Director, Client Accounting Advisory Services
Joseph Perotta is a Director of Anchin’s Client Accounting Advisory Services Group with over 20 years of experience serving companies and their owners. He has extensive experience identifying and rectifying issues in books and records and works seamlessly with both internal and external bookkeeping service providers on behalf of his clients. Joe also assists clients with budgeting, projections and providing explanations about monthly activity and other complexities related to their books and records.
In addition to serving clients in the AEC and consumer products industries, Joe also has significant real estate experience, having assisted clients in estate planning, forecasts and projections, property valuations, and organizational structuring. He has helped families develop tax strategies related to ownership and operation of corporations, partnerships, and other business structures. His knowledge, experience and attention to detail enable him to bring additional value to his outsourced accounting clients, as he is often able to identify ideas for improvement and make appropriate recommendations.
- Client Accounting Advisory Services
- Tax Planning and Compliance
- Trusts and Estates
- Architecture and Engineering
- Consumer Products
- Real Estate
- Five Things You Didn’t Know About Client Accounting Advisory ServicesJune 22, 2021
Interested in learning more about specific ways CAS can support your high-level accounting and finance efforts? Here are five things you might not have known that CAS covers.
- How CAS Can Help You In This Remote Working and Technology-Enabled LandscapeNovember 2, 2020
Since its inception, Anchin’s Client Accounting and Advisory Services (CAS) group has operated as an extension of a company’s finance function, with remote work and technology at the core of our strategic model. We have a proven track record of efficiently and effectively managing accounting functions remotely for many years, not just the months since the COVID-19 pandemic struck at the heart of the traditional brick and mortar business model. Anchin CAS can assist businesses of all sizes with the shift to a prospective, forward thinking and strategic business model that fills workforce gaps, without the need for extensive training and transitioning of employees, all while embracing remote work.
- Bridging the Post-Pandemic Gaps in Your Accounting Team with Client Accounting Advisory Services (CAS)June 24, 2020
COVID-19 has dramatically affected the world economy, consumer spending, business management and operations. Businesses around the world have had to mobilize quickly to make changes to be able to stay open and be profitable during this crisis. They have had to call upon their trusted tax and legal advisors to best decide how to make the necessary adjustments to their operations to stay afloat. Anchin’s Client Accounting Advisory Services (CAS) team can help you get through this crisis and beyond.