Accounting and auditing
Internal control testing
Employee benefit plan audits
The Ohio State University, Bachelor of Science, Business Administration Accounting
Certified Public Accountant - State of Arizona
Certified Public Accountant - State of Ohio
Western Pension & Benefits Council - Phoenix Chapter
Josh has ten years of public accounting experience and manages financial statement audits, reviews, and internal control testing in Scottsdale, Chandler, and throughout Arizona. Working closely with clients, he gains an understanding of their business and carefully develops specific guidelines for obtaining information. Recognizing a company’s profitability relies on financial data, Josh helps clients avoid increased operating costs by ensuring data is correctly structured and accurate. Specializing in employee benefit plan audits, he plans, directs, and reports on a variety of plan audits in accordance with the latest AICPA standards and Department of Labor and IRS requirements. Committed to increasing his knowledge and providing guidance to clients, Josh obtained an Advanced Defined Contribution Plans Audit Certificate.