healthcare providers and organizations including close consultation with the board of directors and management
- Presents financial and audit reports to healthcare boards and committees
- Develops accounting and financial reporting processes
- Develops methodologies and processes for the valuation of healthcare receivables and reserves
- Coordinates consulting assistance with financial projections, due diligence with mergers and acquisitions and other projects
- Provides guidance on accounting policies and procedures to improve the operation of the accounting function and strengthen internal controls
- Provides healthcare group audit training
- American Institute of Certified Public Accountants (AICPA)
- New York Society of Certified Public Accountants (NYSCPA)
- Healthcare Financial Management Association
- Smithtown Christian School, board member
- Smithtown Youth Athletic Programs, coach
- Accounting and auditing updates
- Public sector single audit training
- Healthcare Financial Management Association conferences
- Healthcare industry conferences
- Generally Accepted Government Auditing Standards (Yellow Book) training
